Portfolio Diversification
Range
Most Diversified
23 instruments
July 27, 2024
Least Diversified
0 instruments
August 30, 2023
Average
15.7 instruments
Most Consistent Holdings
Top 5
MSFT95.74%
NVDA95.74%
QQQ95.74%
SPYG95.74%
VB95.74%
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) | 20.33% | 0% | 95.74% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 16.41% | 0% | 95.74% | 2/1/2025 |
 Tesla (TSLA) | 6.6% | 0% | 71.57% | 2/1/2025 |
| Vanguard Small-Cap ETF (VB) | 5.23% | 0% | 95.74% | 2/1/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 5.1% | 0% | 95.74% | 2/1/2025 |
| NVIDIA (NVDA) | 5.05% | 0% | 95.74% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 4.26% | 0% | 43.13% | 5/3/2024 |
| Invesco QQQ (QQQ) | 3.51% | 0% | 95.74% | 2/1/2025 |
 Amazon (AMZN) | 3.42% | 0% | 49.9% | 2/1/2025 |
| Microsoft (MSFT) | 3.28% | 0% | 95.74% | 2/1/2025 |
 Meta (META) | 2.1% | 0% | 53.97% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 2.04% | 0% | 43.13% | 5/3/2024 |
 LVMH (MC.PA) | 2.02% | 0% | 43.71% | 2/1/2025 |
 Alphabet (GOOG) | 1.94% | 0% | 47.58% | 2/1/2025 |
 Celsius (CELH) | 1.66% | 0% | 55.71% | 2/1/2025 |
 McDonald's (MCD) | 1.49% | 0% | 48.55% | 2/1/2025 |
 Hermes (RMS.PA) | 1.19% | 0% | 38.1% | 2/1/2025 |
 STMicroelectronics (STM.US) | 0.97% | 0% | 58.22% | 2/1/2025 |
 Garmin (GRMN) | 0.77% | 0% | 86.46% | 2/1/2025 |
 Visa (V) | 0.77% | 0% | 39.26% | 2/1/2025 |
 Netflix (NFLX) | 0.76% | 0% | 39.26% | 2/1/2025 |
 PDD Holdings (PDD) | 0.48% | 0% | 46.62% | 2/1/2025 |
 ASML (ASML.NV) | 0.46% | 0% | 36.56% | 2/1/2025 |
 Apple (AAPL) | 0.24% | 0% | 58.03% | 2/1/2025 |
 Domino's (DPZ) | 0.08% | 0% | 36.75% | 2/1/2025 |
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% |