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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%
ADBE100%
BABA100%
STLD100%
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) | 17.06% | 10.53% | 100% | - |
| Alibaba (BABA) | 11.05% | 12.68% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 9.69% | 10.33% | 100% | - |
| Alphabet (GOOG) | 6.32% | 7.71% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.98% | 0% | 92.53% | 12/11/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 4.01% | 0% | 68.03% | 3/4/2025 |
 T. Rowe Price (TROW) | 3.77% | 2.93% | 98.09% | - |
 PayPal (PYPL) | 2.99% | 4.08% | 81.32% | - |
 HP (HPQ) | 2.93% | 0% | 78.28% | 6/30/2025 |
 Rio Tinto (RIO) | 2.69% | 0% | 78.28% | 6/30/2025 |
| Steel Dynamics (STLD) | 2.38% | 2.83% | 100% | - |
 MercadoLibre (MELI) | 2.26% | 1.56% | 100% | - |
 Vanguard Growth ETF (VUG) | 2.24% | 1.92% | 100% | - |
 ARK Innovation ETF (ARKK) | 1.89% | 0% | 60.38% | 12/6/2024 |
 Nike (NKE) | 1.69% | 3.95% | 53.26% | - |
 American Express (AXP) | 1.63% | 0% | 92.44% | 12/10/2025 |
 Intel (INTC) | 1.45% | 0% | 77.76% | 6/24/2025 |
 Petrobras (PBR) | 1.13% | 0% | 78.97% | 7/8/2025 |
 Ulta (ULTA) | 1.03% | 2.86% | 56.65% | - |
 Globant (GLOB) | 1.01% | 3.39% | 31.8% | - |
 3M (MMM) | 0.99% | 0% | 64.99% | 1/28/2025 |
| Adobe (ADBE) | 0.96% | 2.9% | 100% | - |
 Novo Nordisk (NOVO-B.CO) | 0.93% | 4.11% | 31.36% | - |
 iShares Select Dividend ETF (DVY) | 0.9% | 0% | 68.2% | 3/6/2025 |
 UnitedHealth (UNH) | 0.8% | 3.15% | 27.72% | - |
 Lululemon (LULU) | 0.69% | 3.91% | 23.81% | - |
 JD.com (JD.US) | 0.63% | 1.36% | 62.9% | - |
 Bitcoin (BTC) | 0.63% | 0% | 58.82% | 1/17/2026 |
 Crocs (CROX) | 0.59% | 2.91% | 31.8% | - |
 Centene (CNC) | 0.56% | 3.36% | 21.46% | - |
 Apple (AAPL) | 0.49% | 0% | 75.59% | 5/30/2025 |
 Dollar General (DG.US) | 0.39% | 0% | 33.45% | 2/24/2026 |
 Coca-Cola (KO) | 0.38% | 0% | 75.59% | 5/30/2025 |
 Starbucks (SBUX) | 0.36% | 0% | 47.09% | 7/8/2025 |
 Costco (COST) | 0.35% | 0% | 99.04% | 2/24/2026 |
 Uber (UBER) | 0.33% | 0.82% | 34.75% | - |
 Target (TGT) | 0.3% | 1.61% | 29.54% | - |
 Vanguard Real Estate ETF (VNQ) | 0.29% | 0% | 75.59% | 5/30/2025 |
 Nu (NU) | 0.28% | 0.87% | 31.97% | - |
 Tesla (TSLA) | 0.28% | 0% | 19.37% | 8/15/2023 |
 Ethereum (ETH) | 0.26% | 0% | 30.76% | 12/28/2023 |
 Invesco QQQ (QQQ) | 0.24% | 1.85% | 28.32% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.23% | 1.99% | 28.41% | - |
 Vanguard Value ETF (VTV) | 0.21% | 0% | 75.59% | 5/30/2025 |
 Southwest (LUV) | 0.18% | 0.72% | 28.41% | - |
 Amazon (AMZN) | 0.17% | 0% | 11.73% | 5/19/2023 |
 Accenture (ACN) | 0.16% | 0% | 14.07% | 6/15/2023 |
 United Therapeutics (UTHR) | 0.15% | 0.76% | 23.46% | - |
 Duolingo (DUOL) | 0.13% | 3.02% | 6.78% | - |
 Solventum (SOLV) | 0.06% | 0% | 36.58% | 5/30/2025 |
 Crowdstrike (CRWD) | 0.05% | 0% | 17.46% | 7/24/2023 |
 NVIDIA (NVDA) | 0.04% | 0% | 7.56% | 3/31/2023 |
 Unity (U) | 0.03% | 0% | 11.12% | 5/12/2023 |
 Match Group (MTCH) | 0.03% | 0% | 10.77% | 5/8/2023 |
 Disney (DIS) | 0.02% | 0% | 2.09% | 1/25/2023 |
 Booking (BKNG) | 0.01% | 0.77% | 2.69% | - |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 10.43% | 5/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alibaba (BABA) | 9.66% | 13.49% |
| Meta (META) | 2.9% | 10.25% |
| Vanguard S&P 500 ETF (VOO) | 9.08% | 9.53% |
| Alphabet (GOOG) | 3.42% | 7.72% |
| Lululemon (LULU) | 5.91% | 4.54% |
| Nike (NKE) | 5.99% | 4.2% |
| Globant (GLOB) | 7.16% | 3.51% |
| UnitedHealth (UNH) | 4.25% | 3.45% |
| PayPal (PYPL) | 4.64% | 3.3% |
| Novo Nordisk (NOVO-B.CO) | 5.38% | 3.21% |
| T. Rowe Price (TROW) | 4.44% | 3.16% |
| Centene (CNC) | 3.09% | 3.01% |
| Crocs (CROX) | 3.86% | 2.75% |
| Ulta (ULTA) | 2.04% | 2.54% |
| Steel Dynamics (STLD) | 2% | 2.51% |
| Vanguard Growth ETF (VUG) | 1.45% | 1.94% |
| MercadoLibre (MELI) | 1.04% | 1.67% |
| Adobe (ADBE) | 2.24% | 1.67% |
| JD.com (JD.US) | 2.14% | 1.38% |
| Invesco QQQ (QQQ) | 1.74% | 1.37% |
| Dollar General (DG.US) | 0.97% | 1.31% |
| Schwab US Dividend Equity ETF (SCHD) | 1.74% | 1.29% |
| Target (TGT) | 1.64% | 1.24% |
| Nu (NU) | 0.77% | 0.95% |
| Uber (UBER) | 0.97% | 0.85% |
| Duolingo (DUOL) | 1.16% | 0.81% |
| United Therapeutics (UTHR) | 0.58% | 0.74% |
| Southwest (LUV) | 0.58% | 0.68% |
| Costco (COST) | 0.19% | 0.25% |
| Bitcoin (BTC) | 0.18% | 0.12% |
Cash & Instruments Over Time
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