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Portfolio Diversification
Range
Most Diversified
70 instruments
September 26, 2025
Least Diversified
0 instruments
October 20, 2025
Average
35.2 instruments
Most Consistent Holdings
Top 5
VOO94.78%
AAPL90.26%
META89.47%
NVDA89.37%
GOOG88.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 12.35% | 7.45% | 94.78% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 11.86% | 0% | 43.8% | 12/2/2024 |
| NVIDIA (NVDA) | 11.79% | 8.4% | 89.37% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 7.34% | 8.11% | 72.83% | - |
 Vanguard Information Technology (VGT) | 6.12% | 9.61% | 73.82% | - |
 Xiaomi (1810.HK) | 5.21% | 0% | 79.04% | 4/2/2026 |
| Apple (AAPL) | 3.06% | 2.87% | 90.26% | - |
 TSMC (TSM) | 2.43% | 4.23% | 87.5% | - |
| Alphabet (GOOG) | 2.19% | 4.6% | 88.88% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 2.05% | 0% | 30.31% | 4/29/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 2.02% | 0% | 27.56% | 12/8/2025 |
 iShares MSCI China ETF (MCHI) | 1.83% | 0% | 69% | 12/8/2025 |
 Amazon (AMZN) | 1.64% | 2.73% | 88.88% | - |
| Meta (META) | 1.62% | 3.27% | 89.47% | - |
 BYD (01211.HK) | 1.49% | 0% | 76.87% | 2/27/2026 |
 Tesla (TSLA) | 1.36% | 0.64% | 72.83% | - |
 Invesco QQQ (QQQ) | 1.02% | 0% | 23.62% | 6/28/2024 |
 iShares Bitcoin Trust (IBIT) | 1.01% | 0% | 49.51% | 6/6/2025 |
 Microsoft (MSFT) | 0.99% | 1.35% | 78.25% | - |
 ASML (ASML) | 0.98% | 3.93% | 38.19% | - |
 AMD (AMD) | 0.95% | 0.71% | 75.59% | - |
 Netflix (NFLX) | 0.95% | 0.12% | 69.49% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.9% | 6.74% | 19.49% | - |
 Vanguard Growth ETF (VUG) | 0.89% | 0% | 6.1% | 3/5/2026 |
 Bitcoin (BTC) | 0.89% | 0% | 41.24% | 5/18/2026 |
 Intel (INTC) | 0.78% | 1.02% | 74.31% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.77% | 2.26% | 41.44% | - |
 AT&T (T.US) | 0.7% | 0% | 43.8% | 3/11/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.66% | 0% | 27.76% | 6/28/2024 |
 Samsung (SMSN.L) | 0.64% | 3.38% | 87.5% | - |
 Ethereum (ETH) | 0.62% | 0% | 40.55% | 5/18/2026 |
 Coca-Cola (KO) | 0.58% | 0.08% | 73.52% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.57% | 0% | 9.06% | 12/12/2023 |
 Starbucks (SBUX) | 0.41% | 0% | 56.1% | 12/3/2025 |
 iShares Silver Trust (SLV) | 0.38% | 1.43% | 30.02% | - |
 MercadoLibre (MELI) | 0.37% | 0.65% | 37.6% | - |
 Volkswagen (VOW3.DE) | 0.34% | 0% | 20.57% | 3/12/2025 |
 PepsiCo (PEP) | 0.34% | 0.22% | 73.33% | - |
 Broadcom (AVGO) | 0.33% | 1.55% | 37.3% | - |
 PayPal (PYPL) | 0.31% | 0% | 33.37% | 12/2/2024 |
 Eli Lilly (LLY) | 0.31% | 1.31% | 40.75% | - |
 Coinbase (COIN) | 0.31% | 0% | 45.28% | 12/5/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.29% | 1.56% | 37.8% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 0.28% | 1.42% | 26.38% | - |
 Visa (V) | 0.25% | 0.79% | 45.37% | - |
 Nu (NU) | 0.24% | 0% | 21.95% | 2/20/2026 |
