Portfolio Diversification
Range
Most Diversified
96 instruments
September 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
81 instruments
Most Consistent Holdings
Top 5
AAPL99.81%
GOOG99.81%
META99.81%
MSFT99.81%
AMZN99.81%
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) | 10.94% | 13.83% | 99.81% | - |
 Vanguard Total Stock Market ETF (VTI) | 7.29% | 9.55% | 99.81% | - |
 Airbus (AIR.PA) | 6.22% | 6.32% | 99.81% | - |
 Simon (SPG) | 5.73% | 5.29% | 99.81% | - |
 Technology Select Sector SPDR (XLK) | 5.38% | 7.42% | 99.81% | - |
 Vanguard Information Technology (VGT) | 4.17% | 10.05% | 54.63% | - |
 SPDR S&P 500 ETF (SPY) | 4.04% | 3.92% | 99.81% | - |
 NVIDIA (NVDA) | 3.64% | 5.22% | 99.81% | - |
 Boeing (BA) | 2.2% | 0% | 65.01% | 12/6/2024 |
 Build and Build (BNB) | 2.05% | 2.73% | 99.81% | - |
 AbbVie (ABBV) | 2% | 1.9% | 99.81% | - |
 iShares Core S&P 500 ETF (IVV) | 1.76% | 3.89% | 54.63% | - |
| Apple (AAPL) | 1.66% | 1.74% | 99.81% | - |
 Invesco QQQ (QQQ) | 1.65% | 3.04% | 54.44% | - |
 AMD (AMD) | 1.54% | 1.8% | 99.81% | - |
 misterg23 | 1.39% | 0% | 45.18% | 5/6/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 1.3% | 2.03% | 54.63% | - |
 Regeneron (REGN) | 1.26% | 0.86% | 99.81% | - |
| Alphabet (GOOG) | 1.07% | 1.55% | 99.81% | - |
 Valero (VLO) | 1.07% | 0.96% | 99.81% | - |
 United Airlines (UAL) | 0.95% | 1.21% | 99.81% | - |
 Darden (DRI) | 0.94% | 0% | 65.01% | 12/6/2024 |
 georgech89 | 0.93% | 0% | 45.18% | 5/6/2024 |
 CPHequities | 0.93% | 0% | 45.18% | 5/6/2024 |
 ExxonMobil (XOM) | 0.86% | 0.67% | 99.72% | - |
 XRP (XRP) | 0.86% | 1.12% | 99.72% | - |
 Miyoshi | 0.86% | 0% | 45.28% | 5/7/2024 |
 Cloudflare (NET) | 0.84% | 0% | 45.18% | 5/6/2024 |
 hugomanenti95 | 0.82% | 0% | 45.28% | 5/7/2024 |
 Morgan Stanley (MS) | 0.82% | 1.01% | 99.72% | - |
 Walmart (WMT) | 0.81% | 0.99% | 99.81% | - |
| Amazon (AMZN) | 0.81% | 0.8% | 99.81% | - |
 McDonald's (MCD) | 0.79% | 0% | 66.14% | 12/18/2024 |
 MetLife (MET) | 0.76% | 0.64% | 99.81% | - |
 Coca-Cola (KO) | 0.75% | 0.6% | 99.72% | - |
 eddyb123 | 0.74% | 0% | 45.18% | 5/6/2024 |
 Yum (YUM) | 0.73% | 0% | 65.01% | 12/6/2024 |
 Delta (DAL) | 0.72% | 0.79% | 99.72% | - |
 T-Mobile (TMUS) | 0.71% | 0.55% | 99.81% | - |
 Realty Income (O) | 0.7% | 0% | 66.14% | 12/18/2024 |
 Wesl3y | 0.69% | 0% | 45.28% | 5/7/2024 |
 Travel + Leisure (TNL) | 0.68% | 0.78% | 99.81% | - |
 Jabil (JBL) | 0.64% | 0.79% | 99.81% | - |
 PTC (PTC) | 0.64% | 0.5% | 99.81% | - |
| Meta (META) | 0.56% | 0.59% | 99.81% | - |
 Merck (MRK) | 0.54% | 0.38% | 99.81% | - |
