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Portfolio Diversification
Range
Most Diversified
31 instruments
July 6, 2024
Least Diversified
7 instruments
October 9, 2024
Average
18.5 instruments
Most Consistent Holdings
Top 5
GOOG100%
AMZN100%
QCOM100%
META86.79%
TSLA67.59%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 10.06% | 17.85% | 100% | - |
| Amazon (AMZN) | 9.6% | 14.14% | 100% | - |
| Tesla (TSLA) | 8.95% | 18.32% | 67.59% | - |
| Meta (META) | 8.15% | 11.92% | 86.79% | - |
 NVIDIA (NVDA) | 7.96% | 18.31% | 54.82% | - |
| Qualcomm (QCOM) | 7.19% | 9.61% | 100% | - |
 Microsoft (MSFT) | 5.43% | 9.3% | 55.26% | - |
 PayPal (PYPL) | 2.89% | 0% | 51.78% | 8/28/2024 |
 Alibaba (BABA) | 2.39% | 0% | 51.78% | 8/28/2024 |
 ASML (ASML) | 2.32% | 0% | 55.26% | 10/7/2024 |
 3M (MMM) | 2.31% | 0% | 55.26% | 10/7/2024 |
 JPMorgan (JPM) | 2.23% | 0% | 55.26% | 10/7/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.15% | 0% | 43.61% | 10/7/2024 |
 Adobe (ADBE) | 2.08% | 0% | 55.26% | 10/7/2024 |
 Booking (BKNG) | 1.91% | 0% | 55.26% | 10/7/2024 |
 Royal Caribbean (RCL) | 1.82% | 0% | 55.26% | 10/7/2024 |
 McDonald's (MCD) | 1.67% | 0% | 31.97% | 10/7/2024 |
 Bank of America (BAC) | 1.67% | 0% | 49.09% | 10/7/2024 |
 United Airlines (UAL) | 1.37% | 0% | 55.26% | 10/7/2024 |
 FedEx (FDX) | 1.32% | 0% | 18.16% | 8/1/2023 |
 Intuitive Surgical (ISRG) | 1.1% | 0% | 33.62% | 4/16/2024 |
 TSMC (TSM) | 1.1% | 0% | 26.93% | 7/18/2024 |
 Travelers (TRV) | 0.95% | 0% | 30.15% | 10/7/2024 |
 Disney (DIS) | 0.88% | 0% | 51.78% | 8/28/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.85% | 0% | 22.07% | 8/20/2024 |
 Alibaba (9988.HK) | 0.73% | 0% | 51.87% | 8/29/2024 |
 Roku (ROKU) | 0.65% | 0% | 51.78% | 8/28/2024 |
 Teladoc (TDOC) | 0.62% | 0% | 55.26% | 10/7/2024 |
 Block Inc. (XYZ) | 0.45% | 0% | 55.26% | 10/7/2024 |
 Lam Research (LRCX) | 0.42% | 0% | 17.81% | 7/28/2023 |
 UiPath (PATH) | 0.4% | 0% | 55.26% | 10/7/2024 |
 D.R. Horton (DHI) | 0.4% | 0% | 12.08% | 10/7/2024 |
 Nano Dimension (NNDM) | 0.27% | 0% | 55.26% | 10/7/2024 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.13% | 0% | 5.21% | 9/25/2023 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.13% | 0% | 5.3% | 9/26/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.13% | 0% | 2.17% | 10/2/2023 |
 Douyu (DOYU) | 0.1% | 0% | 55.26% | 10/7/2024 |
 Solventum (SOLV) | 0.06% | 0% | 10.77% | 8/5/2024 |
 iShares Semiconductor ETF (SOXX) | 0.05% | 0% | 2.43% | 1/30/2023 |
 AMD (AMD) | 0.05% | 0% | 1.56% | 1/19/2023 |
 Invitae Corp (NVTAQ) | 0.04% | 0% | 34.32% | 2/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 12.41% | 18.89% |
| NVIDIA (NVDA) | 14.18% | 17.46% |
| Alphabet (GOOG) | 14.17% | 17.1% |
| Amazon (AMZN) | 15.87% | 13.93% |
| Meta (META) | 14.18% | 11.09% |
| Qualcomm (QCOM) | 14.18% | 11.01% |
| Microsoft (MSFT) | 14.18% | 10% |
Cash & Instruments Over Time
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