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Portfolio Diversification
Range
Most Diversified
30 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.5 instruments
Most Consistent Holdings
Top 5
AAPL99.2%
GOOG99.2%
NVDA99.2%
TSM99.2%
CAT98.96%
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) | 31.88% | 12.19% | 99.2% | - |
| Apple (AAPL) | 10.24% | 1.56% | 99.2% | - |
| TSMC (TSM) | 7.71% | 10.4% | 99.2% | - |
 Micron (MU) | 6.17% | 18.6% | 77.71% | - |
 Microsoft (MSFT) | 4.53% | 0% | 96.75% | 6/11/2026 |
| Alphabet (GOOG) | 4.37% | 3.06% | 99.2% | - |
 Tesla (TSLA) | 3.33% | 0% | 96.26% | 6/3/2026 |
 AMD (AMD) | 2.79% | 4.92% | 78.14% | - |
| Caterpillar (CAT) | 2.56% | 2.77% | 98.96% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 1.91% | 9.19% | 27.62% | - |
 ARM (ARM) | 1.45% | 5.38% | 61.24% | - |
 Vanguard S&P 500 ETF (VOO) | 1.15% | 0% | 24.56% | 3/1/2023 |
 ASML (ASML) | 0.86% | 4.09% | 20.45% | - |
 Intel (INTC) | 0.56% | 1.84% | 32.09% | - |
 Meta (META) | 0.5% | 0% | 25.47% | 1/13/2026 |
 Pinterest (PINS) | 0.32% | 0% | 24.92% | 7/15/2024 |
 Salesforce (CRM) | 0.27% | 0% | 16.9% | 4/14/2025 |
 Estee Lauder (EL) | 0.22% | 0% | 12.92% | 9/15/2023 |
 Astera Labs Inc (ALAB) | 0.18% | 1.27% | 11.27% | - |
 Eli Lilly (LLY) | 0.17% | 4.13% | 5.82% | - |
 Vanguard Value ETF (VTV) | 0.17% | 0% | 5.27% | 3/28/2022 |
 Shopify (SHOP) | 0.17% | 0% | 6.25% | 5/31/2023 |
 Unity (U) | 0.16% | 0% | 12.8% | 10/9/2023 |
 Etsy (ETSY) | 0.16% | 0% | 11.15% | 9/15/2023 |
 Amazon (AMZN) | 0.16% | 0% | 10.66% | 6/8/2026 |
 Cloudflare (NET) | 0.16% | 0% | 11.94% | 6/23/2023 |
 iShares Semiconductor ETF (SOXX) | 0.15% | 0% | 9% | 7/5/2022 |
 Splunk Inc (SPLK) | 0.14% | 0% | 11.33% | 7/5/2022 |
 Space Exploration Technologies Corp (SPCX) | 0.1% | 3.72% | 2.2% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.1% | 0% | 2.08% | 6/4/2025 |
 Upstart (UPST) | 0.09% | 0% | 6.98% | 5/9/2022 |
 Crowdstrike (CRWD) | 0.06% | 0% | 7.16% | 5/9/2022 |
 PayPal (PYPL) | 0.06% | 0% | 3.31% | 2/23/2022 |
 Datadog (DDOG) | 0.06% | 0% | 5.02% | 3/28/2022 |
 CoreWeave Inc (CRWV) | 0.05% | 3.83% | 2.14% | - |
 Spotify (SPOT) | 0.05% | 0% | 1.65% | 1/27/2022 |
 Novo-Nordisk (NVO) | 0.05% | 0.55% | 5.82% | - |
 Wolfspeed (WOLF.old) | 0.03% | 0% | 2.88% | 3/15/2022 |
 Silicon Motion (SIMO) | 0.03% | 0% | 1.71% | 3/30/2023 |
 Zendesk (ZEN.US) | 0.03% | 0% | 2.33% | 2/7/2022 |
 Block Inc. (XYZ) | 0.02% | 0% | 2.76% | 3/15/2022 |
 Amgen (AMGN) | 0.02% | 0% | 2.63% | 6/1/2026 |
 Toast (TOST) | 0.02% | 0% | 1.9% | 2/23/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 0.61% | 4/14/2025 |
 Roblox (RBLX) | 0.02% | 0% | 1.29% | 1/21/2022 |
 Starbucks (SBUX) | 0.01% | 0% | 2.33% | 3/15/2022 |
 Nokia (NOK) | 0.01% | 0% | 0.61% | 6/11/2026 |
 Trimble (TRMB) | 0.01% | 0% | 0.61% | 1/10/2022 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.92% | 1/24/2022 |
 SoFi (SOFI) | 0.01% | 0% | 0.61% | 1/10/2022 |
 Vanguard Financials ETF (VFH) | 0.01% | 0% | 0.73% | 1/24/2022 |
 Netflix (NFLX) | 0% | 0% | 0.55% | 1/12/2022 |
 iShares Russell Mid-Cap ETF (IWR) | 0% | 0% | 0.61% | 1/10/2022 |
 NXP (NXPI) | 0% | 0% | 0.31% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.09% | 21.06% |
| TSMC (TSM) | 9.68% | 13.3% |
| Micron (MU) | 6.53% | 10.81% |
| Alphabet (GOOG) | 8.5% | 8.73% |
| iShares Core Aggressive Allocation ETF (AOA) | 15.75% | 8.69% |
| Microsoft (MSFT) | 4.96% | 4.28% |
| AMD (AMD) | 3.67% | 3.71% |
| ASML (ASML) | 4.9% | 3.68% |
| Caterpillar (CAT) | 2.28% | 2.7% |
| Tesla (TSLA) | 2.01% | 2.27% |
| Intel (INTC) | 4.12% | 2.08% |
| Apple (AAPL) | 2.35% | 1.97% |
| Amazon (AMZN) | 3.79% | 1.91% |
| ARM (ARM) | 2.41% | 1.62% |
| Meta (META) | 1.03% | 0.56% |
Cash & Instruments Over Time
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