Portfolio Diversification
Range
Most Diversified
10 instruments
March 27, 2025
Least Diversified
0 instruments
August 3, 2024
Average
7.9 instruments
Most Consistent Holdings
Top 5
BLK99.19%
ITA99.19%
SPYG93.32%
COHR93.32%
SMH93.32%
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) | 25.67% | 16.13% | 99.19% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 21.69% | 19.54% | 93.32% | - |
| iShares US Aerospace & Defense ETF (ITA) | 21.46% | 15.05% | 99.19% | - |
 Vanguard Total World Stock ETF (VT.US) | 8.51% | 17.89% | 74.7% | - |
| Coherent (COHR) | 6.48% | 10.4% | 93.32% | - |
 Vaneck Rare Earth and Strategic Metals (REMX) | 4.99% | 6.27% | 93.32% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 3.99% | 4.13% | 93.32% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.46% | 9.76% | 57.89% | - |
 iShares MSCI China ETF (MCHI) | 0.62% | 0.82% | 57.69% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.49% | 0% | 18.22% | 12/4/2024 |
 Andalejo1109 | 0.2% | 0% | 8.1% | 5/5/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.06% | 0% | 3.85% | 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% |