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Portfolio Diversification
Range
Most Diversified
19 instruments
May 21, 2026
Least Diversified
0 instruments
January 2, 2023
Average
4.8 instruments
Most Consistent Holdings
Top 5
QQQ36.1%
VTI36.1%
VEA36.02%
VWO36.02%
SMH36.02%
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) | 4.21% | 9.52% | 36.1% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 4.04% | 12.17% | 36.02% | - |
| Vanguard FTSE Emerging Markets (VWO) | 3.47% | 11.31% | 36.02% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 2.7% | 6.49% | 36.02% | - |
| Invesco QQQ (QQQ) | 2.5% | 4.87% | 36.1% | - |
 iShares Russell 2000 Growth ETF (IWO) | 1.85% | 5.16% | 35.95% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.48% | 6.87% | 23.99% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.46% | 7.48% | 23.91% | - |
 iShares MSCI India ETF (INDA) | 1.24% | 7.07% | 22.75% | - |
 Vanguard Total International Stock ETF (VXUS) | 1.16% | 4.77% | 22.9% | - |
 Bitcoin (BTC) | 1.14% | 9.78% | 18.17% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.94% | 2.83% | 34.39% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.69% | 2.98% | 23.99% | - |
 iShares Silver Trust (SLV) | 0.49% | 1.71% | 20.81% | - |
 Invesco DB Oil Fund (DBO) | 0.35% | 1.38% | 20.65% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.3% | 0% | 21.74% | 2/4/2026 |
 UiPath (PATH) | 0.09% | 1.94% | 4.74% | - |
 ServiceNow (NOW) | 0.08% | 1.63% | 4.81% | - |
 PayPal (PYPL) | 0.08% | 0% | 4.04% | 12/1/2025 |
 Salesforce (CRM) | 0.07% | 1.5% | 4.89% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.04% | 0% | 4.97% | 11/13/2025 |
 Duolingo (DUOL) | 0.02% | 0% | 2.56% | 6/5/2026 |
 Nike (NKE) | 0.01% | 0% | 0.16% | 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% | 0.16% | 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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