Portfolio Diversification
Range
Most Diversified
25 instruments
February 22, 2025
Least Diversified
2 instruments
April 22, 2023
Average
15.9 instruments
Most Consistent Holdings
Top 5
MSFT100%
AAPL99.61%
JPM98.7%
QQQ97.8%
AXP97.41%
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) | 11.84% | 8.43% | 93.78% | - |
| Microsoft (MSFT) | 9.71% | 10.49% | 100% | - |
| Apple (AAPL) | 8.81% | 4.48% | 99.61% | - |
 NVIDIA (NVDA) | 8.7% | 11.2% | 89.12% | - |
| Invesco QQQ (QQQ) | 8.38% | 2.49% | 97.8% | - |
| American Express (AXP) | 6.54% | 2.95% | 97.41% | - |
 Bitcoin (BTC) | 5.08% | 2.92% | 90.16% | - |
 Bank of America (BAC) | 5.06% | 2.09% | 97.41% | - |
| JPMorgan (JPM) | 4.37% | 1.9% | 98.7% | - |
 AT&T (T) | 4.14% | 0% | 63.6% | 9/9/2024 |
 Vanguard Real Estate ETF (VNQ) | 4.08% | 0% | 58.42% | 8/7/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.61% | 0% | 60.62% | 8/7/2024 |
 Amazon (AMZN) | 2.91% | 9.48% | 35.88% | - |
 Alphabet (GOOG) | 2.83% | 11.75% | 35.49% | - |
 Nu (NU) | 2.75% | 4.06% | 59.84% | - |
 Coca-Cola (KO) | 2.42% | 0% | 64.51% | 9/9/2024 |
 Visa (V) | 1.47% | 3.39% | 35.1% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.19% | 2.22% | 35.88% | - |
 Crowdstrike (CRWD) | 0.87% | 2.16% | 35.49% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.77% | 1.63% | 35.1% | - |
 LVMH (MC.PA) | 0.69% | 1.88% | 33.03% | - |
 Merck (MRK) | 0.67% | 4.42% | 13.99% | - |
 Mastercard (MA) | 0.61% | 4.46% | 14.77% | - |
 Nike (NKE) | 0.52% | 2.98% | 17.62% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.33% | 0% | 16.58% | 1/21/2025 |
 iShares China Large-Cap ETF (FXI) | 0.26% | 0.7% | 33.03% | - |
 Ethereum (ETH) | 0.24% | 0.55% | 27.33% | - |
 Vulcan Materials (VMC) | 0.22% | 1.12% | 17.62% | - |
 UnitedHealth (UNH) | 0.21% | 0.97% | 13.6% | - |
 Alibaba (BABA) | 0.18% | 1.01% | 15.41% | - |
 iShares Gold Trust (IAU) | 0.01% | 0% | 1.3% | 9/26/2024 |
 Micron (MU) | 0% | 0% | 0.13% | 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% |