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Portfolio Diversification
Range
Most Diversified
24 instruments
January 31, 2026
Least Diversified
0 instruments
November 12, 2025
Average
15.6 instruments
Most Consistent Holdings
Top 5
AMZN99.19%
SCHD79.01%
TMUS70.84%
VGT66.03%
MELI65.16%
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 |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 14.82% | 0% | 79.01% | 12/23/2025 |
| Vanguard Information Technology (VGT) | 13.75% | 5.61% | 66.03% | - |
| Amazon (AMZN) | 8.21% | 9.38% | 99.19% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.44% | 0% | 33.16% | 8/22/2023 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.93% | 0% | 32.52% | 8/22/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 3.45% | 4.98% | 49.86% | - |
| T-Mobile (TMUS) | 3.35% | 0% | 70.84% | 2/6/2026 |
| MercadoLibre (MELI) | 3.16% | 5.58% | 65.16% | - |
 Berkshire Hathaway (BRK.B) | 3.09% | 0% | 30.55% | 7/11/2023 |
 NVIDIA (NVDA) | 2.96% | 0% | 42.84% | 2/4/2026 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 2.84% | 0% | 33.16% | 8/22/2023 |
 Vanguard S&P 500 ETF (VOO) | 2.75% | 0% | 33.16% | 8/22/2023 |
 Invesco QQQ (QQQ) | 2.21% | 0% | 33.16% | 8/22/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 2.03% | 0% | 27.54% | 1/22/2026 |
 Alibaba (BABA) | 2% | 0% | 32.7% | 10/16/2024 |
 Deutsche Telekom (DTE.DE) | 1.66% | 0% | 31.36% | 12/11/2024 |
 Walmart (WMT) | 1.45% | 0% | 46.72% | 1/13/2026 |
 VanEck Vectors Gold Miners ETF (GDX) | 1.36% | 4.13% | 17.1% | - |
 Schlumberger (SLB) | 1.28% | 0% | 45.45% | 8/17/2026 |
 iShares Core S&P Small-Cap ETF (IJR) | 1.25% | 8.13% | 15.25% | - |
 SPDR Gold MiniShares Trust (GLDM) | 1.09% | 0% | 22.43% | 1/6/2026 |
 Uber (UBER) | 0.89% | 4.27% | 29.39% | - |
 Meta (META) | 0.85% | 0% | 28.23% | 12/9/2024 |
 Ishares Latin America 40 Etf (ILF.US) | 0.68% | 4.77% | 14.55% | - |
 Chevron (CVX.US) | 0.65% | 0% | 8.87% | 6/21/2024 |
 GoDaddy (GDDY) | 0.65% | 0% | 11.01% | 9/4/2026 |
 Micron (MU) | 0.63% | 0% | 19.71% | 1/30/2023 |
 Microsoft (MSFT) | 0.62% | 0% | 27.48% | 12/9/2024 |
 TSMC (TSM) | 0.55% | 0% | 10.84% | 7/10/2026 |
 Global X Uranium ETF (URA) | 0.53% | 0% | 10.61% | 8/11/2026 |
 Alphabet (GOOG.RTH) | 0.5% | 3.47% | 9.33% | - |
 Disney (DIS) | 0.49% | 0% | 21.45% | 2/26/2024 |
 IBM (IBM) | 0.43% | 0% | 10.96% | 11/25/2022 |
 Mastercard (MA.RTH) | 0.4% | 0% | 14.38% | 9/29/2026 |
 Disney (DIS.RTH) | 0.4% | 7.39% | 5.91% | - |
 Shell (SHEL.L) | 0.35% | 0% | 7.42% | 5/13/2022 |
 iShares MSCI India ETF (INDA) | 0.35% | 0% | 16.23% | 7/12/2023 |
 Goodyear (GT) | 0.35% | 0% | 10.84% | 9/18/2022 |
 Pfizer (PFE) | 0.34% | 0% | 13.68% | 7/22/2024 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.34% | 0% | 11.65% | 9/29/2026 |
 Meta (META.RTH) | 0.33% | 3.28% | 18.49% | - |
 Baidu (BIDU) | 0.33% | 0% | 12.41% | 9/14/2026 |
 Visa (V.RTH) | 0.32% | 0% | 9.97% | 7/10/2026 |
 Realty Income (O) | 0.31% | 0% | 7.01% | 5/2/2022 |
 S&P Global (SPGI) | 0.29% | 0% | 7.01% | 1/8/2026 |
 Microsoft (MSFT.RTH) | 0.27% | 7.95% | 5.91% | - |
 UnitedHealth (UNH) | 0.26% | 0% | 13.57% | 10/11/2023 |
 GE HealthCare (GEHC) | 0.26% | 0% | 16.29% | 1/8/2024 |
 Alibaba (BABA.RTH) | 0.25% | 0% | 15.83% | 9/14/2026 |
 IAC (PPLI) | 0.25% | 0% | 9.74% | 8/4/2023 |
 FedEx (FDX) | 0.23% | 0% | 5.97% | 6/14/2022 |
 Synopsys (SNPS) | 0.23% | 0% | 12.46% | 8/12/2024 |
 Vista Energy (VIST) | 0.22% | 5.86% | 3.77% | - |
