Portfolio Diversification
Range
Most Diversified
25 instruments
February 23, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.9 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
META99.92%
TSLA99.92%
NVDA99.92%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 13.18% | 23.96% | 99.92% | - |
 Vanguard Total Stock Market ETF (VTI) | 10.99% | 10.13% | 99.92% | - |
 Vanguard S&P 500 ETF (VOO) | 10.42% | 9.76% | 99.92% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 6.68% | 5.71% | 99.92% | - |
 Vanguard Total World Stock ETF (VT.US) | 4.33% | 3.77% | 99.92% | - |
 Invesco QQQ (QQQ) | 4.13% | 4.27% | 97.87% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 3.95% | 3.2% | 99.92% | - |
 Vanguard Small-Cap Value ETF (VBR) | 3.66% | 2.81% | 99.92% | - |
| Apple (AAPL) | 3.31% | 2.62% | 99.92% | - |
| Meta (META) | 3.21% | 4.87% | 99.92% | - |
| Tesla (TSLA) | 3.17% | 2.75% | 99.92% | - |
| Alphabet (GOOG) | 3.09% | 2.43% | 99.92% | - |
 Vanguard Value ETF (VTV) | 2.9% | 2.33% | 99.92% | - |
 Vanguard FTSE Europe ETF (VGK) | 2.48% | 2.16% | 99.92% | - |
 Vanguard FTSE All-World ex-US (VEU) | 2.42% | 2.01% | 99.92% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.28% | 1.79% | 99.92% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 2.11% | 1.77% | 99.92% | - |
 iShares Core S&P US Value (IUSV) | 2.01% | 1.62% | 99.92% | - |
 iShares Semiconductor ETF (SOXX) | 1.98% | 1.83% | 97.87% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.97% | 1.58% | 99.92% | - |
 McDonald's (MCD) | 1.76% | 1.43% | 95.58% | - |
 Vanguard Small-Cap ETF (VB) | 1.68% | 1.32% | 99.92% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 1.68% | 1.22% | 99.92% | - |
 Starbucks (SBUX) | 1.6% | 1.13% | 95.58% | - |
 Zoom (ZM) | 0.82% | 0.56% | 99.92% | - |
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% |