Portfolio Diversification
Range
Most Diversified
30 instruments
September 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21 instruments
Most Consistent Holdings
Top 5
GOOG99.9%
AMZN99.49%
NVDA95.35%
V94.54%
MA94.44%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 17.22% | 0% | 91.41% | 6/5/2025 |
| Alphabet (GOOG) | 12.55% | 5.65% | 99.9% | - |
| NVIDIA (NVDA) | 10.51% | 0% | 95.35% | 5/27/2025 |
 Apple (AAPL) | 8.66% | 0% | 88.17% | 3/12/2025 |
| Amazon (AMZN) | 5.65% | 0% | 99.49% | 7/2/2025 |
 Meta (META) | 3.49% | 0% | 90.7% | 4/30/2025 |
 Disney (DIS) | 3.12% | 0% | 75.94% | 11/12/2024 |
 Microsoft (MSFT) | 2.93% | 0% | 84.73% | 6/5/2025 |
| Visa (V) | 2.08% | 1.71% | 94.54% | - |
| Mastercard (MA) | 2.08% | 0% | 94.44% | 6/5/2025 |
 Coca-Cola (KO) | 2.04% | 0% | 91% | 4/22/2025 |
 Invesco QQQ (QQQ) | 1.77% | 0% | 49.95% | 6/5/2025 |
 Costco (COST) | 1.25% | 0% | 87.16% | 4/3/2025 |
 Micron (MU) | 1.16% | 0% | 31.45% | 6/17/2025 |
 iShares Core S&P 500 ETF (IVV) | 1.16% | 0% | 23.56% | 9/23/2024 |
 Porsche (P911.DE) | 1.02% | 0% | 46.11% | 1/26/2024 |
 IIPR (IIPR) | 0.88% | 0% | 46.21% | 1/24/2024 |
 Tesla (TSLA) | 0.75% | 0% | 45.3% | 1/26/2024 |
 Chevron (CVX) | 0.68% | 2.12% | 51.77% | - |
 Walmart (WMT) | 0.62% | 2.18% | 51.77% | - |
 iShares MSCI India ETF (INDA) | 0.54% | 1.56% | 38.32% | - |
 Vistra (VST) | 0.53% | 0% | 23.36% | 6/5/2025 |
 Nu (NU) | 0.52% | 0% | 46.71% | 1/26/2024 |
 Novo-Nordisk (NVO) | 0.5% | 1.38% | 37.82% | - |
 Berkshire Hathaway (BRK.B) | 0.49% | 0% | 45.3% | 6/12/2025 |
 AMD (AMD) | 0.48% | 1.84% | 39.33% | - |
 American Express (AXP) | 0.45% | 0% | 47.52% | 5/12/2025 |
 ASML (ASML) | 0.44% | 1.54% | 33.87% | - |
 Palo Alto Networks (PANW) | 0.44% | 0% | 47.93% | 4/30/2025 |
 Supermicro (SMCI) | 0.43% | 0% | 49.24% | 6/26/2025 |
 PayPal (PYPL) | 0.42% | 0% | 43.68% | 1/21/2025 |
 Uber (UBER) | 0.39% | 2.68% | 16.68% | - |
 BioNTech SE (BNTX) | 0.39% | 0% | 44.69% | 1/26/2024 |
 Johnson & Johnson (JNJ) | 0.37% | 0% | 43.58% | 1/24/2024 |
 Ferrari (RACE) | 0.3% | 0% | 35.19% | 5/13/2025 |
 Chubb (CB) | 0.27% | 0% | 24.87% | 4/3/2025 |
 Terns (TERN) | 0.12% | 0.33% | 28.92% | - |
 Eni (ENI.MI) | 0.02% | 0% | 1.11% | 11/8/2022 |
 Salesforce (CRM) | 0.02% | 0% | 12.64% | 9/30/2024 |
 Telecom Italia (TIT.MI) | 0.01% | 0% | 0.61% | 11/9/2022 |
 Fetch.ai (FET) | 0.01% | 0% | 2.33% | 4/4/2024 |
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) | 12.76% | 13.45% |
| NVIDIA (NVDA) | 4.39% | 9.27% |
| Alphabet (GOOG) | 4.29% | 5.72% |
| Apple (AAPL) | 3.09% | 3.93% |
| Micron (MU) | 4.69% | 3.73% |
| Invesco QQQ (QQQ) | 3.49% | 3.37% |
| Amazon (AMZN) | 2.49% | 3.15% |
| Meta (META) | 2.09% | 3.02% |
| Microsoft (MSFT) | 2.39% | 2.42% |
| Vistra (VST) | 2.29% | 2.1% |
| Coca-Cola (KO) | 2.39% | 2.01% |
| Novo-Nordisk (NVO) | 2.89% | 1.9% |
| Chevron (CVX) | 2.19% | 1.9% |
| Walmart (WMT) | 1.79% | 1.81% |
| AMD (AMD) | 2.49% | 1.79% |
| iShares MSCI India ETF (INDA) | 2% | 1.63% |
| Berkshire Hathaway (BRK.B) | 1.79% | 1.56% |
| ASML (ASML) | 1.89% | 1.49% |
| American Express (AXP) | 1.4% | 1.41% |
| Palo Alto Networks (PANW) | 1.4% | 1.33% |
| Visa (V) | 1.2% | 1.33% |
| Chubb (CB) | 1.5% | 1.29% |
| Mastercard (MA) | 1.1% | 1.2% |
| Costco (COST) | 1.1% | 1.18% |
| Ferrari (RACE) | 1.4% | 1.15% |
| PayPal (PYPL) | 0.9% | 0.99% |
| Supermicro (SMCI) | 1.7% | 0.94% |
| Terns (TERN) | 1% | 0.47% |