Portfolio Diversification
Range
Most Diversified
31 instruments
March 15, 2024
Least Diversified
20 instruments
October 24, 2025
Average
25.5 instruments
Most Consistent Holdings
Top 5
GOOG100%
MSFT100%
NVDA100%
MC.PA100%
AMD100%
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 |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 21.82% | 21.08% | 100% | - |
 iShares Core Dividend Growth ETF (DGRO) | 14.77% | 13.87% | 100% | - |
| 10.61% | 0% | 41.83% | 3/14/2024 | |
 Vanguard Total International Stock ETF (VXUS) | 7.49% | 6.8% | 100% | - |
 Vanguard Total World Stock ETF (VT.US) | 6.62% | 11.17% | 58.17% | - |
 Invesco QQQ (QQQ) | 4.38% | 5.16% | 100% | - |
 Bitcoin (BTC) | 3.55% | 4.58% | 100% | - |
| Microsoft (MSFT) | 2.77% | 3.19% | 100% | - |
| NVIDIA (NVDA) | 2.56% | 1.69% | 100% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.53% | 3.94% | 58.17% | - |
 FundManagerZech | 2.12% | 0% | 41.93% | 3/15/2024 |
| Alphabet (GOOG) | 2.01% | 3.55% | 100% | - |
| AMD (AMD) | 1.83% | 3% | 100% | - |
| LVMH (MC.PA) | 1.56% | 0.99% | 100% | - |
 Cardano (ADA) | 1.47% | 1.29% | 100% | - |
 Crowdstrike (CRWD) | 0.9% | 1.51% | 100% | - |
 Salesforce (CRM) | 0.84% | 0.77% | 100% | - |
 Meta (META) | 0.67% | 1.03% | 58.07% | - |
 Palantir (PLTR) | 0.66% | 2.38% | 58.17% | - |
 Adobe (ADBE) | 0.6% | 0% | 41.83% | 3/14/2024 |
 Ethereum (ETH) | 0.44% | 0.75% | 58.17% | - |
 Enphase (ENPH) | 0.41% | 0% | 41.83% | 3/14/2024 |
 Builders FirstSource (BLDR) | 0.36% | 0.39% | 58.07% | - |
 Tesla (TSLA) | 0.33% | 0% | 41.83% | 3/14/2024 |
 Samsung (SMSN.L) | 0.31% | 0.71% | 58.07% | - |
 Shopify (SHOP) | 0.31% | 0% | 41.83% | 3/14/2024 |
 Lloyd's (LLOY.L) | 0.27% | 0.56% | 58.17% | - |
 Nio (NIO) | 0.25% | 0% | 41.83% | 3/14/2024 |
 Wix (WIX) | 0.18% | 0% | 41.83% | 3/14/2024 |
 Zscaler (ZS) | 0.15% | 0% | 41.83% | 3/14/2024 |
 StoneCo (STNE) | 0.13% | 0.27% | 58.17% | - |
 Logitech (LOGN.ZU) | 0.11% | 0.22% | 58.17% | - |
 Cloudflare (NET) | 0.1% | 0% | 41.83% | 3/14/2024 |
 Block Inc. (XYZ) | 0.09% | 0% | 41.83% | 3/14/2024 |
 XPeng (XPEV) | 0.08% | 0% | 41.83% | 3/14/2024 |
 Peloton (PTON) | 0.03% | 0% | 41.83% | 3/14/2024 |
 Fiverr (FVRR) | 0.03% | 0% | 41.83% | 3/14/2024 |
 BioNano (BNGO) | 0.02% | 0% | 41.83% | 3/14/2024 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 41.83% | 3/14/2024 |
 Mercedes-Benz (MBG.DE) | 0% | 0% | 0.1% | 3/15/2024 |
 Unilever (ULVR.L) | 0% | 0% | 0.1% | 3/15/2024 |
 Pershing Square (PSH.L) | 0% | 0% | 0.1% | 3/15/2024 |
 Roche (ROG.ZU) | 0% | 0% | 0.1% | 3/15/2024 |
 METRO (B4B.DE) | 0% | 0% | 0.1% | 3/15/2024 |
 Orsted (ORSTED.CO) | 0% | 0% | 0.1% | 3/15/2024 |
 Varta (VAR1.DE) | 0% | 0% | 0.1% | 3/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 21.74% | 21.67% |
| iShares Core Dividend Growth ETF (DGRO) | 15.94% | 14.99% |
| Vanguard Total World Stock ETF (VT.US) | 12.87% | 11.11% |
| Vanguard Total International Stock ETF (VXUS) | 8.95% | 6.38% |
| Invesco QQQ (QQQ) | 4.36% | 4.98% |
| Bitcoin (BTC) | 2.57% | 4.73% |
| Vanguard S&P 500 Value ETF (VOOV) | 5.11% | 4.3% |
| Microsoft (MSFT) | 2.21% | 3.1% |
| Alphabet (GOOG) | 1.89% | 2.84% |
| Cardano (ADA) | 1.25% | 2.31% |
| AMD (AMD) | 1.5% | 1.66% |
| NVIDIA (NVDA) | 0.2% | 1.31% |
| LVMH (MC.PA) | 1.4% | 1.21% |
| Salesforce (CRM) | 0.88% | 1.18% |
| Crowdstrike (CRWD) | 0.84% | 1.12% |
| Meta (META) | 0.23% | 1.12% |
| Palantir (PLTR) | 0.43% | 1.07% |
| Ethereum (ETH) | 0.5% | 0.82% |
| Builders FirstSource (BLDR) | 0.32% | 0.58% |
| Samsung (SMSN.L) | 0.59% | 0.39% |
| Lloyd's (LLOY.L) | 0.38% | 0.39% |
| Logitech (LOGN.ZU) | 0.15% | 0.18% |
| StoneCo (STNE) | 0.2% | 0.13% |