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Portfolio Diversification
Range
Most Diversified
30 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.6 instruments
Most Consistent Holdings
Top 5
AAPL99.13%
GOOG99.13%
NVDA99.13%
TSM99.13%
CAT98.9%
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) | 30.87% | 13.5% | 99.13% | - |
| Apple (AAPL) | 9.79% | 1.66% | 99.13% | - |
| TSMC (TSM) | 7.8% | 9.6% | 99.13% | - |
 Micron (MU) | 6.68% | 15.44% | 78.76% | - |
| Alphabet (GOOG) | 4.57% | 11.32% | 99.13% | - |
 Microsoft (MSFT) | 4.29% | 0% | 91.7% | 6/11/2026 |
 Tesla (TSLA) | 3.16% | 0% | 91.24% | 6/3/2026 |
 AMD (AMD) | 2.86% | 3.89% | 79.16% | - |
| Caterpillar (CAT) | 2.55% | 2.32% | 98.9% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 2.29% | 9.46% | 31.28% | - |
 ARM (ARM) | 1.66% | 5.33% | 63.15% | - |
 Vanguard S&P 500 ETF (VOO) | 1.09% | 0% | 23.27% | 3/1/2023 |
 ASML (ASML) | 0.96% | 2.65% | 24.49% | - |
 Intel (INTC) | 0.63% | 1.72% | 35.52% | - |
 Meta (META) | 0.48% | 0% | 24.14% | 1/13/2026 |
 Eli Lilly (LLY) | 0.42% | 5.68% | 10.62% | - |
 Pinterest (PINS) | 0.3% | 0% | 23.62% | 7/15/2024 |
 Space Exploration Technologies Corp (SPCX) | 0.26% | 4.27% | 7.2% | - |
 Salesforce (CRM) | 0.25% | 0% | 16.02% | 4/14/2025 |
 Astera Labs Inc (ALAB) | 0.25% | 1.08% | 15.79% | - |
 Estee Lauder (EL) | 0.21% | 0% | 12.25% | 9/15/2023 |
 Vanguard Morningstar Value ETF (VTV) | 0.16% | 0% | 4.99% | 3/28/2022 |
 Shopify (SHOP) | 0.16% | 0% | 5.92% | 5/31/2023 |
 Unity (U) | 0.15% | 0% | 12.13% | 10/9/2023 |
 Etsy (ETSY) | 0.15% | 0% | 10.56% | 9/15/2023 |
 Amazon (AMZN) | 0.15% | 0% | 10.1% | 6/8/2026 |
 Cloudflare (NET) | 0.15% | 0% | 11.32% | 6/23/2023 |
 iShares Semiconductor ETF (SOXX) | 0.14% | 0% | 8.53% | 7/5/2022 |
 CoreWeave Inc (CRWV) | 0.14% | 0.71% | 7.14% | - |
 Splunk Inc (SPLK) | 0.13% | 0% | 10.74% | 7/5/2022 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.09% | 0% | 1.97% | 6/4/2025 |
 iShares 0-3 Month Treasury Bond ETF (SGOV) | 0.09% | 7.06% | 1.33% | - |
 Upstart (UPST) | 0.08% | 0% | 6.62% | 5/9/2022 |
 Novo-Nordisk (NVO) | 0.06% | 0% | 8.59% | 9/15/2026 |
 Crowdstrike (CRWD) | 0.06% | 0% | 6.79% | 5/9/2022 |
 PayPal (PYPL) | 0.06% | 0% | 3.13% | 2/23/2022 |
 Datadog (DDOG) | 0.06% | 0% | 4.76% | 3/28/2022 |
 Spotify (SPOT) | 0.05% | 0% | 1.57% | 1/27/2022 |
 Wolfspeed (WOLF.old) | 0.03% | 0% | 2.73% | 3/15/2022 |
 Silicon Motion (SIMO) | 0.03% | 0% | 1.63% | 3/30/2023 |
 Zendesk (ZEN.US) | 0.03% | 0% | 2.21% | 2/7/2022 |
 Block Inc. (XYZ) | 0.02% | 0% | 2.61% | 3/15/2022 |
 Amgen (AMGN) | 0.02% | 0% | 2.5% | 6/1/2026 |
 Toast (TOST) | 0.02% | 0% | 1.8% | 2/23/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 0.58% | 4/14/2025 |
 Roblox (RBLX) | 0.01% | 0% | 1.22% | 1/21/2022 |
 Starbucks (SBUX) | 0.01% | 0% | 2.21% | 3/15/2022 |
 Nokia (NOK) | 0.01% | 0% | 0.58% | 6/11/2026 |
 Trimble (TRMB) | 0.01% | 0% | 0.58% | 1/10/2022 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.87% | 1/24/2022 |
 SoFi (SOFI) | 0.01% | 0% | 0.58% | 1/10/2022 |
 Vanguard Financials ETF (VFH) | 0.01% | 0% | 0.7% | 1/24/2022 |
 Netflix (NFLX) | 0% | 0% | 0.52% | 1/12/2022 |
 iShares Russell Mid-Cap ETF (IWR) | 0% | 0% | 0.58% | 1/10/2022 |
 NXP (NXPI) | 0% | 0% | 0.29% | 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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