Portfolio Diversification
Range
Most Diversified
35 instruments
January 2, 2023
Least Diversified
35 instruments
January 2, 2023
Average
35 instruments
Most Consistent Holdings
Top 5
MSFT100%
PG100%
WMT100%
MA100%
V100%
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 |
|---|---|---|---|---|
 SPDR Gold (GLD) | 5.4% | 6.33% | 100% | - |
 Costco (COST) | 4.79% | 5.39% | 100% | - |
 iShares Semiconductor ETF (SOXX) | 4.49% | 4.75% | 100% | - |
 Republic Services (RSG) | 4.3% | 4.74% | 100% | - |
 Xylem (XYL) | 4.26% | 3.96% | 100% | - |
 Berkshire Hathaway (BRK.B) | 4.18% | 4.14% | 100% | - |
| Microsoft (MSFT) | 4.14% | 4.54% | 100% | - |
 Live Nation (LYV) | 4.01% | 4.81% | 100% | - |
 Intuit (INTU) | 3.97% | 4.52% | 100% | - |
 Waste Management (WM) | 3.9% | 3.8% | 100% | - |
 Technology Select Sector SPDR (XLK) | 3.89% | 4.25% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 3.64% | 3.75% | 100% | - |
 Invesco QQQ (QQQ) | 3.5% | 3.82% | 100% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 3.3% | 2.91% | 100% | - |
 Scottish Mortgage (SMT.L) | 3.22% | 3.36% | 100% | - |
| Walmart (WMT) | 3.19% | 3.88% | 100% | - |
 Lowe's (LOW) | 3.18% | 2.6% | 100% | - |
| Mastercard (MA) | 3.12% | 3.24% | 100% | - |
| Visa (V) | 3.09% | 3.33% | 100% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 2.77% | 3.23% | 100% | - |
| Procter & Gamble (PG) | 2.59% | 2.14% | 100% | - |
 American Water (AWK) | 2.18% | 1.86% | 100% | - |
 NextEra (NEE) | 2.14% | 1.83% | 100% | - |
 Digital Realty (DLR) | 2.12% | 2.16% | 100% | - |
 Yadea (1585.HK) | 2.07% | 1.55% | 100% | - |
 Darling (DAR) | 1.96% | 1.3% | 100% | - |
 AES (AES) | 1.91% | 0.99% | 100% | - |
 iShares MSCI China ETF (MCHI) | 1.45% | 1.43% | 100% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.32% | 0.99% | 100% | - |
 Xinyi Solar (0968.HK) | 0.88% | 0.41% | 100% | - |
 SolarEdge (SEDG) | 0.84% | 0.16% | 100% | - |
 Sunrun (RUN) | 0.52% | 0.29% | 100% | - |
 SunPower (SPWRQ) | 0.43% | 0% | 68.68% | 9/26/2024 |
 Ballard Power (BLDP) | 0.35% | 0.15% | 100% | - |
 Nio (NIO) | 0.32% | 0.14% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 5.12% | 5.53% |
| Costco (COST) | 2.56% | 5.5% |
| Live Nation (LYV) | 2.56% | 4.73% |
| iShares Semiconductor ETF (SOXX) | 2.56% | 4.61% |
| Republic Services (RSG) | 2.56% | 4.37% |
| Berkshire Hathaway (BRK.B) | 2.56% | 4.32% |
| Technology Select Sector SPDR (XLK) | 2.56% | 4.24% |
| Microsoft (MSFT) | 2.56% | 4.24% |
| Intuit (INTU) | 2.56% | 3.99% |
| Walmart (WMT) | 2.56% | 3.97% |
| Invesco QQQ (QQQ) | 2.63% | 3.88% |
| SPDR S&P 500 ETF (SPY) | 2.76% | 3.88% |
| Xylem (XYL) | 4.14% | 3.84% |
| Waste Management (WM) | 2.56% | 3.75% |
| Scottish Mortgage (SMT.L) | 4.71% | 3.41% |
| Mastercard (MA) | 2.56% | 3.33% |
| iShares Core S&P Small-Cap ETF (IJR) | 2.56% | 3.29% |
| Visa (V) | 2.56% | 3.26% |
| Lowe's (LOW) | 2.56% | 3.15% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 2.56% | 2.98% |
| Procter & Gamble (PG) | 2.56% | 2.5% |
| Digital Realty (DLR) | 2.57% | 2.47% |
| NextEra (NEE) | 2.56% | 1.98% |
| American Water (AWK) | 2.56% | 1.8% |
| Yadea (1585.HK) | 2.56% | 1.69% |
| iShares MSCI China ETF (MCHI) | 2.56% | 1.34% |
| Darling (DAR) | 2.56% | 1.28% |
| AES (AES) | 2.56% | 1.26% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.56% | 1.1% |
| Xinyi Solar (0968.HK) | 2.56% | 0.46% |
| Sunrun (RUN) | 2.56% | 0.3% |
| Nio (NIO) | 2.56% | 0.19% |
| Ballard Power (BLDP) | 2.56% | 0.17% |
| SolarEdge (SEDG) | 2.56% | 0.09% |
| SunPower (SPWRQ) | 2.56% | 0% |