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%
COST100%
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) | 17.6% | 10.09% | 100% | - |
| Alibaba (BABA) | 10.8% | 14.45% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 9.68% | 9.61% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 6.45% | 0% | 99.81% | 12/11/2025 |
| Alphabet (GOOG) | 6.2% | 7.7% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 4.32% | 0% | 73.38% | 3/4/2025 |
 T. Rowe Price (TROW) | 3.82% | 3.26% | 97.94% | - |
 HP (HPQ) | 3.16% | 0% | 84.44% | 6/30/2025 |
 PayPal (PYPL) | 2.97% | 2.94% | 79.85% | - |
 Rio Tinto (RIO) | 2.91% | 0% | 84.44% | 6/30/2025 |
 Steel Dynamics (STLD) | 2.35% | 2.57% | 100% | - |
 MercadoLibre (MELI) | 2.31% | 1.69% | 100% | - |
 Vanguard Growth ETF (VUG) | 2.27% | 1.95% | 100% | - |
 ARK Innovation ETF (ARKK) | 2.04% | 0% | 65.14% | 12/6/2024 |
 American Express (AXP) | 1.76% | 0% | 99.72% | 12/10/2025 |
 Intel (INTC) | 1.56% | 0% | 83.88% | 6/24/2025 |
 Nike (NKE) | 1.51% | 3.82% | 49.58% | - |
 Petrobras (PBR) | 1.22% | 0% | 85.19% | 7/8/2025 |
 3M (MMM) | 1.07% | 0% | 70.1% | 1/28/2025 |
 iShares Select Dividend ETF (DVY) | 0.98% | 0% | 73.57% | 3/6/2025 |
 Ulta (ULTA) | 0.89% | 2.55% | 53.23% | - |
| Adobe (ADBE) | 0.88% | 1.72% | 100% | - |
 Globant (GLOB) | 0.81% | 3.66% | 26.43% | - |
 Novo Nordisk (NOVO-B.CO) | 0.73% | 3.2% | 25.96% | - |
 Bitcoin (BTC) | 0.68% | 0.12% | 60.17% | - |
 UnitedHealth (UNH) | 0.61% | 3.6% | 22.02% | - |
 JD.com (JD.US) | 0.57% | 1.43% | 59.98% | - |
 Apple (AAPL) | 0.53% | 0% | 81.54% | 5/30/2025 |
 Lululemon (LULU) | 0.42% | 4.52% | 17.81% | - |
 Crocs (CROX) | 0.41% | 2.34% | 26.43% | - |
 Coca-Cola (KO) | 0.41% | 0% | 81.54% | 5/30/2025 |
 Starbucks (SBUX) | 0.39% | 0% | 50.8% | 7/8/2025 |
| Costco (COST) | 0.36% | 0.26% | 100% | - |
 Centene (CNC) | 0.36% | 3.02% | 15.28% | - |
 Dollar General (DG.US) | 0.32% | 1.32% | 29.24% | - |
 Vanguard Real Estate ETF (VNQ) | 0.32% | 0% | 81.54% | 5/30/2025 |
 Tesla (TSLA) | 0.3% | 0% | 20.9% | 8/15/2023 |
 Uber (UBER) | 0.3% | 0.89% | 29.62% | - |
 Ethereum (ETH) | 0.28% | 0% | 33.18% | 12/28/2023 |
 Vanguard Value ETF (VTV) | 0.23% | 0% | 81.54% | 5/30/2025 |
 Nu (NU) | 0.23% | 0.97% | 26.62% | - |
 Target (TGT) | 0.22% | 1.24% | 23.99% | - |
 Amazon (AMZN) | 0.19% | 0% | 12.65% | 5/19/2023 |
 Accenture (ACN) | 0.18% | 0% | 15.18% | 6/15/2023 |
 Invesco QQQ (QQQ) | 0.14% | 1.24% | 22.68% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.13% | 1.17% | 22.77% | - |
 Southwest (LUV) | 0.13% | 0.68% | 22.77% | - |
 United Therapeutics (UTHR) | 0.1% | 0.75% | 17.43% | - |
 Solventum (SOLV) | 0.06% | 0% | 39.46% | 5/30/2025 |
 Crowdstrike (CRWD) | 0.05% | 0% | 18.84% | 7/24/2023 |
 NVIDIA (NVDA) | 0.04% | 0% | 8.15% | 3/31/2023 |
 Unity (U) | 0.04% | 0% | 12% | 5/12/2023 |
 Match Group (MTCH) | 0.03% | 0% | 11.62% | 5/8/2023 |
 Disney (DIS) | 0.02% | 0% | 2.25% | 1/25/2023 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 11.25% | 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% |