Portfolio Diversification
Range
Most Diversified
10 instruments
December 2, 2023
Least Diversified
0 instruments
November 30, 2023
Average
8.1 instruments
Most Consistent Holdings
Top 5
QQQ99.87%
SCHD99.87%
VOO99.87%
VUG99.87%
GOOG86.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 27.53% | 24.83% | 99.87% | - |
| Invesco QQQ (QQQ) | 24.16% | 23% | 99.87% | - |
| Vanguard S&P 500 ETF (VOO) | 22.21% | 23.36% | 99.87% | - |
| Vanguard Growth ETF (VUG) | 17.25% | 18.95% | 99.87% | - |
 NVIDIA (NVDA) | 2.11% | 1.95% | 68.55% | - |
| Alphabet (GOOG) | 1.88% | 3.24% | 86.29% | - |
 Amazon (AMZN) | 1.32% | 1.34% | 70.56% | - |
 Berkshire Hathaway (BRK.B) | 1.01% | 3.34% | 31.59% | - |
 Microsoft (MSFT) | 0.99% | 0% | 52.82% | 12/31/2024 |
 Apple (AAPL) | 0.93% | 0% | 52.82% | 12/31/2024 |
 Tesla (TSLA) | 0.37% | 0% | 52.82% | 12/31/2024 |
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) | 32.64% | 30.18% |
| Vanguard S&P 500 ETF (VOO) | 24.97% | 24.98% |
| Invesco QQQ (QQQ) | 23.38% | 24.95% |
| Vanguard Growth ETF (VUG) | 19.01% | 19.89% |