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Portfolio Diversification
Range
Most Diversified
18 instruments
December 6, 2024
Least Diversified
3 instruments
March 8, 2025
Average
12.4 instruments
Most Consistent Holdings
Top 5
BRK.B100%
NVDA100%
SPY82.36%
PLTR72.73%
QQQ65.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 30, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 18% | 11.44% | 82.36% | - |
 Vanguard Total International Stock ETF (VXUS) | 13.75% | 12.34% | 65.09% | - |
| Invesco QQQ (QQQ) | 12.2% | 17.3% | 65.09% | - |
| Berkshire Hathaway (BRK.B) | 7.4% | 1.02% | 100% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 5.32% | 17.87% | 38.36% | - |
| Palantir (PLTR) | 4.78% | 1.01% | 72.73% | - |
| NVIDIA (NVDA) | 4.72% | 1.27% | 100% | - |
 Alphabet (GOOGL) | 3.91% | 0% | 34.36% | 3/7/2025 |
 Amazon (AMZN) | 3.09% | 0% | 34.36% | 3/7/2025 |
 iShares Global Healthcare ETF (IXJ) | 2.38% | 11.77% | 19.82% | - |
 Tesla (TSLA) | 1.94% | 0% | 34.36% | 3/7/2025 |
 AMD (AMD) | 1.94% | 0% | 34.36% | 3/7/2025 |
 Ishares Msci International Q (IQLT) | 1.6% | 8.2% | 19.82% | - |
 Broadcom (AVGO) | 1.56% | 0% | 34.36% | 3/7/2025 |
 Roku (ROKU) | 1.47% | 0% | 34.36% | 3/7/2025 |
 Sezzle (SEZL) | 1.45% | 0% | 34.36% | 3/7/2025 |
 Zoom (ZM) | 1.41% | 0% | 34.36% | 3/7/2025 |
 ING (INGA.NV) | 1.27% | 0% | 34.36% | 3/7/2025 |
 Toyota (TM) | 1.24% | 0% | 34.36% | 3/7/2025 |
 Coca-Cola (KO) | 1.2% | 0% | 34.36% | 3/7/2025 |
 Ishares Msci Eafe Min Vol Fa (EFAV) | 1.18% | 6.05% | 19.82% | - |
 Honda (HMC) | 1.15% | 0% | 34.36% | 3/7/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.15% | 6.02% | 19.82% | - |
 Meta (META) | 1.14% | 1.4% | 38% | - |
 Bitcoin (BTC) | 0.98% | 1.31% | 33.82% | - |
 Samsung (SMSN.L) | 0.58% | 0% | 34.18% | 3/6/2025 |
 Ethereum (ETH) | 0.5% | 0.96% | 35.09% | - |
 TSMC (TSM) | 0.42% | 0% | 21.09% | 3/7/2025 |
 Snowflake (SNOW) | 0.31% | 0.58% | 30% | - |
 eToro Group LTD (ETOR) | 0.25% | 0% | 18% | 8/22/2025 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.22% | 0% | 11.45% | 8/4/2025 |
 Fortum (FORTUM.HE) | 0.04% | 0.88% | 5.27% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 16.2% | 18.45% |
| VanEck Vectors Semiconductor ETF (SMH) | 15.61% | 16.68% |
| iShares Global Healthcare ETF (IXJ) | 13.07% | 12.04% |
| State Street SPDR S&P 500 ETF (SPY) | 11.47% | 12% |
| Vanguard Total International Stock ETF (VXUS) | 11% | 11.89% |
| Ishares Msci International Q (IQLT) | 8.68% | 8.02% |
| Ishares Msci Eafe Min Vol Fa (EFAV) | 6.5% | 5.88% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 6.55% | 5.71% |
| Bitcoin (BTC) | 2.44% | 1.76% |
| Meta (META) | 1.92% | 1.5% |
| Ethereum (ETH) | 2.25% | 1.48% |
| NVIDIA (NVDA) | 0.98% | 1.37% |
| Palantir (PLTR) | 1.28% | 1.3% |
| Berkshire Hathaway (BRK.B) | 1.15% | 1.12% |
| Snowflake (SNOW) | 0.89% | 0.79% |
Cash & Instruments Over Time
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