Portfolio Diversification
Range
Most Diversified
15 instruments
January 30, 2025
Least Diversified
2 instruments
January 1, 2022
Average
11.8 instruments
Most Consistent Holdings
Top 5
INTC100%
QQQ100%
MSFT98.08%
SPY92.6%
VGT92.6%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 10.69% | 12.06% | 98.08% | - |
| SPDR S&P 500 ETF (SPY) | 8.94% | 9.85% | 92.6% | - |
 AMD (AMD) | 8.85% | 8.74% | 91.87% | - |
| Vanguard Information Technology (VGT) | 8.72% | 10.16% | 92.6% | - |
| Intel (INTC) | 7.04% | 3.12% | 100% | - |
 Disney (DIS) | 4.77% | 4.76% | 86.03% | - |
| Invesco QQQ (QQQ) | 4.47% | 2.63% | 100% | - |
 Amazon (AMZN) | 4.18% | 4.52% | 79.27% | - |
 Infineon (IFX.DE) | 4.12% | 2.06% | 92.51% | - |
 Xiaomi (1810.HK) | 3.32% | 7.98% | 80.09% | - |
 Boeing (BA) | 2.98% | 0% | 49.13% | 12/12/2023 |
 NVIDIA (NVDA) | 2.68% | 6.98% | 38.63% | - |
 Tesla (TSLA) | 2.2% | 12.14% | 25.48% | - |
 Micron (MU) | 1.9% | 2.73% | 60.37% | - |
 Apple (AAPL) | 1.41% | 4.78% | 30.14% | - |
 Mastercard (MA) | 1.16% | 0% | 40.73% | 7/12/2023 |
 Alphabet (GOOG) | 0.47% | 1.98% | 25.48% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 11.47% | 12.42% |
| Tesla (TSLA) | 6.88% | 12.41% |
| Vanguard Information Technology (VGT) | 8.03% | 10.32% |
| SPDR S&P 500 ETF (SPY) | 9.18% | 9.66% |
| AMD (AMD) | 11.47% | 9% |
| Xiaomi (1810.HK) | 3.21% | 7.36% |
| Apple (AAPL) | 4.59% | 5.1% |
| Disney (DIS) | 5.74% | 4.74% |
| Amazon (AMZN) | 4.59% | 4.28% |
| Intel (INTC) | 9.18% | 3.16% |
| Invesco QQQ (QQQ) | 2.29% | 2.6% |
| Micron (MU) | 2.29% | 2.52% |
| Infineon (IFX.DE) | 2.29% | 2.09% |
| Alphabet (GOOG) | 2.29% | 1.88% |