Portfolio Diversification
Range
Most Diversified
14 instruments
July 6, 2022
Least Diversified
0 instruments
February 2, 2025
Average
7.7 instruments
Most Consistent Holdings
Top 5
SPY99.91%
VOO99.91%
SPCE89.54%
AAPL65.33%
DOGE64.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 19.9% | 49.21% | 99.91% | - |
| SPDR S&P 500 ETF (SPY) | 19.87% | 49.2% | 99.91% | - |
 NVIDIA (NVDA) | 17.46% | 0% | 48.5% | 1/18/2024 |
| Apple (AAPL) | 11.82% | 0% | 65.33% | 1/18/2024 |
 ExxonMobil (XOM) | 8.24% | 0% | 22.38% | 9/12/2022 |
 Qualcomm (QCOM) | 6.19% | 0% | 59.69% | 11/17/2023 |
 UnitedHealth (UNH) | 4.63% | 0% | 59.69% | 11/17/2023 |
 Pfizer (PFE) | 3% | 0% | 46.04% | 6/16/2023 |
 Microsoft (MSFT) | 2.04% | 0% | 19.11% | 8/1/2022 |
 Xiaomi (1810.HK) | 1.65% | 0% | 51.68% | 11/17/2023 |
| Virgin Galactic (SPCE) | 1.33% | 0.51% | 89.54% | - |
 Starbucks (SBUX) | 0.87% | 0% | 22.38% | 9/12/2022 |
 Ethereum (ETH) | 0.38% | 0% | 10.28% | 4/24/2022 |
| Dogecoin (DOGE) | 0.33% | 0% | 64.7% | 1/11/2024 |
 Netflix (NFLX) | 0.26% | 0% | 11.83% | 9/9/2022 |
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) | 39.59% | 49.19% |
| SPDR S&P 500 ETF (SPY) | 39.59% | 49.17% |
| Virgin Galactic (SPCE) | 19.79% | 0.65% |