Portfolio Diversification
Range
Most Diversified
25 instruments
January 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
13.6 instruments
Most Consistent Holdings
Top 5
TSLA99.72%
AAPL99.64%
COST99.64%
ETH99.64%
BTC95.44%
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 |
|---|---|---|---|---|
| Tesla (TSLA) | 12.19% | 11.45% | 99.72% | - |
 NVIDIA (NVDA) | 12.01% | 6.48% | 67.12% | - |
| Apple (AAPL) | 11% | 9.49% | 99.64% | - |
| Costco (COST) | 9.3% | 2.82% | 99.64% | - |
| Bitcoin (BTC) | 7.33% | 1.87% | 95.44% | - |
 Berkshire Hathaway (BRK.B) | 5.62% | 15.96% | 49.32% | - |
 McDonald's (MCD) | 5.4% | 0% | 44.13% | 10/12/2023 |
| Ethereum (ETH) | 4.06% | 0.42% | 99.64% | - |
 Palantir (PLTR) | 2.36% | 9.08% | 27.76% | - |
 Alphabet (GOOG) | 2.22% | 1.59% | 67.33% | - |
 Republic Services (RSG) | 1.77% | 0% | 32.38% | 4/26/2023 |
 Microsoft (MSFT) | 1.7% | 0% | 37.86% | 7/12/2023 |
 NextEra (NEE) | 1.63% | 0% | 32.24% | 4/24/2023 |
 Amazon (AMZN) | 1.52% | 0.95% | 61.78% | - |
 Wisdomtree India Earnings (EPI) | 1.21% | 2.69% | 38.93% | - |
 Vanguard Glbl Ex-Us Real Est (VNQI) | 1.08% | 2.71% | 36.8% | - |
 JPMorgan (JPM) | 1.07% | 0% | 23.49% | 4/25/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.98% | 3.19% | 36.44% | - |
 Verisign (VRSN) | 0.84% | 3.28% | 22.92% | - |
 Interactive Brokers Group (IBKR) | 0.8% | 3.54% | 27.54% | - |
 Waste Management (WM) | 0.71% | 0% | 32.38% | 4/26/2023 |
 Ishares Asia 50 Etf (AIA) | 0.62% | 2.11% | 31.67% | - |
 XRP (XRP) | 0.39% | 2.62% | 17.3% | - |
 TSMC (TSM) | 0.34% | 1.12% | 36.51% | - |
 Disney (DIS) | 0.28% | 0.88% | 27.33% | - |
 Litecoin (LTC) | 0.28% | 0.85% | 25.77% | - |
 Dogecoin (DOGE) | 0.28% | 0.59% | 25.77% | - |
 iShares MSCI EAFE ETF (EFA) | 0.23% | 0% | 13.17% | 3/19/2025 |
 Solana (SOL) | 0.2% | 0.52% | 25.77% | - |
 Coca-Cola (KO) | 0.18% | 0% | 2.56% | 5/30/2023 |
 JPMorgan BetaBuilders Japan ETF (BBJP) | 0.12% | 0% | 18.15% | 2/10/2025 |
 Supermicro (SMCI) | 0.07% | 0% | 0.64% | 4/1/2024 |
 Meta (META) | 0.03% | 0% | 4.13% | 6/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 11.24% | 14.56% |
| Palantir (PLTR) | 8.87% | 9.08% |
| Berkshire Hathaway (BRK.B) | 8.65% | 8.92% |
| Apple (AAPL) | 6.97% | 8.37% |
| Tesla (TSLA) | 8.14% | 8.18% |
| Bitcoin (BTC) | 5.08% | 5.59% |
| JPMorgan (JPM) | 5.07% | 5.13% |
| Costco (COST) | 3.48% | 4.61% |
| Wisdomtree India Earnings (EPI) | 3.8% | 3.21% |
| Ethereum (ETH) | 3.8% | 2.86% |
| Vanguard Glbl Ex-Us Real Est (VNQI) | 3.17% | 2.73% |
| VanEck Vectors Semiconductor ETF (SMH) | 3.17% | 2.55% |
| XRP (XRP) | 2.53% | 1.92% |
| Ishares Asia 50 Etf (AIA) | 1.9% | 1.78% |
| iShares MSCI EAFE ETF (EFA) | 1.9% | 1.6% |
| Dogecoin (DOGE) | 2.53% | 1.59% |
| Interactive Brokers Group (IBKR) | 1.27% | 1.16% |
| Disney (DIS) | 1.27% | 1.13% |
| Alphabet (GOOG) | 1.27% | 1.13% |
| Amazon (AMZN) | 1.27% | 1.1% |
| TSMC (TSM) | 0.95% | 0.9% |
| Solana (SOL) | 1.27% | 0.89% |
| Litecoin (LTC) | 1.27% | 0.86% |
| JPMorgan BetaBuilders Japan ETF (BBJP) | 0.63% | 0.57% |