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Portfolio Diversification
Range
Most Diversified
30 instruments
January 10, 2024
Least Diversified
0 instruments
September 9, 2025
Average
22.2 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
MSFT99.91%
AMZN99.91%
DIS99.91%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 16.03% | 13.28% | 99.91% | - |
 Unity (U) | 6.28% | 1.7% | 96.66% | - |
| Alphabet (GOOG) | 6.09% | 9.12% | 99.91% | - |
 Meta (META) | 5.69% | 3.79% | 96.57% | - |
 TSMC (TSM) | 5.65% | 6.42% | 99.83% | - |
| Amazon (AMZN) | 5.04% | 4.88% | 99.91% | - |
| Microsoft (MSFT) | 4.66% | 5.99% | 99.91% | - |
 NVIDIA (NVDA) | 3.08% | 6.34% | 67.92% | - |
| Disney (DIS) | 2.93% | 1.88% | 99.91% | - |
 PayPal (PYPL) | 2.8% | 1.8% | 90.31% | - |
 Tesla (TSLA) | 2.69% | 1.54% | 92.8% | - |
 Netflix (NFLX) | 2.19% | 4.2% | 85.33% | - |
 Qualcomm (QCOM) | 2.14% | 1.82% | 85.59% | - |
 Visa (V) | 1.91% | 2.37% | 83.19% | - |
 UnitedHealth (UNH) | 1.57% | 3.72% | 50.6% | - |
 AMD (AMD) | 1.37% | 3.23% | 50.69% | - |
 Bank of America (BAC) | 0.92% | 0% | 36.19% | 3/6/2024 |
 Vanguard Health Care ETF (VHT) | 0.86% | 0% | 27.02% | 8/2/2024 |
 Sea (SE) | 0.85% | 0% | 28.64% | 11/12/2024 |
 Intel (INTC) | 0.83% | 2.09% | 40.91% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.76% | 0% | 25.73% | 1/2/2025 |
 Johnson & Johnson (JNJ) | 0.68% | 1.66% | 46.48% | - |
 Berkshire Hathaway (BRK.B) | 0.68% | 1.17% | 53% | - |
 Block Inc. (XYZ) | 0.68% | 0% | 36.19% | 3/6/2024 |
 JPMorgan (JPM) | 0.67% | 0.96% | 40.91% | - |
 Ishares Russell 2000 ETF (IWM) | 0.66% | 0% | 24.61% | 2/24/2025 |
 Invesco QQQ (QQQ) | 0.66% | 0% | 33.7% | 5/30/2025 |
 ARK Innovation ETF (ARKK) | 0.53% | 0% | 36.19% | 3/6/2024 |
 Nike (NKE) | 0.53% | 0% | 40.31% | 6/27/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.43% | 0% | 13.04% | 8/6/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.32% | 0% | 6.69% | 4/8/2025 |
 SolarEdge (SEDG) | 0.32% | 0% | 21.36% | 12/9/2024 |
 Oracle (ORCL) | 0.32% | 2.37% | 18.87% | - |
 Adobe (ADBE) | 0.31% | 0.71% | 28.04% | - |
 Etsy (ETSY) | 0.31% | 0% | 21.18% | 3/4/2024 |
 Snowflake (SNOW) | 0.29% | 0% | 24.19% | 12/10/2024 |
 Costco (COST) | 0.29% | 2.12% | 21.18% | - |
 Lululemon (LULU) | 0.28% | 0.84% | 27.02% | - |
 MongoDB (MDB) | 0.27% | 0% | 22.64% | 6/5/2025 |
 Enphase (ENPH) | 0.24% | 0% | 18.52% | 3/4/2024 |
 Lockheed Martin (LMT) | 0.24% | 1.31% | 23.16% | - |
 XRP (XRP) | 0.23% | 0% | 17.92% | 2/14/2024 |
 Tencent (0700.HK) | 0.15% | 0% | 4.72% | 2/15/2024 |
 KraneShares CSI China Internet (KWEB) | 0.15% | 0% | 9.86% | 4/16/2024 |
 SPDR Gold (GLD) | 0.13% | 0% | 9.43% | 11/12/2024 |
 Shopify (SHOP) | 0.1% | 0% | 7.55% | 8/7/2024 |
 SPDR S&P Bank ETF (KBE) | 0.1% | 0% | 3.34% | 8/6/2024 |
 Salesforce (CRM) | 0.1% | 0.85% | 10.46% | - |
 Palantir (PLTR) | 0.09% | 0% | 12.09% | 5/25/2023 |
 Alibaba (BABA) | 0.09% | 0% | 4.2% | 1/22/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.08% | 0% | 6.86% | 5/30/2025 |
 Boeing (BA) | 0.05% | 0% | 4.12% | 1/2/2025 |
 ASML (ASML) | 0.05% | 0% | 4.12% | 12/4/2024 |
 JD.com (JD.US) | 0.04% | 0% | 2.83% | 1/22/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.04% | 0% | 1.54% | 10/14/2024 |
 Crowdstrike (CRWD) | 0.04% | 0% | 2.66% | 8/30/2024 |
 Dropbox (DBX) | 0.03% | 0% | 2.32% | 3/22/2024 |
 Robinhood Markets Inc. (HOOD) | 0.03% | 0% | 1.72% | 5/31/2024 |
 Coca-Cola (KO) | 0.02% | 0% | 1.72% | 12/24/2024 |
 McDonald's (MCD) | 0.02% | 0% | 0.86% | 6/9/2023 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 0.6% | 3/1/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 9.13% | 13.35% |
| Alphabet (GOOG) | 5.22% | 8.78% |
| NVIDIA (NVDA) | 5.22% | 6.27% |
| Microsoft (MSFT) | 6.52% | 5.92% |
| TSMC (TSM) | 2.61% | 5.42% |
| Amazon (AMZN) | 3.91% | 5.03% |
| UnitedHealth (UNH) | 6.52% | 4.08% |
| Meta (META) | 3.91% | 3.86% |
| AMD (AMD) | 2.61% | 3.15% |
| Netflix (NFLX) | 2.61% | 2.89% |
| Visa (V) | 2.61% | 2.53% |
| Unity (U) | 1.3% | 2.42% |
| Qualcomm (QCOM) | 2.61% | 2.2% |
| Disney (DIS) | 2.61% | 1.97% |
| Costco (COST) | 2.61% | 1.73% |
| Oracle (ORCL) | 2.61% | 1.73% |
| Tesla (TSLA) | 1.3% | 1.72% |
| Intel (INTC) | 1.3% | 1.61% |
| Johnson & Johnson (JNJ) | 1.3% | 1.34% |
| Berkshire Hathaway (BRK.B) | 1.3% | 1.12% |
| Salesforce (CRM) | 1.3% | 1.06% |
| Lululemon (LULU) | 1.3% | 0.98% |
| PayPal (PYPL) | 1.3% | 0.94% |
| Lockheed Martin (LMT) | 1.3% | 0.93% |
| Adobe (ADBE) | 1.3% | 0.92% |
Cash & Instruments Over Time
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