Portfolio Diversification
Range
Most Diversified
38 instruments
April 23, 2025
Least Diversified
25 instruments
December 29, 2023
Average
30.1 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) | 17.99% | 11.22% | 100% | - |
| Alibaba (BABA) | 10.57% | 15.81% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 9.7% | 8.98% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 6.52% | 5.1% | 100% | - |
| Alphabet (GOOG) | 6.14% | 6.24% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 4.55% | 0% | 77.22% | 3/4/2025 |
 T. Rowe Price (TROW) | 3.86% | 3.17% | 97.83% | - |
 HP (HPQ) | 3.33% | 0% | 88.86% | 6/30/2025 |
 Rio Tinto (RIO) | 3.06% | 0% | 88.86% | 6/30/2025 |
 PayPal (PYPL) | 2.97% | 3.21% | 78.8% | - |
 Steel Dynamics (STLD) | 2.35% | 2.14% | 100% | - |
 MercadoLibre (MELI) | 2.34% | 1.72% | 100% | - |
 Vanguard Growth ETF (VUG) | 2.29% | 1.9% | 100% | - |
 ARK Innovation ETF (ARKK) | 2.15% | 0% | 68.54% | 12/6/2024 |
| American Express (AXP) | 1.75% | 1.89% | 100% | - |
 Intel (INTC) | 1.64% | 0% | 88.26% | 6/24/2025 |
 Nike (NKE) | 1.4% | 3.74% | 46.94% | - |
 Petrobras (PBR) | 1.28% | 0% | 89.64% | 7/8/2025 |
 3M (MMM) | 1.12% | 0% | 73.77% | 1/28/2025 |
 iShares Select Dividend ETF (DVY) | 1.03% | 0% | 77.42% | 3/6/2025 |
| Adobe (ADBE) | 0.85% | 1.16% | 100% | - |
 Ulta (ULTA) | 0.82% | 2.17% | 50.79% | - |
 Bitcoin (BTC) | 0.71% | 0.15% | 58.09% | - |
 Globant (GLOB) | 0.68% | 3.07% | 22.58% | - |
 Novo Nordisk (NOVO-B.CO) | 0.6% | 3.51% | 22.09% | - |
 Apple (AAPL) | 0.56% | 0% | 85.8% | 5/30/2025 |
 JD.com (JD.US) | 0.53% | 1.6% | 57.89% | - |
 UnitedHealth (UNH) | 0.45% | 3.75% | 17.95% | - |
 Coca-Cola (KO) | 0.43% | 0% | 85.8% | 5/30/2025 |
 Starbucks (SBUX) | 0.41% | 0% | 53.45% | 7/8/2025 |
 Costco (COST) | 0.37% | 0.27% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 0.33% | 0% | 85.8% | 5/30/2025 |
 Crocs (CROX) | 0.32% | 2.1% | 22.58% | - |
 Tesla (TSLA) | 0.31% | 0% | 21.99% | 8/15/2023 |
 Ethereum (ETH) | 0.29% | 0% | 34.91% | 12/28/2023 |
 Dollar General (DG.US) | 0.28% | 1.03% | 25.54% | - |
 Uber (UBER) | 0.26% | 0.96% | 25.94% | - |
 Lululemon (LULU) | 0.25% | 2.64% | 13.51% | - |
 Vanguard Value ETF (VTV) | 0.24% | 0% | 85.8% | 5/30/2025 |
 Centene (CNC) | 0.23% | 2.57% | 10.85% | - |
 Amazon (AMZN) | 0.2% | 0% | 13.31% | 5/19/2023 |
 Nu (NU) | 0.19% | 0.86% | 22.78% | - |
 Accenture (ACN) | 0.19% | 0% | 15.98% | 6/15/2023 |
 Target (TGT) | 0.17% | 1.14% | 20.02% | - |
 Southwest (LUV) | 0.11% | 0.56% | 18.74% | - |
 Invesco QQQ (QQQ) | 0.09% | 0.94% | 18.64% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.09% | 0.84% | 18.74% | - |
 United Therapeutics (UTHR) | 0.07% | 0.65% | 13.12% | - |
 Solventum (SOLV) | 0.07% | 0% | 41.52% | 5/30/2025 |
 Crowdstrike (CRWD) | 0.05% | 0% | 19.82% | 7/24/2023 |
 NVIDIA (NVDA) | 0.04% | 0% | 8.58% | 3/31/2023 |
 Unity (U) | 0.04% | 0% | 12.62% | 5/12/2023 |
 Match Group (MTCH) | 0.03% | 0% | 12.23% | 5/8/2023 |
 Disney (DIS) | 0.02% | 0% | 2.37% | 1/25/2023 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 11.83% | 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% |