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Portfolio Diversification
Range
Most Diversified
18 instruments
April 19, 2024
Least Diversified
0 instruments
April 4, 2026
Average
13.7 instruments
Most Consistent Holdings
Top 5
AMZN99.83%
EFX99.25%
MSFT97.41%
DE97.41%
SPYG78.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 28.04% | 33.85% | 78.53% | - |
| Microsoft (MSFT) | 10.66% | 4.59% | 97.41% | - |
| Amazon (AMZN) | 9.52% | 5.04% | 99.83% | - |
 Apple (AAPL) | 5.82% | 0% | 54.3% | 10/22/2024 |
| Equifax (EFX) | 5.62% | 2.04% | 99.25% | - |
 Upstart (UPST) | 5.07% | 0% | 55.97% | 7/25/2025 |
| Deere (DE) | 4.24% | 1.57% | 97.41% | - |
 Invesco QQQ (QQQ) | 3.73% | 0% | 61.24% | 4/15/2026 |
 Alphabet (GOOG) | 3.61% | 0% | 65.5% | 5/29/2025 |
 Walmart (WMT) | 2.92% | 2.81% | 73.1% | - |
 Reddit Inc (RDDT) | 2.28% | 2.3% | 63.24% | - |
 iShares Semiconductor ETF (SOXX) | 2.19% | 0% | 44.36% | 8/13/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 2.19% | 7.04% | 35.59% | - |
 Coca-Cola (KO) | 2.11% | 0% | 40.94% | 5/13/2024 |
 Nu (NU) | 1.75% | 1.99% | 68.67% | - |
 Crowdstrike (CRWD) | 1.58% | 0% | 46.87% | 7/28/2025 |
 CVS Health (CVS) | 0.9% | 0.43% | 67.92% | - |
 NVIDIA (NVDA) | 0.82% | 1.56% | 54.22% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.77% | 0% | 2.34% | 1/30/2023 |
 Hasbro (HAS) | 0.69% | 0% | 16.96% | 4/26/2024 |
 Petrobras (PBR.A) | 0.34% | 0% | 12.61% | 9/20/2023 |
 Bitcoin (BTC) | 0.31% | 1.47% | 15.96% | - |
 TSMC (TSM) | 0.26% | 0% | 8.19% | 4/30/2024 |
 Novo-Nordisk (NVO) | 0.21% | 0.39% | 26.9% | - |
 Lululemon (LULU) | 0.2% | 0.16% | 54.3% | - |
 Vanguard S&P 500 ETF (VOO) | 0.17% | 0% | 5.85% | 4/15/2026 |
 Meta (META) | 0.1% | 0% | 12.2% | 4/15/2026 |
 ServiceNow (NOW) | 0.04% | 0% | 4.59% | 11/2/2023 |
 Intel (INTC) | 0.02% | 0% | 3.34% | 11/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 46.83% | 46.52% |
| Amazon (AMZN) | 7.24% | 7.72% |
| Microsoft (MSFT) | 6.92% | 6.96% |
| VanEck Vectors Semiconductor ETF (SMH) | 6.18% | 6.66% |
| Invesco QQQ (QQQ) | 6.38% | 6.25% |
| Reddit Inc (RDDT) | 3.34% | 5.99% |
| Walmart (WMT) | 2.54% | 3.5% |
| Nu (NU) | 2.63% | 2.99% |
| Equifax (EFX) | 4.1% | 2.61% |
| Bitcoin (BTC) | 3.24% | 2.03% |
| Deere (DE) | 1.94% | 1.75% |
| NVIDIA (NVDA) | 1.42% | 1.75% |
| CVS Health (CVS) | 1.11% | 0.91% |
| Novo-Nordisk (NVO) | 1.38% | 0.78% |
| Meta (META) | 0.81% | 0.66% |
| Lululemon (LULU) | 0.41% | 0.22% |
Cash & Instruments Over Time
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