Portfolio Diversification
Range
Most Diversified
12 instruments
January 1, 2022
Least Diversified
5 instruments
April 17, 2025
Average
11.5 instruments
Most Consistent Holdings
Top 5
VTI100%
VWO100%
VEU100%
VGK100%
INDA100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares MSCI India ETF (INDA) | 11.68% | 3.51% | 100% | - |
 Invesco QQQ (QQQ) | 11.47% | 0% | 93.78% | 4/8/2025 |
| Vanguard Total Stock Market ETF (VTI) | 11.07% | 3.69% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 9.83% | 0% | 94.43% | 4/16/2025 |
| Vanguard FTSE Europe ETF (VGK) | 9.66% | 3.6% | 100% | - |
| Vanguard FTSE All-World ex-US (VEU) | 9.54% | 3.64% | 100% | - |
| Vanguard FTSE Emerging Markets (VWO) | 9.42% | 3.63% | 100% | - |
 iShares Semiconductor ETF (SOXX) | 8.99% | 0% | 89.26% | 2/11/2025 |
 iShares MSCI China ETF (MCHI) | 5.23% | 0% | 93.78% | 4/8/2025 |
 ARK Fintech Innovation ETF (ARKF) | 1.25% | 0% | 93.3% | 4/2/2025 |
 ARK Innovation ETF (ARKK) | 1.25% | 0% | 93.3% | 4/2/2025 |
 ARK Next Generation Internet ETF (ARKW) | 1.22% | 0% | 93.3% | 4/2/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI India ETF (INDA) | 16.11% | 15.87% |
| Invesco QQQ (QQQ) | 7.64% | 11.83% |
| Vanguard Total Stock Market ETF (VTI) | 8.82% | 11.29% |
| Vanguard Real Estate ETF (VNQ) | 13.1% | 10.51% |
| Vanguard FTSE Emerging Markets (VWO) | 12.35% | 10.44% |
| Vanguard FTSE All-World ex-US (VEU) | 10.5% | 9.56% |
| iShares Semiconductor ETF (SOXX) | 5.14% | 9.43% |
| Vanguard FTSE Europe ETF (VGK) | 9.24% | 9.02% |
| iShares MSCI China ETF (MCHI) | 9.58% | 5.95% |
| ARK Fintech Innovation ETF (ARKF) | 1.71% | 1.66% |
| ARK Next Generation Internet ETF (ARKW) | 1.71% | 1.62% |
| ARK Innovation ETF (ARKK) | 2.45% | 1.48% |