Holdings over time
(Since April 22, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 12.04% | 14.93% | 90.63% | - |
 Invesco QQQ (QQQ) | 10.48% | 4.43% | 96.32% | - |
 Microsoft (MSFT) | 10.29% | 6.37% | 99.45% | - |
 Apple (AAPL) | 9.5% | 10% | 98.9% | - |
 NVIDIA (NVDA) | 7.67% | 13.41% | 84.01% | - |
 American Express (AXP) | 7.57% | 5.1% | 95.77% | - |
 Bank of America (BAC) | 5.96% | 3.71% | 95.77% | - |
 AT&T (T) | 5.88% | 0% | 90.26% | 9/9/2024 |
 Vanguard Real Estate ETF (VNQ) | 5.79% | 0% | 82.9% | 8/7/2024 |
 Bitcoin (BTC) | 5.65% | 3.65% | 85.48% | - |
 JPMorgan (JPM) | 5.14% | 3.05% | 97.61% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 5.13% | 0% | 86.03% | 8/7/2024 |
 Coca-Cola (KO) | 3.44% | 0% | 91.54% | 9/9/2024 |
 Nu (NU) | 2.19% | 4.31% | 42.46% | - |
 Amazon (AMZN) | 0.53% | 6.43% | 8.46% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.44% | 4.22% | 8.46% | - |
 Alphabet (GOOG) | 0.38% | 4.88% | 7.9% | - |
 Visa (V) | 0.31% | 5.02% | 7.35% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.22% | 2.81% | 7.35% | - |
 Crowdstrike (CRWD) | 0.21% | 2.73% | 7.9% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.14% | 2.39% | 6.07% | - |
 LVMH (MC.PA) | 0.1% | 2.04% | 4.41% | - |
 iShares China Large-Cap ETF (FXI) | 0.03% | 0.59% | 4.41% | - |
 iShares Gold Trust (IAU) | 0.02% | 0% | 1.84% | 9/26/2024 |
 Micron (MU) | 0% | 0% | 0.18% | 9/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 13.41% | 13.02% |
| Invesco QQQ (QQQ) | 11.18% | 11.66% |
| Microsoft (MSFT) | 9.49% | 10.14% |
| Apple (AAPL) | 10.17% | 9.67% |
| Bitcoin (BTC) | 6.85% | 8.31% |
| American Express (AXP) | 7.37% | 7.66% |
| Vanguard Real Estate ETF (VNQ) | 7.36% | 6.96% |
| Bank of America (BAC) | 6.03% | 6.5% |
| NVIDIA (NVDA) | 6.74% | 6.34% |
| AT&T (T) | 6.69% | 6.13% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 5.76% | 5.13% |
| JPMorgan (JPM) | 4.78% | 5.06% |
| Coca-Cola (KO) | 3.35% | 2.7% |