Portfolio Diversification
Range
Most Diversified
18 instruments
December 6, 2024
Least Diversified
3 instruments
March 8, 2025
Average
11.9 instruments
Most Consistent Holdings
Top 5
BRK.B100%
NVDA100%
SPY79.09%
PLTR67.67%
QQQ58.62%
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 |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 19.15% | 12.03% | 79.09% | - |
 Vanguard Total International Stock ETF (VXUS) | 14.05% | 11.86% | 58.62% | - |
| Invesco QQQ (QQQ) | 11.11% | 18.75% | 58.62% | - |
| Berkshire Hathaway (BRK.B) | 8.58% | 1.13% | 100% | - |
| Palantir (PLTR) | 5.45% | 1.32% | 67.67% | - |
| NVIDIA (NVDA) | 5.35% | 1.34% | 100% | - |
 Alphabet (GOOGL) | 4.63% | 0% | 40.73% | 3/7/2025 |
 Amazon (AMZN) | 3.66% | 0% | 40.73% | 3/7/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 3.08% | 16.46% | 26.94% | - |
 Tesla (TSLA) | 2.3% | 0% | 40.73% | 3/7/2025 |
 AMD (AMD) | 2.3% | 0% | 40.73% | 3/7/2025 |
 Broadcom (AVGO) | 1.85% | 0% | 40.73% | 3/7/2025 |
 Roku (ROKU) | 1.74% | 0% | 40.73% | 3/7/2025 |
 Sezzle (SEZL) | 1.72% | 0% | 40.73% | 3/7/2025 |
 Zoom (ZM) | 1.67% | 0% | 40.73% | 3/7/2025 |
 ING (INGA.NV) | 1.51% | 0% | 40.73% | 3/7/2025 |
 Toyota (TM) | 1.47% | 0% | 40.73% | 3/7/2025 |
 Coca-Cola (KO) | 1.43% | 0% | 40.73% | 3/7/2025 |
 Honda (HMC) | 1.37% | 0% | 40.73% | 3/7/2025 |
 Meta (META) | 1.08% | 1.52% | 26.51% | - |
 Bitcoin (BTC) | 0.87% | 1.79% | 21.55% | - |
 Samsung (SMSN.L) | 0.69% | 0% | 40.52% | 3/6/2025 |
 iShares Global Healthcare ETF (IXJ) | 0.61% | 11.89% | 4.96% | - |
 TSMC (TSM) | 0.49% | 0% | 25% | 3/7/2025 |
 Ishares Msci International Q (IQLT) | 0.4% | 7.95% | 4.96% | - |
 Ethereum (ETH) | 0.35% | 1.51% | 23.06% | - |
 Utilities Select Sector SPDR (XLU) | 0.3% | 5.78% | 4.96% | - |
 Ishares Msci Eafe Min Vol Fa (EFAV) | 0.3% | 5.85% | 4.96% | - |
 eToro Group LTD (ETOR) | 0.29% | 0% | 21.34% | 8/22/2025 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.27% | 0% | 13.58% | 8/4/2025 |
 Snowflake (SNOW) | 0.24% | 0.83% | 17.03% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 15.96% | 13.54% |
| Alphabet (GOOGL) | 11.97% | 11.92% |
| Amazon (AMZN) | 7.98% | 8.73% |
| Palantir (PLTR) | 3.99% | 8.53% |
| NVIDIA (NVDA) | 8.5% | 8.28% |
| Tesla (TSLA) | 3.99% | 6.62% |
| SPDR S&P 500 ETF (SPY) | 6.16% | 5.14% |
| Broadcom (AVGO) | 3.99% | 5.04% |
| AMD (AMD) | 6.38% | 4.54% |
| Sezzle (SEZL) | 2.39% | 3.97% |
| Zoom (ZM) | 3.99% | 3.96% |
| Roku (ROKU) | 3.99% | 3.79% |
| Toyota (TM) | 3.99% | 3.55% |
| ING (INGA.NV) | 3.99% | 3.26% |
| Honda (HMC) | 3.99% | 2.99% |
| Coca-Cola (KO) | 3.99% | 2.98% |
| TSMC (TSM) | 2.31% | 2% |
| Samsung (SMSN.L) | 2.39% | 1.35% |