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Portfolio Diversification
Range
Most Diversified
13 instruments
March 4, 2026
Least Diversified
1 instruments
July 31, 2024
Average
7 instruments
Most Consistent Holdings
Top 5
VOO100%
SPYG99.66%
VB97.28%
VXUS97.28%
MDY95.92%
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) | 38.27% | 29.11% | 100% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 37.09% | 28.64% | 99.66% | - |
| Vanguard Total International Stock ETF (VXUS) | 9.67% | 10.54% | 97.28% | - |
| Vanguard Small-Cap ETF (VB) | 3.31% | 2.59% | 97.28% | - |
| State Street SPDR S&P MidCap 400 ETF Trust (MDY) | 3.22% | 0% | 95.92% | 3/3/2026 |
 Novo-Nordisk (NVO) | 3.03% | 5.07% | 62.24% | - |
 LVMH (MC.PA) | 1.32% | 0% | 51.87% | 6/4/2025 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 1.12% | 5.24% | 25% | - |
 Lululemon (LULU) | 1.12% | 3.92% | 31.8% | - |
 Adobe (ADBE) | 0.76% | 5.77% | 18.71% | - |
 UnitedHealth (UNH) | 0.15% | 3.66% | 7.31% | - |
 Microsoft (MSFT) | 0.07% | 1.12% | 6.97% | - |
 MercadoLibre (MELI) | 0.02% | 1.76% | 2.38% | - |
 Salesforce (CRM) | 0.01% | 1.7% | 1.36% | - |
 Amazon (AMZN) | 0.01% | 0.6% | 1.36% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 29.29% | 32.13% |
| Vanguard S&P 500 ETF (VOO) | 30.55% | 31.34% |
| Vanguard Total International Stock ETF (VXUS) | 9.87% | 9.87% |
| Novo-Nordisk (NVO) | 9.29% | 7.12% |
| iShares MSCI China UCITS ETF (ICGA.DE) | 6.09% | 5.07% |
| Lululemon (LULU) | 3.87% | 4.11% |
| Vanguard Small-Cap ETF (VB) | 3.76% | 3.57% |
| State Street SPDR S&P MidCap 400 ETF Trust (MDY) | 3.73% | 3.46% |
| Adobe (ADBE) | 3.55% | 3.28% |
Cash & Instruments Over Time
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