Portfolio Diversification
Range
Most Diversified
33 instruments
January 4, 2024
Least Diversified
4 instruments
September 7, 2023
Average
24 instruments
Most Consistent Holdings
Top 5
VOO100%
KO87.52%
SPYG84.36%
AAPL83.48%
PEP82.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since September 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 21.18% | 0% | 78.21% | 12/2/2024 |
| Vanguard S&P 500 ETF (VOO) | 14.04% | 24.44% | 100% | - |
 NVIDIA (NVDA) | 10% | 19.31% | 81.9% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 9.93% | 3.14% | 84.36% | - |
 Vanguard Information Technology (VGT) | 6.87% | 3.9% | 65.03% | - |
 Xiaomi (1810.HK) | 4.18% | 13.19% | 79.61% | - |
| Apple (AAPL) | 2.94% | 5.46% | 83.48% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.85% | 2.71% | 20.56% | - |
 Invesco QQQ (QQQ) | 1.83% | 0% | 42.18% | 6/28/2024 |
 Tesla (TSLA) | 1.65% | 0% | 61.86% | 12/2/2024 |
 iShares MSCI China ETF (MCHI) | 1.54% | 4.54% | 79.79% | - |
 iShares Bitcoin Trust (IBIT) | 1.5% | 2.95% | 77.15% | - |
 TSMC (TSM) | 1.41% | 3.76% | 78.56% | - |
 BYD (01211.HK) | 1.35% | 3.85% | 79.61% | - |
 Netflix (NFLX) | 1.3% | 0% | 57.12% | 12/2/2024 |
 AT&T (T) | 1.24% | 0% | 78.21% | 3/11/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.18% | 0% | 49.56% | 6/28/2024 |
 AMD (AMD) | 1.13% | 1.78% | 82.07% | - |
 Meta (META) | 1.08% | 2.31% | 82.07% | - |
 Alphabet (GOOG) | 1.06% | 1.79% | 81.02% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.02% | 0% | 16.17% | 12/12/2023 |
 Amazon (AMZN) | 0.94% | 1.49% | 81.02% | - |
| Coca-Cola (KO) | 0.93% | 0% | 87.52% | 3/11/2025 |
 Intel (INTC) | 0.86% | 1.46% | 79.79% | - |
 Starbucks (SBUX) | 0.68% | 0% | 75.57% | 3/11/2025 |
 Volkswagen (VOW3.DE) | 0.61% | 0% | 36.73% | 3/12/2025 |
 PayPal (PYPL) | 0.56% | 0% | 59.58% | 12/2/2024 |
| PepsiCo (PEP) | 0.38% | 0.52% | 82.25% | - |
 McDonald's (MCD) | 0.36% | 0% | 78.21% | 3/11/2025 |
 Alibaba (9988.HK) | 0.36% | 0% | 36.56% | 7/31/2024 |
 Microsoft (MSFT) | 0.32% | 0% | 62.04% | 12/2/2024 |
 Samsung (SMSN.L) | 0.32% | 0.41% | 78.56% | - |
 Coinbase (COIN) | 0.27% | 0% | 43.76% | 9/16/2024 |
 Cardano (ADA) | 0.18% | 0% | 36.91% | 7/11/2024 |
 Pfizer (PFE) | 0.17% | 0% | 32.69% | 7/1/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.16% | 0% | 31.99% | 7/11/2024 |
 Bitcoin (BTC) | 0.15% | 0% | 12.48% | 1/9/2024 |
 Ethereum (ETH) | 0.14% | 0% | 11.25% | 1/2/2024 |
 Invesco China Technology ETF (CQQQ) | 0.1% | 2.4% | 4.04% | - |
 iShares Core S&P 500 ETF (IVV) | 0.04% | 0% | 2.99% | 1/19/2024 |
 Mastercard (MA) | 0.03% | 0% | 3.87% | 1/10/2024 |
 Visa (V) | 0.03% | 0% | 3.69% | 1/9/2024 |
 Procter & Gamble (PG) | 0.02% | 0% | 2.46% | 1/9/2024 |
 Duolingo (DUOL) | 0.01% | 0% | 1.41% | 1/10/2024 |
 Toyota (TM) | 0.01% | 0.56% | 1.05% | - |
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) | 14.79% | 15.4% |
| NVIDIA (NVDA) | 12.3% | 13.79% |
| Xiaomi (1810.HK) | 2.75% | 5.63% |
| Apple (AAPL) | 3.33% | 3.79% |
| iShares Bitcoin Trust (IBIT) | 1.03% | 1.96% |
| TSMC (TSM) | 1.25% | 1.86% |
| iShares MSCI China ETF (MCHI) | 1.44% | 1.52% |
| AT&T (T) | 1.24% | 1.48% |
| Meta (META) | 1.23% | 1.44% |
| BYD (01211.HK) | 1.23% | 1.39% |
| Volkswagen (VOW3.DE) | 1.64% | 1.38% |
| Alphabet (GOOG) | 1.23% | 1.34% |
| Amazon (AMZN) | 0.82% | 1.04% |
| AMD (AMD) | 1.23% | 0.87% |
| Intel (INTC) | 1.64% | 0.82% |
| Coca-Cola (KO) | 0.82% | 0.79% |
| Starbucks (SBUX) | 0.82% | 0.71% |
| McDonald's (MCD) | 0.41% | 0.36% |
| PepsiCo (PEP) | 0.41% | 0.33% |
| Samsung (SMSN.L) | 0.41% | 0.23% |