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Portfolio Diversification
Range
Most Diversified
10 instruments
January 1, 2022
Least Diversified
3 instruments
October 2, 2024
Average
6.4 instruments
Most Consistent Holdings
Top 5
VOO100%
SWKS90.4%
AMZN72.22%
GOOG63.17%
META49.11%
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) | 36.72% | 40.49% | 100% | - |
| Alphabet (GOOG) | 15.31% | 15.61% | 63.17% | - |
 Alibaba (9988.HK) | 11.62% | 0% | 49.11% | 1/16/2024 |
| Meta (META) | 10.29% | 0% | 49.11% | 1/16/2024 |
| Amazon (AMZN) | 6.7% | 15.16% | 72.22% | - |
 Corsair (CRSR) | 5.46% | 0% | 39.37% | 8/24/2023 |
 Tattooed Chef Inc (TTCFQ) | 4.89% | 0% | 36.15% | 7/7/2023 |
 Dropbox (DBX) | 2.02% | 0% | 36.83% | 7/17/2023 |
 Jpm Nasdaq Equity Premium (JEPQ) | 2.01% | 26.86% | 14.81% | - |
 Alibaba (BABA) | 1.02% | 0% | 49.11% | 1/16/2024 |
| Skyworks (SWKS) | 0.95% | 0% | 90.4% | 9/12/2025 |
 Beyond Meat (BYND) | 0.71% | 0% | 30.18% | 4/10/2023 |
 Microsoft (MSFT) | 0.13% | 0% | 3.7% | 11/5/2025 |
 Apple (AAPL) | 0.09% | 0% | 4.25% | 8/12/2024 |
 TSMC (TSM) | 0.04% | 0% | 2.4% | 12/9/2024 |
 PayPal (PYPL) | 0.01% | 0% | 0.75% | 7/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 39.28% | 41.24% |
| Jpm Nasdaq Equity Premium (JEPQ) | 33.7% | 28% |
| Alphabet (GOOG) | 18.09% | 23.39% |
| Amazon (AMZN) | 8.93% | 7.38% |
Cash & Instruments Over Time
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