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
MSFT97.25%
NVDA97.25%
QQQ97.25%
SPYG97.25%
VB97.25%
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% | 15.51% | 97.25% | - |
 Vanguard S&P 500 ETF (VOO) | 14.93% | 12.09% | 97.25% | - |
 Tesla (TSLA) | 8.2% | 11.16% | 82.28% | - |
| NVIDIA (NVDA) | 5.43% | 6.22% | 97.25% | - |
 Amazon (AMZN) | 4.87% | 6.83% | 68.86% | - |
| Vanguard Small-Cap ETF (VB) | 4.62% | 2.84% | 97.25% | - |
 Vanguard FTSE All-World ex-US (VEU) | 4.61% | 3.48% | 97.25% | - |
 Alphabet (GOOG) | 3.32% | 7.69% | 67.43% | - |
| Invesco QQQ (QQQ) | 3.21% | 2.38% | 97.25% | - |
| Microsoft (MSFT) | 3.2% | 2.66% | 97.25% | - |
 Meta (META) | 3.19% | 3.62% | 71.38% | - |
 LVMH (MC.PA) | 2.78% | 4.25% | 65.03% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.64% | 0% | 26.71% | 5/3/2024 |
 McDonald's (MCD) | 2% | 2.49% | 67.9% | - |
 Hermes (RMS.PA) | 1.94% | 2.57% | 61.56% | - |
 Netflix (NFLX) | 1.44% | 1.91% | 62.28% | - |
 Visa (V) | 1.28% | 1.85% | 62.16% | - |
 Vanguard Information Technology (VGT) | 1.26% | 0% | 26.71% | 5/3/2024 |
 Celsius (CELH) | 1.25% | 0% | 42.4% | 4/9/2025 |
 STMicroelectronics (STM.US) | 1.2% | 1.38% | 74.01% | - |
 ASML (ASML.NV) | 0.96% | 2.16% | 60.6% | - |
 Garmin (GRMN) | 0.86% | 0.84% | 91.5% | - |
 PDD Holdings (PDD) | 0.63% | 0.56% | 66.83% | - |
 Apple (AAPL) | 0.36% | 0.65% | 73.89% | - |
 Domino's (DPZ) | 0.12% | 0.16% | 60.72% | - |
 Wolters Kluwer (WKL.NV) | 0.07% | 0.53% | 9.82% | - |
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% |