Portfolio Diversification
Range
Most Diversified
25 instruments
January 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
12.8 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
TSLA99.92%
COST99.92%
ETH99.92%
BTC95.26%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 12.62% | 6.4% | 63.85% | - |
| Tesla (TSLA) | 12.47% | 6.02% | 99.92% | - |
| Apple (AAPL) | 11.34% | 6.41% | 99.92% | - |
| Costco (COST) | 10.01% | 1.72% | 99.92% | - |
| Bitcoin (BTC) | 7.89% | 2.67% | 95.26% | - |
 McDonald's (MCD) | 5.99% | 0% | 48.93% | 10/12/2023 |
 Berkshire Hathaway (BRK.B) | 4.54% | 16.32% | 44.04% | - |
| Ethereum (ETH) | 4.41% | 2.91% | 99.92% | - |
 Alphabet (GOOG) | 2.34% | 1.02% | 64.17% | - |
 Republic Services (RSG) | 1.96% | 0% | 35.91% | 4/26/2023 |
 Microsoft (MSFT) | 1.89% | 0% | 41.99% | 7/12/2023 |
 NextEra (NEE) | 1.81% | 0% | 35.75% | 4/24/2023 |
 Palantir (PLTR) | 1.69% | 8.03% | 20.21% | - |
 Amazon (AMZN) | 1.58% | 1.02% | 57.93% | - |
 JPMorgan (JPM) | 1.19% | 0% | 26.05% | 4/25/2025 |
 Wisdomtree India Earnings (EPI) | 1.05% | 2.95% | 32.6% | - |
 Vanguard Glbl Ex-Us Real Est (VNQI) | 0.91% | 2.87% | 30.23% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.79% | 2.69% | 29.83% | - |
 Waste Management (WM) | 0.79% | 0% | 35.91% | 4/26/2023 |
 Verisign (VRSN) | 0.55% | 4.08% | 14.84% | - |
 Interactive Brokers (IBKR) | 0.49% | 3.68% | 19.97% | - |
 Ishares Asia 50 Etf (AIA) | 0.47% | 1.97% | 24.55% | - |
 TSMC (TSM) | 0.27% | 0.96% | 29.83% | - |
 iShares MSCI EAFE ETF (EFA) | 0.25% | 0% | 14.6% | 3/19/2025 |
 XRP (XRP) | 0.25% | 0% | 11.6% | 7/11/2025 |
 Disney (DIS) | 0.21% | 1.1% | 19.73% | - |
 Dogecoin (DOGE) | 0.21% | 1.24% | 18% | - |
 Coca-Cola (KO) | 0.2% | 0% | 2.84% | 5/30/2023 |
 Litecoin (LTC) | 0.19% | 1.34% | 18% | - |
 Solana (SOL) | 0.14% | 0.88% | 18% | - |
 JPMorgan BetaBuilders Japan ETF (BBJP) | 0.13% | 0% | 20.13% | 2/10/2025 |
 Supermicro (SMCI) | 0.08% | 0% | 0.71% | 4/1/2024 |
 Meta (META) | 0.03% | 0% | 4.58% | 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 (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% |