Portfolio Diversification
Range
Most Diversified
10 instruments
January 1, 2022
Least Diversified
3 instruments
October 2, 2024
Average
6.7 instruments
Most Consistent Holdings
Top 5
SWKS100%
VOO100%
AMZN75.14%
GOOG58.53%
META55.29%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 35.75% | 50.06% | 100% | - |
| Alphabet (GOOG) | 13.76% | 29.25% | 58.53% | - |
 Alibaba (9988.HK) | 13.08% | 0% | 55.29% | 1/16/2024 |
| Meta (META) | 11.59% | 0% | 55.29% | 1/16/2024 |
| Amazon (AMZN) | 7.08% | 0% | 75.14% | 10/1/2024 |
 Corsair (CRSR) | 6.14% | 0% | 44.32% | 8/24/2023 |
 Tattooed Chef Inc (TTCFQ) | 5.5% | 0% | 40.69% | 7/7/2023 |
 Dropbox (DBX) | 2.28% | 0% | 41.47% | 7/17/2023 |
 Alibaba (BABA) | 1.15% | 0% | 55.29% | 1/16/2024 |
| Skyworks (SWKS) | 1.06% | 0.39% | 100% | - |
 Beyond Meat (BYND) | 0.79% | 0% | 33.98% | 4/10/2023 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.22% | 12.13% | 4.17% | - |
 Apple (AAPL) | 0.1% | 0% | 4.79% | 8/12/2024 |
 TSMC (TSM) | 0.04% | 0% | 2.7% | 12/9/2024 |
 PayPal (PYPL) | 0.01% | 0% | 0.85% | 7/28/2023 |
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) | 66.6% | 66.32% |
| Alphabet (GOOG) | 31.99% | 33.1% |
| Skyworks (SWKS) | 1.4% | 0.59% |