Portfolio Diversification
Range
Most Diversified
35 instruments
January 30, 2025
Least Diversified
0 instruments
February 2, 2025
Average
31.3 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
GOOG99.88%
MSFT99.88%
AMZN99.88%
GE99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 6.54% | 6.68% | 99.88% | - |
 Berkshire Hathaway (BRK.B) | 5.96% | 6.49% | 99.88% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.11% | 3.36% | 99.88% | - |
| Microsoft (MSFT) | 4.53% | 4.79% | 99.88% | - |
 Invesco QQQ (QQQ) | 4.48% | 5.39% | 75.39% | - |
| Apple (AAPL) | 4.34% | 4.88% | 99.88% | - |
| Amazon (AMZN) | 4.32% | 4.9% | 99.88% | - |
| Alphabet (GOOG) | 4.19% | 4.88% | 99.88% | - |
| GE (GE) | 4.17% | 4.42% | 99.88% | - |
 ASML (ASML) | 4.03% | 3.07% | 99.88% | - |
 UnitedHealth (UNH) | 3.32% | 2.42% | 99.88% | - |
 Xiaomi (1810.HK) | 2.93% | 5.38% | 99.88% | - |
 iShares Silver Trust (SLV) | 2.9% | 2.81% | 99.88% | - |
 Tesla (TSLA) | 2.67% | 2.09% | 99.88% | - |
 Mastercard (MA) | 2.67% | 2.2% | 99.88% | - |
 Autodesk (ADSK) | 2.51% | 2.19% | 99.88% | - |
 SPX500 Index (Non Expiry) (SPX500) | 2.4% | 0% | 54.76% | 3/11/2025 |
 Deutsche Post (DHL.DE) | 2.4% | 1.63% | 99.88% | - |
 Ethereum (ETH) | 2.4% | 3.29% | 99.88% | - |
 Bitcoin (BTC) | 2.34% | 3.53% | 99.88% | - |
 NVIDIA (NVDA) | 2.03% | 0.76% | 35.95% | - |
 Trade Desk (TTD) | 1.91% | 0.94% | 99.88% | - |
 GE HealthCare (GEHC) | 1.9% | 1.81% | 99.52% | - |
 Alibaba (BABA) | 1.74% | 1.64% | 99.88% | - |
 GE Vernova (GEV) | 1.63% | 4.93% | 45.6% | - |
 Pinterest (PINS) | 1.4% | 0.9% | 99.88% | - |
 JPMorgan (JPM) | 1.28% | 1.32% | 99.88% | - |
 Supermicro (SMCI) | 1.22% | 0% | 22.92% | 8/30/2024 |
 BlackRock (BLK) | 1.22% | 4.93% | 24.85% | - |
 PayPal (PYPL) | 0.99% | 0.68% | 99.88% | - |
 EUR/USD (EURUSD) | 0.84% | 0% | 23.4% | 2/22/2024 |
 ARK Innovation ETF (ARKK) | 0.77% | 0.6% | 99.88% | - |
 Broadcom (AVGO) | 0.6% | 0% | 35.59% | 10/30/2023 |
 Solana (SOL) | 0.56% | 4.32% | 17.73% | - |
 Zoom (ZM) | 0.56% | 0.45% | 99.88% | - |
 Nio (NIO) | 0.41% | 0.15% | 99.88% | - |
 Canaan (CAN) | 0.37% | 0% | 91.19% | 2/6/2025 |
 Oil (Non Expiry) (OIL) | 0.1% | 0% | 6.27% | 1/4/2024 |
 USD/JPY (USDJPY) | 0.03% | 0% | 1.81% | 2/6/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.24% | 7/26/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 4.53% | 5.69% |
| Invesco QQQ (QQQ) | 4.62% | 5.67% |
| Apple (AAPL) | 4.54% | 5.67% |
| Alphabet (GOOG) | 4.38% | 5.54% |
| SPDR S&P 500 ETF (SPY) | 4.13% | 5.37% |
| BlackRock (BLK) | 5.39% | 5.27% |
| Berkshire Hathaway (BRK.B) | 3.85% | 5.2% |
| Microsoft (MSFT) | 4.16% | 5.02% |
| GE Vernova (GEV) | 1.54% | 4.58% |
| Xiaomi (1810.HK) | 2.93% | 4.06% |
| GE (GE) | 2.46% | 3.7% |
| Vanguard Total Stock Market ETF (VTI) | 2.82% | 3.44% |
| Tesla (TSLA) | 2.55% | 3.2% |
| ASML (ASML) | 3.07% | 3.03% |
| Solana (SOL) | 4% | 2.75% |
| Ethereum (ETH) | 3.18% | 2.75% |
| Bitcoin (BTC) | 2.7% | 2.69% |
| UnitedHealth (UNH) | 2.85% | 2.46% |
| iShares Silver Trust (SLV) | 2.26% | 2.29% |
| Autodesk (ADSK) | 2.38% | 2.28% |
| GE HealthCare (GEHC) | 1.85% | 2.07% |
| SPX500 Index (Non Expiry) (SPX500) | 2.62% | 2.07% |
| Mastercard (MA) | 1.55% | 2.05% |
| Trade Desk (TTD) | 1.39% | 2.01% |
| Deutsche Post (DHL.DE) | 2.42% | 1.48% |
| JPMorgan (JPM) | 0.78% | 1.25% |
| Alibaba (BABA) | 3.26% | 1.17% |
| Pinterest (PINS) | 2.28% | 0.94% |
| PayPal (PYPL) | 2.69% | 0.87% |
| ARK Innovation ETF (ARKK) | 2.07% | 0.69% |
| Zoom (ZM) | 2.31% | 0.47% |
| Canaan (CAN) | 2.38% | 0.29% |
| Nio (NIO) | 1.79% | 0.17% |