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Portfolio Diversification
Range
Most Diversified
23 instruments
August 6, 2025
Least Diversified
6 instruments
January 2, 2023
Average
16.6 instruments
Most Consistent Holdings
Top 5
VOO100%
VNQ100%
MJ100%
META99.65%
MSFT97.74%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 14.77% | 13.28% | 97.74% | - |
| Vanguard Real Estate ETF (VNQ) | 12.87% | 15.85% | 100% | - |
| Vanguard S&P 500 ETF (VOO) | 11.51% | 12.81% | 100% | - |
 Realty Income (O) | 8.74% | 17.87% | 88.44% | - |
 Accenture (ACN) | 7.48% | 0.78% | 64.9% | - |
| Meta (META) | 7.24% | 3.16% | 99.65% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.56% | 9.18% | 84.19% | - |
 NVIDIA (NVDA) | 3.2% | 4.03% | 52.13% | - |
 Alphabet (GOOGL) | 2.96% | 9.19% | 43.87% | - |
 3M (MMM) | 2.77% | 0% | 52.74% | 1/21/2025 |
 Apple (AAPL) | 2.65% | 1.21% | 84.97% | - |
 Tesla (TSLA) | 1.98% | 1.35% | 76.19% | - |
 Amazon (AMZN) | 0.74% | 0% | 13.38% | 12/11/2024 |
 Intel (INTC) | 0.56% | 0% | 14.16% | 11/14/2023 |
 Alibaba (BABA) | 0.54% | 0.64% | 89.66% | - |
 ASML (ASML.NV) | 0.51% | 1.5% | 44.14% | - |
 Visa (V) | 0.48% | 0.57% | 61.6% | - |
 Oil (Non Expiry) (OIL) | 0.43% | 0% | 11.47% | 1/2/2025 |
 PayPal (PYPL) | 0.39% | 0% | 17.98% | 8/15/2024 |
 PepsiCo (PEP) | 0.38% | 1.07% | 39.27% | - |
 KraneShares CSI China Internet (KWEB) | 0.25% | 0.5% | 45.7% | - |
| ETFMG Alternative Harvest ETF (MJ) | 0.23% | 0.08% | 100% | - |
 Invesco QQQ (QQQ) | 0.21% | 0.44% | 45.18% | - |
 ZIM (ZIM) | 0.16% | 0% | 33.88% | 5/10/2024 |
 Novo-Nordisk (NVO) | 0.11% | 0.4% | 18.94% | - |
 BYD (01211.HK) | 0.11% | 0.44% | 26.5% | - |
 Berkshire Hathaway (BRK.B) | 0.11% | 0.55% | 18.59% | - |
 LVMH (MC.PA) | 0.1% | 0% | 16.94% | 10/8/2025 |
 Bristol-Myers Squibb (BMY) | 0.1% | 0.68% | 16.33% | - |
 CRISPR Therapeutics (CRSP) | 0.1% | 0% | 31.97% | 1/29/2024 |
 Nu (NU) | 0.09% | 0% | 11.64% | 5/2/2025 |
 Vertiv (VRT) | 0.08% | 0% | 10.51% | 10/2/2024 |
 Solventum (SOLV) | 0.07% | 0% | 10.25% | 7/30/2024 |
 GeorgeFatouros | 0.07% | 0% | 16.85% | 3/5/2025 |
 Bayer (BAYN.DE) | 0.06% | 0% | 9.21% | 9/11/2025 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 7.12% | 3/4/2025 |
 AMD (AMD) | 0.05% | 0% | 5.65% | 9/26/2024 |
 Wave Life Sciences (WVE) | 0.01% | 0% | 1.65% | 10/16/2024 |
 Transdigm (TDG) | 0.01% | 0% | 0.35% | 10/9/2024 |
 Netflix (NFLX) | 0% | 0% | 0.26% | 10/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 13.78% | 16.26% |
| Realty Income (O) | 18.16% | 15.36% |
| Vanguard Real Estate ETF (VNQ) | 17.69% | 14.7% |
| Vanguard S&P 500 ETF (VOO) | 10.71% | 12.63% |
| Alphabet (GOOGL) | 6.26% | 9.98% |
| Schwab US Dividend Equity ETF (SCHD) | 8.76% | 7.63% |
| NVIDIA (NVDA) | 3.76% | 4.38% |
| Meta (META) | 3.76% | 3.35% |
| Tesla (TSLA) | 1.25% | 1.58% |
| Apple (AAPL) | 1.25% | 1.32% |
| ASML (ASML.NV) | 1.25% | 1.24% |
| Accenture (ACN) | 1.25% | 1% |
| PepsiCo (PEP) | 1.25% | 1% |
| Alibaba (BABA) | 0.56% | 0.74% |
| Visa (V) | 0.63% | 0.65% |
| Bristol-Myers Squibb (BMY) | 0.63% | 0.63% |
| KraneShares CSI China Internet (KWEB) | 0.69% | 0.59% |
| Berkshire Hathaway (BRK.B) | 0.63% | 0.57% |
| Novo-Nordisk (NVO) | 0.63% | 0.55% |
| Invesco QQQ (QQQ) | 0.44% | 0.47% |
| BYD (01211.HK) | 0.69% | 0.46% |
| ETFMG Alternative Harvest ETF (MJ) | 0.31% | 0.1% |
Cash & Instruments Over Time
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