Portfolio Diversification
Range
Most Diversified
21 instruments
November 5, 2024
Least Diversified
0 instruments
January 20, 2024
Average
12.9 instruments
Most Consistent Holdings
Top 5
AAPL98.73%
VOO98.73%
MSFT94.91%
META89.06%
AMZN89.06%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 4, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 26.68% | 0% | 98.73% | 2/1/2025 |
| Microsoft (MSFT) | 16.58% | 0% | 94.91% | 2/1/2025 |
 NVIDIA (NVDA) | 13.34% | 0% | 89.06% | 2/1/2025 |
| Apple (AAPL) | 11.54% | 0% | 98.73% | 2/1/2025 |
| Meta (META) | 4.91% | 0% | 89.06% | 2/1/2025 |
| Amazon (AMZN) | 4.9% | 0% | 89.06% | 2/1/2025 |
 Arbor Realty (ABR) | 4.67% | 0% | 67.94% | 2/1/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 3.92% | 0% | 61.32% | 2/1/2025 |
 IIPR (IIPR) | 3.89% | 0% | 82.7% | 2/1/2025 |
 Alphabet (GOOG) | 2.4% | 0% | 61.58% | 2/1/2025 |
 Park Hotels (PK) | 2.2% | 0% | 82.7% | 2/1/2025 |
 AMD (AMD) | 1.17% | 0% | 80.41% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.25% | 0% | 0.25% | 1/4/2024 |
 SPDR Gold (GLD) | 0.18% | 0% | 22.65% | 2/1/2025 |
 celesh | 0.17% | 0% | 1.53% | 1/10/2024 |
 American Express (AXP) | 0.17% | 0% | 37.91% | 2/1/2025 |
 ING (INGA.NV) | 0.16% | 0% | 22.65% | 2/1/2025 |
 iShares Silver Trust (SLV) | 0.14% | 0% | 22.65% | 2/1/2025 |
 Coca-Cola (KO) | 0.13% | 0% | 37.91% | 2/1/2025 |
 Alibaba (BABA) | 0.13% | 0% | 22.65% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.09% | 0% | 37.91% | 2/1/2025 |
 Intel (INTC) | 0.08% | 0% | 37.91% | 2/1/2025 |
 McDonald's (MCD) | 0.06% | 0% | 22.65% | 2/1/2025 |
 Palantir (PLTR) | 0.06% | 0% | 27.48% | 6/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 19.34% | 19.97% |
| NVIDIA (NVDA) | 12.84% | 15.92% |
| Microsoft (MSFT) | 15.14% | 14.01% |
| Apple (AAPL) | 9.08% | 10.68% |
| Arbor Realty (ABR) | 7.98% | 7.36% |
| Amazon (AMZN) | 5.73% | 6.43% |
| VanEck Vectors Semiconductor ETF (SMH) | 6.56% | 5.89% |
| Meta (META) | 5.17% | 5.77% |
| Alphabet (GOOG) | 4.18% | 4.18% |
| IIPR (IIPR) | 5.36% | 3.05% |
| Park Hotels (PK) | 2.47% | 1.84% |
| SPDR Gold (GLD) | 0.92% | 0.79% |
| AMD (AMD) | 1.32% | 0.79% |
| ING (INGA.NV) | 0.82% | 0.71% |
| iShares Silver Trust (SLV) | 0.73% | 0.58% |
| Alibaba (BABA) | 0.73% | 0.56% |
| American Express (AXP) | 0.48% | 0.49% |
| Coca-Cola (KO) | 0.44% | 0.34% |
| McDonald's (MCD) | 0.29% | 0.26% |
| Crowdstrike (CRWD) | 0.2% | 0.24% |
| Intel (INTC) | 0.2% | 0.18% |