Portfolio Diversification
Range
Most Diversified
7 instruments
May 7, 2025
Least Diversified
0 instruments
August 17, 2023
Average
3 instruments
Most Consistent Holdings
Top 5
VOO99.7%
AAPL66.27%
TSLA65.82%
NVDA41.83%
MSFT16.79%
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) | 61.36% | 39.63% | 99.7% | - |
| Tesla (TSLA) | 14.67% | 22.5% | 65.82% | - |
| Apple (AAPL) | 6.28% | 7.72% | 66.27% | - |
| NVIDIA (NVDA) | 6% | 16.41% | 41.83% | - |
| Microsoft (MSFT) | 0.86% | 5.16% | 16.79% | - |
 Merck (MRK) | 0.31% | 4.25% | 7.5% | - |
 Target (TGT) | 0.3% | 4.29% | 6.75% | - |
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% |