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Portfolio Diversification
Range
Most Diversified
18 instruments
November 7, 2025
Least Diversified
0 instruments
January 2, 2023
Average
3.9 instruments
Most Consistent Holdings
Top 5
QQQ31.69%
VTI31.69%
VEA31.61%
VWO31.61%
SMH31.61%
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 Total Stock Market ETF (VTI) | 3.85% | 10.24% | 31.69% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 3.48% | 12.15% | 31.61% | - |
| Vanguard FTSE Emerging Markets (VWO) | 2.92% | 11.57% | 31.61% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 2.39% | 9.65% | 31.61% | - |
| Invesco QQQ (QQQ) | 2.31% | 6.98% | 31.69% | - |
 iShares Russell 2000 Growth ETF (IWO) | 1.61% | 6.19% | 31.53% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.09% | 7.33% | 18.68% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.06% | 7.1% | 18.68% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.91% | 4.8% | 17.51% | - |
 iShares MSCI India ETF (INDA) | 0.86% | 6.04% | 17.43% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.81% | 2.82% | 29.86% | - |
 Bitcoin (BTC) | 0.68% | 7.28% | 12.43% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.53% | 3.07% | 18.68% | - |
 iShares Silver Trust (SLV) | 0.38% | 2.29% | 15.26% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.33% | 0% | 23.35% | 2/4/2026 |
 Invesco DB Oil Fund (DBO) | 0.28% | 1.41% | 15.1% | - |
 PayPal (PYPL) | 0.08% | 0% | 4.34% | 12/1/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.04% | 0% | 5.34% | 11/13/2025 |
 Nike (NKE) | 0.01% | 0% | 0.17% | 4/9/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.01% | 0% | 0.08% | 4/8/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.01% | 0% | 0.08% | 4/8/2025 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 0.08% | 4/9/2025 |
 Vanguard Real Estate ETF (VNQ) | 0% | 0% | 0.08% | 4/9/2025 |
 SPDR Gold (GLD) | 0% | 0% | 0.17% | 10/23/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE Developed Market ETF (VEA) | 12.85% | 12.89% |
| Vanguard FTSE Emerging Markets (VWO) | 11.58% | 11.31% |
| Vanguard Total Stock Market ETF (VTI) | 9.18% | 10.79% |
| VanEck Vectors Semiconductor ETF (SMH) | 5.19% | 7.92% |
| Invesco QQQ (QQQ) | 6.21% | 7.2% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 8.58% | 7.01% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 7.68% | 6.97% |
| Vanguard Total International Stock ETF (VXUS) | 6.61% | 5.83% |
| iShares Russell 2000 Growth ETF (IWO) | 4.4% | 4.99% |
| iShares MSCI India ETF (INDA) | 5.71% | 4.97% |
| Bitcoin (BTC) | 5.37% | 4.66% |
| iShares Silver Trust (SLV) | 2.81% | 3.55% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 3.7% | 3.14% |
| Schwab US Dividend Equity ETF (SCHD) | 3.01% | 2.71% |
| Invesco DB Oil Fund (DBO) | 2.23% | 1.79% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 1.26% | 1.15% |
Cash & Instruments Over Time
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