Portfolio Diversification
Range
Most Diversified
16 instruments
October 3, 2025
Least Diversified
0 instruments
October 20, 2025
Average
9.4 instruments
Most Consistent Holdings
Top 5
GOOGL94.63%
QQQ92.84%
META81.04%
AMZN74.63%
NFLX71.34%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 19, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 21.14% | 12.73% | 92.84% | - |
 Ishares Russell 2000 ETF (IWM) | 14.57% | 13.03% | 68.81% | - |
| Alphabet (GOOGL) | 11.44% | 9.18% | 94.63% | - |
 SPDR S&P 500 ETF (SPY) | 6.75% | 1.58% | 54.33% | - |
| Netflix (NFLX) | 5.8% | 0% | 71.34% | 7/28/2025 |
 Apple (AAPL) | 5.47% | 11.78% | 59.25% | - |
| Meta (META) | 5.44% | 0% | 81.04% | 10/3/2025 |
| Amazon (AMZN) | 3.44% | 0% | 74.63% | 9/29/2025 |
 Bitcoin (BTC) | 1.6% | 1.01% | 70.3% | - |
 Ethereum (ETH) | 1.59% | 1.44% | 70.3% | - |
 Broadcom (AVGO) | 0.88% | 3.25% | 25.67% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.62% | 1.74% | 28.96% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.59% | 1.6% | 28.96% | - |
 GE (GE) | 0.55% | 2.45% | 20.9% | - |
 Welltower (WELL) | 0.51% | 0% | 18.51% | 9/2/2025 |
 NVIDIA (NVDA) | 0.42% | 3.51% | 11.94% | - |
 Walmart (WMT) | 0.31% | 0% | 9.1% | 7/1/2025 |
 Airbnb (ABNB) | 0.3% | 0% | 5.97% | 1/29/2024 |
 Block Inc. (XYZ) | 0.29% | 0% | 12.99% | 2/21/2025 |
 Copart (CPRT) | 0.25% | 0% | 5.52% | 1/24/2024 |
 Globe Life (GL) | 0.24% | 0% | 5.22% | 1/22/2024 |
 Costco (COST) | 0.17% | 0% | 4.78% | 6/2/2025 |
 Molina (MOH) | 0.15% | 0% | 2.39% | 1/3/2024 |
 PG&E (PCG) | 0.15% | 0% | 2.24% | 1/3/2024 |
 Fastenal (FAST) | 0.15% | 0% | 4.33% | 10/1/2025 |
 Alphabet (GOOG) | 0.1% | 3.76% | 2.84% | - |
 JPMorgan (JPM) | 0.1% | 3.4% | 2.84% | - |
 Loews (L) | 0.09% | 0% | 1.34% | 12/27/2023 |
 Cencora (COR) | 0.08% | 0% | 1.19% | 12/26/2023 |
 Microsoft (MSFT) | 0.04% | 1.49% | 2.69% | - |
 Broadridge (BR) | 0.01% | 0% | 0.15% | 12/19/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 24.56% | 23.33% |
| Ishares Russell 2000 ETF (IWM) | 24.55% | 23.3% |
| Alphabet (GOOGL) | 16.86% | 16.94% |
| Apple (AAPL) | 12.28% | 12.71% |
| Netflix (NFLX) | 4.82% | 5.67% |
| Amazon (AMZN) | 5.06% | 5.24% |
| Meta (META) | 4.65% | 4.23% |
| Ethereum (ETH) | 2.65% | 3.18% |
| Bitcoin (BTC) | 1.96% | 3.09% |
| Block Inc. (XYZ) | 2.49% | 2.2% |