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Portfolio Diversification
Range
Most Diversified
27 instruments
October 10, 2025
Least Diversified
0 instruments
October 20, 2025
Average
19.4 instruments
Most Consistent Holdings
Top 5
MSFT99.41%
AAPL99.15%
JPM98.56%
QQQ97.97%
AXP97.72%
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) | 10.42% | 8.02% | 95.35% | - |
 NVIDIA (NVDA) | 9.73% | 12.04% | 92.31% | - |
| Microsoft (MSFT) | 9.17% | 6.48% | 99.41% | - |
| Apple (AAPL) | 7.33% | 5.29% | 99.15% | - |
 Alphabet (GOOG) | 7.22% | 17.55% | 57.31% | - |
| Invesco QQQ (QQQ) | 6.27% | 2.44% | 97.97% | - |
| American Express (AXP) | 5.17% | 2.54% | 97.72% | - |
 Amazon (AMZN) | 4.67% | 7.68% | 57.57% | - |
 Bitcoin (BTC) | 4.04% | 1.4% | 92.98% | - |
 Bank of America (BAC) | 3.97% | 2.09% | 97.72% | - |
| JPMorgan (JPM) | 3.46% | 1.82% | 98.56% | - |
 Nu (NU) | 3.15% | 3.51% | 73.2% | - |
 AT&T (T.US) | 2.7% | 0% | 41.5% | 9/9/2024 |
 Vanguard Real Estate ETF (VNQ) | 2.66% | 0% | 38.12% | 8/7/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.36% | 0% | 39.56% | 8/7/2024 |
 Visa (V) | 2.06% | 3.51% | 57.06% | - |
 Merck (MRK) | 2.02% | 5.21% | 43.28% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.73% | 3.77% | 57.57% | - |
 Coca-Cola (KO) | 1.58% | 0% | 42.1% | 9/9/2024 |
 Mastercard (MA) | 1.54% | 2.98% | 43.79% | - |
 Crowdstrike (CRWD) | 1.21% | 2.61% | 57.31% | - |
 Nike (NKE) | 1.2% | 1.7% | 45.65% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 1.01% | 1.49% | 57.06% | - |
 Lululemon (LULU) | 0.85% | 1.63% | 33.81% | - |
 Vulcan Materials (VMC) | 0.47% | 0.85% | 45.65% | - |
 LVMH (MC.PA) | 0.46% | 0% | 21.89% | 6/10/2025 |
 eToro Group LTD (ETOR) | 0.43% | 1.73% | 25.53% | - |
 Alibaba (BABA) | 0.43% | 0.72% | 44.13% | - |
 UnitedHealth (UNH) | 0.43% | 1.04% | 42.94% | - |
 iShares China Large-Cap ETF (FXI) | 0.37% | 0.48% | 55.71% | - |
 Ethereum (ETH) | 0.34% | 0.32% | 51.99% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.22% | 0% | 10.82% | 1/21/2025 |
 MercadoLibre (MELI) | 0.2% | 0.92% | 23.58% | - |
 iShares Gold Trust (IAU) | 0.01% | 0% | 0.85% | 9/26/2024 |
 Micron (MU) | 0% | 0% | 0.08% | 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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