 AIG (AIG) | 0.54% | 0.48% | 99.81% | - |
 Johnson & Johnson (JNJ) | 0.54% | 0% | 65.95% | 12/16/2024 |
 Shell (SHEL) | 0.51% | 0.41% | 99.81% | - |
 Sony (SONY) | 0.49% | 0% | 65.01% | 12/6/2024 |
 Eastman Chemical (EMN) | 0.49% | 0% | 65.01% | 12/6/2024 |
 PepsiCo (PEP) | 0.49% | 0% | 66.14% | 12/18/2024 |
 Interpublic Group (IPG) | 0.46% | 0% | 65.01% | 12/6/2024 |
 Nike (NKE) | 0.45% | 0.24% | 99.81% | - |
 Comerica (CMA) | 0.43% | 0.51% | 99.81% | - |
 Pfizer (PFE) | 0.43% | 0% | 45.18% | 5/6/2024 |
 Procter & Gamble (PG) | 0.43% | 0% | 65.01% | 12/6/2024 |
 Baker Hughes (BKR) | 0.4% | 0.38% | 99.81% | - |
 Cardano (ADA) | 0.39% | 0.23% | 99.72% | - |
 Disney (DIS) | 0.39% | 0% | 45.18% | 5/6/2024 |
| Microsoft (MSFT) | 0.39% | 0.35% | 99.81% | - |
 Ethereum (ETH) | 0.39% | 0.35% | 99.81% | - |
 TRON (TRX) | 0.36% | 0.48% | 99.81% | - |
 Salesforce (CRM) | 0.36% | 0% | 66.14% | 12/18/2024 |
 AT&T (T) | 0.36% | 0.35% | 99.81% | - |
 CVS Health (CVS) | 0.33% | 0% | 45.18% | 5/6/2024 |
 Snowflake (SNOW) | 0.3% | 0.29% | 99.81% | - |
 Bitcoin (BTC) | 0.3% | 0.33% | 99.72% | - |
 Visa (V) | 0.29% | 0.27% | 99.81% | - |
 KeyCorp (KEY) | 0.29% | 0.29% | 99.81% | - |
 NextEra (NEE) | 0.28% | 0.23% | 99.81% | - |
 Kimberly-Clark (KMB) | 0.27% | 0% | 45.18% | 5/6/2024 |
 Block Inc. (XYZ) | 0.26% | 0.18% | 99.81% | - |
 American Eagle (AEO) | 0.26% | 0% | 65.01% | 12/6/2024 |
 Southwest (LUV) | 0.25% | 0% | 45.18% | 5/6/2024 |
 Starbucks (SBUX) | 0.2% | 0% | 45.18% | 5/6/2024 |
 Take-Two (TTWO) | 0.17% | 0% | 65.95% | 12/16/2024 |
 Colgate (CL) | 0.16% | 0% | 45.28% | 5/7/2024 |
 Paramount (PSKY) | 0.13% | 0% | 45.18% | 5/6/2024 |
 Nio (NIO) | 0.12% | 0.06% | 99.81% | - |
 Exelixis (EXEL) | 0.11% | 0% | 45.28% | 5/7/2024 |
 Warner Bros Discovery (WBD) | 0.1% | 0% | 45.18% | 5/6/2024 |
 Corsair (CRSR) | 0.09% | 0.04% | 99.81% | - |
 Chainlink (LINK) | 0.09% | 0.07% | 99.81% | - |
 Litecoin (LTC) | 0.08% | 0.06% | 99.81% | - |
 Bitcoin Cash (BCH) | 0.08% | 0.11% | 99.81% | - |
 Verizon (VZ) | 0.08% | 0% | 45.18% | 5/6/2024 |
 Stellar (XLM) | 0.07% | 0.07% | 99.81% | - |
 Pinterest (PINS) | 0.07% | 0% | 45.18% | 5/6/2024 |
 Ethereum Classic (ETC) | 0.06% | 0.03% | 99.81% | - |
 ZCASH (ZEC) | 0.06% | 0.35% | 99.72% | - |
 Polygon Ecosystem (ex Matic) (POL) | 0.06% | 0.01% | 99.81% | - |
 Uniswap (UNI) | 0.06% | 0.03% | 99.81% | - |
 Teladoc (TDOC) | 0.06% | 0% | 45.18% | 5/6/2024 |
 Tezos (XTZ) | 0.05% | 0.02% | 99.81% | - |
 IOTA (MIOTA) | 0.04% | 0.01% | 99.81% | - |
 FTAI Aviation (FTAI) | 0.04% | 0.09% | 44.53% | - |
