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Portfolio Diversification
Range
Most Diversified
27 instruments
October 24, 2025
Least Diversified
0 instruments
April 4, 2026
Average
11.1 instruments
Most Consistent Holdings
Top 5
ITUB96.32%
SPHD83.95%
VUG78.51%
JNJ55.1%
XOM54.18%
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 |
|---|---|---|---|---|
| Vanguard Growth ETF (VUG) | 39.81% | 0% | 78.51% | 2/17/2026 |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 19% | 0% | 83.95% | 4/2/2026 |
 AXA (CS.PA) | 4.26% | 0% | 13.38% | 6/13/2023 |
 Microsoft (MSFT) | 3.86% | 33.4% | 18.31% | - |
| Itau Unibanco (ITUB) | 3.47% | 4.23% | 96.32% | - |
| ExxonMobil (XOM) | 3.39% | 9.15% | 54.18% | - |
 Mercedes-Benz (MBG.DE) | 2.81% | 0% | 16.56% | 10/31/2025 |
| Johnson & Johnson (JNJ) | 2.7% | 12.57% | 55.1% | - |
 GM (GM) | 1.68% | 0% | 25.59% | 11/10/2023 |
 thomaspj | 1.57% | 0% | 27.84% | 9/23/2025 |
 Tesla (TSLA) | 1.32% | 0% | 25.33% | 5/6/2024 |
 AT&T (T) | 1.04% | 14.56% | 9.78% | - |
 Bitcoin (BTC) | 0.97% | 4.61% | 50.67% | - |
 Meta (META) | 0.81% | 1.56% | 30.52% | - |
 Bayer (BAYN.DE) | 0.76% | 0% | 29.35% | 4/22/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.76% | 0% | 32.27% | 5/6/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.72% | 0% | 15.05% | 12/1/2025 |
 Disney (DIS) | 0.69% | 0% | 20.15% | 2/12/2024 |
 Comcast (CMCSA) | 0.56% | 3.53% | 29.93% | - |
 NVIDIA (NVDA) | 0.52% | 0% | 18.73% | 1/20/2026 |
 iShares Core High Dividend ETF (HDV) | 0.51% | 0% | 25.08% | 9/29/2025 |
 PepsiCo (PEP) | 0.49% | 2.79% | 27.76% | - |
 Realty Income (O) | 0.49% | 0% | 9.78% | 9/29/2025 |
| 0.41% | 0% | 7.27% | 1/26/2024 | |
 Coca-Cola (KO) | 0.37% | 0% | 15.72% | 2/2/2024 |
 American Airlines (AAL) | 0.33% | 0% | 10.54% | 10/7/2024 |
 Netflix (NFLX) | 0.31% | 0% | 6.77% | 12/23/2025 |
 Kraft Heinz (KHC) | 0.3% | 0% | 33.53% | 6/4/2025 |
 Medtronic (MDT.US) | 0.29% | 0% | 19.23% | 2/25/2025 |
 AbbVie (ABBV) | 0.23% | 3.15% | 9.78% | - |
 ON Semiconductor (ON) | 0.21% | 0% | 12.63% | 6/16/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.18% | 0% | 7.02% | 4/1/2026 |
 Vanguard Real Estate ETF (VNQ) | 0.17% | 0% | 14.88% | 12/1/2025 |
 Logitech (LOGI) | 0.16% | 0% | 2.42% | 7/25/2023 |
 Colgate (CL) | 0.15% | 1.9% | 11.04% | - |
 Amazon (AMZN) | 0.15% | 0% | 7.02% | 12/16/2025 |
 Visa (V) | 0.14% | 0% | 13.38% | 1/8/2025 |
 Nike (NKE) | 0.13% | 3.69% | 8.86% | - |
 TSMC (TSM) | 0.13% | 0% | 8.19% | 5/10/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.12% | 0% | 7.78% | 12/12/2025 |
 Nu (NU) | 0.1% | 0% | 18.56% | 6/4/2025 |
 Lululemon (LULU) | 0.1% | 0% | 3.43% | 12/1/2025 |
 iShares MSCI South Korea ETF (EWY) | 0.1% | 1.77% | 8.7% | - |
 GoDaddy (GDDY) | 0.08% | 0% | 4.18% | 11/3/2023 |
 Pinterest (PINS) | 0.08% | 0% | 5.1% | 12/23/2025 |
