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Portfolio Diversification
Range
Most Diversified
31 instruments
March 15, 2024
Least Diversified
0 instruments
April 4, 2026
Average
25.1 instruments
Most Consistent Holdings
Top 5
GOOG99.84%
MSFT99.84%
NVDA99.84%
MC.PA99.84%
AMD99.84%
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) | 21.73% | 21.42% | 99.84% | - |
 iShares Core Dividend Growth ETF (DGRO) | 14.74% | 14.13% | 99.84% | - |
| 8.85% | 0% | 34.87% | 3/14/2024 | |
 Vanguard Total World Stock ETF (VT.US) | 7.42% | 11.52% | 64.96% | - |
 Vanguard Total International Stock ETF (VXUS) | 7.42% | 7.19% | 99.84% | - |
 Invesco QQQ (QQQ) | 4.5% | 5.5% | 99.84% | - |
 Bitcoin (BTC) | 3.53% | 2.94% | 99.84% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.78% | 3.97% | 64.96% | - |
| Microsoft (MSFT) | 2.76% | 2.36% | 99.84% | - |
| NVIDIA (NVDA) | 2.39% | 1.59% | 99.84% | - |
| Alphabet (GOOG) | 2.35% | 4.44% | 99.84% | - |
| AMD (AMD) | 2.01% | 5.23% | 99.84% | - |
 FundManagerZech | 1.77% | 0% | 34.96% | 3/15/2024 |
| LVMH (MC.PA) | 1.44% | 0.7% | 99.84% | - |
 Cardano (ADA) | 1.35% | 0.51% | 99.84% | - |
 Crowdstrike (CRWD) | 0.96% | 1.64% | 99.84% | - |
 Palantir (PLTR) | 0.86% | 1.45% | 64.96% | - |
 Salesforce (CRM) | 0.8% | 0.48% | 99.84% | - |
 Meta (META) | 0.72% | 0.93% | 64.72% | - |
 Adobe (ADBE) | 0.5% | 0% | 34.87% | 3/14/2024 |
 Ethereum (ETH) | 0.46% | 0.39% | 64.96% | - |
 Samsung (SMSN.L) | 0.43% | 1.69% | 64.8% | - |
 Builders FirstSource (BLDR) | 0.36% | 0.24% | 64.72% | - |
 Enphase (ENPH) | 0.34% | 0% | 34.87% | 3/14/2024 |
 Lloyd's (LLOY.L) | 0.33% | 0.6% | 64.96% | - |
 Tesla (TSLA) | 0.27% | 0% | 34.87% | 3/14/2024 |
 Shopify (SHOP) | 0.26% | 0% | 34.87% | 3/14/2024 |
 Nio (NIO) | 0.21% | 0% | 34.87% | 3/14/2024 |
 Wix (WIX) | 0.15% | 0% | 34.87% | 3/14/2024 |
 CyberArk (CYBR) | 0.15% | 0% | 6% | 3/17/2026 |
 StoneCo (STNE) | 0.14% | 0.15% | 64.96% | - |
 Zscaler (ZS) | 0.12% | 0% | 34.87% | 3/14/2024 |
 Logitech (LOGN.ZU) | 0.12% | 0.17% | 64.96% | - |
 Cloudflare (NET) | 0.08% | 0% | 34.87% | 3/14/2024 |
 Block Inc. (XYZ) | 0.08% | 0% | 34.87% | 3/14/2024 |
 XPeng (XPEV) | 0.07% | 0% | 34.87% | 3/14/2024 |
 Peloton (PTON) | 0.03% | 0% | 34.87% | 3/14/2024 |
 Fiverr (FVRR) | 0.02% | 0% | 34.87% | 3/14/2024 |
 BioNano (BNGO) | 0.02% | 0% | 34.87% | 3/14/2024 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 34.87% | 3/14/2024 |
 Mercedes-Benz (MBG.DE) | 0% | 0% | 0.08% | 3/15/2024 |
 Unilever (ULVR.L) | 0% | 0% | 0.08% | 3/15/2024 |
 Pershing Square (PSH.L) | 0% | 0% | 0.08% | 3/15/2024 |
 Roche (ROP.ZU) | 0% | 0% | 0.08% | 3/15/2024 |
 METRO (B4B.DE) | 0% | 0% | 0.08% | 3/15/2024 |
 Orsted (ORSTED.CO) | 0% | 0% | 0.08% | 3/15/2024 |
 Varta (VAR1.DE) | 0% | 0% | 0.08% | 3/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 21.41% | 21.42% |
| iShares Core Dividend Growth ETF (DGRO) | 15.7% | 14.49% |
| Vanguard Total World Stock ETF (VT.US) | 12.68% | 11.4% |
| Vanguard Total International Stock ETF (VXUS) | 8.82% | 6.97% |
| Invesco QQQ (QQQ) | 4.3% | 5.11% |
| Vanguard S&P 500 Value ETF (VOOV) | 5.04% | 4.07% |
| Alphabet (GOOG) | 1.86% | 4% |
| Bitcoin (BTC) | 2.53% | 3.83% |
| Microsoft (MSFT) | 2.17% | 3.04% |
| AMD (AMD) | 1.48% | 2.52% |
| Palantir (PLTR) | 0.42% | 2.14% |
| NVIDIA (NVDA) | 0.2% | 1.55% |
| Crowdstrike (CRWD) | 0.83% | 1.31% |
| Meta (META) | 0.22% | 1.08% |
| LVMH (MC.PA) | 1.38% | 1.05% |
| Salesforce (CRM) | 0.86% | 0.8% |
| Cardano (ADA) | 1.23% | 0.79% |
| Samsung (SMSN.L) | 0.58% | 0.76% |
| Ethereum (ETH) | 0.49% | 0.63% |
| Lloyd's (LLOY.L) | 0.37% | 0.63% |
| Builders FirstSource (BLDR) | 0.31% | 0.36% |
| StoneCo (STNE) | 0.2% | 0.21% |
| Logitech (LOGN.ZU) | 0.14% | 0.18% |
Cash & Instruments Over Time
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