Portfolio Diversification
Range
Most Diversified
33 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
META99.92%
MSFT99.92%
NVDA99.92%
SPY99.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 20.9% | 15.84% | 99.92% | - |
| SPDR S&P 500 ETF (SPY) | 14.71% | 13.95% | 99.92% | - |
 Bitcoin (BTC) | 7.45% | 6.03% | 99.92% | - |
| NVIDIA (NVDA) | 6.03% | 3.78% | 99.92% | - |
 GainersQtr | 5.03% | 0% | 72.23% | 9/5/2024 |
 iShares Core S&P 500 ETF (IVV) | 4.52% | 22.55% | 65.9% | - |
| Microsoft (MSFT) | 3.25% | 0.44% | 99.92% | - |
 Apple (AAPL) | 3.24% | 0.5% | 99.85% | - |
| Alphabet (GOOG) | 2.71% | 0.57% | 99.92% | - |
 Visa (V) | 2.38% | 0% | 94.89% | 7/1/2025 |
 Core-Income | 2.36% | 6.41% | 31.88% | - |
 Mastercard (MA) | 2.24% | 0% | 94.89% | 7/1/2025 |
| Meta (META) | 2.22% | 0.44% | 99.92% | - |
 iShares Core MSCI International Developed Markets ETF (IDEV) | 1.98% | 7.12% | 28.15% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.56% | 5.16% | 31.43% | - |
 American Express (AXP) | 1.53% | 0% | 86.04% | 3/7/2025 |
 Nike (NKE) | 1.17% | 0% | 67.96% | 7/11/2024 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 1.09% | 6.54% | 23.19% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.93% | 2.73% | 32.72% | - |
 Enel (ENEL.MI) | 0.77% | 0% | 53.7% | 3/8/2024 |
 eBay (EBAY) | 0.7% | 0% | 67.96% | 7/11/2024 |
 Block Inc. (XYZ) | 0.69% | 0% | 67.96% | 7/11/2024 |
 Amazon (AMZN) | 0.66% | 0% | 71.78% | 8/30/2024 |
 PayPal (PYPL) | 0.66% | 0% | 67.2% | 7/1/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.64% | 0% | 47.6% | 10/16/2023 |
 Ethereum (ETH) | 0.64% | 0% | 58.35% | 3/6/2024 |
 Disney (DIS) | 0.56% | 0% | 67.96% | 7/11/2024 |
 Adobe (ADBE) | 0.48% | 0% | 67.2% | 7/1/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.47% | 5.52% | 16.02% | - |
 Netflix (NFLX) | 0.45% | 0% | 64.15% | 5/21/2024 |
 iShares Short Treasury Bond ETF (SHV) | 0.35% | 0.86% | 37.3% | - |
 Alibaba (BABA) | 0.24% | 0% | 67.96% | 7/11/2024 |
 BioNTech SE (BNTX) | 0.17% | 0% | 67.96% | 7/11/2024 |
 iShares TIPS Bond ETF (TIP) | 0.16% | 0.45% | 32.65% | - |
 Zoom (ZM) | 0.1% | 0% | 67.96% | 7/11/2024 |
 XRP (XRP) | 0.07% | 0% | 69.57% | 8/1/2024 |
 SolarEdge (SEDG) | 0.06% | 0% | 6.33% | 3/25/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.06% | 0% | 2.06% | 11/26/2023 |
 Berkshire Hathaway (BRK.B) | 0.05% | 0% | 6.79% | 5/1/2023 |
 VAULTA (A) | 0.04% | 0% | 49.43% | 11/9/2023 |
 US Natural Gas (UNG) | 0.03% | 0% | 5.42% | 7/11/2024 |
 Dash (DASH) | 0% | 0% | 37.68% | 6/5/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.15% | 11/26/2023 |
 Shopify (SHOP) | 0% | 0% | 0.31% | 1/4/2022 |
 Solventum (SOLV) | 0% | 0% | 0% | - |
 Songbird (SGB) | 0% | 0% | 0% | - |
 Flare (FLR) | 0% | 0% | 0% | - |
 Warner Bros Discovery (WBD) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 14.43% | 15.73% |
| iShares Core S&P 500 ETF (IVV) | 18.73% | 14.52% |
| SPDR S&P 500 ETF (SPY) | 13.24% | 14.09% |
| Core-Income | 9.28% | 7.16% |
| NVIDIA (NVDA) | 1.69% | 6.73% |
| iShares Core MSCI International Developed Markets ETF (IDEV) | 9.43% | 6.56% |
| Bitcoin (BTC) | 0.87% | 5.64% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 7.1% | 5.07% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 5.17% | 3.8% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.52% | 3.06% |
| Alphabet (GOOG) | 1.41% | 2.16% |
| Apple (AAPL) | 1.36% | 2.02% |
| Meta (META) | 1.18% | 1.96% |
| Visa (V) | 1.8% | 1.95% |
| Mastercard (MA) | 1.72% | 1.91% |
| Microsoft (MSFT) | 1.35% | 1.9% |
| American Express (AXP) | 1.19% | 1.87% |
| iShares Short Treasury Bond ETF (SHV) | 1.29% | 0.97% |
| iShares TIPS Bond ETF (TIP) | 0.65% | 0.49% |