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Portfolio Diversification
Range
Most Diversified
14 instruments
July 6, 2022
Least Diversified
0 instruments
February 2, 2025
Average
6.1 instruments
Most Consistent Holdings
Top 5
VOO99.51%
SPY99.33%
SPCE92.43%
AAPL43.86%
DOGE43.43%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 29.22% | 49% | 99.51% | - |
| State Street SPDR S&P 500 ETF (SPY) | 29.15% | 48.99% | 99.33% | - |
 NVIDIA (NVDA) | 11.72% | 0% | 32.56% | 1/18/2024 |
| Apple (AAPL) | 7.94% | 0% | 43.86% | 1/18/2024 |
 ExxonMobil (XOM) | 5.53% | 0% | 15.03% | 9/12/2022 |
 Qualcomm (QCOM) | 4.16% | 0% | 40.07% | 11/17/2023 |
 UnitedHealth (UNH) | 3.11% | 0% | 40.07% | 11/17/2023 |
 Pfizer (PFE) | 2.02% | 0% | 30.91% | 6/16/2023 |
 Microsoft (MSFT) | 1.37% | 0% | 12.83% | 8/1/2022 |
 Xiaomi (1810.HK) | 1.11% | 0% | 34.7% | 11/17/2023 |
| Virgin Galactic (SPCE) | 1% | 0.22% | 92.43% | - |
 Starbucks (SBUX) | 0.58% | 0% | 15.03% | 9/12/2022 |
 Ethereum (ETH) | 0.25% | 0% | 6.9% | 4/24/2022 |
| Dogecoin (DOGE) | 0.22% | 0% | 43.43% | 1/11/2024 |
 Netflix (NFLX) | 0.17% | 0% | 7.94% | 9/9/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 39.2% | 49.04% |
| State Street SPDR S&P 500 ETF (SPY) | 39.2% | 49.04% |
| Virgin Galactic (SPCE) | 19.6% | 0.3% |
Cash & Instruments Over Time
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