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Portfolio Diversification
Range
Most Diversified
10 instruments
March 27, 2025
Least Diversified
0 instruments
August 3, 2024
Average
8.3 instruments
Most Consistent Holdings
Top 5
BLK98.67%
ITA98.67%
SPYG95.15%
COHR95.15%
SMH95.15%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| BlackRock (BLK) | 20.3% | 13.58% | 98.67% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 20.14% | 20.34% | 95.15% | - |
| iShares US Aerospace & Defense ETF (ITA) | 18.06% | 12.17% | 98.67% | - |
 Vanguard Total World Stock ETF (VT.US) | 12.36% | 20.87% | 83.98% | - |
 Schwab US Dividend Equity ETF (SCHD) | 6.96% | 0% | 72.21% | 10/22/2026 |
| Coherent (COHR) | 6.64% | 2.25% | 95.15% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 5.65% | 8.89% | 95.15% | - |
 Vaneck Rare Earth and Strategic Metals (REMX) | 5.12% | 3.26% | 95.15% | - |
 iShares MSCI China ETF (MCHI) | 1.66% | 3.05% | 73.79% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.29% | 0% | 10.92% | 12/4/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.26% | 15.53% | 1.7% | - |
 Andalejo1109 | 0.12% | 0% | 4.85% | 5/5/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.03% | 0% | 2.31% | 12/4/2024 |
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) | 18.08% | 18.01% |
| Vanguard Total World Stock ETF (VT.US) | 20.18% | 17.96% |
| BlackRock (BLK) | 17.29% | 15.01% |
| iShares US Aerospace & Defense ETF (ITA) | 12.59% | 14.8% |
| Schwab US Dividend Equity ETF (SCHD) | 13.4% | 11.06% |
| Coherent (COHR) | 5.59% | 9.22% |
| Vaneck Rare Earth and Strategic Metals (REMX) | 4.38% | 5.77% |
| iShares MSCI China ETF (MCHI) | 5.36% | 4.42% |
| VanEck Vectors Semiconductor ETF (SMH) | 3.13% | 3.75% |
Cash & Instruments Over Time
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