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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
QQQ99.77%
SCHD99.77%
VOO99.77%
VUG99.77%
GOOG87.95%
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) | 27.37% | 27.69% | 99.77% | - |
| Invesco QQQ (QQQ) | 23.94% | 23% | 99.77% | - |
| Vanguard S&P 500 ETF (VOO) | 22.28% | 22.64% | 99.77% | - |
| Vanguard Growth ETF (VUG) | 17.41% | 20.34% | 99.77% | - |
 NVIDIA (NVDA) | 2.1% | 1.98% | 72.51% | - |
| Alphabet (GOOG) | 2.05% | 3.09% | 87.95% | - |
 Amazon (AMZN) | 1.31% | 1.25% | 74.27% | - |
 Berkshire Hathaway (BRK.B) | 1.22% | 0% | 37.78% | 3/13/2026 |
 Microsoft (MSFT) | 0.86% | 0% | 45.96% | 12/31/2024 |
 Apple (AAPL) | 0.81% | 0% | 45.96% | 12/31/2024 |
 Tesla (TSLA) | 0.32% | 0% | 45.96% | 12/31/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 29.36% | 24.62% |
| Vanguard S&P 500 ETF (VOO) | 22.38% | 23.31% |
| Invesco QQQ (QQQ) | 20.22% | 22.97% |
| Vanguard Growth ETF (VUG) | 17.43% | 19.01% |
| Berkshire Hathaway (BRK.B) | 4.51% | 3.35% |
| Alphabet (GOOG) | 2% | 3.27% |
| NVIDIA (NVDA) | 2.43% | 2.08% |
| Amazon (AMZN) | 1.63% | 1.36% |
Cash & Instruments Over Time
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