Portfolio Diversification
Range
Most Diversified
10 instruments
December 2, 2023
Least Diversified
0 instruments
November 30, 2023
Average
8.4 instruments
Most Consistent Holdings
Top 5
QQQ99.82%
SCHD99.82%
VOO99.82%
VUG99.82%
GOOG82.33%
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) | 28.12% | 28.12% | 99.82% | - |
| Invesco QQQ (QQQ) | 24.47% | 23.16% | 99.82% | - |
| Vanguard S&P 500 ETF (VOO) | 21.68% | 24.57% | 99.82% | - |
| Vanguard Growth ETF (VUG) | 16.63% | 18.61% | 99.82% | - |
 NVIDIA (NVDA) | 2.38% | 0% | 69.43% | 12/31/2024 |
| Alphabet (GOOG) | 1.66% | 2.27% | 82.33% | - |
 Amazon (AMZN) | 1.42% | 0% | 69.43% | 12/31/2024 |
 Microsoft (MSFT) | 1.3% | 0% | 69.43% | 12/31/2024 |
 Apple (AAPL) | 1.23% | 0% | 69.43% | 12/31/2024 |
 Tesla (TSLA) | 0.49% | 0% | 69.43% | 12/31/2024 |
 Berkshire Hathaway (BRK.B) | 0.36% | 3.26% | 10.07% | - |
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% |