Portfolio Diversification
Range
Most Diversified
97 instruments
September 8, 2023
Least Diversified
0 instruments
November 14, 2025
Average
43.4 instruments
Most Consistent Holdings
Top 5
MA97.22%
DGRO97.22%
V94.16%
MU92.24%
NFLX92.17%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Litecoin (LTC) | 22.33% | 94.99% | 26.83% | - |
 Berkshire Hathaway (BRK.B) | 3.77% | 0% | 57.3% | 11/25/2024 |
 SPDR S&P 500 ETF (SPY) | 3.59% | 0% | 50.46% | 1/12/2024 |
 MercadoLibre (MELI) | 3.56% | 0% | 72.31% | 11/25/2024 |
 Meta (META) | 3.07% | 0% | 61.85% | 11/25/2024 |
 Nu (NU) | 2.29% | 0% | 60.64% | 11/25/2024 |
| iShares Core Dividend Growth ETF (DGRO) | 2.22% | 0% | 97.22% | 11/10/2025 |
 Microsoft (MSFT) | 2.09% | 0% | 67.26% | 11/25/2024 |
 iShares Semiconductor ETF (SOXX) | 2.03% | 0% | 72.81% | 11/25/2024 |
 Amazon (AMZN) | 1.92% | 0% | 71.1% | 11/25/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.91% | 0% | 72.38% | 11/25/2024 |
 Take-Two (TTWO) | 1.81% | 0% | 59.79% | 11/10/2025 |
 Apple (AAPL) | 1.75% | 0% | 71.89% | 11/25/2024 |
 Disney (DIS) | 1.7% | 0% | 46.69% | 11/25/2024 |
 Alphabet (GOOG) | 1.7% | 0% | 60.71% | 11/25/2024 |
| Mastercard (MA) | 1.69% | 0% | 97.22% | 11/10/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.67% | 0% | 45.34% | 11/29/2023 |
 Vanguard S&P 500 ETF (VOO) | 1.63% | 0% | 22.42% | 11/25/2024 |
 Vanguard Total World Stock ETF (VT.US) | 1.62% | 0% | 46.26% | 11/21/2023 |
 Snowflake (SNOW) | 1.58% | 0% | 67.26% | 11/25/2024 |
 Tesla (TSLA) | 1.54% | 1.88% | 87.54% | - |
 Coinbase (COIN) | 1.45% | 0% | 41.28% | 11/25/2024 |
 Consumer Discret Select Sector SPDR (XLY) | 1.43% | 0% | 47.19% | 12/4/2023 |
 Alibaba (BABA) | 1.35% | 0% | 51.81% | 11/25/2024 |
| Micron (MU) | 1.26% | 0% | 92.24% | 11/10/2025 |
 Invesco China Technology ETF (CQQQ) | 1.2% | 0% | 67.83% | 12/3/2024 |
 McDonald's (MCD) | 1.09% | 0% | 57.22% | 11/25/2024 |
 PayPal (PYPL) | 1.07% | 0% | 77.08% | 11/10/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.03% | 0% | 70.6% | 11/10/2025 |
 Digital Realty (DLR) | 1.02% | 0% | 26.12% | 11/25/2024 |
 JPMorgan (JPM) | 0.92% | 0% | 79.86% | 11/10/2025 |
 American Express (AXP) | 0.89% | 0% | 48.97% | 11/25/2024 |
| Netflix (NFLX) | 0.86% | 0% | 92.17% | 11/10/2025 |
| Visa (V) | 0.84% | 1.03% | 94.16% | - |
 AMD (AMD) | 0.81% | 0% | 67.83% | 12/3/2024 |
 Coca-Cola (KO) | 0.77% | 0% | 72.31% | 11/10/2025 |
 Hilton (HLT) | 0.74% | 0% | 42.14% | 12/4/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.71% | 0% | 34.16% | 11/25/2024 |
 Invesco QQQ (QQQ) | 0.67% | 0% | 43.7% | 11/26/2024 |
 UiPath (PATH) | 0.67% | 0% | 56.16% | 11/10/2025 |
 Walmart (WMT) | 0.62% | 0% | 45.98% | 11/25/2024 |
