Portfolio Diversification
Range
Most Diversified
52 instruments
December 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
48.5 instruments
Most Consistent Holdings
Top 5
MSFT99.92%
AMZN99.92%
NFLX99.92%
NVDA99.92%
ETSY99.92%
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 |
|---|---|---|---|---|
 MercadoLibre (MELI) | 8.9% | 7.07% | 99.92% | - |
| NVIDIA (NVDA) | 8.6% | 3.29% | 99.92% | - |
| Amazon (AMZN) | 6.22% | 4.97% | 99.92% | - |
 Vanguard Information Technology (VGT) | 5.85% | 9.3% | 87.54% | - |
 Shopify (SHOP) | 5.27% | 1.84% | 99.92% | - |
 Zoom (ZM) | 4.88% | 1.98% | 99.92% | - |
 Trade Desk (TTD) | 4.58% | 0.38% | 99.92% | - |
| Netflix (NFLX) | 3.2% | 3.7% | 99.92% | - |
 Vanguard S&P 500 ETF (VOO) | 2.95% | 5.58% | 87.54% | - |
 Meta (META) | 2.95% | 2.99% | 94.75% | - |
 Teladoc (TDOC) | 2.71% | 0.04% | 99.92% | - |
 Alphabet (GOOG) | 1.98% | 1.69% | 89.43% | - |
| Etsy (ETSY) | 1.95% | 0.45% | 99.92% | - |
 Pinterest (PINS) | 1.89% | 0.3% | 99.92% | - |
 PayPal (PYPL) | 1.84% | 0.9% | 99.92% | - |
 Block Inc. (XYZ) | 1.8% | 0% | 82.62% | 11/6/2024 |
 Sea (SE) | 1.54% | 2.38% | 99.92% | - |
 Axon (AXON) | 1.41% | 0.73% | 99.92% | - |
 Disney (DIS) | 1.39% | 1.03% | 89.67% | - |
 Datadog (DDOG) | 1.3% | 0.65% | 99.92% | - |
 Atlassian (TEAM) | 1.28% | 0.58% | 99.92% | - |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 1.17% | 3.47% | 89.67% | - |
 Fastly (FSLY) | 1.17% | 0% | 75.98% | 8/16/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 1.15% | 1.84% | 85.08% | - |
 Vanguard FTSE Emerging Markets (VWO) | 1.15% | 1.74% | 84.75% | - |
 Crowdstrike (CRWD) | 1.14% | 0.66% | 99.92% | - |
 Salesforce (CRM) | 1.06% | 0% | 73.36% | 7/15/2024 |
| Microsoft (MSFT) | 1.04% | 0.83% | 99.92% | - |
 Kering (KER.PA) | 1.02% | 0.99% | 94.75% | - |
 Unity (U) | 0.8% | 0% | 78.2% | 9/12/2024 |
 LVMH (MC.PA) | 0.78% | 1.49% | 94.84% | - |
 Invesco QQQ (QQQ) | 0.74% | 0% | 62.54% | 7/8/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.67% | 1.55% | 99.92% | - |
 iShares Global REIT ETF (REET) | 0.56% | 1.2% | 80.33% | - |
 Roku (ROKU) | 0.54% | 0.11% | 87.62% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.53% | 0.64% | 99.92% | - |
 Cloudflare (NET) | 0.49% | 0.63% | 99.92% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.48% | 2.37% | 26.56% | - |
 SPDR S&P 500 ETF (SPY) | 0.47% | 0% | 67.79% | 7/8/2024 |
 Vanguard Long-Term Bond ETF (BLV) | 0.41% | 2.23% | 26.56% | - |
 MongoDB (MDB) | 0.41% | 0% | 73.36% | 7/15/2024 |
 PUMA (PUM.DE) | 0.4% | 0.22% | 94.84% | - |
 Fiverr (FVRR) | 0.38% | 0.42% | 99.92% | - |
 Peloton (PTON) | 0.28% | 0% | 73.36% | 7/15/2024 |
 Roblox (RBLX) | 0.27% | 0.33% | 99.92% | - |
 Lemonade (LMND) | 0.26% | 0% | 73.36% | 7/15/2024 |
 Alibaba (BABA) | 0.24% | 0% | 73.36% | 7/15/2024 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.24% | 1.01% | 26.56% | - |
