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Portfolio Diversification
Range
Most Diversified
23 instruments
July 27, 2024
Least Diversified
0 instruments
August 30, 2023
Average
18.3 instruments
Most Consistent Holdings
Top 5
MSFT97.43%
NVDA97.43%
SPYG97.43%
QQQ93.72%
GRMN92.49%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 18.22% | 10.12% | 97.43% | - |
 Vanguard S&P 500 ETF (VOO) | 13.63% | 0% | 90.64% | 2/24/2026 |
 Tesla (TSLA) | 8.36% | 8.62% | 84.57% | - |
| NVIDIA (NVDA) | 5.67% | 8.28% | 97.43% | - |
 Amazon (AMZN) | 5.5% | 12.77% | 73.05% | - |
| Microsoft (MSFT) | 4.75% | 26.45% | 97.43% | - |
 Vanguard FTSE All-World ex-US (VEU) | 4.23% | 0% | 90.64% | 2/24/2026 |
 Vanguard Small-Cap ETF (VB) | 4.16% | 0% | 88.79% | 2/6/2026 |
 Meta (META) | 4.04% | 14.07% | 75.21% | - |
 Alphabet (GOOG) | 3.97% | 9.23% | 71.81% | - |
| Invesco QQQ (QQQ) | 3.03% | 0% | 93.72% | 3/26/2026 |
 LVMH (MC.PA) | 2.53% | 0% | 65.43% | 3/20/2026 |
 Vanguard Total International Stock ETF (VXUS) | 2.27% | 0% | 22.94% | 5/3/2024 |
 McDonald's (MCD) | 2.08% | 2.24% | 72.22% | - |
 Hermes (RMS.PA) | 1.99% | 1.77% | 66.77% | - |
 Netflix (NFLX) | 1.49% | 1.77% | 67.39% | - |
 Visa (V) | 1.35% | 1.7% | 67.28% | - |
 ASML (ASML.NV) | 1.09% | 1.3% | 65.95% | - |
 Vanguard Information Technology (VGT) | 1.08% | 0% | 22.94% | 5/3/2024 |
 STMicroelectronics (STM.US) | 1.08% | 0% | 67.08% | 1/20/2026 |
 Celsius (CELH) | 1.07% | 0% | 36.42% | 4/9/2025 |
| Garmin (GRMN) | 0.87% | 0.95% | 92.49% | - |
 PDD Holdings (PDD) | 0.57% | 0% | 64.51% | 2/24/2026 |
 Apple (AAPL) | 0.4% | 0.64% | 77.37% | - |
 Wolters Kluwer (WKL.NV) | 0.17% | 0% | 19.03% | 3/30/2026 |
 Domino's (DPZ) | 0.12% | 0% | 61.52% | 3/18/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 14.46% | 16.26% |
| Vanguard S&P 500 ETF (VOO) | 12.2% | 12.11% |
| Tesla (TSLA) | 5.65% | 10.31% |
| Alphabet (GOOG) | 6.4% | 7.86% |
| Amazon (AMZN) | 8.85% | 7.19% |
| Meta (META) | 8.05% | 6.77% |
| NVIDIA (NVDA) | 3.04% | 6.54% |
| Vanguard FTSE All-World ex-US (VEU) | 4.09% | 3.68% |
| Vanguard Small-Cap ETF (VB) | 3.96% | 3.43% |
| Microsoft (MSFT) | 3.29% | 2.93% |
| Invesco QQQ (QQQ) | 2.53% | 2.7% |
| Hermes (RMS.PA) | 3.68% | 2.52% |
| McDonald's (MCD) | 3.22% | 2.48% |
| ASML (ASML.NV) | 2.45% | 2.18% |
| LVMH (MC.PA) | 3.02% | 2.03% |
| Visa (V) | 2.18% | 1.88% |
| Netflix (NFLX) | 1.98% | 1.87% |
| STMicroelectronics (STM.US) | 2.91% | 1.38% |
| Wolters Kluwer (WKL.NV) | 1.55% | 0.84% |
| Garmin (GRMN) | 0.83% | 0.83% |
| Apple (AAPL) | 0.65% | 0.64% |
| PDD Holdings (PDD) | 1.13% | 0.59% |
| Domino's (DPZ) | 0.25% | 0.16% |
Cash & Instruments Over Time
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