Portfolio Diversification
Range
Most Diversified
33 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.3 instruments
Most Consistent Holdings
Top 5
GOOG99.93%
META99.93%
MSFT99.93%
NVDA99.93%
SPY99.93%
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) | 20.56% | 16.36% | 99.93% | - |
| SPDR S&P 500 ETF (SPY) | 14.66% | 14.21% | 99.93% | - |
 Bitcoin (BTC) | 7.31% | 4.66% | 99.93% | - |
| NVIDIA (NVDA) | 5.88% | 3.75% | 99.93% | - |
 iShares Core S&P 500 ETF (IVV) | 5.82% | 22.98% | 68.34% | - |
 GainersQtr | 4.67% | 0% | 67.07% | 9/5/2024 |
| Microsoft (MSFT) | 3.05% | 0.4% | 99.93% | - |
 Apple (AAPL) | 3.04% | 0.56% | 99.86% | - |
 Core-Income | 2.64% | 6.35% | 36.76% | - |
| Alphabet (GOOG) | 2.56% | 0.74% | 99.93% | - |
 iShares Core MSCI International Developed Markets ETF (IDEV) | 2.34% | 7.32% | 33.29% | - |
 Visa (V) | 2.21% | 0% | 88.1% | 7/1/2025 |
| Meta (META) | 2.09% | 0.37% | 99.93% | - |
 Mastercard (MA) | 2.08% | 0% | 88.1% | 7/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.81% | 5% | 36.33% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 1.47% | 6.36% | 28.68% | - |
 American Express (AXP) | 1.42% | 0% | 79.89% | 3/7/2025 |
 Nike (NKE) | 1.09% | 0% | 63.1% | 7/11/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.06% | 2.65% | 37.54% | - |
 Vanguard FTSE All-World ex-US (VEU) | 0.83% | 5.7% | 22.03% | - |
 Enel (ENEL.MI) | 0.71% | 0% | 49.86% | 3/8/2024 |
 eBay (EBAY) | 0.65% | 0% | 63.1% | 7/11/2024 |
 Block Inc. (XYZ) | 0.64% | 0% | 63.1% | 7/11/2024 |
 Amazon (AMZN) | 0.61% | 0% | 66.64% | 8/30/2024 |
 PayPal (PYPL) | 0.61% | 0% | 62.39% | 7/1/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.6% | 0% | 44.19% | 10/16/2023 |
 Ethereum (ETH) | 0.59% | 0% | 54.18% | 3/6/2024 |
 Disney (DIS) | 0.52% | 0% | 63.1% | 7/11/2024 |
 Adobe (ADBE) | 0.45% | 0% | 62.39% | 7/1/2024 |
 Netflix (NFLX) | 0.42% | 0% | 59.56% | 5/21/2024 |
 iShares Short Treasury Bond ETF (SHV) | 0.38% | 0.84% | 41.78% | - |
 Alibaba (BABA) | 0.22% | 0% | 63.1% | 7/11/2024 |
 iShares TIPS Bond ETF (TIP) | 0.18% | 0.44% | 37.46% | - |
 BioNTech SE (BNTX) | 0.16% | 0% | 63.1% | 7/11/2024 |
 Zoom (ZM) | 0.09% | 0% | 63.1% | 7/11/2024 |
 XRP (XRP) | 0.06% | 0% | 64.59% | 8/1/2024 |
 SolarEdge (SEDG) | 0.06% | 0% | 5.88% | 3/25/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 1.91% | 11/26/2023 |
 Berkshire Hathaway (BRK.B) | 0.05% | 0% | 6.3% | 5/1/2023 |
 VAULTA (A) | 0.04% | 0% | 45.89% | 11/9/2023 |
 US Natural Gas (UNG) | 0.03% | 0% | 5.03% | 7/11/2024 |
 Dash (DASH) | 0% | 0% | 34.99% | 6/5/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.14% | 11/26/2023 |
 Shopify (SHOP) | 0% | 0% | 0.28% | 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% |