Portfolio Diversification
Range
Most Diversified
25 instruments
January 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
11.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
TSLA99.91%
COST99.91%
ETH99.91%
BTC94.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 13.48% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 13.19% | 0% | 58.21% | 2/1/2025 |
| Apple (AAPL) | 12.02% | 0% | 99.91% | 2/1/2025 |
| Costco (COST) | 11.09% | 0% | 99.91% | 2/1/2025 |
| Bitcoin (BTC) | 8.46% | 0% | 94.53% | 2/1/2025 |
 McDonald's (MCD) | 6.93% | 0% | 56.57% | 10/12/2023 |
| Ethereum (ETH) | 4.79% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3% | 0% | 35.31% | 2/1/2025 |
 Alphabet (GOOG) | 2.54% | 0% | 58.58% | 2/1/2025 |
 Republic Services (RSG) | 2.27% | 0% | 41.51% | 4/26/2023 |
 Microsoft (MSFT) | 2.18% | 0% | 48.54% | 7/12/2023 |
 NextEra (NEE) | 2.09% | 0% | 41.33% | 4/24/2023 |
 Amazon (AMZN) | 1.67% | 0% | 51.37% | 2/1/2025 |
 JPMorgan (JPM) | 1.02% | 0% | 22.63% | 2/1/2025 |
 Waste Management (WM) | 0.91% | 0% | 41.51% | 4/26/2023 |
 Wisdomtree India Earnings (EPI) | 0.73% | 0% | 22.08% | 2/1/2025 |
 Vanguard Glbl Ex-Us Real Est (VNQI) | 0.6% | 0% | 19.34% | 2/1/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.52% | 0% | 18.89% | 2/1/2025 |
 Palantir (PLTR) | 0.51% | 0% | 7.76% | 2/1/2025 |
 Ishares Asia 50 Etf (AIA) | 0.24% | 0% | 12.77% | 2/1/2025 |
 Coca-Cola (KO) | 0.23% | 0% | 3.28% | 5/30/2023 |
 iShares MSCI EAFE ETF (EFA) | 0.22% | 0% | 12.77% | 2/1/2025 |
 TSMC (TSM) | 0.18% | 0% | 18.89% | 2/1/2025 |
 JPMorgan BetaBuilders Japan ETF (BBJP) | 0.14% | 0% | 22.54% | 2/1/2025 |
 XRP (XRP) | 0.1% | 0% | 5.2% | 2/1/2025 |
 Dogecoin (DOGE) | 0.09% | 0% | 5.2% | 2/1/2025 |
 Interactive Brokers (IBKR) | 0.09% | 0% | 7.48% | 2/1/2025 |
 Supermicro (SMCI) | 0.09% | 0% | 0.82% | 4/1/2024 |
 Disney (DIS) | 0.08% | 0% | 7.21% | 2/1/2025 |
 Solana (SOL) | 0.05% | 0% | 5.2% | 2/1/2025 |
 Litecoin (LTC) | 0.05% | 0% | 5.2% | 2/1/2025 |
 Meta (META) | 0.04% | 0% | 5.29% | 6/3/2024 |
 Verisign (VRSN) | 0.02% | 0% | 1.55% | 2/1/2025 |
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% |