Portfolio Diversification
Range
Most Diversified
27 instruments
October 10, 2025
Least Diversified
0 instruments
October 20, 2025
Average
17.7 instruments
Most Consistent Holdings
Top 5
MSFT99.79%
AAPL99.48%
JPM98.74%
QQQ98.01%
AXP97.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 22, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 11.08% | 7.65% | 94.77% | - |
| Microsoft (MSFT) | 9.68% | 8.25% | 99.79% | - |
 NVIDIA (NVDA) | 9.29% | 11.11% | 91% | - |
| Apple (AAPL) | 7.97% | 4.75% | 99.48% | - |
| Invesco QQQ (QQQ) | 7.21% | 2.26% | 98.01% | - |
| American Express (AXP) | 5.81% | 2.81% | 97.7% | - |
 Alphabet (GOOG) | 4.83% | 16.97% | 47.7% | - |
 Bitcoin (BTC) | 4.62% | 1.97% | 91.84% | - |
 Bank of America (BAC) | 4.46% | 1.93% | 97.7% | - |
 Amazon (AMZN) | 4% | 7.47% | 48.01% | - |
| JPMorgan (JPM) | 3.88% | 1.74% | 98.74% | - |
 AT&T (T) | 3.34% | 0% | 51.36% | 9/9/2024 |
 Vanguard Real Estate ETF (VNQ) | 3.29% | 0% | 47.18% | 8/7/2024 |
 Nu (NU) | 3% | 4.26% | 67.36% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.92% | 0% | 48.95% | 8/7/2024 |
 Coca-Cola (KO) | 1.96% | 0% | 52.09% | 9/9/2024 |
 Visa (V) | 1.76% | 3.41% | 47.38% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.4% | 2.45% | 48.01% | - |
 Merck (MRK) | 1.33% | 4.33% | 30.33% | - |
 Mastercard (MA) | 1.19% | 3.17% | 30.96% | - |
 Crowdstrike (CRWD) | 1.07% | 1.82% | 47.7% | - |
 Nike (NKE) | 0.98% | 2.72% | 33.26% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.9% | 1.37% | 47.38% | - |
 LVMH (MC.PA) | 0.57% | 0% | 27.09% | 6/10/2025 |
 Lululemon (LULU) | 0.51% | 2.78% | 18.62% | - |
 Vulcan Materials (VMC) | 0.37% | 0.94% | 33.26% | - |
 UnitedHealth (UNH) | 0.34% | 0.83% | 29.92% | - |
 Alibaba (BABA) | 0.33% | 1.01% | 31.38% | - |
 iShares China Large-Cap ETF (FXI) | 0.33% | 0.58% | 45.71% | - |
 Ethereum (ETH) | 0.33% | 0.53% | 41.11% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.27% | 0% | 13.39% | 1/21/2025 |
 eToro Group LTD (ETOR) | 0.15% | 2.05% | 8.37% | - |
 MercadoLibre (MELI) | 0.05% | 0.84% | 5.96% | - |
 iShares Gold Trust (IAU) | 0.01% | 0% | 1.05% | 9/26/2024 |
 Micron (MU) | 0% | 0% | 0.1% | 9/27/2024 |
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% | 14.11% |
| NVIDIA (NVDA) | 7.96% | 11.45% |
| Apple (AAPL) | 10.24% | 9.65% |
| Amazon (AMZN) | 8.77% | 8.09% |
| Microsoft (MSFT) | 7.65% | 7.03% |
| Alphabet (GOOG) | 6.56% | 6.06% |
| American Express (AXP) | 3.61% | 5.09% |
| Visa (V) | 5.88% | 5.04% |
| Bitcoin (BTC) | 2.01% | 4.62% |
| Invesco QQQ (QQQ) | 3.64% | 4.17% |
| VanEck Vectors Semiconductor ETF (SMH) | 4.6% | 3.69% |
| Bank of America (BAC) | 2.95% | 3.56% |
| Nu (NU) | 5% | 3.31% |
| JPMorgan (JPM) | 2.34% | 2.99% |
| Crowdstrike (CRWD) | 2.62% | 2.75% |
| Vanguard FTSE Developed Market ETF (VEA) | 3.35% | 2.39% |
| LVMH (MC.PA) | 2.46% | 1.94% |
| VanEck Vectors Gold Miners ETF (GDX) | 2.66% | 1.71% |
| Ethereum (ETH) | 1.64% | 1.31% |
| iShares China Large-Cap ETF (FXI) | 1.31% | 1% |