Portfolio Diversification
Range
Most Diversified
10 instruments
November 18, 2025
Least Diversified
0 instruments
August 17, 2023
Average
4 instruments
Most Consistent Holdings
Top 5
VOO99.64%
AAPL73%
TSLA72.64%
NVDA53.52%
MSFT33.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 17, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 56.05% | 31.03% | 99.64% | - |
| Tesla (TSLA) | 16.03% | 21.69% | 72.64% | - |
| NVIDIA (NVDA) | 8.08% | 14.04% | 53.52% | - |
| Apple (AAPL) | 6.55% | 7.47% | 73% | - |
| Microsoft (MSFT) | 1.59% | 3.54% | 33.57% | - |
 ASML (ASML) | 1.18% | 8.89% | 13.86% | - |
 Merck (MRK) | 1.01% | 3.65% | 26.16% | - |
 Target (TGT) | 0.95% | 2.83% | 25.45% | - |
 Salesforce (CRM) | 0.09% | 4.09% | 2.39% | - |
 Synopsys (SNPS) | 0.06% | 2.76% | 2.39% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 55.43% | 46.28% |
| Tesla (TSLA) | 21.85% | 32.99% |
| NVIDIA (NVDA) | 15.04% | 12.98% |
| Apple (AAPL) | 7.52% | 7.64% |