Portfolio Diversification
Range
Most Diversified
9 instruments
May 1, 2025
Least Diversified
3 instruments
February 27, 2025
Average
6.5 instruments
Most Consistent Holdings
Top 5
QQQ82.51%
SCHD82.51%
SPYG82.51%
IWP68.58%
XLK68.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 9, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 26.87% | 0% | 82.51% | 5/27/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 16.74% | 0% | 68.58% | 2/26/2025 |
| Invesco QQQ (QQQ) | 11.05% | 0% | 82.51% | 5/27/2025 |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 9.64% | 0% | 82.51% | 5/27/2025 |
 iShares Russell 1000 Growth ETF (IWF) | 5.99% | 0% | 68.58% | 2/26/2025 |
 Nasdaq (NDAQ) | 4.06% | 13.32% | 21.67% | - |
| Technology Select Sector SPDR (XLK) | 3.92% | 0% | 68.58% | 2/26/2025 |
 Vanguard Total Stock Market ETF (VTI) | 3.91% | 12.51% | 21.67% | - |
| iShares Russell Mid-Cap Growth ETF (IWP) | 3.9% | 0% | 68.58% | 2/26/2025 |
 Berkshire Hathaway (BRK.B) | 3.88% | 11.68% | 21.67% | - |
 Lockheed Martin (LMT) | 3.77% | 11.18% | 21.67% | - |
 NVIDIA (NVDA) | 3.09% | 26.11% | 21.67% | - |
 SPDR Gold (GLD) | 2.76% | 25.21% | 21.67% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 46.75% | 41.09% |
| VanEck Vectors Semiconductor ETF (SMH) | 26.94% | 30.63% |
| Invesco QQQ (QQQ) | 7.13% | 7.66% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 5.34% | 6.1% |
| iShares Russell 1000 Growth ETF (IWF) | 5.22% | 5.87% |
| iShares Russell Mid-Cap Growth ETF (IWP) | 3.57% | 3.76% |
| Technology Select Sector SPDR (XLK) | 3.57% | 3.67% |