 Airbnb (ABNB) | 0.08% | 0% | 3.85% | 6/6/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.07% | 0% | 3.18% | 2/13/2026 |
 SoFi (SOFI) | 0.06% | 0% | 2.59% | 12/22/2025 |
 Venture Global Inc (VG) | 0.06% | 0% | 10.95% | 6/4/2025 |
 EUR/USD (EURUSD) | 0.05% | 0% | 3.34% | 9/3/2025 |
 Cognizant (CTSH) | 0.04% | 0% | 4.6% | 10/27/2025 |
 Adobe (ADBE) | 0.04% | 0% | 2.51% | 9/17/2025 |
 AMD (AMD) | 0.04% | 0% | 2.42% | 12/22/2025 |
 Cerence (CRNC) | 0.04% | 0% | 4.1% | 12/3/2025 |
 Starbucks (SBUX) | 0.03% | 0% | 1.09% | 12/16/2025 |
 Amkor (AMKR) | 0.03% | 0% | 1.59% | 10/27/2025 |
 Celsius (CELH) | 0.03% | 0% | 1.76% | 5/13/2024 |
 Ethereum (ETH) | 0.03% | 0% | 1.84% | 10/14/2025 |
 Palantir (PLTR) | 0.03% | 0% | 2.76% | 12/12/2025 |
 Rocket Lab (RKLB) | 0.02% | 0% | 6.1% | 12/22/2025 |
 Gilead Sciences (GILD) | 0.02% | 0% | 1.59% | 3/12/2024 |
 Clearwater (CWAN) | 0.02% | 0% | 1.17% | 11/12/2025 |
 Apple (AAPL) | 0.02% | 0% | 1.51% | 3/22/2024 |
 GitLab (GTLB) | 0.02% | 0% | 1.59% | 11/18/2025 |
 Qualcomm (QCOM) | 0.02% | 0% | 0.92% | 9/12/2023 |
 Uber (UBER) | 0.02% | 0% | 1.92% | 12/5/2025 |
 RWE (RWE.DE) | 0.02% | 0% | 0.84% | 8/25/2023 |
 CVS Health (CVS) | 0.02% | 0% | 1.34% | 9/11/2025 |
 Upwork (UPWK) | 0.01% | 0% | 1.34% | 11/12/2025 |
 Pfizer (PFE) | 0.01% | 0% | 2.42% | 11/14/2025 |
 Akamai (AKAM) | 0.01% | 0% | 0.42% | 3/4/2024 |
 Magnolia (MGY) | 0.01% | 0% | 1.34% | 9/27/2023 |
 United Airlines (UAL) | 0.01% | 0% | 0.92% | 10/10/2025 |
 Tempus AI Inc (TEM.US) | 0.01% | 0% | 0.92% | 9/22/2025 |
 Applied Materials (AMAT) | 0.01% | 0% | 0.75% | 9/3/2025 |
 Inmode (INMD) | 0.01% | 0% | 0.42% | 8/30/2023 |
 Broadcom (AVGO) | 0.01% | 0% | 1.34% | 2/23/2024 |
 Autodesk (ADSK) | 0.01% | 0% | 0.33% | 7/14/2025 |
 EnerSys (ENS.US) | 0.01% | 0% | 1.25% | 10/30/2025 |
 Match Group (MTCH) | 0% | 0% | 0.33% | 5/14/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.25% | 9/26/2025 |
 Intel (INTC) | 0% | 0% | 0.25% | 2/15/2024 |
 Valero (VLO) | 0% | 0% | 0.25% | 2/5/2024 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.08% | 8/22/2025 |
 Robinhood Markets Inc. (HOOD) | 0% | 0% | 0.08% | 11/4/2025 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.08% | 1/6/2026 |
 Ionq (IONQ) | 0% | 0% | 0.08% | 10/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Growth ETF (VUG) | 23.33% | 26.39% |
| Microsoft (MSFT) | 23.85% | 21.35% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 15.29% | 15.87% |
| AT&T (T) | 7.99% | 7.64% |
| Johnson & Johnson (JNJ) | 5.35% | 6.22% |
| NVIDIA (NVDA) | 5.19% | 4.74% |
| ExxonMobil (XOM) | 4.04% | 4.11% |
| Bitcoin (BTC) | 3.8% | 2.93% |
| Comcast (CMCSA) | 2.23% | 1.96% |
| AbbVie (ABBV) | 2.07% | 1.95% |
| Itau Unibanco (ITUB) | 1.53% | 1.8% |
| PepsiCo (PEP) | 1.34% | 1.41% |
| Colgate (CL) | 1.04% | 0.99% |
| Meta (META) | 1.04% | 0.85% |
Cash & Instruments Over Time
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