Portfolio Diversification
Range
Most Diversified
33 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.6 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
META99.92%
MSFT99.92%
MA99.92%
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) | 21.28% | 15.6% | 99.92% | - |
 SPDR S&P 500 ETF (SPY) | 14.78% | 13.79% | 99.92% | - |
 Bitcoin (BTC) | 7.54% | 6.03% | 99.92% | - |
 NVIDIA (NVDA) | 6.14% | 6.17% | 99.92% | - |
 GainersQtr | 5.4% | 0% | 77.56% | 9/5/2024 |
| Microsoft (MSFT) | 3.43% | 2.03% | 99.92% | - |
| Apple (AAPL) | 3.42% | 1.57% | 99.92% | - |
 iShares Core S&P 500 ETF (IVV) | 3.37% | 14.67% | 63.39% | - |
| Alphabet (GOOG) | 2.85% | 1.71% | 99.92% | - |
 Visa (V) | 2.52% | 1.94% | 99.92% | - |
| Mastercard (MA) | 2.37% | 2.04% | 99.92% | - |
| Meta (META) | 2.33% | 1.8% | 99.92% | - |
 Core-Income | 2.06% | 6.69% | 26.95% | - |
 American Express (AXP) | 1.65% | 0% | 92.38% | 3/7/2025 |
 iShares Core MSCI International Developed Markets ETF (IDEV) | 1.6% | 7.41% | 22.85% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.29% | 5.37% | 26.37% | - |
 Nike (NKE) | 1.25% | 0% | 72.97% | 7/11/2024 |
 Enel (ENEL.MI) | 0.82% | 0% | 57.66% | 3/8/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.79% | 2.86% | 27.76% | - |
 eBay (EBAY) | 0.76% | 0% | 72.97% | 7/11/2024 |
 Block Inc. (XYZ) | 0.74% | 0% | 72.97% | 7/11/2024 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.72% | 5.02% | 17.53% | - |
 Amazon (AMZN) | 0.71% | 0% | 77.07% | 8/30/2024 |
 PayPal (PYPL) | 0.71% | 0% | 72.15% | 7/1/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.69% | 0% | 51.11% | 10/16/2023 |
 Ethereum (ETH) | 0.68% | 0% | 62.65% | 3/6/2024 |
 Disney (DIS) | 0.6% | 0% | 72.97% | 7/11/2024 |
 Adobe (ADBE) | 0.52% | 0% | 72.15% | 7/1/2024 |
 Netflix (NFLX) | 0.48% | 0% | 68.88% | 5/21/2024 |
 iShares Short Treasury Bond ETF (SHV) | 0.31% | 0.92% | 32.68% | - |
 Alibaba (BABA) | 0.25% | 0% | 72.97% | 7/11/2024 |
 BioNTech SE (BNTX) | 0.18% | 0% | 72.97% | 7/11/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.17% | 2.01% | 9.83% | - |
 iShares TIPS Bond ETF (TIP) | 0.14% | 0.47% | 27.76% | - |
 Zoom (ZM) | 0.11% | 0% | 72.97% | 7/11/2024 |
 XRP (XRP) | 0.07% | 0% | 74.69% | 8/1/2024 |
 SolarEdge (SEDG) | 0.07% | 0% | 6.8% | 3/25/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.06% | 0% | 2.21% | 11/26/2023 |
 Berkshire Hathaway (BRK.B) | 0.06% | 0% | 7.29% | 5/1/2023 |
 EOS (EOS) | 0.04% | 0% | 53.07% | 11/9/2023 |
 US Natural Gas (UNG) | 0.03% | 0% | 5.81% | 7/11/2024 |
 Dash (DASH) | 0% | 0% | 40.46% | 6/5/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.16% | 11/26/2023 |
 Shopify (SHOP) | 0% | 0% | 0.33% | 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% |