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%
GOOG99.92%
MSFT99.92%
BRK.B99.92%
NVDA99.92%
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) | 11.2% | 15.16% | 99.92% | - |
 steveli1029 | 10.82% | 17.98% | 70.83% | - |
 Vanguard S&P 500 ETF (VOO) | 9.07% | 8.57% | 99.92% | - |
 Invesco QQQ (QQQ) | 8.51% | 8.79% | 99.92% | - |
| Apple (AAPL) | 7.56% | 2.83% | 99.92% | - |
| Berkshire Hathaway (BRK.B) | 7% | 5.22% | 99.92% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 6.08% | 7.06% | 99.92% | - |
| Alphabet (GOOG) | 5.29% | 3.71% | 99.92% | - |
| Microsoft (MSFT) | 5.26% | 4.09% | 99.92% | - |
 iShares U.S. Medical Devices ETF (IHI) | 3.83% | 0% | 71.41% | 6/24/2024 |
 Meta (META) | 3.23% | 5.01% | 88.56% | - |
 Intuitive Surgical (ISRG) | 2.55% | 2.39% | 99.92% | - |
 UBS (UBSG.ZU) | 2.52% | 1.87% | 99.92% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.83% | 2.86% | 39.3% | - |
 Amazon (AMZN) | 1.63% | 0% | 73.94% | 4/4/2025 |
 Ethereum (ETH) | 1.58% | 1.12% | 99.92% | - |
 Vanguard Total World Stock ETF (VT.US) | 1.45% | 0% | 36.11% | 4/12/2023 |
 Build and Build (BNB) | 1.35% | 1.56% | 99.92% | - |
 Tesla (TSLA) | 1.33% | 0% | 61.85% | 2/26/2024 |
 Bitcoin (BTC) | 1.18% | 2.36% | 99.92% | - |
 Align (ALGN) | 0.66% | 0% | 41.09% | 6/13/2023 |
 Real Estate Select Sector SPDR (XLRE) | 0.57% | 0% | 52.94% | 11/9/2023 |
 TSMC (TSM) | 0.57% | 0% | 30.64% | 4/12/2023 |
 iShares Semiconductor ETF (SOXX) | 0.54% | 0% | 24.67% | 11/22/2024 |
 UFP Technologies (UFPT) | 0.53% | 0.62% | 36.76% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 0.49% | 0% | 19.85% | 2/6/2025 |
 Illumina (ILMN) | 0.48% | 0% | 32.11% | 2/21/2023 |
 Netflix (NFLX) | 0.47% | 3.33% | 24.84% | - |
 Patrick Industries (PATK) | 0.44% | 0.26% | 38.07% | - |
 Deutsche Bank (DB) | 0.36% | 0% | 71.41% | 6/24/2024 |
 Ishares Global 100 Etf (IOO) | 0.32% | 0% | 13.73% | 11/22/2024 |
 Palantir (PLTR) | 0.26% | 2.87% | 9.89% | - |
 United Rentals (URI) | 0.22% | 0.52% | 36.76% | - |
 Supermicro (SMCI) | 0.1% | 0% | 8.99% | 6/24/2024 |
 AMD (AMD) | 0.09% | 0% | 8.42% | 6/10/2024 |
 Spotify (SPOT) | 0.08% | 0% | 10.78% | 4/4/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.07% | 0% | 4.98% | 6/13/2023 |
 Guidewire (GWRE) | 0.06% | 1.75% | 4.58% | - |
 Cardano (ADA) | 0.06% | 0% | 5.47% | 3/9/2022 |
 Airbnb (ABNB) | 0.04% | 0% | 6.05% | 3/16/2022 |
 Shopify (SHOP) | 0.04% | 0% | 5.47% | 3/9/2022 |
 Delivery Hero (DHER.DE) | 0.03% | 0% | 3.35% | 2/10/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0% | 2.94% | 8/1/2024 |
 Alibaba (BABA) | 0.02% | 0% | 1.39% | 4/18/2023 |
 Solana (SOL) | 0.01% | 0% | 6.45% | 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% |