Portfolio Diversification
Range
Most Diversified
23 instruments
July 27, 2024
Least Diversified
0 instruments
August 30, 2023
Average
16.6 instruments
Most Consistent Holdings
Top 5
MSFT96.29%
NVDA96.29%
QQQ96.29%
SPYG96.29%
VB96.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 19.82% | 16.49% | 96.29% | - |
 Vanguard S&P 500 ETF (VOO) | 15.97% | 13.2% | 96.29% | - |
 Tesla (TSLA) | 7.16% | 10.18% | 75.21% | - |
| NVIDIA (NVDA) | 5.09% | 5.02% | 96.29% | - |
| Vanguard Small-Cap ETF (VB) | 5.06% | 3.9% | 96.29% | - |
 Vanguard FTSE All-World ex-US (VEU) | 4.94% | 4.22% | 96.29% | - |
 Amazon (AMZN) | 3.91% | 7.29% | 56.32% | - |
 Vanguard Total International Stock ETF (VXUS) | 3.71% | 0% | 37.61% | 5/3/2024 |
| Invesco QQQ (QQQ) | 3.42% | 2.75% | 96.29% | - |
| Microsoft (MSFT) | 3.19% | 3.14% | 96.29% | - |
 Meta (META) | 2.4% | 4.57% | 59.87% | - |
 LVMH (MC.PA) | 2.39% | 4.44% | 50.93% | - |
 Alphabet (GOOG) | 2.26% | 5.23% | 54.3% | - |
 Vanguard Information Technology (VGT) | 1.77% | 0% | 37.61% | 5/3/2024 |
 Celsius (CELH) | 1.76% | 0% | 59.7% | 4/9/2025 |
 McDonald's (MCD) | 1.71% | 3.56% | 55.14% | - |
 Hermes (RMS.PA) | 1.53% | 3.85% | 46.04% | - |
 STMicroelectronics (STM.US) | 1.05% | 1.52% | 63.58% | - |
 Netflix (NFLX) | 0.98% | 2.75% | 47.05% | - |
 Visa (V) | 0.97% | 2.5% | 47.05% | - |
 Garmin (GRMN) | 0.81% | 1.1% | 88.2% | - |
 ASML (ASML.NV) | 0.59% | 1.71% | 44.69% | - |
 PDD Holdings (PDD) | 0.55% | 0.93% | 53.46% | - |
 Apple (AAPL) | 0.27% | 0.66% | 63.41% | - |
 Domino's (DPZ) | 0.1% | 0.25% | 44.86% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 14.53% | 16.22% |
| Tesla (TSLA) | 7.66% | 14.6% |
| Vanguard S&P 500 ETF (VOO) | 12.26% | 12.6% |
| Amazon (AMZN) | 7.83% | 7.32% |
| NVIDIA (NVDA) | 3.05% | 5.7% |
| LVMH (MC.PA) | 6.4% | 4.72% |
| Alphabet (GOOG) | 5.2% | 4.56% |
| Vanguard Small-Cap ETF (VB) | 3.98% | 3.87% |
| Meta (META) | 3.72% | 3.87% |
| Vanguard FTSE All-World ex-US (VEU) | 4.12% | 3.47% |
| Hermes (RMS.PA) | 3.7% | 3.3% |
| McDonald's (MCD) | 3.23% | 2.84% |
| Invesco QQQ (QQQ) | 2.54% | 2.72% |
| Celsius (CELH) | 6.99% | 2.4% |
| Microsoft (MSFT) | 2.52% | 2.39% |
| Netflix (NFLX) | 1.99% | 2.15% |
| Visa (V) | 2.2% | 2.05% |
| STMicroelectronics (STM.US) | 2.92% | 1.61% |
| ASML (ASML.NV) | 1.86% | 1.35% |
| Garmin (GRMN) | 0.84% | 1.02% |
| PDD Holdings (PDD) | 1.52% | 0.83% |
| Apple (AAPL) | 0.4% | 0.44% |
| Domino's (DPZ) | 0.25% | 0.19% |