Portfolio Diversification
Range
Most Diversified
18 instruments
September 3, 2025
Least Diversified
2 instruments
April 5, 2025
Average
12.4 instruments
Most Consistent Holdings
Top 5
SPYG100%
VOO100%
INTC97.4%
MA97.4%
V97.4%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 5, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 28.03% | 24.37% | 100% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 26.78% | 26.78% | 100% | - |
 Nu (NU) | 8.49% | 8.9% | 97.4% | - |
 EHang (EH) | 6.81% | 5.64% | 97.4% | - |
 NextEra (NEE) | 6.55% | 5.29% | 97.4% | - |
 American Water (AWK) | 4.44% | 3.54% | 97.4% | - |
| Mastercard (MA) | 3.7% | 3.18% | 97.4% | - |
| Visa (V) | 3.56% | 2.89% | 97.4% | - |
 ASML (ASML) | 3.21% | 3.99% | 78.57% | - |
| Intel (INTC) | 2.91% | 2.71% | 97.4% | - |
 Novo-Nordisk (NVO) | 2.78% | 3.54% | 97.4% | - |
 3D Systems (DDD) | 0.99% | 0.89% | 97.4% | - |
 Lululemon (LULU) | 0.6% | 2.14% | 25.32% | - |
 UHS (UHS) | 0.57% | 2.22% | 25.32% | - |
 Argan (ARG.PA) | 0.26% | 0.95% | 24.68% | - |
 Alphabet (GOOGL) | 0.03% | 0.51% | 5.84% | - |
 Adobe (ADBE) | 0.02% | 1.07% | 1.95% | - |
 FTA (YMM) | 0.02% | 0.29% | 5.84% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.