Portfolio Diversification
Range
Most Diversified
10 instruments
March 27, 2025
Least Diversified
0 instruments
August 3, 2024
Average
7.8 instruments
Most Consistent Holdings
Top 5
BLK99.32%
ITA99.32%
SPYG92.79%
COHR92.79%
SMH92.79%
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) | 26.69% | 18.78% | 99.32% | - |
| iShares US Aerospace & Defense ETF (ITA) | 22.09% | 16.71% | 99.32% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 21.89% | 20.51% | 92.79% | - |
 Vanguard Total World Stock ETF (VT.US) | 7.75% | 15.03% | 72.07% | - |
| Coherent (COHR) | 6.28% | 6.95% | 92.79% | - |
 Vaneck Rare Earth and Strategic Metals (REMX) | 4.86% | 6.55% | 92.79% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 3.98% | 4.17% | 92.79% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.75% | 10.14% | 53.6% | - |
 iShares MSCI China ETF (MCHI) | 0.59% | 0.92% | 53.38% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.54% | 0% | 20.27% | 12/4/2024 |
 Andalejo1109 | 0.23% | 0% | 9.01% | 5/5/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.06% | 0% | 4.28% | 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% |