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Portfolio Diversification
Range
Most Diversified
10 instruments
March 27, 2025
Least Diversified
0 instruments
August 3, 2024
Average
8.1 instruments
Most Consistent Holdings
Top 5
BLK99.34%
ITA99.34%
SPYG94.56%
COHR94.56%
SMH94.56%
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) | 23.46% | 12.17% | 99.34% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 20.71% | 15.18% | 94.56% | - |
| iShares US Aerospace & Defense ETF (ITA) | 20.18% | 13.99% | 99.34% | - |
 Vanguard Total World Stock ETF (VT.US) | 10.08% | 16.1% | 79.41% | - |
| Coherent (COHR) | 7.15% | 11.26% | 94.56% | - |
 Vaneck Rare Earth and Strategic Metals (REMX) | 5.23% | 6.3% | 94.56% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.02% | 13.27% | 65.73% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 4.31% | 7.8% | 94.56% | - |
 iShares MSCI China ETF (MCHI) | 1.17% | 3.74% | 65.57% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.4% | 0% | 14.83% | 12/4/2024 |
 Andalejo1109 | 0.17% | 0% | 6.59% | 5/5/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.05% | 0% | 3.13% | 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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