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
AAPL99.91%
GOOG99.91%
MSFT99.91%
BRK.B99.91%
NVDA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 10.68% | 0% | 99.91% | 2/1/2025 |
 steveli1029 | 10.1% | 0% | 67.55% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 9.08% | 0% | 99.91% | 2/1/2025 |
 Invesco QQQ (QQQ) | 8.58% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 7.82% | 0% | 99.91% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 7.12% | 0% | 99.91% | 2/1/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 5.94% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 5.43% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 5.42% | 0% | 99.91% | 2/1/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 4.26% | 0% | 79.45% | 6/24/2024 |
 Meta (META) | 3.05% | 0% | 87.27% | 2/1/2025 |
 UBS (UBSG.ZU) | 2.58% | 0% | 99.91% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 2.55% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.87% | 0% | 38% | 6/10/2024 |
 Amazon (AMZN) | 1.77% | 0% | 76.73% | 2/1/2025 |
 Ethereum (ETH) | 1.64% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 1.61% | 0% | 40.18% | 4/12/2023 |
 Tesla (TSLA) | 1.48% | 0% | 68.82% | 2/26/2024 |
 Build and Build (BNB) | 1.32% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 1.05% | 0% | 99.91% | 2/1/2025 |
 Align (ALGN) | 0.74% | 0% | 45.73% | 6/13/2023 |
 Real Estate Select Sector SPDR (XLRE) | 0.64% | 0% | 58.91% | 11/9/2023 |
 TSMC (TSM) | 0.63% | 0% | 34.09% | 4/12/2023 |
 iShares Semiconductor ETF (SOXX) | 0.6% | 0% | 27.45% | 11/22/2024 |
 Illumina (ILMN) | 0.54% | 0% | 35.73% | 2/21/2023 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.53% | 0% | 21.73% | 2/1/2025 |
 UFP Technologies (UFPT) | 0.49% | 0% | 29.64% | 2/1/2025 |
 Deutsche Bank (DB) | 0.4% | 0% | 79.45% | 6/24/2024 |
 Patrick Industries (PATK) | 0.38% | 0% | 31.09% | 2/1/2025 |
 Netflix (NFLX) | 0.37% | 0% | 16.36% | 2/1/2025 |
 Ishares Global 100 Etf (IOO) | 0.36% | 0% | 15.27% | 11/22/2024 |
 United Rentals (URI) | 0.19% | 0% | 29.64% | 2/1/2025 |
 Supermicro (SMCI) | 0.11% | 0% | 10% | 6/24/2024 |
 AMD (AMD) | 0.1% | 0% | 9.36% | 6/10/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.08% | 0% | 5.55% | 6/13/2023 |
 Cardano (ADA) | 0.06% | 0% | 6.09% | 3/9/2022 |
 Airbnb (ABNB) | 0.05% | 0% | 6.73% | 3/16/2022 |
 Shopify (SHOP) | 0.04% | 0% | 6.09% | 3/9/2022 |
 Spotify (SPOT) | 0.04% | 0% | 6.45% | 2/1/2025 |
 Delivery Hero (DHER.DE) | 0.03% | 0% | 3.73% | 2/10/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0% | 3.27% | 8/1/2024 |
 Alibaba (BABA) | 0.02% | 0% | 1.55% | 4/18/2023 |
 Solana (SOL) | 0.01% | 0% | 6.45% | 2/1/2025 |
 Grail Inc (GRAL) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 18.41% | 19.1% |
| steveli1029 | 9.7% | 17.17% |
| Vanguard S&P 500 ETF (VOO) | 9.93% | 8.74% |
| iShares Core Aggressive Allocation ETF (AOA) | 12.51% | 6.92% |
| Invesco QQQ (QQQ) | 5.98% | 6.76% |
| Apple (AAPL) | 4.97% | 6.02% |
| Berkshire Hathaway (BRK.B) | 4.97% | 5% |
| Meta (META) | 4.7% | 4.42% |
| Alphabet (GOOG) | 2.98% | 4.29% |
| Microsoft (MSFT) | 2.98% | 3.81% |
| Intuitive Surgical (ISRG) | 1.49% | 2.31% |
| iShares MSCI ACWI Index Fund (ACWI) | 4.21% | 2.29% |
| Bitcoin (BTC) | 2.81% | 2.23% |
| UBS (UBSG.ZU) | 1.49% | 1.88% |
| Build and Build (BNB) | 1.47% | 1.78% |
| Ethereum (ETH) | 1.49% | 1.59% |
| UFP Technologies (UFPT) | 1.99% | 1.26% |
| Patrick Industries (PATK) | 1.99% | 1.13% |
| Netflix (NFLX) | 1.99% | 1.01% |
| Amazon (AMZN) | 0.96% | 0.77% |
| Spotify (SPOT) | 1.28% | 0.62% |
| United Rentals (URI) | 0.99% | 0.54% |
| Solana (SOL) | 0.5% | 0.19% |