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
AAPL99.92%
BRK.B99.92%
NVDA99.92%
UBSG.ZU99.92%
QQQ99.92%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 11.37% | 16.74% | 99.92% | - |
 steveli1029 | 11.08% | 18.8% | 71.81% | - |
 Vanguard S&P 500 ETF (VOO) | 9.04% | 8.19% | 99.92% | - |
| Invesco QQQ (QQQ) | 8.51% | 8.53% | 99.92% | - |
| Apple (AAPL) | 7.39% | 2.7% | 99.92% | - |
| Berkshire Hathaway (BRK.B) | 6.92% | 4.57% | 99.92% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 6.07% | 4.17% | 99.92% | - |
 Alphabet (GOOG) | 5.22% | 3.77% | 99.84% | - |
 Microsoft (MSFT) | 5.21% | 4.03% | 99.84% | - |
 iShares U.S. Medical Devices ETF (IHI) | 3.69% | 0% | 68.82% | 6/24/2024 |
 Meta (META) | 3.29% | 4.71% | 88.98% | - |
 Intuitive Surgical (ISRG) | 2.53% | 2% | 99.84% | - |
| UBS (UBSG.ZU) | 2.49% | 1.87% | 99.92% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.87% | 2.74% | 41.5% | - |
 Ethereum (ETH) | 1.57% | 1.59% | 99.92% | - |
 Amazon (AMZN) | 1.57% | 0% | 71.26% | 4/4/2025 |
 Vanguard Total World Stock ETF (VT.US) | 1.4% | 0% | 34.8% | 4/12/2023 |
 Build and Build (BNB) | 1.36% | 1.72% | 99.92% | - |
 Tesla (TSLA) | 1.28% | 0% | 59.61% | 2/26/2024 |
 Bitcoin (BTC) | 1.22% | 2.48% | 99.92% | - |
 Align (ALGN) | 0.64% | 0% | 39.61% | 6/13/2023 |
 Netflix (NFLX) | 0.56% | 2.96% | 27.56% | - |
 Real Estate Select Sector SPDR (XLRE) | 0.55% | 0% | 51.02% | 11/9/2023 |
 TSMC (TSM) | 0.55% | 0% | 29.53% | 4/12/2023 |
 UFP Technologies (UFPT) | 0.53% | 0.52% | 38.98% | - |
 iShares Semiconductor ETF (SOXX) | 0.52% | 0% | 23.78% | 11/22/2024 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.47% | 0% | 19.13% | 2/6/2025 |
 Illumina (ILMN) | 0.47% | 0% | 30.94% | 2/21/2023 |
 Patrick Industries (PATK) | 0.43% | 0.25% | 40.31% | - |
 Palantir (PLTR) | 0.36% | 3.28% | 13.15% | - |
 Deutsche Bank (DB) | 0.35% | 0% | 68.82% | 6/24/2024 |
 Ishares Global 100 Etf (IOO) | 0.31% | 0% | 13.23% | 11/22/2024 |
 United Rentals (URI) | 0.23% | 0.52% | 39.06% | - |
 Spotify (SPOT) | 0.12% | 2.4% | 11.97% | - |
 Guidewire (GWRE) | 0.11% | 1.37% | 8.03% | - |
 Supermicro (SMCI) | 0.1% | 0% | 8.66% | 6/24/2024 |
 AMD (AMD) | 0.09% | 0% | 8.11% | 6/10/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.07% | 0% | 4.8% | 6/13/2023 |
 Cardano (ADA) | 0.05% | 0% | 5.28% | 3/9/2022 |
 Airbnb (ABNB) | 0.04% | 0% | 5.83% | 3/16/2022 |
 Shopify (SHOP) | 0.04% | 0% | 5.28% | 3/9/2022 |
 Delivery Hero (DHER.DE) | 0.03% | 0% | 3.23% | 2/10/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.02% | 0% | 2.83% | 8/1/2024 |
 Alibaba (BABA) | 0.01% | 0% | 1.34% | 4/18/2023 |
 Solana (SOL) | 0.01% | 0% | 6.22% | 2/10/2025 |
 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% |