Portfolio Diversification
Range
Most Diversified
30 instruments
May 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.8 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
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 9.43% | 0% | 99.91% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 9.13% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 7.55% | 0% | 99.91% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 7.48% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 5.57% | 0% | 99.91% | 2/1/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 5.17% | 0% | 99.91% | 2/1/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 4.32% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 4.19% | 0% | 99.91% | 2/1/2025 |
 Welltower (WELL) | 3.24% | 0% | 99.91% | 2/1/2025 |
 Netflix (NFLX) | 3.21% | 0% | 88.69% | 2/1/2025 |
 AvalonBay (AVB) | 3.2% | 0% | 99.91% | 2/1/2025 |
 Realty Income (O) | 3.02% | 0% | 99.91% | 2/1/2025 |
 Simon (SPG) | 3% | 0% | 99.91% | 2/1/2025 |
 Digital Realty (DLR) | 2.85% | 0% | 99.91% | 2/1/2025 |
 ArcelorMittal (MTS.MC) | 2.84% | 0% | 99.91% | 2/1/2025 |
 Costco (COST) | 2.44% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 2.38% | 0% | 99.91% | 2/1/2025 |
 SAP (SAP.DE) | 2.36% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 2.34% | 0% | 99.91% | 2/1/2025 |
 Nu (NU) | 2.13% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 1.86% | 0% | 99.91% | 2/1/2025 |
 AT&T (T) | 1.82% | 0% | 99.91% | 2/1/2025 |
 Kinross Gold (KGC) | 1.82% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 1.63% | 0% | 99.91% | 2/1/2025 |
| Disney (DIS) | 1.52% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 1.47% | 0% | 99.91% | 2/1/2025 |
 Alibaba (BABA) | 0.65% | 0% | 63.05% | 12/22/2023 |
 Mercedes-Benz (MBG.DE) | 0.44% | 0% | 24.91% | 2/1/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.36% | 0% | 17.88% | 2/1/2025 |
 Cardano (ADA) | 0.32% | 0% | 69.16% | 2/27/2024 |
 Nio (NIO) | 0.13% | 0% | 63.05% | 12/22/2023 |
 Warner Bros Discovery (WBD) | 0.1% | 0% | 59.31% | 2/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Real Estate ETF (VNQ) | 12.12% | 9.8% |
| Invesco QQQ (QQQ) | 5.8% | 6.88% |
| Vanguard S&P 500 ETF (VOO) | 6.35% | 6.59% |
| NVIDIA (NVDA) | 3.61% | 6.09% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 6.92% | 5.76% |
| Tesla (TSLA) | 3% | 4.95% |
| Apple (AAPL) | 2.6% | 3.98% |
| Netflix (NFLX) | 2.05% | 3.28% |
| Microsoft (MSFT) | 2.89% | 3.2% |
| Simon (SPG) | 3.44% | 3.16% |
| Bitcoin (BTC) | 2.47% | 3.15% |
| Welltower (WELL) | 2.62% | 3.1% |
| Digital Realty (DLR) | 3.13% | 3.04% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 3.6% | 2.92% |
| Realty Income (O) | 3.95% | 2.88% |
| Alphabet (GOOG) | 2.86% | 2.8% |
| AvalonBay (AVB) | 2.93% | 2.69% |
| Amazon (AMZN) | 2.51% | 2.42% |
| Kinross Gold (KGC) | 2.37% | 2.39% |
| Ethereum (ETH) | 2.7% | 2.33% |
| Costco (COST) | 2.15% | 2.25% |
| SAP (SAP.DE) | 1.63% | 2.19% |
| Intesa Sanpaolo (ISP.MI) | 2.4% | 2.05% |
| ArcelorMittal (MTS.MC) | 2.37% | 1.89% |
| Disney (DIS) | 2.31% | 1.77% |
| Mercedes-Benz (MBG.DE) | 2.64% | 1.72% |
| AT&T (T) | 1.84% | 1.7% |
| Nu (NU) | 1.72% | 1.38% |