Portfolio Diversification
Range
Most Diversified
79 instruments
November 19, 2022
Least Diversified
64 instruments
January 1, 2022
Average
76.6 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 7.22% | 10.11% | 100% | - |
 NVIDIA (NVDA) | 7.1% | 5.67% | 100% | - |
 Invesco QQQ (QQQ) | 4.61% | 4.98% | 100% | - |
| Apple (AAPL) | 4.39% | 3.88% | 100% | - |
| Amazon (AMZN) | 4.37% | 4.83% | 100% | - |
 Bitcoin (BTC) | 3.24% | 4.08% | 100% | - |
 MercadoLibre (MELI) | 2.8% | 3.93% | 100% | - |
 Tesla (TSLA) | 2.75% | 1.86% | 100% | - |
 Mastercard (MA) | 2.47% | 3.06% | 100% | - |
 Freeport-McMoRan (FCX) | 2.43% | 1.96% | 100% | - |
 Visa (V) | 2.28% | 2.73% | 100% | - |
 Merck (MRK) | 2.11% | 1.55% | 100% | - |
 Salesforce (CRM) | 1.98% | 2.19% | 100% | - |
 Ethereum (ETH) | 1.91% | 1.28% | 100% | - |
 Nike (NKE) | 1.86% | 1.08% | 100% | - |
 Invesco Solar ETF (TAN) | 1.84% | 0.85% | 100% | - |
 Alibaba (BABA) | 1.81% | 2.1% | 100% | - |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 1.66% | 1.32% | 100% | - |
 iShares Gold Trust (IAU) | 1.64% | 2.56% | 99.91% | - |
 SPDR S&P Biotech ETF (XBI) | 1.64% | 1.41% | 100% | - |
 Novo Nordisk (NOVO-B.CO) | 1.61% | 0.23% | 100% | - |
 Uber (UBER) | 1.6% | 2.05% | 100% | - |
 Moderna (MRNA) | 1.54% | 0.31% | 100% | - |
| Meta (META) | 1.37% | 2.06% | 100% | - |
 Netflix (NFLX) | 1.32% | 2.73% | 100% | - |
| Microsoft (MSFT) | 1.21% | 1.34% | 100% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.16% | 1.01% | 96.59% | - |
 Energy Select Sector SPDR (XLE) | 1.16% | 1.5% | 100% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 1.15% | 1.77% | 100% | - |
 CNRL (CNQ) | 1.14% | 1.03% | 99.91% | - |
 Vanguard Health Care ETF (VHT) | 1.12% | 1.06% | 100% | - |
 Monolithic Power (MPWR) | 1.09% | 1.18% | 100% | - |
 Berkshire Hathaway (BRK.B) | 1.04% | 1.45% | 100% | - |
 Barrick (GOLD.BARRICK) | 1.04% | 1.14% | 100% | - |
 Cardano (ADA) | 1.03% | 1.19% | 100% | - |
 iShares MSCI India ETF (INDA) | 1.02% | 1.15% | 97.02% | - |
 PayPal (PYPL) | 1% | 0.83% | 100% | - |
 iShares MSCI South Korea ETF (EWY) | 0.98% | 0.88% | 96.59% | - |
 iShares MSCI China ETF (MCHI) | 0.92% | 0.93% | 100% | - |
 AMD (AMD) | 0.91% | 0.68% | 100% | - |
 McDonald's (MCD) | 0.91% | 1% | 100% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.84% | 0.85% | 100% | - |
 Block Inc. (XYZ) | 0.84% | 0.62% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 0.83% | 0.82% | 97.02% | - |
| Alphabet (GOOG) | 0.76% | 0.84% | 100% | - |
