Portfolio Diversification
Range
Most Diversified
25 instruments
February 22, 2025
Least Diversified
2 instruments
April 22, 2023
Average
15.3 instruments
Most Consistent Holdings
Top 5
MSFT100%
AAPL99.59%
JPM98.62%
QQQ97.65%
AXP97.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since April 22, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 12.07% | 8.29% | 93.37% | - |
| Microsoft (MSFT) | 9.68% | 9.58% | 100% | - |
| Apple (AAPL) | 9.08% | 5.12% | 99.59% | - |
| Invesco QQQ (QQQ) | 8.77% | 2.44% | 97.65% | - |
 NVIDIA (NVDA) | 8.6% | 9.43% | 88.4% | - |
| American Express (AXP) | 6.77% | 2.91% | 97.24% | - |
 Bank of America (BAC) | 5.26% | 2.04% | 97.24% | - |
 Bitcoin (BTC) | 5.22% | 2.81% | 89.5% | - |
| JPMorgan (JPM) | 4.53% | 1.95% | 98.62% | - |
 AT&T (T) | 4.42% | 0% | 67.82% | 9/9/2024 |
 Vanguard Real Estate ETF (VNQ) | 4.35% | 0% | 62.29% | 8/7/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.85% | 0% | 64.64% | 8/7/2024 |
 Nu (NU) | 2.64% | 4.28% | 57.18% | - |
 Coca-Cola (KO) | 2.58% | 0% | 68.78% | 9/9/2024 |
 Amazon (AMZN) | 2.49% | 9.15% | 31.63% | - |
 Alphabet (GOOG) | 2.23% | 12.32% | 31.22% | - |
 Visa (V) | 1.34% | 3.54% | 30.8% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.13% | 1.98% | 31.63% | - |
 Crowdstrike (CRWD) | 0.79% | 2.04% | 31.22% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.71% | 1.71% | 30.8% | - |
 LVMH (MC.PA) | 0.6% | 2.26% | 28.59% | - |
 Merck (MRK) | 0.4% | 5.16% | 8.29% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.36% | 0% | 17.68% | 1/21/2025 |
 Nike (NKE) | 0.35% | 3.08% | 12.15% | - |
 Mastercard (MA) | 0.35% | 4.58% | 9.12% | - |
 iShares China Large-Cap ETF (FXI) | 0.23% | 0.71% | 28.59% | - |
 Ethereum (ETH) | 0.22% | 0.42% | 22.51% | - |
 Vulcan Materials (VMC) | 0.16% | 1.18% | 12.15% | - |
 UnitedHealth (UNH) | 0.14% | 1.73% | 7.87% | - |
 Alibaba (BABA) | 0.12% | 1.06% | 9.81% | - |
 iShares Gold Trust (IAU) | 0.02% | 0% | 1.38% | 9/26/2024 |
 Micron (MU) | 0% | 0% | 0.14% | 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% |