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Portfolio Diversification
Range
Most Diversified
27 instruments
October 10, 2025
Least Diversified
0 instruments
October 20, 2025
Average
18.5 instruments
Most Consistent Holdings
Top 5
MSFT99.81%
AAPL99.52%
JPM98.85%
QQQ98.19%
AXP97.9%
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) | 10.78% | 7.84% | 95.22% | - |
| Microsoft (MSFT) | 9.51% | 7.55% | 99.81% | - |
 NVIDIA (NVDA) | 9.47% | 11.72% | 91.79% | - |
| Apple (AAPL) | 7.68% | 4.74% | 99.52% | - |
| Invesco QQQ (QQQ) | 6.78% | 2.34% | 98.19% | - |
 Alphabet (GOOG) | 5.89% | 16.98% | 52.24% | - |
| American Express (AXP) | 5.54% | 2.47% | 97.9% | - |
 Bitcoin (BTC) | 4.38% | 1.6% | 92.55% | - |
 Amazon (AMZN) | 4.3% | 7.5% | 52.53% | - |
 Bank of America (BAC) | 4.24% | 1.88% | 97.9% | - |
| JPMorgan (JPM) | 3.69% | 1.72% | 98.85% | - |
 Nu (NU) | 3.12% | 4.02% | 70.2% | - |
 AT&T (T) | 3.05% | 0% | 46.9% | 9/9/2024 |
 Vanguard Real Estate ETF (VNQ) | 3.01% | 0% | 43.08% | 8/7/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.66% | 0% | 44.7% | 8/7/2024 |
 Visa (V) | 1.91% | 3.54% | 51.96% | - |
 Coca-Cola (KO) | 1.79% | 0% | 47.56% | 9/9/2024 |
 Merck (MRK) | 1.64% | 5.43% | 36.39% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.51% | 2.77% | 52.53% | - |
 Mastercard (MA) | 1.37% | 3.28% | 36.96% | - |
 Nike (NKE) | 1.12% | 2.54% | 39.06% | - |
 Crowdstrike (CRWD) | 1.12% | 1.65% | 52.24% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.95% | 1.56% | 51.96% | - |
 Lululemon (LULU) | 0.71% | 2.69% | 25.69% | - |
 LVMH (MC.PA) | 0.52% | 0% | 24.74% | 6/10/2025 |
 Vulcan Materials (VMC) | 0.42% | 0.95% | 39.06% | - |
 Alibaba (BABA) | 0.39% | 0.9% | 37.34% | - |
 UnitedHealth (UNH) | 0.38% | 0.77% | 36.01% | - |
 iShares China Large-Cap ETF (FXI) | 0.35% | 0.56% | 50.43% | - |
 Ethereum (ETH) | 0.34% | 0.37% | 46.23% | - |
 eToro Group LTD (ETOR) | 0.27% | 1.64% | 16.33% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.25% | 0% | 12.23% | 1/21/2025 |
 MercadoLibre (MELI) | 0.12% | 0.78% | 14.14% | - |
 iShares Gold Trust (IAU) | 0.01% | 0% | 0.96% | 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
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 13.04% | 16.57% |
| NVIDIA (NVDA) | 7.79% | 11.39% |
| Microsoft (MSFT) | 9.2% | 8.28% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 6.97% | 7.58% |
| Amazon (AMZN) | 9.14% | 7.52% |
| Apple (AAPL) | 4.91% | 4.64% |
| Merck (MRK) | 5.25% | 4.57% |
| Nu (NU) | 4.19% | 4.28% |
| Visa (V) | 4.39% | 3.63% |
| Mastercard (MA) | 4.62% | 3.32% |
| Lululemon (LULU) | 4.9% | 3.05% |
| American Express (AXP) | 1.73% | 2.81% |
| Nike (NKE) | 4.11% | 2.64% |
| VanEck Vectors Semiconductor ETF (SMH) | 2.2% | 2.43% |
| Invesco QQQ (QQQ) | 1.74% | 2.22% |
| Bank of America (BAC) | 1.42% | 1.97% |
| Bitcoin (BTC) | 0.96% | 1.93% |
| JPMorgan (JPM) | 1.12% | 1.78% |
| eToro Group LTD (ETOR) | 2.88% | 1.68% |
| Crowdstrike (CRWD) | 1.26% | 1.67% |
| Vanguard FTSE Developed Market ETF (VEA) | 1.6% | 1.38% |
| Alibaba (BABA) | 0.94% | 0.94% |
| Vulcan Materials (VMC) | 1.26% | 0.91% |
| UnitedHealth (UNH) | 1.57% | 0.83% |
| MercadoLibre (MELI) | 1.26% | 0.82% |
| iShares China Large-Cap ETF (FXI) | 0.63% | 0.55% |
| Ethereum (ETH) | 0.79% | 0.52% |
Cash & Instruments Over Time
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