Portfolio Diversification
Range
Most Diversified
17 instruments
February 15, 2025
Least Diversified
10 instruments
January 2, 2023
Average
12.4 instruments
Most Consistent Holdings
Top 5
GOOG100%
NVDA100%
MSFT94.33%
QQQ94.33%
NKE87.21%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Visa (V) | 16.23% | 0% | 83.72% | 3/12/2025 |
| Alphabet (GOOG) | 13.13% | 9.22% | 100% | - |
 Berkshire Hathaway (BRK.B) | 6.36% | 4.43% | 77.44% | - |
| Microsoft (MSFT) | 5.89% | 0% | 94.33% | 3/3/2025 |
| NVIDIA (NVDA) | 5.66% | 7.9% | 100% | - |
 Apple (AAPL) | 5.54% | 0% | 85.04% | 12/16/2024 |
 Vanguard S&P 500 ETF (VOO) | 5.25% | 3.31% | 55.97% | - |
 Meta (META) | 3.93% | 0% | 69.12% | 8/5/2024 |
| Invesco QQQ (QQQ) | 3.29% | 0% | 94.33% | 3/3/2025 |
 SPDR S&P 500 ETF (SPY) | 3.08% | 0% | 51.75% | 3/13/2024 |
| Nike (NKE) | 3% | 0% | 87.21% | 1/3/2025 |
 Tesla (TSLA) | 2.23% | 6.49% | 23.52% | - |
 Gold (Non Expiry) (GOLD) | 2.21% | 0% | 30.16% | 9/14/2023 |
 Bitcoin (BTC) | 2.04% | 3.81% | 45.36% | - |
 Amazon (AMZN) | 1.68% | 11.47% | 30.88% | - |
 Johnson & Johnson (JNJ) | 0.98% | 0% | 23.64% | 8/2/2024 |
 Ethereum (ETH) | 0.67% | 3.87% | 30.88% | - |
 Energy Select Sector SPDR (XLE) | 0.6% | 0% | 21.59% | 3/13/2024 |
 TKO (TKO) | 0.52% | 6.77% | 8.2% | - |
 Coca-Cola (KO) | 0.51% | 0% | 9.05% | 11/29/2023 |
 Occidental (OXY) | 0.47% | 0% | 23.4% | 7/22/2024 |
 Broadcom (AVGO) | 0.41% | 0% | 10.86% | 10/1/2024 |
 MercadoLibre (MELI) | 0.39% | 0% | 39.2% | 11/29/2023 |
 Tempus AI Inc (TEM.US) | 0.36% | 2.84% | 10.25% | - |
 SPDR Gold (GLD) | 0.29% | 0% | 4.34% | 4/9/2025 |
 Vistra (VST) | 0.28% | 3.38% | 8.08% | - |
 JetBlue (JBLU) | 0.25% | 2.12% | 8.56% | - |
 GameStop (GME) | 0.18% | 0% | 1.93% | 6/3/2024 |
 Noble (NE) | 0.18% | 2.51% | 6.88% | - |
 Helmerich & Payne (HP) | 0.15% | 1.73% | 7.96% | - |
 Alibaba (BABA.EXT) | 0.01% | 0% | 0.72% | 2/20/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 7.83% | 9.59% |
| Vanguard S&P 500 ETF (VOO) | 7.83% | 8.35% |
| Bitcoin (BTC) | 5.97% | 8.15% |
| Berkshire Hathaway (BRK.B) | 7.83% | 7.43% |
| Visa (V) | 6.27% | 7.03% |
| Invesco QQQ (QQQ) | 6.27% | 6.03% |
| Alphabet (GOOG) | 4.19% | 4.95% |
| NVIDIA (NVDA) | 4.4% | 4.69% |
| Amazon (AMZN) | 2.35% | 2.77% |
| Microsoft (MSFT) | 2.35% | 2.58% |
| Ethereum (ETH) | 1.57% | 1.84% |
| Nike (NKE) | 2.35% | 1.51% |