Portfolio Diversification
Range
Most Diversified
58 instruments
April 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
46.3 instruments
Most Consistent Holdings
Top 5
COST99.87%
QQQ99.87%
SCHD99.87%
VIG99.87%
VTI99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 VanEck Vectors Semiconductor ETF (SMH) | 3.37% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 3.31% | 0% | 33.07% | 11/11/2024 |
 Vanguard Real Estate ETF (VNQ) | 3.2% | 0% | 99.87% | 2/1/2025 |
 Vanguard Growth ETF (VUG) | 3.08% | 0% | 99.87% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 2.98% | 0% | 99.87% | 2/1/2025 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 2.84% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 2.52% | 0% | 64.94% | 2/1/2025 |
 Ethereum (ETH) | 2.48% | 0% | 36.39% | 12/6/2024 |
 NVIDIA (NVDA) | 2.34% | 0% | 71.98% | 2/1/2025 |
 Tesla (TSLA) | 2.02% | 0% | 62.15% | 2/1/2025 |
 Coca-Cola (KO) | 1.74% | 0% | 94.16% | 2/1/2025 |
| Invesco QQQ (QQQ) | 1.68% | 0% | 99.87% | 2/1/2025 |
 Intel (INTC) | 1.61% | 0% | 76.49% | 2/1/2025 |
| Costco (COST) | 1.51% | 0% | 99.87% | 2/1/2025 |
 Alphabet (GOOG) | 1.49% | 0% | 99.07% | 2/1/2025 |
 iShares Global clean energy ETF (ICLN) | 1.46% | 0% | 99.87% | 2/1/2025 |
 Chevron (CVX) | 1.26% | 0% | 99.6% | 2/1/2025 |
 Occidental (OXY) | 1.2% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 1.17% | 0% | 99.87% | 2/1/2025 |
 AbbVie (ABBV) | 1.16% | 0% | 98.54% | 2/1/2025 |
 Moderna (MRNA) | 1.14% | 0% | 99.87% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.13% | 0% | 89.24% | 11/13/2024 |
 Vanguard FTSE Developed Market ETF (VEA) | 1.12% | 0% | 96.41% | 1/6/2025 |
| Schwab US Dividend Equity ETF (SCHD) | 1.1% | 0% | 99.87% | 2/1/2025 |
| Vanguard Total Stock Market ETF (VTI) | 1.09% | 0% | 99.87% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.08% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 1.07% | 0% | 71.98% | 2/1/2025 |
 Digital Realty (DLR) | 1.04% | 0% | 90.17% | 2/1/2025 |
 PepsiCo (PEP) | 0.98% | 0% | 92.16% | 2/1/2025 |
 Pfizer (PFE) | 0.96% | 0% | 97.61% | 2/1/2025 |
 VICI Properties (VICI) | 0.94% | 0% | 88.98% | 11/13/2024 |
| Vanguard Dividend Appreciation ETF (VIG) | 0.91% | 0% | 99.87% | 2/1/2025 |
 Vanguard Value ETF (VTV) | 0.9% | 0% | 99.87% | 2/1/2025 |
 Medical Properties Trust (MPW) | 0.79% | 0% | 90.44% | 2/1/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.76% | 0% | 97.61% | 1/15/2025 |
 Johnson & Johnson (JNJ) | 0.7% | 0% | 91.37% | 2/1/2025 |
 T. Rowe Price (TROW) | 0.7% | 0% | 56.18% | 11/13/2024 |
 Real Estate Select Sector SPDR (XLRE) | 0.69% | 0% | 81.14% | 2/1/2025 |
 Procter & Gamble (PG) | 0.62% | 0% | 91.37% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.58% | 0% | 96.41% | 1/6/2025 |
 ADP (ADP) | 0.57% | 0% | 61.35% | 2/1/2025 |
 STAG (STAG) | 0.56% | 0% | 54.45% | 11/13/2024 |
 Palantir (PLTR) | 0.54% | 0% | 38.38% | 2/1/2025 |
 Bristol-Myers Squibb (BMY) | 0.47% | 0% | 60.29% | 11/13/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.45% | 0% | 80.35% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.42% | 0% | 71.98% | 2/1/2025 |
