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Portfolio Diversification
Range
Most Diversified
27 instruments
October 24, 2025
Least Diversified
4 instruments
January 2, 2023
Average
11 instruments
Most Consistent Holdings
Top 5
ITUB96.34%
SPHD84.94%
VUG81.72%
JNJ53.44%
XOM52.48%
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) | 41.44% | 0% | 81.72% | 2/17/2026 |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 19.2% | 24.34% | 84.94% | - |
 AXA (CS.PA) | 4.43% | 0% | 13.93% | 6/13/2023 |
| Itau Unibanco (ITUB) | 3.48% | 3.06% | 96.34% | - |
| ExxonMobil (XOM) | 3.19% | 7.23% | 52.48% | - |
 Microsoft (MSFT) | 2.94% | 25.37% | 15.14% | - |
 Mercedes-Benz (MBG.DE) | 2.93% | 0% | 17.23% | 10/31/2025 |
| Johnson & Johnson (JNJ) | 2.36% | 10.39% | 53.44% | - |
 GM (GM) | 1.75% | 0% | 26.63% | 11/10/2023 |
 thomaspj | 1.63% | 0% | 28.98% | 9/23/2025 |
 Tesla (TSLA) | 1.37% | 0% | 26.37% | 5/6/2024 |
 Bitcoin (BTC) | 0.86% | 3.45% | 48.83% | - |
 Meta (META) | 0.8% | 1.21% | 27.85% | - |
 Bayer (BAYN.DE) | 0.79% | 0% | 30.55% | 4/22/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.79% | 0% | 33.59% | 5/6/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.75% | 0% | 15.67% | 12/1/2025 |
 Disney (DIS) | 0.72% | 0% | 20.97% | 2/12/2024 |
 AT&T (T) | 0.54% | 12.51% | 6.27% | - |
 NVIDIA (NVDA) | 0.54% | 0% | 19.5% | 1/20/2026 |
 iShares Core High Dividend ETF (HDV) | 0.53% | 0% | 26.11% | 9/29/2025 |
 Realty Income (O) | 0.51% | 0% | 10.18% | 9/29/2025 |
 Comcast (CMCSA) | 0.46% | 2.95% | 27.24% | - |
| 0.42% | 0% | 7.57% | 1/26/2024 | |
 PepsiCo (PEP) | 0.41% | 2.27% | 24.98% | - |
 Coca-Cola (KO) | 0.39% | 0% | 16.36% | 2/2/2024 |
 American Airlines (AAL) | 0.34% | 0% | 10.97% | 10/7/2024 |
 Netflix (NFLX) | 0.33% | 0% | 7.05% | 12/23/2025 |
 Kraft Heinz (KHC) | 0.32% | 0% | 34.9% | 6/4/2025 |
 Medtronic (MDT.US) | 0.3% | 0% | 20.02% | 2/25/2025 |
 ON Semiconductor (ON) | 0.22% | 0% | 13.14% | 6/16/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.18% | 0% | 15.49% | 12/1/2025 |
 Logitech (LOGI) | 0.16% | 0% | 2.52% | 7/25/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.15% | 0% | 5.74% | 12/23/2025 |
 Amazon (AMZN) | 0.15% | 0% | 7.31% | 12/16/2025 |
 Visa (V) | 0.15% | 0% | 13.93% | 1/8/2025 |
 TSMC (TSM) | 0.13% | 0% | 8.53% | 5/10/2024 |
 AbbVie (ABBV) | 0.13% | 2.84% | 6.27% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.13% | 0% | 8.09% | 12/12/2025 |
 Nike (NKE) | 0.12% | 0% | 8.7% | 10/14/2024 |
 Nu (NU) | 0.11% | 0% | 19.32% | 6/4/2025 |
 Lululemon (LULU) | 0.1% | 0% | 3.57% | 12/1/2025 |
