Portfolio Diversification
Range
Most Diversified
23 instruments
July 27, 2024
Least Diversified
0 instruments
August 30, 2023
Average
18.2 instruments
Most Consistent Holdings
Top 5
MSFT97.24%
NVDA97.24%
QQQ97.24%
SPYG97.24%
VB97.24%
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) | 18.83% | 16.2% | 97.24% | - |
 Vanguard S&P 500 ETF (VOO) | 14.94% | 12.16% | 97.24% | - |
 Tesla (TSLA) | 8.19% | 10.9% | 82.25% | - |
| NVIDIA (NVDA) | 5.43% | 6.2% | 97.24% | - |
 Amazon (AMZN) | 4.87% | 6.97% | 68.82% | - |
| Vanguard Small-Cap ETF (VB) | 4.63% | 3.5% | 97.24% | - |
 Vanguard FTSE All-World ex-US (VEU) | 4.61% | 3.72% | 97.24% | - |
 Alphabet (GOOG) | 3.32% | 7.76% | 67.39% | - |
| Invesco QQQ (QQQ) | 3.21% | 2.69% | 97.24% | - |
| Microsoft (MSFT) | 3.21% | 2.88% | 97.24% | - |
 Meta (META) | 3.19% | 6.66% | 71.34% | - |
 LVMH (MC.PA) | 2.78% | 4.19% | 64.99% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.64% | 0% | 26.74% | 5/3/2024 |
 McDonald's (MCD) | 2% | 2.6% | 67.87% | - |
 Hermes (RMS.PA) | 1.94% | 2.58% | 61.51% | - |
 Netflix (NFLX) | 1.44% | 1.88% | 62.23% | - |
 Visa (V) | 1.28% | 1.87% | 62.11% | - |
 Vanguard Information Technology (VGT) | 1.26% | 0% | 26.74% | 5/3/2024 |
 Celsius (CELH) | 1.25% | 0% | 42.45% | 4/9/2025 |
 STMicroelectronics (STM.US) | 1.2% | 1.42% | 73.98% | - |
 ASML (ASML.NV) | 0.96% | 2.22% | 60.55% | - |
 Garmin (GRMN) | 0.86% | 0.84% | 91.49% | - |
 PDD Holdings (PDD) | 0.63% | 0.57% | 66.79% | - |
 Apple (AAPL) | 0.36% | 0.65% | 73.86% | - |
 Domino's (DPZ) | 0.12% | 0.17% | 60.67% | - |
 Wolters Kluwer (WKL.NV) | 0.06% | 0.69% | 9.71% | - |
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% |