Portfolio Diversification
Range
Most Diversified
7 instruments
November 22, 2023
Least Diversified
3 instruments
March 11, 2025
Average
5.6 instruments
Most Consistent Holdings
Top 5
VOO100%
WBD80.67%
ADA80.56%
NVDA60.78%
BTC51.17%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 40.06% | 79.86% | 100% | - |
 jaynemesis | 38.49% | 0% | 55.2% | 5/17/2024 |
 Vanguard Total Stock Market ETF (VTI) | 4.77% | 16.08% | 42.12% | - |
 Dividends_Income | 2.35% | 0% | 70.61% | 10/3/2024 |
| Bitcoin (BTC) | 1.31% | 0% | 51.17% | 4/11/2024 |
| NVIDIA (NVDA) | 0.71% | 1.83% | 60.78% | - |
| Cardano (ADA) | 0.64% | 0% | 80.56% | 1/1/2025 |
 Dogecoin (DOGE) | 0.06% | 0% | 12.96% | 3/10/2025 |
 Comcast (CMCSA) | 0.01% | 0% | 1.45% | 7/23/2024 |
| Warner Bros Discovery (WBD) | 0.01% | 0% | 66.26% | 1/2/2025 |
 ARM (ARM) | 0.01% | 0% | 0.45% | 10/29/2024 |
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) | 48.57% | 53.02% |
| Vanguard Total Stock Market ETF (VTI) | 11.31% | 10.72% |
| Cardano (ADA) | 1.86% | 1.21% |
| NVIDIA (NVDA) | 0.47% | 1.16% |
| Dogecoin (DOGE) | 0.94% | 0.94% |
| Warner Bros Discovery (WBD) | 0.02% | 0.01% |