Loading...
Portfolio Diversification
Range
Most Diversified
10 instruments
March 27, 2025
Least Diversified
0 instruments
August 3, 2024
Average
8.2 instruments
Most Consistent Holdings
Top 5
BLK98.95%
ITA98.95%
SPYG94.59%
COHR94.59%
SMH94.59%
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) | 22.39% | 11.24% | 98.95% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 20.25% | 19.98% | 94.59% | - |
| iShares US Aerospace & Defense ETF (ITA) | 19.46% | 12.45% | 98.95% | - |
 Vanguard Total World Stock ETF (VT.US) | 10.56% | 19.93% | 80.75% | - |
| Coherent (COHR) | 7.47% | 3.74% | 94.59% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.63% | 13.49% | 68.27% | - |
 Vaneck Rare Earth and Strategic Metals (REMX) | 5.3% | 5.98% | 94.59% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 4.68% | 10.07% | 94.59% | - |
 iShares MSCI China ETF (MCHI) | 1.35% | 3.11% | 68.12% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.36% | 0% | 13.53% | 12/4/2024 |
 Andalejo1109 | 0.15% | 0% | 6.02% | 5/5/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.04% | 0% | 2.86% | 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
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.