Portfolio Diversification
Range
Most Diversified
27 instruments
October 10, 2025
Least Diversified
0 instruments
October 20, 2025
Average
17.3 instruments
Most Consistent Holdings
Top 5
MSFT99.89%
AAPL99.56%
JPM98.79%
QQQ98.02%
AXP97.69%
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) | 11.27% | 7.72% | 94.61% | - |
| Microsoft (MSFT) | 9.74% | 9.14% | 99.89% | - |
 NVIDIA (NVDA) | 9.18% | 11.52% | 90.65% | - |
| Apple (AAPL) | 8.15% | 4.63% | 99.56% | - |
| Invesco QQQ (QQQ) | 7.47% | 2.28% | 98.02% | - |
| American Express (AXP) | 5.97% | 2.74% | 97.69% | - |
 Bitcoin (BTC) | 4.74% | 2.52% | 91.53% | - |
 Bank of America (BAC) | 4.6% | 1.93% | 97.69% | - |
 Alphabet (GOOG) | 4.3% | 14.03% | 45.1% | - |
| JPMorgan (JPM) | 3.99% | 1.73% | 98.79% | - |
 Amazon (AMZN) | 3.81% | 7.79% | 45.43% | - |
 AT&T (T) | 3.52% | 0% | 54.02% | 9/9/2024 |
 Vanguard Real Estate ETF (VNQ) | 3.46% | 0% | 49.61% | 8/7/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.07% | 0% | 51.49% | 8/7/2024 |
 Nu (NU) | 2.94% | 4.07% | 65.79% | - |
 Coca-Cola (KO) | 2.06% | 0% | 54.79% | 9/9/2024 |
 Visa (V) | 1.69% | 3.1% | 44.77% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.35% | 2.42% | 45.43% | - |
 Merck (MRK) | 1.19% | 3.88% | 26.84% | - |
 Mastercard (MA) | 1.09% | 3.37% | 27.5% | - |
 Crowdstrike (CRWD) | 1.03% | 1.85% | 45.1% | - |
 Nike (NKE) | 0.89% | 2.89% | 29.92% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.87% | 1.4% | 44.77% | - |
 LVMH (MC.PA) | 0.6% | 0% | 28.49% | 6/10/2025 |
 Lululemon (LULU) | 0.4% | 2.61% | 14.52% | - |
 Vulcan Materials (VMC) | 0.34% | 0.98% | 29.92% | - |
 iShares China Large-Cap ETF (FXI) | 0.32% | 0.61% | 43.01% | - |
 Ethereum (ETH) | 0.31% | 0.72% | 38.17% | - |
 UnitedHealth (UNH) | 0.31% | 0.94% | 26.51% | - |
 Alibaba (BABA) | 0.3% | 1.15% | 28.05% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.28% | 0% | 14.08% | 1/21/2025 |
 eToro Group LTD (ETOR) | 0.06% | 1.95% | 3.74% | - |
 iShares Gold Trust (IAU) | 0.01% | 0% | 1.1% | 9/26/2024 |
 MercadoLibre (MELI) | 0.01% | 0.88% | 1.21% | - |
 Micron (MU) | 0% | 0% | 0.11% | 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% |