Portfolio Diversification
Range
Most Diversified
10 instruments
July 28, 2022
Least Diversified
0 instruments
June 11, 2022
Average
9.4 instruments
Most Consistent Holdings
Top 5
AMZN99.45%
ARKK98.34%
MSFT98.06%
KO98.06%
VZ98.06%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 11, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 22.3% | 20.23% | 96.13% | - |
| Microsoft (MSFT) | 20.67% | 18.74% | 98.06% | - |
 Meta (META) | 20.6% | 27.71% | 95.66% | - |
| Amazon (AMZN) | 9.12% | 8.43% | 99.45% | - |
| ARK Innovation ETF (ARKK) | 6.38% | 15.67% | 98.34% | - |
 Matterport (MTTR) | 5.12% | 0% | 88.56% | 3/4/2025 |
 iShares MSCI India ETF (INDA) | 4.29% | 4.22% | 79.61% | - |
| Coca-Cola (KO) | 3.8% | 2.66% | 98.06% | - |
| Verizon (VZ) | 2.41% | 1.6% | 98.06% | - |
 Nu (NU) | 1.09% | 0% | 9.13% | 11/17/2022 |
 Xinyi Solar (0968.HK) | 0.24% | 0.12% | 71.96% | - |
 NVIDIA (NVDA) | 0.12% | 0% | 0.83% | 7/21/2022 |
 Litecoin (LTC) | 0.06% | 0% | 0.55% | 7/29/2022 |
 Unity (U) | 0.05% | 0% | 1.66% | 8/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 11.8% | 24.85% |
| Alphabet (GOOG) | 23.71% | 24.25% |
| Microsoft (MSFT) | 18.84% | 17.9% |
| ARK Innovation ETF (ARKK) | 15.4% | 9.5% |
| Amazon (AMZN) | 7.62% | 9.31% |
| Matterport (MTTR) | 7.31% | 5.12% |
| iShares MSCI India ETF (INDA) | 5.94% | 4.47% |
| Coca-Cola (KO) | 4.69% | 2.64% |
| Verizon (VZ) | 3.75% | 1.7% |
| Xinyi Solar (0968.HK) | 0.77% | 0.17% |