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Portfolio Diversification
Range
Most Diversified
18 instruments
April 19, 2024
Least Diversified
5 instruments
January 2, 2023
Average
13.6 instruments
Most Consistent Holdings
Top 5
AMZN100%
EFX99.39%
MSFT97.48%
DE97.48%
SPYG77.85%
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) | 27.45% | 45.15% | 77.85% | - |
| Microsoft (MSFT) | 10.87% | 6% | 97.48% | - |
| Amazon (AMZN) | 9.63% | 6.94% | 100% | - |
 Apple (AAPL) | 6.05% | 0% | 56.47% | 10/22/2024 |
| Equifax (EFX) | 5.77% | 2.43% | 99.39% | - |
 Upstart (UPST) | 5.28% | 0% | 58.21% | 7/25/2025 |
| Deere (DE) | 4.32% | 2.16% | 97.48% | - |
 Alphabet (GOOG) | 3.76% | 0% | 68.11% | 5/29/2025 |
 Invesco QQQ (QQQ) | 3.69% | 5.94% | 60.38% | - |
 Walmart (WMT) | 2.89% | 3.79% | 72.2% | - |
 iShares Semiconductor ETF (SOXX) | 2.28% | 0% | 46.13% | 8/13/2025 |
 Reddit Inc (RDDT) | 2.24% | 3.54% | 61.95% | - |
 Coca-Cola (KO) | 2.19% | 0% | 42.57% | 5/13/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 2% | 6.85% | 33.19% | - |
 Nu (NU) | 1.72% | 2.53% | 67.59% | - |
 Crowdstrike (CRWD) | 1.64% | 0% | 48.74% | 7/28/2025 |
 CVS Health (CVS) | 0.91% | 0.87% | 66.81% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.8% | 0% | 2.43% | 1/30/2023 |
 NVIDIA (NVDA) | 0.79% | 1.62% | 52.56% | - |
 Hasbro (HAS) | 0.72% | 0% | 17.64% | 4/26/2024 |
 Petrobras (PBR.A) | 0.36% | 0% | 13.12% | 9/20/2023 |
 TSMC (TSM) | 0.27% | 0% | 8.51% | 4/30/2024 |
 Bitcoin (BTC) | 0.25% | 1.8% | 12.77% | - |
 Lululemon (LULU) | 0.2% | 0.18% | 52.65% | - |
 Novo-Nordisk (NVO) | 0.2% | 0.58% | 24.15% | - |
 Vanguard S&P 500 ETF (VOO) | 0.14% | 0.6% | 2.78% | - |
 Meta (META) | 0.07% | 0.95% | 9.38% | - |
 ServiceNow (NOW) | 0.04% | 0% | 4.78% | 11/2/2023 |
 Intel (INTC) | 0.03% | 0% | 3.48% | 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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