Portfolio Diversification
Range
Most Diversified
7 instruments
July 25, 2025
Least Diversified
0 instruments
October 19, 2023
Average
3.4 instruments
Most Consistent Holdings
Top 5
AOA94.22%
MSFT58%
TSLA58%
QQQ41.28%
VT.US41.28%
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 |
|---|---|---|---|---|
| iShares Core Aggressive Allocation ETF (AOA) | 76.04% | 39.41% | 94.22% | - |
| Vanguard Total World Stock ETF (VT.US) | 4.81% | 10.03% | 41.28% | - |
| Invesco QQQ (QQQ) | 4.21% | 19.77% | 41.28% | - |
| Microsoft (MSFT) | 2.41% | 0% | 58% | 6/30/2025 |
| Tesla (TSLA) | 2% | 0% | 58% | 6/30/2025 |
 AMD (AMD) | 1.98% | 0% | 19.09% | 6/17/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.54% | 9.9% | 7.02% | - |
 Bitcoin (BTC) | 0.52% | 6.32% | 6.91% | - |
 Vanguard Total International Bond ETF (BNDX) | 0.47% | 9.89% | 7.02% | - |
 NVIDIA (NVDA) | 0.22% | 4.61% | 4.54% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core Aggressive Allocation ETF (AOA) | 79.22% | 78.38% |
| Vanguard Total World Stock ETF (VT.US) | 10.3% | 10.26% |
| Invesco QQQ (QQQ) | 8.96% | 9.5% |
| Tesla (TSLA) | 0.45% | 0.76% |
| Microsoft (MSFT) | 0.45% | 0.49% |