 iShares Core Total USD Bond Market ETF (IUSB) | 0.72% | 0.68% | 99.91% | - |
 Micron (MU) | 0.71% | 0.61% | 99.91% | - |
 Activision Blizzard, Inc. (ATVI) | 0.71% | 0% | 50.21% | 10/16/2023 |
 Marvell (MRVL) | 0.64% | 0.52% | 100% | - |
 Airbnb (ABNB) | 0.6% | 0.5% | 100% | - |
 Xiaomi (1810.HK) | 0.58% | 1.39% | 100% | - |
 Lucid (LCID) | 0.55% | 0.14% | 100% | - |
 Nio (NIO) | 0.55% | 0.17% | 100% | - |
 ZEPP Health (ZEPP) | 0.55% | 0.25% | 96.59% | - |
 Twilio (TWLO) | 0.54% | 0.59% | 96.5% | - |
 Disney (DIS) | 0.54% | 0.43% | 100% | - |
 MongoDB (MDB) | 0.53% | 0.52% | 73.83% | - |
 Jumia (JMIA) | 0.43% | 0.17% | 100% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.42% | 0.28% | 92.58% | - |
 iShares Core S&P 500 ETF (IVV) | 0.38% | 0.46% | 92.58% | - |
 Zoom (ZM) | 0.37% | 0.31% | 100% | - |
 iShares Silver Trust (SLV) | 0.37% | 0.5% | 93.01% | - |
 United States Oil Fund (USO) | 0.36% | 0.35% | 93.01% | - |
 China Telecom (0728.HK) | 0.34% | 0.51% | 100% | - |
 Alerian MLP ETF (AMLP) | 0.33% | 0% | 28.9% | 12/27/2022 |
 Coinbase (COIN) | 0.31% | 0.4% | 100% | - |
 Xinyi Solar (0968.HK) | 0.26% | 0.08% | 100% | - |
 Plug Power (PLUG) | 0.22% | 0.02% | 100% | - |
 Oatly (OTLY) | 0.2% | 0.04% | 100% | - |
 21Shares Bitcoin ETP (2BTC.DE) | 0.18% | 0.7% | 37.6% | - |
 Tattooed Chef Inc (TTCFQ) | 0.16% | 0% | 46.04% | 7/20/2023 |
 Novavax (NVAX) | 0.11% | 0.03% | 100% | - |
 AMC (AMC) | 0.06% | 0.01% | 99.4% | - |
 Shiba (in millions) (SHIBxM) | 0.04% | 0.04% | 100% | - |
 NEO (NEO) | 0.04% | 0.01% | 100% | - |
 Uniswap (UNI) | 0.03% | 0.02% | 99.91% | - |
 Dogecoin (DOGE) | 0.02% | 0.03% | 99.91% | - |
 ApeCoin (APE) | 0.02% | 0% | 70.5% | 1/19/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.01% | 0% | 3.67% | 5/6/2022 |
 AMC pref (APE.US) | 0.01% | 0% | 29.41% | 8/25/2023 |
 Flare (FLR) | 0% | 0.01% | 36.15% | - |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 8.69% | 9.68% |
| NVIDIA (NVDA) | 3.17% | 7.91% |
| Amazon (AMZN) | 4.49% | 5.94% |
| Invesco QQQ (QQQ) | 3.78% | 4.93% |
| Apple (AAPL) | 2.68% | 4.76% |
| Bitcoin (BTC) | 1.26% | 3.88% |
| Tesla (TSLA) | 1.34% | 3.19% |
| MercadoLibre (MELI) | 2.61% | 2.74% |
| Mastercard (MA) | 1.93% | 2.68% |
| Salesforce (CRM) | 1.93% | 2.55% |
| Ethereum (ETH) | 0.6% | 2.3% |
| Visa (V) | 1.66% | 2.25% |
| Netflix (NFLX) | 1.19% | 2.15% |
| Meta (META) | 1.2% | 2.07% |
| Freeport-McMoRan (FCX) | 2.11% | 1.95% |
| iShares Gold Trust (IAU) | 1.35% | 1.74% |
