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Portfolio Diversification
Range
Most Diversified
30 instruments
January 10, 2024
Least Diversified
0 instruments
September 9, 2025
Average
22.3 instruments
Most Consistent Holdings
Top 5
AAPL99.75%
GOOG99.75%
MSFT99.75%
AMZN99.75%
DIS99.75%
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) | 15.89% | 12.67% | 99.75% | - |
| Alphabet (GOOG) | 6.19% | 9.99% | 99.75% | - |
 Unity (U) | 6.12% | 2.12% | 96.61% | - |
 TSMC (TSM) | 5.66% | 6.51% | 99.5% | - |
 Meta (META) | 5.64% | 4.18% | 96.53% | - |
| Amazon (AMZN) | 5.04% | 5.43% | 99.75% | - |
| Microsoft (MSFT) | 4.72% | 6.33% | 99.75% | - |
 NVIDIA (NVDA) | 3.18% | 6.06% | 68.95% | - |
| Disney (DIS) | 2.88% | 1.6% | 99.75% | - |
 PayPal (PYPL) | 2.74% | 0% | 89.27% | 4/21/2026 |
 Tesla (TSLA) | 2.64% | 1.36% | 92.82% | - |
 Netflix (NFLX) | 2.25% | 3.35% | 85.71% | - |
 Qualcomm (QCOM) | 2.12% | 2.24% | 85.96% | - |
 Visa (V) | 1.92% | 2.12% | 83.65% | - |
 UnitedHealth (UNH) | 1.65% | 4.09% | 52.27% | - |
 AMD (AMD) | 1.46% | 5.49% | 52.35% | - |
 Intel (INTC) | 0.9% | 4.53% | 42.94% | - |
 Bank of America (BAC) | 0.89% | 0% | 34.85% | 3/6/2024 |
 Vanguard Health Care ETF (VHT) | 0.83% | 0% | 26.01% | 8/2/2024 |
 Sea (SE) | 0.82% | 0% | 27.58% | 11/12/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.73% | 0% | 24.77% | 1/2/2025 |
 Johnson & Johnson (JNJ) | 0.71% | 1.33% | 48.31% | - |
 Berkshire Hathaway (BRK.B) | 0.69% | 0.95% | 54.58% | - |
 JPMorgan (JPM) | 0.68% | 0.86% | 42.94% | - |
 Block Inc. (XYZ) | 0.65% | 0% | 34.85% | 3/6/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.63% | 0% | 23.7% | 2/24/2025 |
 Invesco QQQ (QQQ) | 0.63% | 0% | 32.45% | 5/30/2025 |
 ARK Innovation ETF (ARKK) | 0.51% | 0% | 34.85% | 3/6/2024 |
 Nike (NKE) | 0.51% | 0% | 38.81% | 6/27/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.41% | 0% | 12.55% | 8/6/2024 |
 Oracle (ORCL) | 0.39% | 2.47% | 21.72% | - |
 Costco (COST) | 0.35% | 1.86% | 23.95% | - |
 Adobe (ADBE) | 0.33% | 0.61% | 30.55% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.31% | 0% | 6.44% | 4/8/2025 |
 SolarEdge (SEDG) | 0.31% | 0% | 20.56% | 12/9/2024 |
 Etsy (ETSY) | 0.3% | 0% | 20.4% | 3/4/2024 |
 Lululemon (LULU) | 0.29% | 0.56% | 29.23% | - |
 Snowflake (SNOW) | 0.28% | 0% | 23.29% | 12/10/2024 |
 Lockheed Martin (LMT) | 0.27% | 0.89% | 25.76% | - |
 MongoDB (MDB) | 0.26% | 0% | 21.8% | 6/5/2025 |
 Enphase (ENPH) | 0.24% | 0% | 17.84% | 3/4/2024 |
 XRP (XRP) | 0.22% | 0% | 17.26% | 2/14/2024 |
 Tencent (0700.HK) | 0.15% | 0% | 4.54% | 2/15/2024 |
 KraneShares CSI China Internet (KWEB) | 0.14% | 0% | 9.5% | 4/16/2024 |
 SPDR Gold (GLD) | 0.12% | 0% | 9.08% | 11/12/2024 |
 Salesforce (CRM) | 0.12% | 0.68% | 13.63% | - |
 Shopify (SHOP) | 0.1% | 0% | 7.27% | 8/7/2024 |
 SPDR S&P Bank ETF (KBE) | 0.09% | 0% | 3.22% | 8/6/2024 |
 Palantir (PLTR) | 0.09% | 0% | 11.64% | 5/25/2023 |
 Alibaba (BABA) | 0.09% | 0% | 4.05% | 1/22/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.08% | 0% | 6.61% | 5/30/2025 |
 Boeing (BA) | 0.05% | 0% | 3.96% | 1/2/2025 |
 ASML (ASML) | 0.05% | 0% | 3.96% | 12/4/2024 |
 JD.com (JD.US) | 0.04% | 0% | 2.73% | 1/22/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.04% | 0% | 1.49% | 10/14/2024 |
 Crowdstrike (CRWD) | 0.03% | 0% | 2.56% | 8/30/2024 |
 Dropbox (DBX) | 0.03% | 0% | 2.23% | 3/22/2024 |
 Robinhood Markets Inc. (HOOD) | 0.03% | 0% | 1.65% | 5/31/2024 |
 Coca-Cola (KO) | 0.02% | 0% | 1.65% | 12/24/2024 |
 McDonald's (MCD) | 0.02% | 0% | 0.83% | 6/9/2023 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 0.58% | 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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