 Dash (DASH) | 0.03% | 0.03% | 99.81% | - |
 VAULTA (A) | 0.02% | 0% | 97.94% | 11/25/2025 |
 Sui (SUI) | 0.01% | 0.02% | 26.38% | - |
 Prosus (PRX.NV) | 0% | 0% | 21.8% | 5/6/2024 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 15.37% | 13.88% |
| Vanguard Total Stock Market ETF (VTI) | 11.22% | 9.85% |
| Vanguard Information Technology (VGT) | 13.73% | 9.68% |
| Technology Select Sector SPDR (XLK) | 7% | 6.87% |
| Simon (SPG) | 3.02% | 5.99% |
| Airbus (AIR.PA) | 3.32% | 5.55% |
| NVIDIA (NVDA) | 0.76% | 4.8% |
| SPDR S&P 500 ETF (SPY) | 3.36% | 4.03% |
| iShares Core S&P 500 ETF (IVV) | 5.73% | 4% |
| Invesco QQQ (QQQ) | 3.91% | 3.03% |
| Build and Build (BNB) | 1.9% | 2.58% |
| Schwab US Dividend Equity ETF (SCHD) | 3.42% | 2.4% |
| Apple (AAPL) | 1.28% | 1.87% |
| AbbVie (ABBV) | 1.5% | 1.81% |
| XRP (XRP) | 1.12% | 1.4% |
| United Airlines (UAL) | 0.56% | 1.32% |
| AMD (AMD) | 0.85% | 1.23% |
| Alphabet (GOOG) | 0.9% | 1.13% |
| Regeneron (REGN) | 1.03% | 0.98% |
| Amazon (AMZN) | 1.05% | 0.93% |
| Walmart (WMT) | 0.67% | 0.92% |
| Morgan Stanley (MS) | 0.41% | 0.85% |
| Valero (VLO) | 0.67% | 0.83% |
| Delta (DAL) | 0.5% | 0.82% |
| MetLife (MET) | 0.47% | 0.76% |
| T-Mobile (TMUS) | 0.65% | 0.75% |
| ExxonMobil (XOM) | 0.47% | 0.73% |
| Travel + Leisure (TNL) | 0.68% | 0.67% |
| Coca-Cola (KO) | 0.73% | 0.64% |
| Meta (META) | 0.54% | 0.64% |
| PTC (PTC) | 0.45% | 0.62% |
| Jabil (JBL) | 0.37% | 0.61% |
| Cardano (ADA) | 1.63% | 0.57% |
| TRON (TRX) | 0.25% | 0.52% |
| AIG (AIG) | 0.29% | 0.49% |
| Ethereum (ETH) | 0.51% | 0.45% |
| Merck (MRK) | 0.52% | 0.45% |
| Shell (SHEL) | 0.31% | 0.43% |
| Comerica (CMA) | 0.34% | 0.42% |
| Bitcoin (BTC) | 0.25% | 0.41% |
| Baker Hughes (BKR) | 0.25% | 0.4% |
| AT&T (T) | 0.73% | 0.39% |
| Microsoft (MSFT) | 0.28% | 0.37% |
| Nike (NKE) | 0.62% | 0.32% |
| Block Inc. (XYZ) | 0.72% | 0.29% |
| KeyCorp (KEY) | 0.27% | 0.29% |
| Visa (V) | 0.27% | 0.29% |
| Snowflake (SNOW) | 0.54% | 0.24% |
| NextEra (NEE) | 0.39% | 0.24% |
| Chainlink (LINK) | 0.25% | 0.12% |
| Stellar (XLM) | 0.25% | 0.12% |
| Bitcoin Cash (BCH) | 0.25% | 0.1% |
| Uniswap (UNI) | 0.25% | 0.09% |
| Litecoin (LTC) | 0.25% | 0.09% |
| FTAI Aviation (FTAI) | 0.12% | 0.09% |
| Ethereum Classic (ETC) | 0.25% | 0.07% |
| Tezos (XTZ) | 0.25% | 0.06% |
| ZCASH (ZEC) | 0.25% | 0.06% |
| Nio (NIO) | 0.52% | 0.06% |
| IOTA (MIOTA) | 0.31% | 0.05% |
| Polygon Ecosystem (ex Matic) (POL) | 0.15% | 0.04% |
| Corsair (CRSR) | 0.34% | 0.04% |
| Dash (DASH) | 0.25% | 0.03% |
| VAULTA (A) | 0.25% | 0.02% |