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Portfolio Diversification
Range
Most Diversified
16 instruments
December 13, 2025
Least Diversified
0 instruments
April 4, 2023
Average
8 instruments
Most Consistent Holdings
Top 5
QQQ98.59%
SPYG98.59%
VOO98.59%
BRK.B96.51%
SCHD61.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 34.85% | 30.43% | 98.59% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 25.23% | 25.57% | 98.59% | - |
| Vanguard S&P 500 ETF (VOO) | 17.04% | 14.27% | 98.59% | - |
| Berkshire Hathaway (BRK.B) | 7.09% | 8.83% | 96.51% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.86% | 0% | 52.12% | 10/30/2024 |
| Schwab US Dividend Equity ETF (SCHD) | 2.47% | 4.18% | 61.07% | - |
 Nike (NKE) | 1.67% | 1.51% | 55.61% | - |
 Vanguard Total International Stock ETF (VXUS) | 1.19% | 6.39% | 28.65% | - |
 Alphabet (GOOG) | 0.88% | 3.38% | 31.29% | - |
 Vanguard Real Estate ETF (VNQ) | 0.75% | 0% | 32.42% | 4/2/2024 |
 ARK Innovation ETF (ARKK) | 0.44% | 0% | 25.16% | 4/2/2024 |
 PDD Holdings (PDD) | 0.24% | 1.73% | 28.65% | - |
 Vanguard Mid-Cap ETF (VO) | 0.17% | 0% | 11.31% | 11/6/2025 |
 Genmab (GMAB.US) | 0.13% | 0% | 8.67% | 2/6/2026 |
 Vanguard Small-Cap ETF (VB) | 0.11% | 0% | 11.31% | 11/6/2025 |
 Uber (UBER) | 0.1% | 0.57% | 14.7% | - |
 Lululemon (LULU) | 0.09% | 1.2% | 11.4% | - |
 Harmony Gold (HMY) | 0.09% | 0.82% | 11.4% | - |
 DRDGOLD (DRD) | 0.06% | 0.57% | 11.4% | - |
 Berkshire Hathaway (BRK.B.RTH) | 0.02% | 0% | 5.66% | 2/10/2026 |
 Lululemon Athletica Inc (LULU.RTH) | 0.02% | 0% | 5.28% | 2/6/2026 |
 NetEase (NTES) | 0.01% | 0.54% | 2.73% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 27.98% | 30.49% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 24.12% | 26.13% |
| Vanguard S&P 500 ETF (VOO) | 14.05% | 14.15% |
| Berkshire Hathaway (BRK.B) | 9.34% | 8.09% |
| Vanguard Total International Stock ETF (VXUS) | 7.25% | 6.04% |
| Schwab US Dividend Equity ETF (SCHD) | 4.48% | 3.6% |
| Alphabet (GOOG) | 2.31% | 3.48% |
| Nike (NKE) | 2.5% | 1.66% |
| Genmab (GMAB.US) | 1.86% | 1.54% |
| PDD Holdings (PDD) | 1.96% | 1.33% |
| Harmony Gold (HMY) | 0.94% | 0.82% |
| Lululemon (LULU) | 0.74% | 0.74% |
| Uber (UBER) | 0.91% | 0.61% |
| DRDGOLD (DRD) | 0.55% | 0.52% |
| Berkshire Hathaway (BRK.B.RTH) | 0.39% | 0.31% |
| Lululemon Athletica Inc (LULU.RTH) | 0.39% | 0.31% |
Cash & Instruments Over Time
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