Portfolio Diversification
Range
Most Diversified
38 instruments
April 23, 2025
Least Diversified
25 instruments
December 29, 2023
Average
30 instruments
Most Consistent Holdings
Top 5
GOOG100%
META100%
AXP100%
ADBE100%
BABA100%
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 |
|---|---|---|---|---|
| Meta (META) | 18.53% | 16.78% | 100% | - |
| Alibaba (BABA) | 10.03% | 14.72% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 9.77% | 8.81% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 6.65% | 5.25% | 100% | - |
| Alphabet (GOOG) | 6.18% | 5.12% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 4.99% | 0% | 84.74% | 3/4/2025 |
 T. Rowe Price (TROW) | 3.9% | 3.55% | 97.62% | - |
 HP (HPQ) | 3.65% | 0% | 97.51% | 6/30/2025 |
 Rio Tinto (RIO) | 3.36% | 0% | 97.51% | 6/30/2025 |
 PayPal (PYPL) | 2.92% | 3.89% | 76.73% | - |
 Steel Dynamics (STLD) | 2.38% | 2.12% | 100% | - |
 MercadoLibre (MELI) | 2.37% | 2.14% | 100% | - |
 ARK Innovation ETF (ARKK) | 2.36% | 0% | 75.22% | 12/6/2024 |
 Vanguard Growth ETF (VUG) | 2.32% | 1.93% | 100% | - |
 Intel (INTC) | 1.8% | 0% | 96.86% | 6/24/2025 |
| American Express (AXP) | 1.74% | 1.81% | 100% | - |
 Petrobras (PBR) | 1.4% | 0% | 98.38% | 7/8/2025 |
 3M (MMM) | 1.23% | 0% | 80.95% | 1/28/2025 |
 iShares Select Dividend ETF (DVY) | 1.13% | 0% | 84.96% | 3/6/2025 |
 Nike (NKE) | 1.11% | 4.58% | 41.77% | - |
| Adobe (ADBE) | 0.88% | 0.41% | 100% | - |
 Bitcoin (BTC) | 0.76% | 0.17% | 54% | - |
 Ulta (ULTA) | 0.68% | 2.29% | 46% | - |
 Apple (AAPL) | 0.61% | 0% | 94.16% | 5/30/2025 |
 Coca-Cola (KO) | 0.47% | 0% | 94.16% | 5/30/2025 |
 Starbucks (SBUX) | 0.45% | 0% | 58.66% | 7/8/2025 |
 JD.com (JD.US) | 0.42% | 1.76% | 53.79% | - |
 Globant (GLOB) | 0.41% | 3.7% | 15.04% | - |
 Costco (COST) | 0.37% | 0.3% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 0.37% | 0% | 94.16% | 5/30/2025 |
 Tesla (TSLA) | 0.35% | 0% | 24.13% | 8/15/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.32% | 2.29% | 14.5% | - |
 Ethereum (ETH) | 0.32% | 0% | 38.31% | 12/28/2023 |
 Vanguard Value ETF (VTV) | 0.27% | 0% | 94.16% | 5/30/2025 |
 Amazon (AMZN) | 0.22% | 0% | 14.61% | 5/19/2023 |
 Accenture (ACN) | 0.2% | 0% | 17.53% | 6/15/2023 |
 Dollar General (DG.US) | 0.2% | 1.17% | 18.29% | - |
 Crocs (CROX) | 0.2% | 1.33% | 15.04% | - |
 Uber (UBER) | 0.19% | 1.03% | 18.72% | - |
 UnitedHealth (UNH) | 0.18% | 2% | 9.96% | - |
 Nu (NU) | 0.13% | 0.79% | 15.26% | - |
 Target (TGT) | 0.1% | 0.92% | 12.23% | - |
 Solventum (SOLV) | 0.07% | 0% | 45.56% | 5/30/2025 |
 Southwest (LUV) | 0.07% | 0.66% | 10.82% | - |
 Lululemon (LULU) | 0.06% | 1.46% | 5.09% | - |
 Crowdstrike (CRWD) | 0.06% | 0% | 21.75% | 7/24/2023 |
 NVIDIA (NVDA) | 0.05% | 0% | 9.42% | 3/31/2023 |
 Unity (U) | 0.04% | 0% | 13.85% | 5/12/2023 |
 Match Group (MTCH) | 0.04% | 0% | 13.42% | 5/8/2023 |
 Invesco QQQ (QQQ) | 0.03% | 0.51% | 10.71% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.03% | 0.47% | 10.82% | - |
 Centene (CNC) | 0.03% | 2.21% | 2.16% | - |
 Disney (DIS) | 0.02% | 0% | 2.6% | 1/25/2023 |
 United Therapeutics (UTHR) | 0.02% | 0.49% | 4.65% | - |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 12.99% | 5/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 8.52% | 20.96% |
| Alibaba (BABA) | 16.07% | 12.81% |
| Vanguard S&P 500 ETF (VOO) | 10.45% | 9.6% |
| Alphabet (GOOG) | 4.75% | 6.29% |
| Vanguard Total Stock Market ETF (VTI) | 6.81% | 6.08% |
| PayPal (PYPL) | 5.36% | 5.41% |
| SPDR S&P 500 ETF (SPY) | 5.36% | 4.98% |
| T. Rowe Price (TROW) | 5.35% | 3.98% |
| HP (HPQ) | 4.82% | 3.45% |
| Rio Tinto (RIO) | 3.64% | 2.39% |
| Steel Dynamics (STLD) | 2.77% | 2.27% |
| Vanguard Growth ETF (VUG) | 2.02% | 2.2% |
| American Express (AXP) | 1.62% | 2.19% |
| Nike (NKE) | 2.68% | 1.9% |
| MercadoLibre (MELI) | 1.45% | 1.89% |
| Intel (INTC) | 3.01% | 1.48% |
| Ulta (ULTA) | 1.76% | 1.46% |
| 3M (MMM) | 2.01% | 1.22% |
| iShares Select Dividend ETF (DVY) | 1.37% | 0.99% |
| Petrobras (PBR) | 1.09% | 0.97% |
| Starbucks (SBUX) | 1.07% | 0.94% |
| Apple (AAPL) | 0.54% | 0.61% |
| Adobe (ADBE) | 0.69% | 0.6% |
| JD.com (JD.US) | 0.54% | 0.51% |
| Costco (COST) | 0.27% | 0.36% |
| Coca-Cola (KO) | 0.45% | 0.35% |
| Vanguard Real Estate ETF (VNQ) | 0.48% | 0.34% |
| Vanguard Value ETF (VTV) | 0.27% | 0.22% |
| Solventum (SOLV) | 0% | 0.16% |