Portfolio Diversification
Range
Most Diversified
9 instruments
October 18, 2023
Least Diversified
0 instruments
January 2, 2023
Average
4.7 instruments
Most Consistent Holdings
Top 5
SPY92.45%
AAPL55.38%
DIS32.74%
C31.63%
MCD31.3%
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 |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 40.81% | 31.3% | 92.45% | - |
 Invesco QQQ (QQQ) | 5.34% | 32.83% | 23.75% | - |
| Apple (AAPL) | 3.41% | 0% | 55.38% | 1/2/2025 |
| McDonald's (MCD) | 2.61% | 0% | 31.3% | 8/26/2024 |
| Disney (DIS) | 1.95% | 0% | 32.74% | 10/1/2024 |
| Citi (C) | 1.94% | 0% | 31.63% | 4/12/2024 |
 Meta (META) | 1.87% | 0% | 30.52% | 7/12/2024 |
 cristiangaunag | 1.53% | 0% | 26.08% | 3/10/2025 |
 MercadoLibre (MELI) | 1.03% | 0% | 21.75% | 9/6/2024 |
 Microsoft (MSFT) | 0.98% | 0% | 15.09% | 3/10/2025 |
 AMD (AMD) | 0.95% | 0% | 15.43% | 12/18/2023 |
 Starbucks (SBUX) | 0.81% | 0% | 28.75% | 4/2/2024 |
 ExxonMobil (XOM) | 0.71% | 0% | 12.76% | 4/12/2024 |
 Nike (NKE) | 0.47% | 0% | 5.99% | 8/28/2024 |
 Coca-Cola (KO) | 0.47% | 0% | 14.76% | 2/27/2024 |
 Tesla (TSLA) | 0.35% | 0% | 5.88% | 6/11/2024 |
 Coinbase (COIN) | 0.33% | 0% | 6.22% | 6/14/2024 |
 3M (MMM) | 0.31% | 0% | 4.66% | 8/8/2023 |
 Bitcoin (BTC) | 0.2% | 0% | 7.77% | 6/24/2024 |
 Lithium Americas (LAC) | 0.18% | 0% | 3.88% | 5/27/2024 |
 Embraer (ERJ) | 0.05% | 0% | 0.78% | 7/5/2023 |
 Petrobras (PBR) | 0.04% | 0% | 1.33% | 7/24/2023 |
 Pfizer (PFE) | 0.04% | 0% | 1.22% | 7/24/2023 |
 Chevron (CVX) | 0.04% | 0% | 0.78% | 9/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 52.08% | 56.58% |
| Invesco QQQ (QQQ) | 21.37% | 19.23% |
| cristiangaunag | 7.73% | 6.84% |
| Microsoft (MSFT) | 8.01% | 6.6% |
| Apple (AAPL) | 5.34% | 6.34% |