Portfolio Diversification
Range
Most Diversified
10 instruments
December 2, 2023
Least Diversified
0 instruments
November 30, 2023
Average
8.2 instruments
Most Consistent Holdings
Top 5
QQQ99.84%
SCHD99.84%
VOO99.84%
VUG99.84%
GOOG83.92%
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) | 28% | 22.06% | 99.84% | - |
| Invesco QQQ (QQQ) | 24.36% | 23.17% | 99.84% | - |
| Vanguard S&P 500 ETF (VOO) | 21.97% | 23.81% | 99.84% | - |
| Vanguard Growth ETF (VUG) | 16.88% | 19.13% | 99.84% | - |
 NVIDIA (NVDA) | 2.15% | 0.91% | 62.74% | - |
| Alphabet (GOOG) | 1.72% | 0% | 83.92% | 8/20/2025 |
 Amazon (AMZN) | 1.32% | 0% | 65.13% | 8/20/2025 |
 Microsoft (MSFT) | 1.17% | 0% | 62.58% | 12/31/2024 |
 Apple (AAPL) | 1.1% | 0% | 62.58% | 12/31/2024 |
 Berkshire Hathaway (BRK.B) | 0.62% | 2.9% | 18.95% | - |
 Tesla (TSLA) | 0.44% | 0% | 62.58% | 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% |