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Portfolio Diversification
Range
Most Diversified
31 instruments
January 1, 2022
Least Diversified
10 instruments
September 15, 2022
Average
12.1 instruments
Most Consistent Holdings
Top 5
MSFT100%
BRK.B100%
QQQ100%
VT.US100%
VOO100%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.9% | 10.88% | 100% | - |
 TSMC (TSM) | 11.56% | 14.52% | 100% | - |
| Vanguard S&P 500 ETF (VOO) | 11.34% | 12.14% | 100% | - |
| Vanguard Total World Stock ETF (VT.US) | 9.62% | 11.72% | 100% | - |
 Tesla (TSLA) | 8.42% | 0% | 82.36% | 7/7/2025 |
| Invesco QQQ (QQQ) | 8.32% | 9.47% | 100% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 6.21% | 4.34% | 79.59% | - |
 State Street SPDR S&P 500 ETF (SPY) | 5.36% | 10.9% | 67.35% | - |
| Microsoft (MSFT) | 4.68% | 4.49% | 100% | - |
 NVIDIA (NVDA) | 2.73% | 6.97% | 83.21% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.21% | 0% | 34.23% | 2/27/2024 |
 Vanguard Intermediate-Term Treasury Index Fund (VGIT) | 1.42% | 0% | 29.82% | 4/8/2024 |
 iShares Core S&P 500 ETF (IVV) | 1.21% | 0% | 12.24% | 11/21/2022 |
 Bitcoin (BTC) | 1.16% | 1.66% | 41.61% | - |
 Alphabet (GOOG) | 0.6% | 3.58% | 20.67% | - |
 Palantir (PLTR) | 0.51% | 0% | 22.71% | 1/3/2023 |
 Apple (AAPL) | 0.32% | 0% | 9.02% | 5/18/2022 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.24% | 0% | 9.02% | 5/18/2022 |
 AMD (AMD) | 0.23% | 0% | 11.39% | 8/8/2024 |
 SPDR Gold (GLD) | 0.13% | 0% | 6.85% | 8/17/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.13% | 0% | 1.45% | 9/14/2022 |
 ARK Innovation ETF (ARKK) | 0.09% | 0% | 9.02% | 5/18/2022 |
 Meta (META) | 0.09% | 0% | 9.02% | 5/18/2022 |
 Amazon (AMZN) | 0.09% | 0% | 9.02% | 5/18/2022 |
 Sea (SE) | 0.06% | 0% | 4.34% | 3/8/2022 |
 Block Inc. (XYZ) | 0.06% | 0% | 4.74% | 3/14/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.06% | 0% | 5.99% | 8/22/2025 |
 Netflix (NFLX) | 0.05% | 0% | 7.24% | 4/21/2022 |
 Ethereum (ETH) | 0.05% | 0% | 16.19% | 9/12/2022 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.04% | 0% | 1.38% | 1/21/2022 |
 Snapchat (SNAP) | 0.04% | 0% | 2.04% | 1/31/2022 |
 Vanguard Health Care ETF (VHT) | 0.02% | 0% | 1.38% | 1/21/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.02% | 0% | 1.38% | 1/21/2022 |
 ZoomInfo (GTM) | 0.02% | 0% | 1.58% | 1/24/2022 |
 Unity (U) | 0.02% | 0% | 2.04% | 1/31/2022 |
 Disney (DIS) | 0.01% | 0% | 1.58% | 1/24/2022 |
 Solana (SOL) | 0.01% | 0% | 4.34% | 3/8/2022 |
 ARK Genomic Revolution ETF (ARKG) | 0.01% | 0% | 7.24% | 4/21/2022 |
 Semrush (SEMR) | 0.01% | 0% | 1.58% | 1/24/2022 |
 Official Trump (TRUMP) | 0.01% | 0% | 3.75% | 3/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 8.46% | 12.22% |
| TSMC (TSM) | 7.12% | 11.97% |
| Vanguard Total World Stock ETF (VT.US) | 11.75% | 11.46% |
| State Street SPDR S&P 500 ETF (SPY) | 12.46% | 10.96% |
| Berkshire Hathaway (BRK.B) | 6.45% | 10.96% |
| Invesco QQQ (QQQ) | 7.42% | 9.64% |
| Bitcoin (BTC) | 11.57% | 6.32% |
| NVIDIA (NVDA) | 5.38% | 5.66% |
| Microsoft (MSFT) | 5.79% | 5.6% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 6.68% | 4.19% |
| Alphabet (GOOG) | 4.01% | 2.86% |
Cash & Instruments Over Time
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