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Portfolio Diversification
Range
Most Diversified
18 instruments
December 6, 2024
Least Diversified
0 instruments
April 4, 2026
Average
12.3 instruments
Most Consistent Holdings
Top 5
BRK.B98.87%
NVDA87.15%
SPY84.89%
QQQ71.61%
VXUS71.61%
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) | 16.51% | 13.15% | 84.89% | - |
| Vanguard Total International Stock ETF (VXUS) | 13.85% | 17.77% | 71.61% | - |
| Invesco QQQ (QQQ) | 13.3% | 18.1% | 71.61% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 8.59% | 21.67% | 50.99% | - |
| Berkshire Hathaway (BRK.B) | 6.21% | 3.21% | 98.87% | - |
 iShares Global Healthcare ETF (IXJ) | 4.02% | 10.14% | 36.58% | - |
 Palantir (PLTR) | 3.8% | 0% | 65.96% | 5/12/2026 |
| NVIDIA (NVDA) | 3.79% | 0% | 87.15% | 5/12/2026 |
 Alphabet (GOOGL) | 3.03% | 0% | 26.69% | 3/7/2025 |
 Amazon (AMZN) | 2.4% | 0% | 26.69% | 3/7/2025 |
 Ishares Msci International Q (IQLT) | 1.99% | 0% | 24.86% | 5/12/2026 |
 Tesla (TSLA) | 1.51% | 0% | 26.69% | 3/7/2025 |
 AMD (AMD) | 1.5% | 0% | 26.69% | 3/7/2025 |
 Ishares Msci Eafe Min Vol Fa (EFAV) | 1.47% | 0% | 24.86% | 5/12/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.44% | 0% | 24.86% | 5/12/2026 |
 Bitcoin (BTC) | 1.23% | 2.76% | 47.46% | - |
 Broadcom (AVGO) | 1.22% | 0% | 26.69% | 3/7/2025 |
 Roku (ROKU) | 1.14% | 0% | 26.69% | 3/7/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.14% | 10.14% | 11.3% | - |
 Sezzle (SEZL) | 1.13% | 0% | 26.69% | 3/7/2025 |
 Zoom (ZM) | 1.1% | 0% | 26.69% | 3/7/2025 |
 Meta (META) | 1.01% | 0% | 38.98% | 5/12/2026 |
 ING (INGA.NV) | 0.99% | 0% | 26.69% | 3/7/2025 |
 Toyota (TM) | 0.96% | 0% | 26.69% | 3/7/2025 |
 Coca-Cola (KO) | 0.94% | 0% | 26.69% | 3/7/2025 |
 Honda (HMC) | 0.89% | 0% | 26.69% | 3/7/2025 |
 Ethereum (ETH) | 0.57% | 0.77% | 48.45% | - |
 Samsung (SMSN.L) | 0.45% | 0% | 26.55% | 3/6/2025 |
 TSMC (TSM) | 0.32% | 0% | 16.38% | 3/7/2025 |
 Snowflake (SNOW) | 0.29% | 0% | 32.77% | 5/12/2026 |
 Fortum (FORTUM.HE) | 0.2% | 0.7% | 25% | - |
 eToro Group LTD (ETOR) | 0.19% | 0% | 13.98% | 8/22/2025 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.17% | 0% | 8.9% | 8/4/2025 |
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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