 Rayonier (RYN) | 0.42% | 0% | 53.65% | 11/13/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.41% | 0% | 89.24% | 11/13/2024 |
 Vornado (VNO) | 0.24% | 0% | 65.07% | 2/1/2025 |
 Coinbase (COIN) | 0.24% | 0% | 47.54% | 2/1/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.21% | 0% | 73.97% | 1/6/2025 |
 Starbucks (SBUX) | 0.21% | 0% | 40.11% | 2/1/2025 |
 SEI (SEIC) | 0.21% | 0% | 61.35% | 2/1/2025 |
 Philip Morris (PM) | 0.2% | 0% | 64.28% | 2/1/2025 |
 McDonald's (MCD) | 0.17% | 0% | 47.54% | 2/1/2025 |
 Altria (MO) | 0.16% | 0% | 53.65% | 11/13/2024 |
 Airbnb (ABNB) | 0.16% | 0% | 55.11% | 11/13/2024 |
 Nike (NKE) | 0.1% | 0% | 40.11% | 2/1/2025 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.07% | 0% | 1.46% | 4/25/2023 |
 Rigetti (RGTI) | 0.02% | 0% | 3.19% | 2/1/2025 |
 Ionq (IONQ) | 0.01% | 0% | 3.19% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 3.33% | 6.76% |
| NVIDIA (NVDA) | 1.66% | 4.4% |
| VanEck Vectors Semiconductor ETF (SMH) | 2.22% | 4.06% |
| Vanguard Growth ETF (VUG) | 2.22% | 3.46% |
| Realty Income (O) | 3.6% | 3.29% |
| Vanguard Information Technology (VGT) | 1.94% | 3.2% |
| Vanguard Real Estate ETF (VNQ) | 3.33% | 3.12% |
| Palantir (PLTR) | 0.83% | 2.43% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 3.88% | 2.23% |
| Coca-Cola (KO) | 2.22% | 2.1% |
| Intel (INTC) | 3.6% | 1.8% |
| Costco (COST) | 1.11% | 1.79% |
| Invesco QQQ (QQQ) | 1.11% | 1.77% |
| Digital Realty (DLR) | 1.11% | 1.5% |
| AbbVie (ABBV) | 1.39% | 1.41% |
| AMD (AMD) | 1.66% | 1.39% |
| PepsiCo (PEP) | 1.66% | 1.31% |
| Chevron (CVX) | 1.66% | 1.23% |
| Occidental (OXY) | 1.66% | 1.17% |
| iShares Global clean energy ETF (ICLN) | 1.94% | 1.12% |
| Vanguard Total International Stock ETF (VXUS) | 1.11% | 1.11% |
| Pfizer (PFE) | 1.66% | 1.11% |
| Vanguard S&P 500 ETF (VOO) | 0.83% | 1.1% |
| Vanguard Total Stock Market ETF (VTI) | 0.83% | 1.09% |
| Vanguard FTSE Developed Market ETF (VEA) | 1.11% | 1.06% |
| Schwab US Dividend Equity ETF (SCHD) | 1.11% | 1.05% |
| ADP (ADP) | 0.83% | 0.93% |
| Alphabet (GOOG) | 0.55% | 0.91% |
| Vanguard Dividend Appreciation ETF (VIG) | 0.83% | 0.9% |
| Johnson & Johnson (JNJ) | 1.11% | 0.89% |
| Vanguard Value ETF (VTV) | 0.83% | 0.86% |
| Real Estate Select Sector SPDR (XLRE) | 0.83% | 0.82% |
| Procter & Gamble (PG) | 0.83% | 0.82% |
| Medical Properties Trust (MPW) | 1.39% | 0.74% |
| The Health Care Select Sector SPDR Fund (XLV) | 0.83% | 0.73% |
| McDonald's (MCD) | 0.71% | 0.59% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.55% | 0.58% |
| iShares MSCI India ETF (INDA) | 0.55% | 0.56% |
| Vanguard FTSE Emerging Markets (VWO) | 0.55% | 0.55% |
| Starbucks (SBUX) | 0.55% | 0.53% |
| Coinbase (COIN) | 0.28% | 0.49% |
| Moderna (MRNA) | 1.66% | 0.45% |
| Vornado (VNO) | 0.28% | 0.45% |
| SEI (SEIC) | 0.28% | 0.36% |
| Philip Morris (PM) | 0.28% | 0.31% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.28% | 0.25% |
| Nike (NKE) | 0.28% | 0.19% |