 Global X SuperDividend ETF (SDIV) | 0.6% | 0% | 47.62% | 11/26/2024 |
 BlackStone (BX) | 0.58% | 0% | 44.06% | 11/26/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.53% | 0% | 10.75% | 12/8/2022 |
 IBM (IBM) | 0.53% | 1.31% | 62.14% | - |
 Costco (COST) | 0.52% | 0% | 36.73% | 11/25/2024 |
 Real Estate Select Sector SPDR (XLRE) | 0.52% | 0% | 42.06% | 12/4/2023 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.45% | 0% | 29.96% | 11/21/2023 |
 HP (HPQ) | 0.43% | 0% | 45.77% | 12/1/2023 |
 Albemarle (ALB) | 0.43% | 0% | 68.9% | 11/10/2025 |
 Zillow (Z) | 0.41% | 0% | 48.33% | 11/10/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.38% | 0% | 15.44% | 4/10/2023 |
 Nike (NKE) | 0.37% | 0% | 60.28% | 11/10/2025 |
 CRISPR Therapeutics (CRSP) | 0.37% | 0% | 10.82% | 6/14/2022 |
 Gilead Sciences (GILD) | 0.36% | 0% | 41.92% | 12/1/2023 |
 HarbourVest (HVPE.L) | 0.34% | 0% | 18.79% | 1/3/2023 |
 Salesforce (CRM) | 0.34% | 0% | 41.14% | 11/21/2023 |
 Intel (INTC) | 0.33% | 0% | 10.89% | 6/14/2022 |
 Spotify (SPOT) | 0.31% | 0% | 41.28% | 12/3/2024 |
 Samsung (SMSN.L) | 0.3% | 0% | 41.99% | 12/4/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.3% | 0% | 21.28% | 11/21/2023 |
 Dell (DELL) | 0.29% | 0% | 41.21% | 11/21/2023 |
 Goldman Sachs (GS) | 0.29% | 0% | 24.06% | 11/21/2023 |
 Ford (F) | 0.26% | 0% | 41.14% | 11/21/2023 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.25% | 0% | 41.21% | 11/21/2023 |
 Starbucks (SBUX) | 0.25% | 0% | 26.76% | 12/29/2023 |
 Broadcom (AVGO) | 0.24% | 0% | 4.34% | 3/7/2022 |
 MongoDB (MDB) | 0.24% | 0.69% | 51.89% | - |
 Shell (SHEL.L) | 0.21% | 0% | 18.79% | 1/3/2023 |
 iRobot (IRBT) | 0.21% | 0.09% | 61.14% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.18% | 0% | 24.06% | 11/21/2023 |
 iShares Core U.S. REIT ETF (USRT) | 0.18% | 0% | 23.99% | 11/21/2023 |
 Utilities Select Sector SPDR (XLU) | 0.17% | 0% | 24.77% | 12/1/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.15% | 0% | 24.63% | 11/29/2023 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.13% | 0% | 21.49% | 12/4/2023 |
 iShares MSCI India ETF (INDA) | 0.12% | 0% | 24.91% | 12/4/2023 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.12% | 0% | 15.94% | 7/26/2023 |
 Carlyle (CG) | 0.12% | 0% | 17.86% | 11/21/2023 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.12% | 0% | 20.78% | 11/21/2023 |
 SPDR Gold (GLD) | 0.12% | 0% | 15.87% | 11/21/2023 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.12% | 0% | 24.06% | 11/21/2023 |
 Boeing (BA) | 0.12% | 0% | 23.99% | 11/21/2023 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.11% | 0% | 24.63% | 11/29/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.11% | 0% | 24.98% | 12/4/2023 |
