Portfolio Diversification
Range
Most Diversified
25 instruments
February 23, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.8 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
TSLA99.91%
NVDA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 12.52% | 20.21% | 99.91% | - |
 Vanguard Total Stock Market ETF (VTI) | 11.03% | 10.57% | 99.91% | - |
 Vanguard S&P 500 ETF (VOO) | 10.45% | 10.2% | 99.91% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 6.75% | 5.82% | 99.91% | - |
 Vanguard Total World Stock ETF (VT.US) | 4.37% | 3.91% | 99.91% | - |
 Invesco QQQ (QQQ) | 4.12% | 4.26% | 97.71% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 3.99% | 3.57% | 99.91% | - |
 Vanguard Small-Cap Value ETF (VBR) | 3.71% | 3.07% | 99.91% | - |
| Apple (AAPL) | 3.34% | 3.26% | 99.91% | - |
| Tesla (TSLA) | 3.2% | 2.3% | 99.91% | - |
| Alphabet (GOOG) | 3.14% | 2.6% | 99.91% | - |
| Meta (META) | 3.11% | 4.66% | 99.91% | - |
 Vanguard Value ETF (VTV) | 2.93% | 2.6% | 99.91% | - |
 Vanguard FTSE Europe ETF (VGK) | 2.5% | 2.22% | 99.91% | - |
 Vanguard FTSE All-World ex-US (VEU) | 2.45% | 2.07% | 99.91% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.31% | 1.87% | 99.91% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 2.13% | 1.93% | 99.91% | - |
 iShares Core S&P US Value (IUSV) | 2.03% | 1.81% | 99.91% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 2% | 1.69% | 99.91% | - |
 iShares Semiconductor ETF (SOXX) | 1.99% | 1.83% | 97.71% | - |
 McDonald's (MCD) | 1.77% | 1.65% | 95.23% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 1.71% | 1.33% | 99.91% | - |
 Vanguard Small-Cap ETF (VB) | 1.71% | 1.41% | 99.91% | - |
 Starbucks (SBUX) | 1.63% | 1.42% | 95.23% | - |
 Zoom (ZM) | 0.84% | 0.57% | 99.91% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 8.51% | 23.4% |
| Vanguard Total Stock Market ETF (VTI) | 11.34% | 10.23% |
| Vanguard S&P 500 ETF (VOO) | 10.59% | 9.82% |
| Vanguard FTSE Developed Market ETF (VEA) | 7.56% | 4.99% |
| Invesco QQQ (QQQ) | 3.97% | 4.24% |
| Meta (META) | 3.21% | 4.2% |
| Tesla (TSLA) | 3.78% | 3.87% |
| Vanguard Total World Stock ETF (VT.US) | 4.73% | 3.64% |
| Apple (AAPL) | 2.84% | 3.31% |
| Vanguard S&P 500 Value ETF (VOOV) | 3.78% | 3.28% |
| Vanguard Small-Cap Value ETF (VBR) | 3.78% | 2.99% |
| Alphabet (GOOG) | 2.84% | 2.72% |
| Vanguard Value ETF (VTV) | 2.84% | 2.35% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 1.89% | 1.89% |
| iShares Semiconductor ETF (SOXX) | 1.89% | 1.87% |
| Vanguard FTSE Europe ETF (VGK) | 2.84% | 1.81% |
| Vanguard FTSE All-World ex-US (VEU) | 2.84% | 1.79% |
| Vanguard FTSE Emerging Markets (VWO) | 2.84% | 1.69% |
| iShares Core S&P US Value (IUSV) | 1.89% | 1.67% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.89% | 1.46% |
| Vanguard Small-Cap ETF (VB) | 1.89% | 1.4% |
| McDonald's (MCD) | 1.7% | 1.39% |
| iShares Core S&P Small-Cap ETF (IJR) | 1.89% | 1.34% |
| Starbucks (SBUX) | 1.7% | 1.18% |
| Zoom (ZM) | 2.84% | 0.58% |