 Credicorp (BAP) | 0.2% | 0% | 13.91% | 8/4/2023 |
 Boston Scientific Corp (BSX.RTH) | 0.2% | 0% | 3.77% | 7/14/2026 |
 Alphabet (GOOG) | 0.19% | 3.73% | 8% | - |
 Baidu (BIDU.RTH) | 0.19% | 0% | 16.41% | 9/14/2026 |
 Rivian (RIVN) | 0.19% | 0% | 9.04% | 7/7/2023 |
 Amazon (AMZN.RTH) | 0.19% | 0% | 13.91% | 10/14/2026 |
 BNP Paribas (BNP.PA) | 0.19% | 0% | 8.17% | 6/24/2024 |
 Rexford Industrial (REXR) | 0.18% | 0% | 4.12% | 8/23/2023 |
 Generac (GNRC) | 0.18% | 0% | 2.72% | 2/15/2023 |
 Comcast (CMCSA) | 0.17% | 0% | 2.84% | 2/18/2026 |
 Delta (DAL) | 0.16% | 0% | 8% | 7/3/2023 |
 Vital Farms (VITL) | 0.16% | 0% | 3.65% | 2/26/2026 |
 Coca-Cola (KO) | 0.16% | 0% | 7.42% | 5/9/2022 |
 Alphabet (GOOGL) | 0.15% | 0% | 6.78% | 6/12/2023 |
 Vistra Corp (VST.RTH) | 0.14% | 3.21% | 2.72% | - |
 Corebridge (CRBG) | 0.13% | 0% | 6.14% | 8/17/2023 |
 Netflix (NFLX.RTH) | 0.13% | 0% | 2.9% | 10/2/2026 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.11% | 0% | 23.71% | 9/29/2026 |
 Sylvamo (SLVM) | 0.11% | 0% | 2.26% | 9/5/2023 |
 Semtech (SMTC) | 0.11% | 0% | 6.55% | 6/24/2024 |
 Invesco China Technology ETF (CQQQ) | 0.11% | 0% | 1.62% | 2/3/2026 |
 Mattel (MAT) | 0.1% | 0% | 5.74% | 8/17/2023 |
 NVIDIA (NVDA.RTH) | 0.09% | 5.98% | 1.39% | - |
 Deere (DE) | 0.08% | 0% | 3.13% | 7/25/2023 |
 Boeing (BA.RTH) | 0.07% | 0% | 1.97% | 2/3/2026 |
 Autozone Inc (AZO.RTH) | 0.07% | 0% | 4% | 2/3/2026 |
 Lithia Motors (LAD) | 0.07% | 0% | 1.33% | 5/25/2022 |
 U-Haul (UHAL) | 0.04% | 0% | 2.72% | 11/10/2022 |
 Ethereum (ETH) | 0.04% | 0% | 8.06% | 5/20/2022 |
 Bitcoin (BTC) | 0.04% | 0% | 8.06% | 5/20/2022 |
 Solana (SOL) | 0.03% | 0% | 8.06% | 5/20/2022 |
 MGM (MGM) | 0.03% | 0% | 11.59% | 9/30/2025 |
 iShares 0-3 Month Treasury Bond ETF (SGOV) | 0.02% | 4.52% | 0.52% | - |
 Vanguard FTSE All-World UCITS ETF (VWRA.L) | 0.02% | 4.46% | 0.52% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.02% | 0% | 2.2% | 3/1/2024 |
 Dycom (DY) | 0.01% | 3.25% | 0.41% | - |
 Vanguard Morningstar Value ETF (VTV) | 0.01% | 0% | 4.58% | 9/18/2022 |
 Main Street Capital (MAIN) | 0.01% | 0% | 3.88% | 8/15/2022 |
 Visa (V) | 0.01% | 0% | 3.65% | 12/7/2022 |
 Cardano (ADA) | 0.01% | 0% | 0.99% | 1/17/2022 |
 Direxion Daily Semiconductor Bull 3X ETF (SOXL) | 0% | 0% | 7.19% | 9/14/2026 |
 Vanguard Real Estate ETF (VNQ) | 0% | 0% | 1.86% | 1/30/2023 |
 U-Haul (UHAL.B) | 0% | 0% | 0.06% | 11/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| VanEck Vectors Gold Miners ETF (GDX) | 14.47% | 11.81% |
| Amazon (AMZN) | 9.19% | 10.71% |
| Vanguard Information Technology (VGT) | 7.91% | 9.68% |
| SPDR Gold MiniShares Trust (GLDM) | 5.65% | 6.92% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 7.42% | 6.73% |
| Comcast (CMCSA) | 7.19% | 6.14% |
| VanEck Vectors Semiconductor ETF (SMH) | 3.83% | 5.94% |
| MercadoLibre (MELI) | 5.38% | 5.54% |
| Alphabet (GOOG.RTH) | 6.44% | 5.45% |
| NVIDIA (NVDA) | 3.96% | 5.06% |
| Vital Farms (VITL) | 5.99% | 5.03% |
| S&P Global (SPGI) | 5.1% | 4.24% |
| Boeing (BA.RTH) | 4.05% | 3.47% |
| Walmart (WMT) | 1.75% | 2.86% |
| Meta (META.RTH) | 2.22% | 1.98% |
| Alibaba (BABA.RTH) | 2.32% | 1.84% |
| T-Mobile (TMUS) | 1.44% | 1.7% |
| Autozone Inc (AZO.RTH) | 2.3% | 1.69% |
| Uber (UBER) | 1.76% | 1.65% |
| Baidu (BIDU.RTH) | 1.36% | 1.3% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.22% | 0.21% |
Cash & Instruments Over Time
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