Portfolio Diversification
Range
Most Diversified
30 instruments
September 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.4 instruments
Most Consistent Holdings
Top 5
GOOG99.9%
V94.84%
AMZN93.98%
NVDA90.07%
MA89.21%
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) | 16.26% | 0% | 86.34% | 6/5/2025 |
| Alphabet (GOOG) | 12.19% | 6.57% | 99.9% | - |
| NVIDIA (NVDA) | 9.93% | 0% | 90.07% | 5/27/2025 |
 Apple (AAPL) | 8.18% | 0% | 83.29% | 3/12/2025 |
| Amazon (AMZN) | 5.34% | 0% | 93.98% | 7/2/2025 |
 Meta (META) | 3.3% | 0% | 85.67% | 4/30/2025 |
 Disney (DIS) | 2.94% | 0% | 71.73% | 11/12/2024 |
 Microsoft (MSFT) | 2.77% | 0% | 80.04% | 6/5/2025 |
| Visa (V) | 2.06% | 1.65% | 94.84% | - |
| Mastercard (MA) | 1.97% | 0% | 89.21% | 6/5/2025 |
 Coca-Cola (KO) | 1.92% | 0% | 85.96% | 4/22/2025 |
 Invesco QQQ (QQQ) | 1.67% | 0% | 47.18% | 6/5/2025 |
 Costco (COST) | 1.18% | 0% | 82.33% | 4/3/2025 |
 Micron (MU) | 1.1% | 0% | 29.7% | 6/17/2025 |
 iShares Core S&P 500 ETF (IVV) | 1.09% | 0% | 22.25% | 9/23/2024 |
 Porsche (P911.DE) | 0.96% | 0% | 43.55% | 1/26/2024 |
 IIPR (IIPR) | 0.83% | 0% | 43.65% | 1/24/2024 |
 Chevron (CVX) | 0.77% | 2.25% | 54.44% | - |
 Tesla (TSLA) | 0.71% | 0% | 42.79% | 1/26/2024 |
 Walmart (WMT) | 0.7% | 2.11% | 54.44% | - |
 iShares MSCI India ETF (INDA) | 0.59% | 1.43% | 41.74% | - |
 AMD (AMD) | 0.57% | 2.13% | 42.69% | - |
 Novo-Nordisk (NVO) | 0.54% | 1.1% | 41.26% | - |
 Uber (UBER) | 0.51% | 2.64% | 21.3% | - |
 Vistra (VST) | 0.5% | 0% | 22.06% | 6/5/2025 |
 ASML (ASML) | 0.5% | 1.41% | 37.54% | - |
 Nu (NU) | 0.49% | 0% | 44.13% | 1/26/2024 |
 Berkshire Hathaway (BRK.B) | 0.47% | 0% | 42.79% | 6/12/2025 |
 American Express (AXP) | 0.43% | 0% | 44.89% | 5/12/2025 |
 Palo Alto Networks (PANW) | 0.41% | 0% | 45.27% | 4/30/2025 |
 Supermicro (SMCI) | 0.41% | 0% | 46.51% | 6/26/2025 |
 PayPal (PYPL) | 0.39% | 0% | 41.26% | 1/21/2025 |
 BioNTech SE (BNTX) | 0.36% | 0% | 42.22% | 1/26/2024 |
 Johnson & Johnson (JNJ) | 0.35% | 0% | 41.17% | 1/24/2024 |
 Ferrari (RACE) | 0.29% | 0% | 33.24% | 5/13/2025 |
 Chubb (CB) | 0.25% | 0% | 23.5% | 4/3/2025 |
 Terns (TERN) | 0.14% | 0.52% | 32.86% | - |
 Eni (ENI.MI) | 0.02% | 0% | 1.05% | 11/8/2022 |
 Salesforce (CRM) | 0.02% | 0% | 11.94% | 9/30/2024 |
 Telecom Italia (TIT.MI) | 0.01% | 0% | 0.57% | 11/9/2022 |
 Fetch.ai (FET) | 0.01% | 0% | 2.2% | 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% |