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Portfolio Diversification
Range
Most Diversified
38 instruments
April 23, 2025
Least Diversified
0 instruments
April 4, 2026
Average
29.4 instruments
Most Consistent Holdings
Top 5
GOOG99.42%
META99.42%
ADBE99.42%
BABA99.42%
VOO99.42%
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) | 15.79% | 9.82% | 99.42% | - |
| Alibaba (BABA) | 11.01% | 9.02% | 99.42% | - |
| Vanguard S&P 500 ETF (VOO) | 9.81% | 10.91% | 99.42% | - |
| Alphabet (GOOG) | 6.63% | 7.68% | 99.42% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 4.98% | 0% | 77.06% | 12/11/2025 |
 T. Rowe Price (TROW) | 3.66% | 3.16% | 97.83% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.34% | 0% | 56.66% | 3/4/2025 |
 PayPal (PYPL) | 3.22% | 5.14% | 83.86% | - |
 HP (HPQ) | 2.44% | 0% | 65.2% | 6/30/2025 |
 Rio Tinto (RIO) | 2.24% | 0% | 65.2% | 6/30/2025 |
 Nike (NKE) | 2.07% | 3.67% | 60.49% | - |
 Steel Dynamics (STLD) | 2.05% | 0% | 85.89% | 4/13/2026 |
 MercadoLibre (MELI) | 2.03% | 0% | 93.2% | 7/28/2026 |
 Vanguard Morningstar Growth ETF (VUG) | 2.02% | 0% | 90.74% | 6/21/2026 |
| Adobe (ADBE) | 1.67% | 7.31% | 99.42% | - |
 ARK Innovation ETF (ARKK) | 1.58% | 0% | 50.29% | 12/6/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.52% | 4.48% | 42.26% | - |
 American Express (AXP) | 1.36% | 0% | 76.99% | 12/10/2025 |
 UnitedHealth (UNH) | 1.3% | 4.3% | 39.22% | - |
 Globant (GLOB) | 1.24% | 2.76% | 42.62% | - |
 Ulta (ULTA) | 1.21% | 2.58% | 63.31% | - |
 Intel (INTC) | 1.21% | 0% | 64.76% | 6/24/2025 |
 Lululemon (LULU) | 1.13% | 3.1% | 35.96% | - |
 Crocs (CROX) | 1.08% | 3.77% | 42.62% | - |
 Petrobras (PBR) | 0.94% | 0% | 65.77% | 7/8/2025 |
 3M (MMM) | 0.82% | 0% | 54.12% | 1/28/2025 |
 iShares Select Dividend ETF (DVY) | 0.75% | 0% | 56.8% | 3/6/2025 |
 JD.com (JD.US) | 0.75% | 1.2% | 68.52% | - |
 Centene (CNC) | 0.72% | 0% | 25.11% | 6/18/2026 |
 Duolingo (DUOL) | 0.66% | 3.97% | 21.78% | - |
 Target (TGT) | 0.54% | 1.9% | 40.74% | - |
 Invesco QQQ (QQQ) | 0.53% | 2.03% | 39.73% | - |
 Bitcoin (BTC) | 0.53% | 0% | 48.99% | 1/17/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.52% | 2.12% | 39.8% | - |
 Uber (UBER) | 0.43% | 1.09% | 44.93% | - |
 Apple (AAPL) | 0.41% | 0% | 62.95% | 5/30/2025 |
 Nu (NU) | 0.36% | 0.85% | 42.76% | - |
 Dollar General (DG.US) | 0.32% | 0% | 27.86% | 2/24/2026 |
 Coca-Cola (KO) | 0.31% | 0% | 62.95% | 5/30/2025 |
 Starbucks (SBUX) | 0.3% | 0% | 39.22% | 7/8/2025 |
 Costco (COST) | 0.29% | 0% | 82.49% | 2/24/2026 |
 Vanguard Real Estate ETF (VNQ) | 0.25% | 0% | 62.95% | 5/30/2025 |
 Tesla (TSLA) | 0.23% | 0% | 16.14% | 8/15/2023 |
 Accenture (ACN) | 0.22% | 1.38% | 20.33% | - |
 Ethereum (ETH) | 0.21% | 0% | 25.62% | 12/28/2023 |
 Southwest (LUV) | 0.19% | 0% | 30.54% | 6/12/2026 |
 Vanguard Morningstar Value ETF (VTV) | 0.18% | 0% | 62.95% | 5/30/2025 |
 Booking (BKNG) | 0.17% | 0.95% | 18.31% | - |
 Amazon (AMZN) | 0.14% | 0% | 9.77% | 5/19/2023 |
 United Therapeutics (UTHR) | 0.14% | 0% | 20.91% | 3/26/2026 |
 ServiceNow (NOW) | 0.12% | 2.29% | 6.66% | - |
 Salesforce (CRM) | 0.08% | 1.13% | 8.9% | - |
 Intuit (INTU) | 0.07% | 0.9% | 8.68% | - |
 PDD Holdings (PDD) | 0.06% | 1.49% | 4.27% | - |
 Solventum (SOLV) | 0.05% | 0% | 30.46% | 5/30/2025 |
 Deckers (DECK) | 0.04% | 0.92% | 4.2% | - |
 Crowdstrike (CRWD) | 0.04% | 0% | 14.54% | 7/24/2023 |
 Qualys (QLYS) | 0.04% | 0% | 6.22% | 8/11/2026 |
 NVIDIA (NVDA) | 0.03% | 0% | 6.3% | 3/31/2023 |
 Unity (U) | 0.03% | 0% | 9.26% | 5/12/2023 |
 Match Group (MTCH) | 0.03% | 0% | 8.97% | 5/8/2023 |
 Disney (DIS) | 0.02% | 0% | 1.74% | 1/25/2023 |
 Shiba (in millions) (SHIBxM) | 0% | 0% | 8.68% | 5/4/2023 |
 FICO (FICO) | 0% | 0.19% | 1.81% | - |
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 Morningstar 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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