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Portfolio Diversification
Range
Most Diversified
7 instruments
July 6, 2024
Least Diversified
0 instruments
October 16, 2024
Average
3.1 instruments
Most Consistent Holdings
Top 5
SPYG97.01%
VOO97.01%
MSFT30.66%
IVV29.58%
TSLA24.43%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 20, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 52.51% | 48.26% | 97.01% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 38.32% | 48.62% | 97.01% | - |
| Microsoft (MSFT) | 1.54% | 0% | 30.66% | 10/15/2024 |
| Tesla (TSLA) | 1.52% | 0% | 24.43% | 7/12/2024 |
| iShares Core S&P 500 ETF (IVV) | 1.23% | 1.38% | 29.58% | - |
 Alphabet (GOOGL) | 0.93% | 0% | 12.1% | 10/15/2024 |
 iShares Core MSCI International Developed Markets ETF (IDEV) | 0.4% | 0% | 6.95% | 7/31/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.12% | 0% | 6.95% | 7/31/2024 |
 Adobe (ADBE) | 0.02% | 1.64% | 1.08% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 46.97% | 48.31% |
| Vanguard S&P 500 ETF (VOO) | 47.08% | 46.28% |
| iShares Core S&P 500 ETF (IVV) | 5.77% | 5.25% |
Cash & Instruments Over Time
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