Portfolio Diversification
Range
Most Diversified
10 instruments
March 27, 2025
Least Diversified
0 instruments
August 3, 2024
Average
7.6 instruments
Most Consistent Holdings
Top 5
BLK99.18%
ITA99.18%
SPYG91.28%
COHR91.28%
SMH91.28%
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) | 28.22% | 20.41% | 99.18% | - |
| iShares US Aerospace & Defense ETF (ITA) | 23.18% | 17.81% | 99.18% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 22.07% | 21.72% | 91.28% | - |
 Vanguard Total World Stock ETF (VT.US) | 6.3% | 13.28% | 66.21% | - |
| Coherent (COHR) | 6.27% | 6.96% | 91.28% | - |
 Vaneck Rare Earth and Strategic Metals (REMX) | 4.66% | 4.51% | 91.28% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 3.99% | 3.94% | 91.28% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.11% | 10.44% | 43.87% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.65% | 0% | 24.52% | 12/4/2024 |
 iShares MSCI China ETF (MCHI) | 0.52% | 0.94% | 43.87% | - |
 Andalejo1109 | 0.28% | 0% | 10.9% | 5/5/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.08% | 0% | 5.18% | 12/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| BlackRock (BLK) | 28.89% | 29.67% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 25.92% | 26.35% |
| iShares US Aerospace & Defense ETF (ITA) | 19.19% | 18.93% |
| Coherent (COHR) | 7.79% | 7.65% |
| Vanguard Total World Stock ETF (VT.US) | 7.54% | 7.23% |
| Vaneck Rare Earth and Strategic Metals (REMX) | 5.88% | 5.4% |
| VanEck Vectors Semiconductor ETF (SMH) | 4.79% | 4.76% |