Portfolio Diversification
Range
Most Diversified
13 instruments
January 2, 2023
Least Diversified
0 instruments
May 23, 2025
Average
10.5 instruments
Most Consistent Holdings
Top 5
SPY80.64%
EEM80.64%
XLF80.64%
QQQ80.64%
FXI80.64%
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 |
|---|---|---|---|---|
 Vanguard FTSE Emerging Markets (VWO) | 13.69% | 0% | 80.64% | 5/22/2025 |
 iShares Semiconductor ETF (SOXX) | 10.94% | 0% | 80.64% | 5/22/2025 |
 First Trust Cloud Computing (SKYY) | 9.72% | 0% | 80.64% | 5/22/2025 |
| Invesco QQQ (QQQ) | 8.95% | 0% | 80.64% | 5/22/2025 |
| iShares China Large-Cap ETF (FXI) | 7.75% | 0% | 80.64% | 5/22/2025 |
| SPDR S&P 500 ETF (SPY) | 7.7% | 0% | 80.64% | 5/22/2025 |
 iShares Core S&P Mid-Cap ETF (IJH) | 3.43% | 0% | 80.64% | 5/22/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 3.32% | 0% | 80.64% | 5/22/2025 |
| Financial Select Sector SPDR (XLF) | 3.29% | 0% | 80.64% | 5/22/2025 |
 Utilities Select Sector SPDR (XLU) | 2.52% | 0% | 80.64% | 5/22/2025 |
| iShares MSCI Emerging Markets ETF (EEM) | 2.4% | 0% | 80.64% | 5/22/2025 |
 iShares U.S. Real Estate ETF (IYR) | 2.29% | 0% | 80.64% | 5/22/2025 |
 iShares Preferred & Income Sec (PFF) | 2.1% | 0% | 80.64% | 5/22/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE Emerging Markets (VWO) | 15.69% | 15.23% |
| First Trust Cloud Computing (SKYY) | 11.77% | 14.01% |
| iShares Semiconductor ETF (SOXX) | 7.85% | 13.42% |
| Invesco QQQ (QQQ) | 7.85% | 11.87% |
| SPDR S&P 500 ETF (SPY) | 7.85% | 9.8% |
| iShares China Large-Cap ETF (FXI) | 15.69% | 8.93% |
| Financial Select Sector SPDR (XLF) | 3.92% | 4.27% |
| iShares Core S&P Mid-Cap ETF (IJH) | 3.92% | 4.1% |
| iShares Core Dividend Growth ETF (DGRO) | 3.92% | 3.93% |
| Utilities Select Sector SPDR (XLU) | 3.92% | 2.93% |
| iShares MSCI Emerging Markets ETF (EEM) | 3.92% | 2.61% |
| iShares U.S. Real Estate ETF (IYR) | 3.92% | 2.56% |
| iShares Preferred & Income Sec (PFF) | 3.92% | 2.26% |