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Portfolio Diversification
Range
Most Diversified
32 instruments
May 31, 2025
Least Diversified
0 instruments
February 2, 2025
Average
29.4 instruments
Most Consistent Holdings
Top 5
AAPL99.62%
GOOG99.62%
MSFT99.62%
AMZN99.62%
DIS99.62%
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 |
|---|---|---|---|---|
 Vanguard Real Estate ETF (VNQ) | 8.98% | 8% | 99.62% | - |
 Invesco QQQ (QQQ) | 8.93% | 8.4% | 99.62% | - |
 Vanguard S&P 500 ETF (VOO) | 7.31% | 7.06% | 99.62% | - |
| Apple (AAPL) | 6.08% | 2.98% | 99.62% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 5.49% | 5.92% | 99.62% | - |
 NVIDIA (NVDA) | 4.9% | 7.2% | 99.62% | - |
| Microsoft (MSFT) | 4.8% | 2.58% | 99.62% | - |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 4.05% | 3.17% | 99.62% | - |
 Welltower (WELL.US) | 3.27% | 3.4% | 99.62% | - |
 Netflix (NFLX) | 3.09% | 1.87% | 91.86% | - |
 Digital Realty (DLR) | 2.98% | 3.8% | 99.62% | - |
 Realty Income (O) | 2.89% | 2.71% | 99.62% | - |
 Simon (SPG) | 2.83% | 2.53% | 99.62% | - |
 AvalonBay (AVB) | 2.8% | 1.64% | 99.62% | - |
 Tesla (TSLA) | 2.76% | 3.5% | 99.62% | - |
 ArcelorMittal (MTS.MC) | 2.74% | 3.75% | 99.62% | - |
| Alphabet (GOOG) | 2.56% | 3.82% | 99.62% | - |
 Kinross Gold (KGC) | 2.5% | 4.1% | 99.62% | - |
 Costco (COST) | 2.22% | 1.45% | 99.62% | - |
 SAP (SAP.DE) | 2.16% | 1.07% | 99.62% | - |
 Nu (NU) | 1.96% | 1.22% | 99.62% | - |
| Amazon (AMZN) | 1.9% | 1.93% | 99.62% | - |
 Bitcoin (BTC) | 1.78% | 2.71% | 99.62% | - |
 Ethereum (ETH) | 1.71% | 1.15% | 99.62% | - |
 AT&T (T.US) | 1.71% | 1.04% | 99.62% | - |
| Disney (DIS) | 1.44% | 0.97% | 99.62% | - |
 Intesa Sanpaolo (ISP.MI) | 0.9% | 1.94% | 42.9% | - |
 Mercedes-Benz (MBG.DE) | 0.87% | 1.39% | 47.76% | - |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.8% | 4.35% | 23.6% | - |
 Alibaba (BABA) | 0.45% | 0% | 43.6% | 12/22/2023 |
 Vanguard Total International Stock ETF (VXUS) | 0.43% | 1.86% | 23.15% | - |
 Cardano (ADA) | 0.22% | 0% | 47.82% | 2/27/2024 |
 Rheinmetall (RHM.DE) | 0.19% | 0.85% | 23.6% | - |
 Novo Nordisk (NOVO-B.CO) | 0.18% | 1.3% | 23.6% | - |
 Nio (NIO) | 0.09% | 0% | 43.6% | 12/22/2023 |
 Warner Bros Discovery (WBD) | 0.07% | 0% | 41.01% | 2/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Real Estate ETF (VNQ) | 10.84% | 7.87% |
| Invesco QQQ (QQQ) | 7.06% | 7.87% |
| NVIDIA (NVDA) | 4% | 7.04% |
| Vanguard S&P 500 ETF (VOO) | 6.96% | 7.03% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 7.75% | 5.75% |
| Kinross Gold (KGC) | 1.71% | 4.75% |
| Tesla (TSLA) | 2.78% | 4.34% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 4.84% | 3.53% |
| Alphabet (GOOG) | 2.4% | 3.53% |
| Welltower (WELL.US) | 2.21% | 3.28% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 4.31% | 3.25% |
| Microsoft (MSFT) | 3.17% | 3.22% |
| Digital Realty (DLR) | 4.13% | 3.08% |
| Apple (AAPL) | 1.87% | 2.84% |
| ArcelorMittal (MTS.MC) | 2.09% | 2.65% |
| Simon (SPG) | 2.7% | 2.4% |
| Realty Income (O) | 3.22% | 2.27% |
| Netflix (NFLX) | 1.48% | 2.26% |
| Intesa Sanpaolo (ISP.MI) | 1.77% | 2.19% |
| Bitcoin (BTC) | 2.14% | 2.18% |
| Ethereum (ETH) | 2.62% | 1.96% |
| Amazon (AMZN) | 2.11% | 1.95% |
| Mercedes-Benz (MBG.DE) | 2.75% | 1.92% |
| Nu (NU) | 1.65% | 1.84% |
| Vanguard Total International Stock ETF (VXUS) | 2.25% | 1.81% |
| AvalonBay (AVB) | 2.41% | 1.64% |
| SAP (SAP.DE) | 1.47% | 1.51% |
| Costco (COST) | 1.55% | 1.39% |
| AT&T (T.US) | 1.32% | 1.22% |
| Disney (DIS) | 1.66% | 1.19% |
| Rheinmetall (RHM.DE) | 1.14% | 0.73% |
| Novo Nordisk (NOVO-B.CO) | 1.15% | 0.65% |
Cash & Instruments Over Time
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