 Colgate (CL) | 0.09% | 1.66% | 7.57% | - |
 GoDaddy (GDDY) | 0.09% | 0% | 4.35% | 11/3/2023 |
 Pinterest (PINS) | 0.09% | 0% | 5.31% | 12/23/2025 |
 Airbnb (ABNB) | 0.08% | 0% | 4% | 6/6/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.07% | 0% | 3.31% | 2/13/2026 |
 SoFi (SOFI) | 0.06% | 0% | 2.7% | 12/22/2025 |
 Venture Global Inc (VG) | 0.06% | 0% | 11.4% | 6/4/2025 |
 EUR/USD (EURUSD) | 0.05% | 0% | 3.48% | 9/3/2025 |
 iShares MSCI South Korea ETF (EWY) | 0.05% | 1.24% | 5.13% | - |
 Cognizant (CTSH) | 0.04% | 0% | 4.79% | 10/27/2025 |
 Adobe (ADBE) | 0.04% | 0% | 2.61% | 9/17/2025 |
 AMD (AMD) | 0.04% | 0% | 2.52% | 12/22/2025 |
 Cerence (CRNC) | 0.04% | 0% | 4.26% | 12/3/2025 |
 Starbucks (SBUX) | 0.03% | 0% | 1.13% | 12/16/2025 |
 Amkor (AMKR) | 0.03% | 0% | 1.65% | 10/27/2025 |
 Celsius (CELH) | 0.03% | 0% | 1.83% | 5/13/2024 |
 Ethereum (ETH) | 0.03% | 0% | 1.91% | 10/14/2025 |
 Palantir (PLTR) | 0.03% | 0% | 2.87% | 12/12/2025 |
 Rocket Lab (RKLB) | 0.02% | 0% | 6.35% | 12/22/2025 |
 Gilead Sciences (GILD) | 0.02% | 0% | 1.65% | 3/12/2024 |
 Clearwater (CWAN) | 0.02% | 0% | 1.22% | 11/12/2025 |
 Apple (AAPL) | 0.02% | 0% | 1.57% | 3/22/2024 |
 GitLab (GTLB) | 0.02% | 0% | 1.65% | 11/18/2025 |
 Qualcomm (QCOM) | 0.02% | 0% | 0.96% | 9/12/2023 |
 Uber (UBER) | 0.02% | 0% | 2% | 12/5/2025 |
 RWE (RWE.DE) | 0.02% | 0% | 0.87% | 8/25/2023 |
 CVS Health (CVS) | 0.02% | 0% | 1.39% | 9/11/2025 |
 Upwork (UPWK) | 0.01% | 0% | 1.39% | 11/12/2025 |
 Pfizer (PFE) | 0.01% | 0% | 2.52% | 11/14/2025 |
 Akamai (AKAM) | 0.01% | 0% | 0.44% | 3/4/2024 |
 Magnolia (MGY) | 0.01% | 0% | 1.39% | 9/27/2023 |
 United Airlines (UAL) | 0.01% | 0% | 0.96% | 10/10/2025 |
 Tempus AI Inc (TEM.US) | 0.01% | 0% | 0.96% | 9/22/2025 |
 Applied Materials (AMAT) | 0.01% | 0% | 0.78% | 9/3/2025 |
 Inmode (INMD) | 0.01% | 0% | 0.44% | 8/30/2023 |
 Broadcom (AVGO) | 0.01% | 0% | 1.39% | 2/23/2024 |
 Autodesk (ADSK) | 0.01% | 0% | 0.35% | 7/14/2025 |
 EnerSys (ENS.US) | 0.01% | 0% | 1.31% | 10/30/2025 |
 Match Group (MTCH) | 0% | 0% | 0.35% | 5/14/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.26% | 9/26/2025 |
 Intel (INTC) | 0% | 0% | 0.26% | 2/15/2024 |
 Valero (VLO) | 0% | 0% | 0.26% | 2/5/2024 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.09% | 8/22/2025 |
 Robinhood Markets Inc. (HOOD) | 0% | 0% | 0.09% | 11/4/2025 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.09% | 1/6/2026 |
 Ionq (IONQ) | 0% | 0% | 0.09% | 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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