Portfolio Diversification
Range
Most Diversified
27 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
22.4 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) | 11.09% | 13.19% | 99.91% | - |
 steveli1029 | 10.54% | 16.9% | 69.64% | - |
 Vanguard S&P 500 ETF (VOO) | 9.08% | 9.14% | 99.91% | - |
 Invesco QQQ (QQQ) | 8.49% | 8.94% | 99.91% | - |
| Apple (AAPL) | 7.68% | 5.52% | 99.91% | - |
| Berkshire Hathaway (BRK.B) | 7.04% | 6.65% | 99.91% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 6.03% | 7.76% | 99.91% | - |
| Alphabet (GOOG) | 5.34% | 4.03% | 99.91% | - |
| Microsoft (MSFT) | 5.31% | 3.87% | 99.91% | - |
 iShares U.S. Medical Devices ETF (IHI) | 3.99% | 0% | 74.32% | 6/24/2024 |
 Meta (META) | 3.17% | 4.41% | 88.1% | - |
 Intuitive Surgical (ISRG) | 2.55% | 2.49% | 99.91% | - |
 UBS (UBSG.ZU) | 2.54% | 1.93% | 99.91% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.79% | 3.05% | 36.82% | - |
 Amazon (AMZN) | 1.69% | 0% | 76.96% | 4/4/2025 |
 Ethereum (ETH) | 1.6% | 0.89% | 99.91% | - |
 Vanguard Total World Stock ETF (VT.US) | 1.51% | 0% | 37.59% | 4/12/2023 |
 Tesla (TSLA) | 1.39% | 0% | 64.37% | 2/26/2024 |
 Build and Build (BNB) | 1.34% | 1.75% | 99.91% | - |
 Bitcoin (BTC) | 1.12% | 2.35% | 99.91% | - |
 Align (ALGN) | 0.69% | 0% | 42.77% | 6/13/2023 |
 Real Estate Select Sector SPDR (XLRE) | 0.6% | 0% | 55.1% | 11/9/2023 |
 TSMC (TSM) | 0.59% | 0% | 31.89% | 4/12/2023 |
 iShares Semiconductor ETF (SOXX) | 0.56% | 0% | 25.68% | 11/22/2024 |
 UFP Technologies (UFPT) | 0.53% | 0.64% | 34.18% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 0.51% | 0% | 20.66% | 2/6/2025 |
 Illumina (ILMN) | 0.5% | 0% | 33.42% | 2/21/2023 |
 Patrick Industries (PATK) | 0.44% | 1.26% | 35.54% | - |
 Netflix (NFLX) | 0.42% | 1.29% | 21.77% | - |
 Deutsche Bank (DB) | 0.38% | 0% | 74.32% | 6/24/2024 |
 Ishares Global 100 Etf (IOO) | 0.34% | 0% | 14.29% | 11/22/2024 |
 United Rentals (URI) | 0.21% | 0.52% | 34.18% | - |
 Palantir (PLTR) | 0.15% | 2.7% | 6.21% | - |
 Supermicro (SMCI) | 0.11% | 0% | 9.35% | 6/24/2024 |
 AMD (AMD) | 0.1% | 0% | 8.76% | 6/10/2024 |
 Spotify (SPOT) | 0.08% | 0% | 11.22% | 4/4/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.08% | 0% | 5.19% | 6/13/2023 |
 Cardano (ADA) | 0.06% | 0% | 5.7% | 3/9/2022 |
 Airbnb (ABNB) | 0.04% | 0% | 6.29% | 3/16/2022 |
 Shopify (SHOP) | 0.04% | 0% | 5.7% | 3/9/2022 |
 Delivery Hero (DHER.DE) | 0.03% | 0% | 3.49% | 2/10/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0% | 3.06% | 8/1/2024 |
 Alibaba (BABA) | 0.02% | 0% | 1.45% | 4/18/2023 |
 Solana (SOL) | 0.01% | 0% | 6.72% | 2/10/2025 |
 Guidewire (GWRE) | 0% | 0.62% | 0.68% | - |
 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% |