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Portfolio Diversification
Range
Most Diversified
31 instruments
January 1, 2022
Least Diversified
0 instruments
April 4, 2026
Average
12 instruments
Most Consistent Holdings
Top 5
BRK.B99.81%
QQQ99.81%
VT.US99.81%
TSM99.81%
MSFT99.75%
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) | 11.81% | 9.5% | 99.81% | - |
| TSMC (TSM) | 11.65% | 15.74% | 99.81% | - |
 Vanguard S&P 500 ETF (VOO) | 11.34% | 12.21% | 99.75% | - |
| Vanguard Total World Stock ETF (VT.US) | 9.66% | 11.61% | 99.81% | - |
| Invesco QQQ (QQQ) | 8.37% | 10.96% | 99.81% | - |
 Tesla (TSLA) | 8.12% | 0% | 79.38% | 7/7/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 6.12% | 3.74% | 80.08% | - |
 State Street SPDR S&P 500 ETF (SPY) | 5.54% | 10.94% | 68.34% | - |
| Microsoft (MSFT) | 4.63% | 1.26% | 99.75% | - |
 NVIDIA (NVDA) | 2.88% | 7.37% | 83.63% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.13% | 0% | 32.99% | 2/27/2024 |
 Vanguard Intermediate-Term Treasury Index Fund (VGIT) | 1.37% | 0% | 28.74% | 4/8/2024 |
 iShares Core S&P 500 ETF (IVV) | 1.17% | 0% | 11.8% | 11/21/2022 |
 Bitcoin (BTC) | 1.12% | 0% | 40.61% | 4/10/2026 |
 Alphabet (GOOG) | 0.75% | 5.16% | 23.35% | - |
 Palantir (PLTR) | 0.58% | 5.04% | 24.81% | - |
 Apple (AAPL) | 0.31% | 0% | 8.69% | 5/18/2022 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.23% | 0% | 8.69% | 5/18/2022 |
 AMD (AMD) | 0.22% | 0% | 10.98% | 8/8/2024 |
 SPDR Gold (GLD) | 0.13% | 0% | 6.6% | 8/17/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.12% | 0% | 1.4% | 9/14/2022 |
 ARK Innovation ETF (ARKK) | 0.09% | 0% | 8.69% | 5/18/2022 |
 Meta (META) | 0.09% | 0% | 8.69% | 5/18/2022 |
 Amazon (AMZN) | 0.08% | 0% | 8.69% | 5/18/2022 |
 Sea (SE) | 0.06% | 0% | 4.19% | 3/8/2022 |
 Block Inc. (XYZ) | 0.06% | 0% | 4.57% | 3/14/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.05% | 0% | 5.77% | 8/22/2025 |
 Netflix (NFLX) | 0.05% | 0% | 6.98% | 4/21/2022 |
 Ethereum (ETH) | 0.04% | 0% | 15.61% | 9/12/2022 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.04% | 0% | 1.33% | 1/21/2022 |
 Snapchat (SNAP) | 0.04% | 0% | 1.97% | 1/31/2022 |
 Vanguard Health Care ETF (VHT) | 0.02% | 0% | 1.33% | 1/21/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.02% | 0% | 1.33% | 1/21/2022 |
 ZoomInfo (GTM) | 0.02% | 0% | 1.52% | 1/24/2022 |
 Unity (U) | 0.02% | 0% | 1.97% | 1/31/2022 |
 Disney (DIS) | 0.01% | 0% | 1.52% | 1/24/2022 |
 Solana (SOL) | 0.01% | 0% | 4.19% | 3/8/2022 |
 ARK Genomic Revolution ETF (ARKG) | 0.01% | 0% | 6.98% | 4/21/2022 |
 Semrush (SEMR) | 0.01% | 0% | 1.52% | 1/24/2022 |
 Official Trump (TRUMP) | 0.01% | 0% | 3.62% | 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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