 Realty Income (O) | 0.23% | 0.22% | 37.2% | - |
 Berkshire Hathaway (BRK.B) | 0.23% | 1.05% | 37.5% | - |
 McDonald's (MCD) | 0.2% | 0% | 43.8% | 3/11/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.2% | 1.41% | 37.5% | - |
 Alibaba (9988.HK) | 0.2% | 0% | 20.47% | 7/31/2024 |
 Sandisk Corp/DE (SNDK) | 0.2% | 4.6% | 5.22% | - |
 Invesco China Technology ETF (CQQQ) | 0.19% | 0% | 7.58% | 5/27/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.18% | 0% | 13.19% | 9/12/2025 |
 Credicorp (BAP) | 0.16% | 0.52% | 38.48% | - |
 Spotify (SPOT) | 0.16% | 0% | 29.82% | 3/30/2026 |
 Qualcomm (QCOM) | 0.14% | 0% | 21.16% | 12/5/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.13% | 0% | 30.81% | 9/2/2025 |
 Chevron (CVX.US) | 0.13% | 0.46% | 37.11% | - |
 Caterpillar (CAT) | 0.13% | 0.42% | 37.6% | - |
 Mastercard (MA) | 0.13% | 0.15% | 39.17% | - |
 Micron (MU) | 0.12% | 2.62% | 10.53% | - |
 Baidu (BIDU) | 0.12% | 0% | 19.78% | 12/26/2025 |
 Uber (UBER) | 0.12% | 0% | 25.69% | 3/30/2026 |
 Procter & Gamble (PG) | 0.12% | 0% | 17.32% | 11/12/2025 |
 Cardano (ADA) | 0.1% | 0% | 20.67% | 7/11/2024 |
 Lululemon (LULU) | 0.1% | 0% | 15.26% | 11/13/2025 |
 Pfizer (PFE) | 0.09% | 0% | 18.31% | 7/1/2024 |
 iShares Core MSCI Total International Stock ETF (IXUS) | 0.09% | 0.67% | 11.91% | - |
 iShares Global REIT ETF (REET) | 0.09% | 0% | 21.06% | 12/3/2025 |
 Toyota (TM) | 0.08% | 0% | 24.9% | 2/20/2026 |
 Vanguard Real Estate ETF (VNQ) | 0.07% | 0% | 21.26% | 12/5/2025 |
 NextEra (NEE) | 0.07% | 0.07% | 33.56% | - |
 Lumentum (LITE) | 0.06% | 0.99% | 5.61% | - |
 Tencent (0700.HK) | 0.06% | 0% | 19.78% | 12/29/2025 |
 Johnson & Johnson (JNJ) | 0.06% | 0.18% | 26.57% | - |
 Alibaba (BABA) | 0.05% | 0% | 17.81% | 12/26/2025 |
 ExxonMobil (XOM) | 0.05% | 0% | 18.01% | 3/31/2026 |
 Yum (YUM) | 0.05% | 0% | 18.7% | 12/5/2025 |
 Oracle (ORCL) | 0.05% | 0% | 8.17% | 12/5/2025 |
 Vanguard Total International Bond ETF (BNDX) | 0.05% | 0% | 12.89% | 9/2/2025 |
 Unilever (UL.US) | 0.04% | 0% | 17.91% | 12/3/2025 |
 T-Mobile (TMUS) | 0.04% | 0% | 17.32% | 12/1/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.04% | 0.31% | 10.93% | - |
 Palantir (PLTR) | 0.03% | 0% | 9.94% | 12/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 0.03% | 0% | 1.18% | 9/24/2025 |
 Invesco S&P 500 Momentum ETF (SPMO) | 0.03% | 1.59% | 1.97% | - |
 UnitedHealth (UNH) | 0.02% | 0.44% | 5.41% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.02% | 0% | 5.91% | 4/29/2026 |
 Vanguard Total International Stock ETF (VXUS) | 0.02% | 0% | 7.19% | 12/8/2025 |
 Intercorp (IFS) | 0.02% | 0.28% | 10.04% | - |
 JPMorgan (JPM) | 0.02% | 0.09% | 16.24% | - |
 iShares Core S&P 500 ETF (IVV) | 0.02% | 0% | 1.67% | 1/19/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.02% | 0% | 5.71% | 4/29/2026 |
 Walmart (WMT) | 0.02% | 0.23% | 12.89% | - |
 SAP (SAP) | 0.02% | 0% | 10.14% | 12/1/2025 |
