Portfolio Diversification
Range
Most Diversified
36 instruments
March 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.3 instruments
Most Consistent Holdings
Top 5
AAPL99.93%
GOOG99.93%
META99.93%
MSFT99.93%
AMZN99.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 16.36% | 21.63% | 99.93% | - |
| Meta (META) | 11.62% | 11.54% | 99.93% | - |
 SPDR S&P 500 ETF (SPY) | 10.98% | 3.14% | 99.93% | - |
| Microsoft (MSFT) | 7.43% | 10.02% | 99.93% | - |
 NVIDIA (NVDA) | 6.51% | 10.5% | 85.48% | - |
| Apple (AAPL) | 6.16% | 2.69% | 99.93% | - |
 TSMC (TSM) | 4.49% | 11.02% | 58% | - |
 Intel (INTC) | 3.78% | 1.99% | 99.71% | - |
 Adobe (ADBE) | 3.31% | 0% | 69.05% | 8/26/2024 |
 Tesla (TSLA) | 3% | 5.17% | 84.6% | - |
 AMD (AMD) | 2.66% | 0% | 98.97% | 10/8/2025 |
| Amazon (AMZN) | 2.22% | 2.18% | 99.93% | - |
 McDonald's (MCD) | 1.95% | 2.08% | 75.83% | - |
 Lululemon (LULU) | 1.93% | 0.37% | 75.61% | - |
 Hewlett Packard Enterprise (HPE) | 1.74% | 3.07% | 45.69% | - |
 Disney (DIS) | 1.38% | 0.24% | 99.93% | - |
 Spotify (SPOT) | 1.18% | 0% | 39.5% | 7/29/2025 |
 PDD Holdings (PDD.RTH) | 1.03% | 1.62% | 43.85% | - |
 Vanguard Real Estate ETF (VNQ) | 0.99% | 0.16% | 99.93% | - |
 Crocs (CROX) | 0.99% | 2.84% | 36.92% | - |
 Netflix (NFLX) | 0.96% | 0% | 88.21% | 5/15/2025 |
 Vanguard Growth ETF (VUG) | 0.92% | 0% | 60.87% | 5/6/2024 |
 Alphabet (GOOGL) | 0.9% | 2.72% | 40.97% | - |
 Tencent (0700.HK) | 0.75% | 0% | 35.81% | 5/15/2025 |
 Semtech (SMTC) | 0.63% | 0% | 13.12% | 8/28/2024 |
 Visa (V) | 0.58% | 1.39% | 36.92% | - |
 Dell (DELL) | 0.52% | 0.91% | 43.85% | - |
 Diageo (DEO) | 0.38% | 0.24% | 58% | - |
 Alibaba (BABA) | 0.38% | 0% | 6.56% | 4/10/2024 |
 Broadcom (AVGO) | 0.31% | 0% | 19.6% | 10/8/2025 |
 PayPal (PYPL) | 0.3% | 0% | 37.36% | 1/13/2025 |
 Grab (GRAB) | 0.3% | 0% | 19.45% | 10/8/2025 |
 Twitter (TWTR) | 0.28% | 0% | 21.08% | 10/28/2022 |
 Dutch Bros (BROS) | 0.28% | 0% | 37.44% | 1/14/2025 |
 Celsius (CELH) | 0.27% | 0% | 14.59% | 6/23/2025 |
 Samsung (SMSN.L) | 0.27% | 0.49% | 45.69% | - |
 Citi (C) | 0.22% | 0% | 16.36% | 4/1/2024 |
 Unity (U) | 0.2% | 0% | 12.82% | 6/7/2024 |
 Lockheed Martin (LMT) | 0.17% | 0% | 7.89% | 10/8/2025 |
 Scottish Mortgage (SMT.L) | 0.16% | 0.28% | 43.85% | - |
 Nu (NU) | 0.15% | 0.71% | 19.82% | - |
 Vanguard S&P 500 ETF (VOO) | 0.14% | 0.25% | 42.15% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.14% | 0.25% | 42.15% | - |
 eToro Group LTD (ETOR) | 0.14% | 0.77% | 11.72% | - |
 CNBM (3323.HK) | 0.12% | 0% | 21.67% | 1/23/2025 |
 Novo-Nordisk (NVO) | 0.12% | 0.09% | 43.85% | - |
 Vanguard Total Bond Market ETF (BND) | 0.11% | 0% | 33.31% | 6/23/2025 |
 Helmerich & Payne (HP) | 0.1% | 1.01% | 11.72% | - |
 Oracle (ORCL) | 0.1% | 0.58% | 19.9% | - |
 SparkLiang | 0.06% | 0% | 0.22% | 1/3/2022 |
 UnitedHealth (UNH) | 0.05% | 0% | 5.53% | 7/29/2025 |
 Vanguard Total International Stock ETF (VXUS) | 0% | 0% | 1.11% | 4/9/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 13.95% | 15.3% |
| TSMC (TSM) | 9.46% | 11.13% |
| Meta (META) | 8.03% | 9.79% |
| Microsoft (MSFT) | 9.22% | 8.22% |
| NVIDIA (NVDA) | 6.55% | 7.74% |
| SPDR S&P 500 ETF (SPY) | 7.79% | 7.62% |
| Apple (AAPL) | 4.63% | 5.29% |
| Amazon (AMZN) | 3.39% | 3.55% |
| McDonald's (MCD) | 4.15% | 3.5% |
| Hewlett Packard Enterprise (HPE) | 3.01% | 3.47% |
| Spotify (SPOT) | 2.71% | 3.25% |
| Alphabet (GOOGL) | 2.64% | 2.49% |
| Crocs (CROX) | 3.09% | 2.26% |
| PDD Holdings (PDD.RTH) | 3.01% | 1.92% |
| Tencent (0700.HK) | 1.51% | 1.87% |
| Visa (V) | 1.51% | 1.48% |
| AMD (AMD) | 2.26% | 1.43% |
| Intel (INTC) | 3.01% | 1.19% |
| Dell (DELL) | 1.51% | 1.15% |
| Celsius (CELH) | 1.49% | 1.14% |
| Lululemon (LULU) | 0.75% | 0.76% |
| CNBM (3323.HK) | 0.57% | 0.61% |
| Netflix (NFLX) | 0.41% | 0.6% |
| Dutch Bros (BROS) | 0.38% | 0.55% |
| Diageo (DEO) | 0.76% | 0.51% |
| PayPal (PYPL) | 0.38% | 0.47% |
| Samsung (SMSN.L) | 0.75% | 0.41% |
| Disney (DIS) | 0.75% | 0.38% |
| Scottish Mortgage (SMT.L) | 0.38% | 0.37% |
| Vanguard S&P 500 ETF (VOO) | 0.38% | 0.36% |
| Vanguard Total Stock Market ETF (VTI) | 0.38% | 0.35% |
| Vanguard Total Bond Market ETF (BND) | 0.38% | 0.31% |
| Vanguard Real Estate ETF (VNQ) | 0.38% | 0.25% |
| Novo-Nordisk (NVO) | 0.38% | 0.22% |