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Portfolio Diversification
Range
Most Diversified
27 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
22.5 instruments
Most Consistent Holdings
Top 5
AAPL99.8%
BRK.B99.8%
NVDA99.8%
UBSG.ZU99.8%
QQQ99.8%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 steveli1029 | 12.09% | 17.78% | 75.57% | - |
| NVIDIA (NVDA) | 11.92% | 13.6% | 99.8% | - |
 Vanguard S&P 500 ETF (VOO) | 8.92% | 8.99% | 99.8% | - |
| Invesco QQQ (QQQ) | 8.56% | 11.81% | 99.8% | - |
| Apple (AAPL) | 6.74% | 3.38% | 99.8% | - |
| Berkshire Hathaway (BRK.B) | 6.56% | 4.65% | 99.8% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 5.78% | 4.65% | 99.8% | - |
 Alphabet (GOOG) | 5.52% | 11.7% | 99.6% | - |
 Microsoft (MSFT) | 4.97% | 3.15% | 99.6% | - |
 Meta (META) | 3.44% | 4.32% | 90.5% | - |
 iShares U.S. Medical Devices ETF (IHI) | 3.14% | 0% | 58.5% | 6/24/2024 |
 Intuitive Surgical (ISRG) | 2.43% | 1.92% | 99.53% | - |
| UBS (UBSG.ZU) | 2.42% | 2.1% | 99.8% | - |
 Vanguard Total Stock Market ETF (VTI) | 2% | 3.01% | 50.13% | - |
 Ethereum (ETH) | 1.54% | 0.86% | 99.8% | - |
 Build and Build (BNB) | 1.44% | 1.44% | 99.8% | - |
 Bitcoin (BTC) | 1.33% | 1.46% | 99.8% | - |
 Amazon (AMZN) | 1.33% | 0% | 60.58% | 4/4/2025 |
 Vanguard Total World Stock ETF (VT.US) | 1.19% | 0% | 29.59% | 4/12/2023 |
 Tesla (TSLA) | 1.09% | 0% | 50.67% | 2/26/2024 |
 Palantir (PLTR) | 0.82% | 3.16% | 26.04% | - |
 Netflix (NFLX) | 0.79% | 0% | 36.61% | 2/6/2026 |
 Align (ALGN) | 0.54% | 0% | 33.67% | 6/13/2023 |
 UFP Technologies (UFPT) | 0.52% | 0% | 47.05% | 2/20/2026 |
 TSMC (TSM) | 0.5% | 1.14% | 30.05% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.47% | 0% | 43.37% | 11/9/2023 |
 iShares Semiconductor ETF (SOXX) | 0.44% | 0% | 20.21% | 11/22/2024 |
 Patrick Industries (PATK) | 0.41% | 0.33% | 49.13% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 0.4% | 0% | 16.27% | 2/6/2025 |
 Illumina (ILMN) | 0.4% | 0% | 26.31% | 2/21/2023 |
 Spotify (SPOT) | 0.37% | 0% | 23.36% | 2/6/2026 |
 Deutsche Bank (DB) | 0.3% | 0% | 58.5% | 6/24/2024 |
 United Rentals (URI) | 0.28% | 0.55% | 48.06% | - |
 Ishares Global 100 Etf (IOO) | 0.26% | 0% | 11.24% | 11/22/2024 |
 Guidewire (GWRE) | 0.23% | 0% | 18.14% | 1/9/2026 |
 Supermicro (SMCI) | 0.08% | 0% | 7.36% | 6/24/2024 |
 AMD (AMD) | 0.08% | 0% | 6.89% | 6/10/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.06% | 0% | 4.08% | 6/13/2023 |
 Cardano (ADA) | 0.05% | 0% | 4.48% | 3/9/2022 |
 Airbnb (ABNB) | 0.03% | 0% | 4.95% | 3/16/2022 |
 Shopify (SHOP) | 0.03% | 0% | 4.48% | 3/9/2022 |
 Delivery Hero (DHER.DE) | 0.03% | 0% | 2.74% | 2/10/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.02% | 0% | 2.41% | 8/1/2024 |
 Alibaba (BABA) | 0.01% | 0% | 1.14% | 4/18/2023 |
 Solana (SOL) | 0.01% | 0% | 5.29% | 2/10/2025 |
 Oracle (ORCL) | 0% | 0% | 7.36% | 1/6/2026 |
 Grail Inc (GRAL) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| steveli1029 | 16.95% | 18.04% |
| NVIDIA (NVDA) | 5.91% | 13.12% |
| Alphabet (GOOG) | 10.65% | 9.83% |
| Invesco QQQ (QQQ) | 8.07% | 8.76% |
| Vanguard S&P 500 ETF (VOO) | 8.54% | 8.39% |
| Berkshire Hathaway (BRK.B) | 4.27% | 4.57% |
| iShares Core Aggressive Allocation ETF (AOA) | 6.48% | 4.21% |
| Meta (META) | 4.04% | 4.11% |
| Palantir (PLTR) | 4.43% | 3.63% |
| Microsoft (MSFT) | 2.56% | 3.6% |
| Apple (AAPL) | 2.08% | 3.26% |
| Vanguard Total Stock Market ETF (VTI) | 4.27% | 2.8% |
| UBS (UBSG.ZU) | 1.28% | 2.28% |
| Netflix (NFLX) | 4.89% | 2.12% |
| Intuitive Surgical (ISRG) | 1.28% | 2.07% |
| Spotify (SPOT) | 4.64% | 1.86% |
| Build and Build (BNB) | 1.26% | 1.83% |
| Bitcoin (BTC) | 2.42% | 1.74% |
| Ethereum (ETH) | 1.28% | 1.18% |
| Guidewire (GWRE) | 1.43% | 0.71% |
| United Rentals (URI) | 0.85% | 0.51% |
| UFP Technologies (UFPT) | 0.87% | 0.48% |
| TSMC (TSM) | 0.93% | 0.48% |
| Patrick Industries (PATK) | 0.39% | 0.27% |
| Oracle (ORCL) | 0.09% | 0.03% |
Cash & Instruments Over Time
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