 Trip.com (TCOM.CH) | 0.02% | 0% | 8.17% | 12/26/2025 |
 PDD Holdings (PDD) | 0.02% | 0% | 7.78% | 12/26/2025 |
 S&P Global (SPGI) | 0.02% | 0% | 7.97% | 12/1/2025 |
 Marvell (MRVL) | 0.02% | 0.65% | 3.54% | - |
 Costco (COST) | 0.02% | 0.22% | 8.46% | - |
 Palo Alto Networks (PANW) | 0.02% | 0.46% | 3.54% | - |
 Booking (BKNG) | 0.02% | 0% | 8.66% | 12/1/2025 |
 Duolingo (DUOL) | 0.02% | 0% | 7.28% | 12/1/2025 |
 ARM (ARM) | 0.01% | 0.57% | 3.25% | - |
 3M (MMM) | 0.01% | 0% | 6.79% | 12/5/2025 |
 iShares iBonds Dec 2029 Term $ Corp UCITS ETF (ID29.L) | 0.01% | 0% | 5.22% | 4/29/2026 |
 Novo-Nordisk (NVO) | 0.01% | 0% | 6.3% | 12/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.01% | 0% | 2.85% | 3/2/2026 |
 Sony (SONY) | 0.01% | 0% | 2.26% | 12/31/2025 |
 iShares iBonds Dec 2027 Term $ Corp UCITS ETF (ID27.L) | 0.01% | 0% | 5.22% | 4/29/2026 |
 iShares iBonds Dec 2030 Term $ Corp UCITS ETF (ID30.L) | 0.01% | 0% | 5.22% | 4/29/2026 |
 Solana (SOL) | 0% | 0% | 5.12% | 5/18/2026 |
 Greggs (GRG.L) | 0% | 0% | 1.38% | 6/25/2025 |
 Vanguard Small-Cap ETF (VB) | 0% | 0% | 0.98% | 9/12/2025 |
 Alphabet (GOOGL) | 0% | 0% | 0.39% | 6/10/2025 |
 Dormant Stock15611 (Drm.15611) | 0% | 0% | 0.79% | 5/26/2026 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0% | 0% | 0.59% | 3/31/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0% | 0% | 0.49% | 12/8/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Jpm Nasdaq Equity Premium (JEPQ) | 21.96% | 19.39% |
| NVIDIA (NVDA) | 12.47% | 15.22% |
| Vanguard S&P 500 ETF (VOO) | 13.35% | 13.42% |
| Xiaomi (1810.HK) | 5.68% | 5.9% |
| Alphabet (GOOG) | 3.67% | 4.63% |
| TSMC (TSM) | 2.72% | 3.83% |
| Amazon (AMZN) | 3.69% | 3.5% |
| Bitcoin (BTC) | 4.65% | 3.43% |
| Meta (META) | 3.5% | 3.13% |
| Apple (AAPL) | 2.54% | 3% |
| Ethereum (ETH) | 3.46% | 2.63% |
| ASML (ASML) | 2.25% | 2.63% |
| VanEck Vectors Semiconductor ETF (SMH) | 2.36% | 2.05% |
| Microsoft (MSFT) | 2.14% | 1.93% |
| SPDR Gold MiniShares Trust (GLDM) | 1.36% | 1.45% |
| BYD (01211.HK) | 1.55% | 1.4% |
| Nu (NU) | 1.17% | 1.24% |
| Tesla (TSLA) | 0.97% | 1.24% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.36% | 1.2% |
| Eli Lilly (LLY) | 0.97% | 1.16% |
| iShares Silver Trust (SLV) | 0.78% | 1.03% |
| MercadoLibre (MELI) | 1.36% | 1.01% |
| Netflix (NFLX) | 1.17% | 0.83% |
| Samsung (SMSN.L) | 0.39% | 0.64% |
| Broadcom (AVGO) | 0.58% | 0.49% |
| Spotify (SPOT) | 0.59% | 0.46% |
| Uber (UBER) | 0.58% | 0.45% |
| Credicorp (BAP) | 0.39% | 0.43% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 0.39% | 0.37% |
| Visa (V) | 0.39% | 0.36% |
| Chevron (CVX.US) | 0.39% | 0.35% |
| Berkshire Hathaway (BRK.B) | 0.39% | 0.34% |
| Caterpillar (CAT) | 0.19% | 0.29% |
| Johnson & Johnson (JNJ) | 0.19% | 0.2% |
| NextEra (NEE) | 0.19% | 0.19% |
| Mastercard (MA) | 0.19% | 0.18% |
Cash & Instruments Over Time
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