 Simon (SPG) | 0.11% | 0% | 23.99% | 11/21/2023 |
 KraneShares CSI China Internet (KWEB) | 0.11% | 0% | 24.06% | 11/21/2023 |
 ARK Innovation ETF (ARKK) | 0.1% | 0% | 24.56% | 11/29/2023 |
 Dollar General (DG.US) | 0.1% | 0% | 13.31% | 12/29/2023 |
 LVMH (MC.PA) | 0.1% | 0% | 19.29% | 1/12/2024 |
 EnerSys (ENS.US) | 0.09% | 0% | 17.86% | 11/21/2023 |
 Bank of America (BAC) | 0.09% | 0% | 19.86% | 11/21/2023 |
 BlackRock (BLK) | 0.09% | 0% | 17.86% | 11/21/2023 |
 Energy Select Sector SPDR (XLE) | 0.08% | 0% | 7.05% | 7/1/2022 |
 VanEck Vectors Oil Services ETF (OIH) | 0.08% | 0% | 23.42% | 12/29/2023 |
 Oracle (ORCL) | 0.08% | 0% | 12.95% | 12/4/2023 |
 iShares MSCI South Korea ETF (EWY) | 0.08% | 0% | 21.14% | 11/29/2023 |
 iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) | 0.08% | 0% | 20.71% | 11/21/2023 |
 UnitedHealth (UNH) | 0.07% | 0% | 19.86% | 11/21/2023 |
 HSBC (HSBC) | 0.07% | 0% | 19.86% | 11/21/2023 |
 Consumer Staples Select Sector SPDR (XLP) | 0.07% | 0% | 8.54% | 11/21/2023 |
 Ecopetrol (EC) | 0.07% | 0% | 8.47% | 4/12/2023 |
 Texas Instruments (TXN) | 0.07% | 0% | 12.03% | 11/21/2023 |
 Uber (UBER) | 0.06% | 0% | 20.36% | 11/29/2023 |
 First Republic Bank (FRCB) | 0.06% | 0% | 9.32% | 7/26/2023 |
 Accenture (ACN) | 0.06% | 0% | 10.6% | 11/21/2023 |
 ASOS (ASC.L) | 0.05% | 0% | 9.04% | 11/21/2023 |
 Ubisoft (UBI.PA) | 0.04% | 0% | 11.46% | 12/29/2023 |
 ExxonMobil (XOM) | 0.04% | 0% | 5.84% | 6/14/2022 |
 AT&T (T) | 0.04% | 0% | 8.75% | 11/21/2023 |
 Abbott (ABT) | 0.04% | 0% | 10.6% | 11/21/2023 |
 iShares TIPS Bond ETF (TIP) | 0.04% | 0% | 0.71% | 7/1/2022 |
 Target (TGT) | 0.04% | 0% | 8.75% | 11/21/2023 |
 Pinterest (PINS) | 0.03% | 0% | 9.75% | 11/21/2023 |
 Unity (U) | 0.03% | 0% | 11.46% | 12/29/2023 |
 Innodata (INOD) | 0.03% | 0% | 10.32% | 11/25/2024 |
 WeWork Inc (WEWKQ) | 0.01% | 0% | 9.75% | 12/14/2023 |
 Aramco (SAOC) | 0% | 0% | 0.28% | 1/2/2023 |
 Newmont (NEM) | 0% | 0% | 0.43% | 3/30/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Litecoin (LTC) | 84.28% | 83.54% |
| Take-Two (TTWO) | 2.83% | 3.13% |
| Tesla (TSLA) | 0.57% | 1.39% |
| Mastercard (MA) | 0.88% | 1.13% |
| Netflix (NFLX) | 0.51% | 1.08% |
| iShares Core Dividend Growth ETF (DGRO) | 1% | 1.07% |
| PayPal (PYPL) | 0.89% | 1.01% |
| Zillow (Z) | 0.78% | 0.91% |
| UiPath (PATH) | 1.27% | 0.84% |
| Visa (V) | 0.63% | 0.82% |
| IBM (IBM) | 0.51% | 0.78% |
| Ishares Russell 2000 ETF (IWM) | 0.63% | 0.74% |
| Micron (MU) | 0.63% | 0.73% |
| Coca-Cola (KO) | 0.76% | 0.72% |
| JPMorgan (JPM) | 0.38% | 0.67% |
| Nike (NKE) | 0.89% | 0.56% |
| Albemarle (ALB) | 1.01% | 0.38% |
| MongoDB (MDB) | 0.63% | 0.33% |
| iRobot (IRBT) | 0.89% | 0.16% |