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Portfolio Diversification
Range
Most Diversified
14 instruments
July 6, 2022
Least Diversified
0 instruments
February 2, 2025
Average
6 instruments
Most Consistent Holdings
Top 5
VOO99.47%
SPY99.29%
SPCE92.61%
AAPL42.46%
DOGE42.05%
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) | 29.83% | 49.02% | 99.47% | - |
| State Street SPDR S&P 500 ETF (SPY) | 29.75% | 48.9% | 99.29% | - |
 NVIDIA (NVDA) | 11.35% | 0% | 31.52% | 1/18/2024 |
| Apple (AAPL) | 7.68% | 0% | 42.46% | 1/18/2024 |
 ExxonMobil (XOM) | 5.35% | 0% | 14.55% | 9/12/2022 |
 Qualcomm (QCOM) | 4.02% | 0% | 38.79% | 11/17/2023 |
 UnitedHealth (UNH) | 3.01% | 0% | 38.79% | 11/17/2023 |
 Pfizer (PFE) | 1.95% | 0% | 29.92% | 6/16/2023 |
 Microsoft (MSFT) | 1.33% | 0% | 12.42% | 8/1/2022 |
 Xiaomi (1810.HK) | 1.07% | 0% | 33.59% | 11/17/2023 |
| Virgin Galactic (SPCE) | 0.97% | 0.26% | 92.61% | - |
 Starbucks (SBUX) | 0.56% | 0% | 14.55% | 9/12/2022 |
 Ethereum (ETH) | 0.25% | 0% | 6.68% | 4/24/2022 |
| Dogecoin (DOGE) | 0.21% | 0% | 42.05% | 1/11/2024 |
 Netflix (NFLX) | 0.17% | 0% | 7.69% | 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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