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Portfolio Diversification
Range
Most Diversified
36 instruments
March 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.9 instruments
Most Consistent Holdings
Top 5
AAPL99.52%
GOOG99.52%
MSFT99.52%
META99.46%
DIS99.46%
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) | 17.91% | 23.83% | 99.52% | - |
| Meta (META) | 11.07% | 8.14% | 99.46% | - |
 State Street SPDR S&P 500 ETF (SPY) | 9.53% | 3.89% | 99.46% | - |
| Microsoft (MSFT) | 7.92% | 12.59% | 99.52% | - |
 NVIDIA (NVDA) | 6.93% | 7.72% | 87.78% | - |
 TSMC (TSM) | 5.97% | 14.19% | 65.59% | - |
| Apple (AAPL) | 5.47% | 2.96% | 99.52% | - |
 Intel (INTC) | 3.19% | 0% | 87.3% | 2/10/2026 |
 Tesla (TSLA) | 3.01% | 0% | 81.45% | 6/1/2026 |
 Adobe (ADBE) | 2.69% | 0.41% | 60.82% | - |
 Amazon (AMZN) | 2.25% | 3.39% | 99.34% | - |
 AMD (AMD) | 2.15% | 0% | 80.08% | 10/8/2025 |
 Hewlett Packard Enterprise (HPE) | 2.12% | 5.93% | 55.64% | - |
 McDonald's (MCD) | 1.91% | 1.39% | 79.84% | - |
 Lululemon (LULU) | 1.62% | 0.17% | 79.67% | - |
 Crocs (CROX) | 1.38% | 3.26% | 48.54% | - |
 Alphabet (GOOGL) | 1.3% | 2.87% | 51.76% | - |
| Disney (DIS) | 1.15% | 0.18% | 99.46% | - |
 PDD Holdings (PDD) | 1.05% | 0.81% | 53.91% | - |
 Spotify (SPOT) | 0.96% | 0% | 31.96% | 7/29/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.83% | 0.14% | 99.46% | - |
 Netflix (NFLX) | 0.78% | 0% | 71.38% | 5/15/2025 |
 Vanguard Morningstar Growth ETF (VUG) | 0.75% | 0% | 49.25% | 5/6/2024 |
 Visa (V) | 0.69% | 1.21% | 48.48% | - |
 Tencent (0700.HK) | 0.61% | 0% | 28.98% | 5/15/2025 |
 Dell (DELL) | 0.53% | 0% | 48% | 5/26/2026 |
 Semtech (SMTC) | 0.51% | 0% | 10.61% | 8/28/2024 |
 Samsung (SMSN.L) | 0.38% | 1.1% | 55.58% | - |
 Diageo (DEO) | 0.34% | 0.18% | 65.59% | - |
 Helmerich & Payne (HP) | 0.33% | 1.53% | 27.97% | - |
 Alibaba (BABA) | 0.31% | 0% | 5.31% | 4/10/2024 |
 Broadcom (AVGO) | 0.25% | 0% | 15.86% | 10/8/2025 |
 PayPal (PYPL) | 0.25% | 0% | 30.23% | 1/13/2025 |
 Grab (GRAB) | 0.24% | 0% | 15.74% | 10/8/2025 |
 Nu (NU) | 0.24% | 0.57% | 34.65% | - |
 Twitter (TWTR) | 0.23% | 0% | 17.05% | 10/28/2022 |
 Dutch Bros (BROS) | 0.23% | 0% | 30.29% | 1/14/2025 |
 eToro Group LTD (ETOR) | 0.23% | 0.51% | 28.09% | - |
 Celsius (CELH) | 0.22% | 0% | 11.81% | 6/23/2025 |
 Scottish Mortgage (SMT.L) | 0.18% | 0.3% | 53.91% | - |
 Citi (C) | 0.18% | 0% | 13.24% | 4/1/2024 |
 Unity (U) | 0.16% | 0% | 10.38% | 6/7/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.16% | 0.39% | 52.59% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.16% | 0.39% | 52.65% | - |
 Oracle (ORCL) | 0.14% | 0.26% | 34.65% | - |
 Lockheed Martin (LMT) | 0.14% | 0% | 6.38% | 10/8/2025 |
 Novo-Nordisk (NVO) | 0.12% | 0.39% | 53.97% | - |
 CNBM (3323.HK) | 0.1% | 0% | 17.53% | 1/23/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.09% | 0% | 26.95% | 6/23/2025 |
 SparkLiang | 0.05% | 0% | 0.18% | 1/3/2022 |
 UnitedHealth (UNH) | 0.04% | 0% | 4.47% | 7/29/2025 |
 FedEx (FDX) | 0.04% | 0.78% | 4.95% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.02% | 0.49% | 4.95% | - |
 Vanguard Total International Stock ETF (VXUS) | 0% | 0% | 0.89% | 4/9/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 18.68% | 25.2% |
| TSMC (TSM) | 7.23% | 10.69% |
| NVIDIA (NVDA) | 8.21% | 10.23% |
| Meta (META) | 11.29% | 9.93% |
| Microsoft (MSFT) | 11.86% | 8.95% |
| Tesla (TSLA) | 4.83% | 4.97% |
| State Street SPDR S&P 500 ETF (SPY) | 4% | 3.5% |
| Alphabet (GOOGL) | 2.6% | 3.17% |
| Hewlett Packard Enterprise (HPE) | 2.67% | 3.06% |
| Crocs (CROX) | 5.37% | 2.82% |
| Apple (AAPL) | 2.74% | 2.66% |
| Amazon (AMZN) | 2.4% | 2.22% |
| McDonald's (MCD) | 2.67% | 1.98% |
| Intel (INTC) | 2.54% | 1.84% |
| Visa (V) | 1.6% | 1.35% |
| PDD Holdings (PDD) | 2.13% | 1.33% |
| Helmerich & Payne (HP) | 1.07% | 1.18% |
| Nu (NU) | 0.8% | 0.74% |
| Dell (DELL) | 1.07% | 0.74% |
| eToro Group LTD (ETOR) | 1.74% | 0.65% |
| Samsung (SMSN.L) | 0.53% | 0.55% |
| Lululemon (LULU) | 1.03% | 0.42% |
| Oracle (ORCL) | 0.52% | 0.39% |
| Scottish Mortgage (SMT.L) | 0.27% | 0.28% |
| Vanguard S&P 500 ETF (VOO) | 0.27% | 0.24% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 0.27% | 0.24% |
| Disney (DIS) | 0.53% | 0.23% |
| Diageo (DEO) | 0.54% | 0.21% |
| Vanguard Real Estate ETF (VNQ) | 0.27% | 0.15% |
| Novo-Nordisk (NVO) | 0.27% | 0.08% |
Cash & Instruments Over Time
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