Portfolio Diversification
Range
Most Diversified
18 instruments
May 7, 2022
Least Diversified
12 instruments
April 9, 2024
Average
14.5 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
JPM100%
NVDA100%
AMD100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 28.81% | 30.42% | 100% | - |
| Apple (AAPL) | 16.7% | 12.72% | 100% | - |
| AMD (AMD) | 11.17% | 9.82% | 100% | - |
| Microsoft (MSFT) | 7% | 6.61% | 100% | - |
 Tesla (TSLA) | 6.81% | 6.81% | 96.47% | - |
 Bitcoin (BTC) | 5.05% | 13.84% | 95.54% | - |
| JPMorgan (JPM) | 4.51% | 4.95% | 100% | - |
 Disney (DIS) | 3.39% | 0% | 61.98% | 2/6/2024 |
 Ethereum (ETH) | 3.37% | 3.42% | 96.8% | - |
 Vanguard Real Estate ETF (VNQ) | 3.05% | 0% | 20.52% | 9/9/2022 |
 Mastercard (MA) | 1.54% | 1.46% | 75.86% | - |
 Intel (INTC) | 1.23% | 0% | 69.47% | 3/14/2025 |
 Berkshire Hathaway (BRK.B) | 1.16% | 2.78% | 89.49% | - |
 Airbnb (ABNB) | 1.15% | 0% | 61.98% | 2/6/2024 |
 3M (MMM) | 0.84% | 0% | 63.84% | 2/28/2024 |
 Shell (SHEL) | 0.36% | 0% | 21.78% | 9/28/2022 |
 Boeing (BA) | 0.22% | 0% | 21.87% | 12/30/2022 |
 BP (BP.L) | 0.22% | 0% | 21.87% | 9/29/2022 |
 Palantir (PLTR) | 0.2% | 4.19% | 7.23% | - |
 Costco (COST) | 0.16% | 0% | 28.68% | 1/6/2023 |
 Qualcomm (QCOM) | 0.13% | 0% | 36.16% | 3/14/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.11% | 0% | 36.67% | 2/3/2025 |
 Novo-Nordisk (NVO) | 0.06% | 0.53% | 11.61% | - |
 Alphabet (GOOG) | 0.05% | 0% | 5.38% | 4/10/2025 |
 Eli Lilly (LLY) | 0.04% | 0.84% | 10.43% | - |
 Meta (META) | 0.04% | 0.4% | 7.4% | - |
 Boston Scientific (BSX.US) | 0.02% | 0.73% | 3.78% | - |
 Fintech Acquisition Corp. V (FTCV) | 0.01% | 0% | 3.87% | 2/15/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 2.02% | 1/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 34.6% | 41.22% |
| Apple (AAPL) | 15.2% | 13.58% |
| Bitcoin (BTC) | 6.5% | 9.61% |
| Tesla (TSLA) | 6.22% | 7.78% |
| AMD (AMD) | 15.74% | 7.5% |
| Microsoft (MSFT) | 5.25% | 5.63% |
| Ethereum (ETH) | 5.05% | 4.47% |
| JPMorgan (JPM) | 3.09% | 3.91% |
| Mastercard (MA) | 1.54% | 1.52% |
| Berkshire Hathaway (BRK.B) | 0.62% | 0.68% |
| Novo-Nordisk (NVO) | 0.93% | 0.57% |
| Qualcomm (QCOM) | 0.64% | 0.45% |
| Eli Lilly (LLY) | 0.46% | 0.31% |
| Vanguard Total Bond Market ETF (BND) | 0.33% | 0.22% |