Portfolio Diversification
Range
Most Diversified
8 instruments
November 3, 2023
Least Diversified
0 instruments
January 13, 2023
Average
6.5 instruments
Most Consistent Holdings
Top 5
TSM83.14%
VOOG81.11%
VOOV81.11%
VOO81.11%
O70.81%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 24.8% | 29.89% | 81.11% | - |
| Vanguard S&P 500 Value ETF (VOOV) | 18.26% | 20.28% | 81.11% | - |
| Vanguard S&P 500 Growth ETF (VOOG) | 17.08% | 21.95% | 81.11% | - |
 SPDR S&P 500 ETF (SPY) | 12.33% | 0% | 16.18% | 6/20/2023 |
| TSMC (TSM) | 5.53% | 8.31% | 83.14% | - |
| Realty Income (O) | 5.3% | 9.6% | 70.81% | - |
 STAG (STAG) | 4.05% | 5.02% | 70.81% | - |
 WP Carey (WPC) | 3.71% | 4.92% | 70.81% | - |
 Nio (NIO) | 3.06% | 0% | 14.03% | 6/2/2023 |
 SSAB (SSABAH.HE) | 1.75% | 0% | 12.33% | 9/22/2023 |
 Coinbase (COIN) | 0.34% | 0% | 1.24% | 1/12/2023 |
 Adobe (ADBE) | 0.21% | 0% | 3.17% | 6/2/2023 |
 Net Lease Office Properties (NLOP) | 0.1% | 0% | 62.67% | 5/12/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 29.32% | 30.57% |
| Vanguard S&P 500 Growth ETF (VOOG) | 19.42% | 22.05% |
| Vanguard S&P 500 Value ETF (VOOV) | 22.65% | 21.14% |
| TSMC (TSM) | 5.17% | 8.02% |
| Realty Income (O) | 8.09% | 6.48% |
| STAG (STAG) | 6.47% | 4.87% |
| WP Carey (WPC) | 6% | 4.46% |
| Net Lease Office Properties (NLOP) | 0% | 0.17% |