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Portfolio Diversification
Range
Most Diversified
24 instruments
July 19, 2024
Least Diversified
0 instruments
April 4, 2026
Average
9.7 instruments
Most Consistent Holdings
Top 5
QQQ99.87%
VTI99.87%
VOO99.87%
TLT71.92%
AGG57.52%
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 |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 18.94% | 8.55% | 99.87% | - |
| Vanguard S&P 500 ETF (VOO) | 18.08% | 2.93% | 99.87% | - |
| Vanguard Total Stock Market ETF (VTI) | 16.06% | 3.24% | 99.87% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.88% | 0% | 71.92% | 2/25/2025 |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 5.63% | 0% | 57.52% | 7/15/2024 |
 Tesla (TSLA) | 5.43% | 6.72% | 48.46% | - |
 Apple (AAPL) | 5.24% | 4.17% | 50.26% | - |
 TSMC (TSM) | 3.63% | 5.51% | 33.8% | - |
 Meta (META) | 3.23% | 25.94% | 29.05% | - |
 Palo Alto Networks (PANW) | 2.44% | 6.33% | 51.16% | - |
 Zscaler (ZS) | 1.49% | 0% | 43.89% | 1/13/2026 |
 Crowdstrike (CRWD) | 1.23% | 0% | 30.33% | 10/3/2025 |
 Alphabet (GOOG) | 1.03% | 9.85% | 25.71% | - |
 Netflix (NFLX) | 0.9% | 10.11% | 11.05% | - |
 Amazon (AMZN) | 0.76% | 0% | 19.34% | 9/26/2025 |
 BioNTech SE (BNTX) | 0.76% | 0% | 12.53% | 3/4/2025 |
 Broadcom (AVGO) | 0.76% | 9.38% | 10.86% | - |
 Moderna (MRNA) | 0.67% | 0% | 16.71% | 2/14/2025 |
 NVIDIA (NVDA) | 0.67% | 0% | 28.92% | 1/2/2026 |
 UnitedHealth (UNH) | 0.61% | 0% | 15.81% | 1/8/2026 |
 Adobe (ADBE) | 0.47% | 0% | 14.59% | 2/4/2025 |
 Microsoft (MSFT) | 0.39% | 0% | 15.62% | 3/16/2026 |
 Zai Lab (ZLAB) | 0.35% | 0% | 4.63% | 7/26/2024 |
 Duolingo (DUOL) | 0.35% | 0% | 7.46% | 9/4/2024 |
 Maravai (MRVI) | 0.22% | 0% | 7.65% | 8/1/2024 |
 Coca-Cola (KO) | 0.18% | 0% | 5.98% | 1/6/2025 |
 AMD (AMD) | 0.12% | 0% | 10.03% | 2/6/2025 |
 Snowflake (SNOW) | 0.12% | 0% | 1.67% | 10/22/2025 |
 Cloudflare (NET) | 0.11% | 3.34% | 3.73% | - |
 AST SpaceMobile (ASTS) | 0.1% | 0% | 1.8% | 2/27/2026 |
 SoFi (SOFI) | 0.1% | 2.36% | 3.47% | - |
 Confluent (CFLT) | 0.1% | 0% | 4.5% | 2/19/2025 |
 Palantir (PLTR) | 0.09% | 0% | 3.53% | 9/4/2024 |
 Marvell (MRVL) | 0.09% | 0% | 7.9% | 3/24/2026 |
 Alphabet (GOOGL) | 0.08% | 0% | 4.37% | 11/19/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.07% | 0% | 3.15% | 5/22/2024 |
 Astera Labs Inc (ALAB) | 0.07% | 0% | 2.19% | 1/13/2026 |
 Dell (DELL) | 0.05% | 0% | 1.22% | 6/24/2024 |
 Eli Lilly (LLY) | 0.05% | 0% | 2.7% | 8/29/2024 |
 Solvay (SOLB.BR) | 0.04% | 0% | 2.19% | 5/8/2024 |
 Oscar Health (OSCR) | 0.03% | 0% | 0.77% | 10/8/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.02% | 0% | 0.84% | 1/13/2026 |
 Sandisk Corp/DE (SNDK) | 0.02% | 0% | 0.45% | 11/7/2025 |
 Novavax (NVAX) | 0.02% | 0% | 2.25% | 7/25/2024 |
 Lumentum (LITE) | 0.02% | 0% | 0.51% | 4/6/2026 |
 Seagate (STX.US) | 0.02% | 0% | 0.39% | 11/6/2025 |
 Intel (INTC) | 0.02% | 0% | 0.51% | 4/28/2026 |
 Direxion Daily Semiconductor Bull 3X ETF (SOXL) | 0.01% | 0% | 0.71% | 9/6/2024 |
 Credo (CRDO) | 0.01% | 0% | 0.39% | 1/14/2026 |
 Starbucks (SBUX) | 0.01% | 0% | 0.96% | 5/16/2024 |
 Ondas Inc (ONDS) | 0.01% | 0% | 0.19% | 11/13/2025 |
 Hims & Hers (HIMS) | 0.01% | 0% | 0.26% | 10/27/2025 |
 Tempus AI Inc (TEM.US) | 0.01% | 0% | 0.26% | 10/27/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 23.22% | 20.83% |
| Invesco QQQ (QQQ) | 13.17% | 16.32% |
| Vanguard S&P 500 ETF (VOO) | 13.09% | 15.15% |
| Apple (AAPL) | 8.97% | 10.27% |
| Palo Alto Networks (PANW) | 7.98% | 6.6% |
| Broadcom (AVGO) | 6.07% | 5.59% |
| Zscaler (ZS) | 6.87% | 4.84% |
| Vanguard Total Stock Market ETF (VTI) | 1.88% | 3.29% |
| UnitedHealth (UNH) | 3.61% | 3.02% |
| TSMC (TSM) | 3.01% | 3.01% |
| Alphabet (GOOG) | 3.01% | 2.86% |
| NVIDIA (NVDA) | 3.01% | 2.83% |
| ProShares UltraPro QQQ (TQQQ) | 3.01% | 2.72% |
| Netflix (NFLX) | 3.01% | 2.56% |
Cash & Instruments Over Time
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