 DocuSign (DOCU) | 0.18% | 0% | 77.7% | 9/6/2024 |
 ASML (ASML.NV) | 0.18% | 0.34% | 78.03% | - |
 Amplify Transformational Data Sharing ETF (BLOK) | 0.17% | 0.28% | 73.61% | - |
 Adobe (ADBE) | 0.17% | 0.13% | 78.03% | - |
 ARK Innovation ETF (ARKK) | 0.17% | 0.77% | 26.56% | - |
 Vanguard Total International Bond ETF (BNDX) | 0.16% | 0.53% | 26.56% | - |
 Vanguard Short-Term Corporate (VCSH) | 0.11% | 0.36% | 26.56% | - |
 Fidelity MSCI Real Estate Index ETF (FREL) | 0.1% | 0.53% | 26.56% | - |
 Stitch Fix (SFIX) | 0.09% | 0% | 73.11% | 7/12/2024 |
 L'Oréal (OR.PA) | 0.07% | 0.42% | 16.8% | - |
 Vanguard Small-Cap Growth ETF (VBK) | 0.06% | 0.19% | 26.56% | - |
 Virgin Galactic (SPCE) | 0.04% | 0% | 71.07% | 6/17/2024 |
 Vroom (VRMMQ) | 0.04% | 0% | 60.66% | 3/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Information Technology (VGT) | 5.37% | 7.7% |
| Amazon (AMZN) | 3.88% | 5.71% |
| NVIDIA (NVDA) | 0.59% | 5.43% |
| MercadoLibre (MELI) | 3.33% | 5.1% |
| Shopify (SHOP) | 2.91% | 4.29% |
| Vanguard S&P 500 ETF (VOO) | 3.04% | 3.58% |
| Netflix (NFLX) | 1.39% | 3% |
| Meta (META) | 0.73% | 2.91% |
| SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 3.29% | 2.74% |
| Axon (AXON) | 0.73% | 2.43% |
| Zoom (ZM) | 6.86% | 2.26% |
| Alphabet (GOOG) | 1.34% | 2.16% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 2.43% | 1.97% |
| Vanguard Long-Term Bond ETF (BLV) | 1.95% | 1.55% |
| Sea (SE) | 2.51% | 1.49% |
| LVMH (MC.PA) | 1.7% | 1.49% |
| Kering (KER.PA) | 2.53% | 1.43% |
| Vanguard FTSE All-World ex-US (VEU) | 1.34% | 1.23% |
| Vanguard FTSE Emerging Markets (VWO) | 1.34% | 1.21% |
| PayPal (PYPL) | 1.34% | 1.21% |
| Trade Desk (TTD) | 0.7% | 1.18% |
| Disney (DIS) | 1.22% | 1.17% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 1.34% | 1.08% |
| Atlassian (TEAM) | 1.12% | 0.98% |
| Pinterest (PINS) | 1.38% | 0.87% |
| Datadog (DDOG) | 0.65% | 0.86% |
| Microsoft (MSFT) | 0.45% | 0.85% |
| iShares Global REIT ETF (REET) | 0.73% | 0.63% |
| Vanguard Total International Bond ETF (BNDX) | 0.73% | 0.6% |
| ARK Genomic Revolution ETF (ARKG) | 1.38% | 0.57% |
| ARK Innovation ETF (ARKK) | 0.58% | 0.57% |
| Crowdstrike (CRWD) | 0.25% | 0.55% |
| Vanguard Real Estate ETF (VNQ) | 0.59% | 0.46% |
| Cloudflare (NET) | 0.3% | 0.43% |
| Etsy (ETSY) | 1.18% | 0.43% |
| L'Oréal (OR.PA) | 0.49% | 0.42% |
| Vanguard Short-Term Corporate (VCSH) | 0.49% | 0.4% |
| Amplify Transformational Data Sharing ETF (BLOK) | 0.12% | 0.27% |
| Fiverr (FVRR) | 0.23% | 0.26% |
| PUMA (PUM.DE) | 0.49% | 0.26% |
| Roblox (RBLX) | 0.35% | 0.23% |
| Vanguard Small-Cap Growth ETF (VBK) | 0.24% | 0.22% |
| Fidelity MSCI Real Estate Index ETF (FREL) | 0.24% | 0.2% |
| Teladoc (TDOC) | 3.07% | 0.18% |
| ASML (ASML.NV) | 0.12% | 0.16% |
| Adobe (ADBE) | 0.12% | 0.15% |
| Roku (ROKU) | 0.12% | 0.12% |