| Merck (MRK) | 1.55% | 1.7% |
| SPDR S&P Biotech ETF (XBI) | 2.29% | 1.44% |
| Uber (UBER) | 1.16% | 1.42% |
| Alibaba (BABA) | 3.09% | 1.41% |
| Cardano (ADA) | 0.59% | 1.38% |
| Energy Select Sector SPDR (XLE) | 1.13% | 1.36% |
| SPDR S&P Oil & Gas Exploration & Prod (XOP) | 1.16% | 1.35% |
| Microsoft (MSFT) | 0.81% | 1.33% |
| Nike (NKE) | 2.57% | 1.26% |
| Monolithic Power (MPWR) | 0.97% | 1.15% |
| Berkshire Hathaway (BRK.B) | 0.77% | 1.09% |
| VanEck Vectors Gold Miners ETF (GDX) | 1.16% | 1.01% |
| iShares MSCI India ETF (INDA) | 0.97% | 1% |
| PayPal (PYPL) | 1.74% | 1% |
| Xiaomi (1810.HK) | 0.77% | 0.99% |
| Marvell (MRVL) | 0.66% | 0.96% |
| CNRL (CNQ) | 0.93% | 0.95% |
| Vanguard Health Care ETF (VHT) | 1.05% | 0.94% |
| Alphabet (GOOG) | 0.58% | 0.9% |
| Invesco Solar ETF (TAN) | 2.31% | 0.87% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.55% | 0.86% |
| Block Inc. (XYZ) | 1.55% | 0.84% |
| AMD (AMD) | 0.64% | 0.81% |
| McDonald's (MCD) | 0.69% | 0.8% |
| iShares MSCI China ETF (MCHI) | 1.4% | 0.76% |
| Barrick (GOLD.BARRICK) | 1.08% | 0.75% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.95% | 0.73% |
| Vanguard Real Estate ETF (VNQ) | 0.97% | 0.73% |
| iShares MSCI South Korea ETF (EWY) | 1.16% | 0.71% |
| MongoDB (MDB) | 0.86% | 0.66% |
| Twilio (TWLO) | 1.35% | 0.65% |
| Micron (MU) | 0.58% | 0.64% |
| 21Shares Bitcoin ETP (2BTC.DE) | 0.31% | 0.61% |
| iShares Core Total USD Bond Market ETF (IUSB) | 0.77% | 0.58% |
| Airbnb (ABNB) | 0.77% | 0.51% |
| Coinbase (COIN) | 0.66% | 0.49% |
| Disney (DIS) | 0.78% | 0.48% |
| Moderna (MRNA) | 2.41% | 0.45% |
| iShares Core S&P 500 ETF (IVV) | 0.39% | 0.44% |
| iShares Silver Trust (SLV) | 0.39% | 0.38% |
| China Telecom (0728.HK) | 0.22% | 0.36% |
| United States Oil Fund (USO) | 0.39% | 0.32% |
| Zoom (ZM) | 1.64% | 0.31% |
| Novo Nordisk (NOVO-B.CO) | 0.39% | 0.3% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.58% | 0.28% |
| Jumia (JMIA) | 1.27% | 0.27% |
| ZEPP Health (ZEPP) | 1.74% | 0.24% |
| Nio (NIO) | 2.11% | 0.18% |
| Lucid (LCID) | 1.93% | 0.15% |
| Xinyi Solar (0968.HK) | 0.39% | 0.09% |
| Shiba (in millions) (SHIBxM) | 0.19% | 0.05% |
| Dogecoin (DOGE) | 0.1% | 0.05% |
| Oatly (OTLY) | 0.77% | 0.05% |
| Uniswap (UNI) | 0.13% | 0.04% |
| Plug Power (PLUG) | 0.77% | 0.04% |
| NEO (NEO) | 0.19% | 0.03% |
| Novavax (NVAX) | 0.85% | 0.03% |
| Flare (FLR) | 0.01% | 0.01% |
| ApeCoin (APE) | 0.07% | 0.01% |
| AMC (AMC) | 0.61% | 0.01% |
| Songbird (SGB) | 0% | 0% |