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Portfolio Diversification
Range
Most Diversified
13 instruments
January 4, 2023
Least Diversified
0 instruments
February 8, 2023
Average
5.2 instruments
Most Consistent Holdings
Top 5
GOOG82.38%
AMZN82.38%
SBUX82.38%
PYPL81.74%
VOO76.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 54.81% | 0% | 76.75% | 11/25/2025 |
| Amazon (AMZN) | 14.53% | 37.66% | 82.38% | - |
| Alphabet (GOOG) | 3.35% | 4.8% | 82.38% | - |
| PayPal (PYPL) | 2.84% | 1.33% | 81.74% | - |
| Starbucks (SBUX) | 2.33% | 1.75% | 82.38% | - |
 Microsoft (MSFT) | 1.85% | 18.2% | 12.79% | - |
 Alibaba (BABA) | 1.82% | 2.75% | 52.86% | - |
 Thoughtworks (TWKS) | 1.07% | 0% | 32.1% | 8/16/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.69% | 0% | 2.25% | 2/1/2023 |
 Kellanova (K) | 0.14% | 0% | 3.22% | 3/6/2023 |
 Apple (AAPL) | 0.14% | 0% | 3.22% | 3/6/2023 |
 Coca-Cola (KO) | 0.12% | 0% | 3.22% | 3/6/2023 |
 Berkshire Hathaway (BRK.B) | 0.12% | 0% | 2.9% | 2/7/2023 |
 PepsiCo (PEP) | 0.12% | 0% | 2.9% | 2/7/2023 |
 Bank of America (BAC) | 0.11% | 0% | 3.22% | 3/6/2023 |
 Crowdstrike Holdings (CRWD.RTH) | 0.05% | 0% | 0.24% | 2/9/2026 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.32% | 3/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 12.2% | 16.82% |
| Alphabet (GOOG) | 2.03% | 4.38% |
| Alibaba (BABA) | 2.24% | 3.55% |
| PayPal (PYPL) | 2.24% | 2% |
| Starbucks (SBUX) | 2.03% | 1.65% |
Cash & Instruments Over Time
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