Portfolio Diversification
Range
Most Diversified
9 instruments
November 22, 2025
Least Diversified
1 instruments
July 31, 2024
Average
6.4 instruments
Most Consistent Holdings
Top 5
VOO100%
SPYG99.6%
MDY96.76%
VB96.76%
VXUS96.76%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 31, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 39.77% | 32.05% | 100% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 38.37% | 33.42% | 99.6% | - |
| Vanguard Total International Stock ETF (VXUS) | 9.59% | 9.77% | 96.76% | - |
| Vanguard Small-Cap ETF (VB) | 3.28% | 3.45% | 96.76% | - |
| SPDR S&P Midcap 400 (MDY) | 3.23% | 3.34% | 96.76% | - |
 Novo-Nordisk (NVO) | 2.32% | 6.89% | 55.06% | - |
 LVMH (MC.PA) | 1.57% | 0% | 61.74% | 6/4/2025 |
 Lululemon (LULU) | 0.59% | 3.87% | 18.83% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.39% | 5.13% | 10.73% | - |
 Adobe (ADBE) | 0.05% | 2.07% | 3.24% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 40.45% | 41.36% |
| Vanguard S&P 500 ETF (VOO) | 40.45% | 40.48% |
| Vanguard Total International Stock ETF (VXUS) | 10.67% | 9.98% |
| Vanguard Small-Cap ETF (VB) | 3.01% | 2.97% |
| SPDR S&P Midcap 400 (MDY) | 3.02% | 2.94% |
| LVMH (MC.PA) | 2.4% | 2.36% |