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Portfolio Diversification
Range
Most Diversified
8 instruments
April 5, 2023
Least Diversified
0 instruments
January 1, 2022
Average
6.8 instruments
Most Consistent Holdings
Top 5
AAPL98.59%
MSFT98.59%
QQQ98.59%
IJR98.59%
GOOG70.95%
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 |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF (IJR) | 15.83% | 13.59% | 98.59% | - |
 Shopify (SHOP) | 11.82% | 19.49% | 70.95% | - |
 Amazon (AMZN) | 10.74% | 14.36% | 70.95% | - |
 Disney (DIS) | 10.54% | 11.88% | 70.95% | - |
| Microsoft (MSFT) | 9.5% | 7.9% | 98.59% | - |
| Apple (AAPL) | 9.18% | 9.07% | 98.59% | - |
| Invesco QQQ (QQQ) | 9.09% | 9.69% | 98.59% | - |
| Alphabet (GOOG) | 6.78% | 13.08% | 70.95% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Shopify (SHOP) | 11.87% | 22.01% |
| Amazon (AMZN) | 11.56% | 14.2% |
| Alphabet (GOOG) | 7.71% | 12.58% |
| Disney (DIS) | 19.26% | 12.15% |
| iShares Core S&P Small-Cap ETF (IJR) | 19.26% | 11.94% |
| Invesco QQQ (QQQ) | 9.63% | 9.06% |
| Apple (AAPL) | 9.63% | 8.74% |
| Microsoft (MSFT) | 9.63% | 8.53% |
Cash & Instruments Over Time
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