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Portfolio Diversification
Range
Most Diversified
21 instruments
July 16, 2024
Least Diversified
0 instruments
January 12, 2023
Average
9.8 instruments
Most Consistent Holdings
Top 5
SPYG99.74%
QQQ95.04%
VOO92.82%
INTC72.48%
NVDA72.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 12, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 46.34% | 49.83% | 99.74% | - |
| Vanguard S&P 500 ETF (VOO) | 19.75% | 20.77% | 92.82% | - |
| Invesco QQQ (QQQ) | 14.89% | 8.04% | 95.04% | - |
| NVIDIA (NVDA) | 6.78% | 14.36% | 72.48% | - |
 Invesco China Technology ETF (CQQQ) | 2.62% | 0% | 59.91% | 3/6/2025 |
 Tesla (TSLA) | 1.47% | 0% | 44.79% | 5/15/2025 |
 Novo-Nordisk (NVO) | 1.19% | 3.17% | 28.97% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.14% | 0% | 40.85% | 8/29/2024 |
 PDD Holdings (PDD) | 1.03% | 1.93% | 56.5% | - |
 Bitcoin (BTC) | 0.58% | 0% | 26.07% | 4/27/2025 |
| Intel (INTC) | 0.48% | 0.19% | 72.48% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.47% | 0% | 40.85% | 8/29/2024 |
 Microsoft (MSFT) | 0.38% | 1.15% | 35.64% | - |
 Alphabet (GOOG) | 0.38% | 0% | 22.65% | 8/28/2024 |
 MercadoLibre (MELI) | 0.37% | 0% | 19.06% | 8/28/2024 |
 Meta (META) | 0.31% | 0% | 22.65% | 8/28/2024 |
 Apple (AAPL) | 0.22% | 0% | 22.65% | 8/28/2024 |
 Nu (NU) | 0.21% | 0% | 18.55% | 9/29/2025 |
 Hershey (HSY) | 0.19% | 0% | 18.55% | 8/22/2024 |
 Amazon (AMZN) | 0.15% | 0% | 22.74% | 8/29/2024 |
 Lululemon (LULU) | 0.14% | 0.56% | 21.79% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.09% | 0% | 0.34% | 1/19/2023 |
 Netflix (NFLX) | 0.06% | 0% | 22.14% | 8/28/2024 |
 Upstart (UPST) | 0.02% | 0% | 22.14% | 8/28/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.01% | 0% | 3.76% | 8/28/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 48.93% | 49.81% |
| Vanguard S&P 500 ETF (VOO) | 20.76% | 20.09% |
| NVIDIA (NVDA) | 9.85% | 14.1% |
| Invesco QQQ (QQQ) | 6.84% | 7.86% |
| Novo-Nordisk (NVO) | 7.75% | 4.06% |
| PDD Holdings (PDD) | 2.76% | 2.02% |
| Microsoft (MSFT) | 1.7% | 1.13% |
| Lululemon (LULU) | 1.06% | 0.7% |
| Intel (INTC) | 0.21% | 0.13% |
Cash & Instruments Over Time
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