Portfolio Diversification
Range
Most Diversified
8 instruments
April 5, 2023
Least Diversified
0 instruments
January 1, 2022
Average
6.5 instruments
Most Consistent Holdings
Top 5
AAPL98.25%
MSFT98.25%
QQQ98.25%
IJR98.25%
GOOG63.89%
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) | 16.58% | 13.41% | 98.25% | - |
 Disney (DIS) | 9.91% | 15.05% | 63.89% | - |
 Shopify (SHOP) | 9.72% | 18.82% | 63.89% | - |
 Amazon (AMZN) | 9.71% | 15.72% | 63.89% | - |
| Microsoft (MSFT) | 9.56% | 9.96% | 98.25% | - |
| Apple (AAPL) | 9.36% | 8.44% | 98.25% | - |
| Invesco QQQ (QQQ) | 9.01% | 9.56% | 98.25% | - |
| Alphabet (GOOG) | 5.78% | 8.33% | 63.89% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shopify (SHOP) | 11.94% | 17.62% |
| Amazon (AMZN) | 11.63% | 16.35% |
| Disney (DIS) | 19.38% | 14.42% |
| iShares Core S&P Small-Cap ETF (IJR) | 19.38% | 13.88% |
| Apple (AAPL) | 9.69% | 9.75% |
| Alphabet (GOOG) | 7.75% | 9.24% |
| Invesco QQQ (QQQ) | 9.69% | 9.14% |
| Microsoft (MSFT) | 9.69% | 9.01% |