Portfolio Diversification
Range
Most Diversified
39 instruments
February 11, 2025
Least Diversified
21 instruments
June 15, 2024
Average
35.6 instruments
Most Consistent Holdings
Top 5
MCD100%
VZ100%
V100%
DE100%
SPY100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 15, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Core-Income | 6.04% | 8.07% | 55.84% | - |
| SPDR S&P 500 ETF (SPY) | 5.95% | 5.28% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 5.95% | 5.28% | 100% | - |
 Vanguard Value ETF (VTV) | 5.82% | 4.98% | 100% | - |
 ShoppingCart | 5.61% | 7.79% | 55.84% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 5.16% | 3.72% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.1% | 3.53% | 100% | - |
 iShares Core Dividend Growth ETF (DGRO) | 5.04% | 3.38% | 100% | - |
 Microsoft (MSFT) | 3.34% | 7.24% | 79.74% | - |
 Communication Services Select Sector SPDR Fund (XLC) | 3.15% | 4.4% | 100% | - |
 Industrial Select Sector SPDR (XLI) | 2.96% | 2.83% | 100% | - |
 Waste Management (WM) | 2.74% | 2.84% | 79.74% | - |
 Energy Select Sector SPDR (XLE) | 2.71% | 3.64% | 100% | - |
 Realty Income (O) | 2.54% | 1.34% | 94.89% | - |
 Devon Energy (DVN) | 2.36% | 1.74% | 94.89% | - |
 Utilities Select Sector SPDR (XLU) | 2.25% | 2.43% | 100% | - |
 Vanguard Financials ETF (VFH) | 2.21% | 1.19% | 100% | - |
 Franklin FTSE India ETF (FLIN) | 2.17% | 1.15% | 94.89% | - |
 Consumer Staples Select Sector SPDR (XLP) | 1.97% | 2.35% | 100% | - |
 Materials Select Sector SPDR (XLB) | 1.9% | 0.88% | 100% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 1.82% | 0% | 93.8% | 11/11/2025 |
| Deere (DE) | 1.8% | 0.94% | 100% | - |
 iShares Semiconductor ETF (SOXX) | 1.75% | 2.43% | 100% | - |
| McDonald's (MCD) | 1.45% | 0.73% | 100% | - |
| Visa (V) | 1.43% | 0.75% | 100% | - |
 iShares China Large-Cap ETF (FXI) | 1.35% | 0.88% | 94.89% | - |
 Johnson & Johnson (JNJ) | 1.34% | 0% | 52.01% | 7/16/2025 |
| Verizon (VZ) | 1.33% | 0.6% | 100% | - |
 NVIDIA (NVDA) | 1.31% | 3.56% | 99.82% | - |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.17% | 0.76% | 94.89% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.16% | 0.73% | 94.16% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 1.15% | 0.72% | 94.34% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 1.15% | 0.73% | 94.89% | - |
 iShares MSCI Taiwan ETF (EWT) | 1.1% | 0.71% | 94.89% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.96% | 0% | 78.83% | 9/18/2025 |
 Cabot (CBT) | 0.89% | 0.36% | 94.89% | - |
 PGE (POR) | 0.87% | 0% | 84.67% | 10/20/2025 |
 Pfizer (PFE) | 0.69% | 0% | 64.42% | 7/1/2025 |
 Barclays (BCS) | 0.51% | 5.09% | 9.85% | - |
 IBM (IBM) | 0.46% | 4.36% | 9.85% | - |
 Bayer (BAYN.DE) | 0.19% | 0% | 47.63% | 3/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 6.52% | 7.02% |
| Vanguard Total Stock Market ETF (VTI) | 6.59% | 6.93% |
| Vanguard S&P 500 ETF (VOO) | 6.59% | 6.9% |
| SPDR S&P 500 ETF (SPY) | 6.59% | 6.9% |
| iShares Core Dividend Growth ETF (DGRO) | 6.59% | 6.71% |
| Vanguard Value ETF (VTV) | 6.59% | 6.65% |
| Realty Income (O) | 4.46% | 3.95% |
| Devon Energy (DVN) | 4.45% | 3.46% |
| Microsoft (MSFT) | 3.29% | 3.33% |
| Waste Management (WM) | 3.29% | 3.2% |
| Johnson & Johnson (JNJ) | 3.29% | 2.96% |
| Franklin FTSE India ETF (FLIN) | 2.83% | 2.62% |
| Vanguard Financials ETF (VFH) | 1.98% | 2.37% |
| Communication Services Select Sector SPDR Fund (XLC) | 1.98% | 2.28% |
| Industrial Select Sector SPDR (XLI) | 1.98% | 2.17% |
| Utilities Select Sector SPDR (XLU) | 1.98% | 2.14% |
| Consumer Staples Select Sector SPDR (XLP) | 1.98% | 2.03% |
| Energy Select Sector SPDR (XLE) | 1.98% | 1.92% |
| Materials Select Sector SPDR (XLB) | 1.98% | 1.88% |
| The Health Care Select Sector SPDR Fund (XLV) | 1.98% | 1.87% |
| Deere (DE) | 1.65% | 1.87% |
| iShares Semiconductor ETF (SOXX) | 1.98% | 1.7% |
| iShares China Large-Cap ETF (FXI) | 1.42% | 1.57% |
| Visa (V) | 1.32% | 1.54% |
| McDonald's (MCD) | 1.32% | 1.52% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.42% | 1.44% |
| iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 1.42% | 1.35% |
| NVIDIA (NVDA) | 1.32% | 1.35% |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.42% | 1.34% |
| Ishares MSCI JAPAN ETF (EWJ) | 1.42% | 1.33% |
| Verizon (VZ) | 1.32% | 1.33% |
| iShares MSCI Taiwan ETF (EWT) | 1.42% | 1.29% |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 1.42% | 1.19% |
| PGE (POR) | 1.15% | 1.12% |
| Cabot (CBT) | 1.15% | 1.11% |
| Pfizer (PFE) | 1.15% | 1.06% |
| Bayer (BAYN.DE) | 0.33% | 0.24% |