Portfolio Diversification
Range
Most Diversified
6 instruments
June 14, 2025
Least Diversified
0 instruments
March 3, 2024
Average
4.3 instruments
Most Consistent Holdings
Top 5
SPYG99.6%
SAN.MC99.6%
AOR87.9%
KO75.99%
SPYD52.18%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 77.3% | 70.35% | 99.6% | - |
| iShares Core Growth Allocation ETF (AOR) | 12.65% | 8.61% | 87.9% | - |
| Coca-Cola (KO) | 5.56% | 6.99% | 75.99% | - |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.32% | 1.91% | 52.18% | - |
| Santander (SAN.MC) | 0.19% | 0.07% | 99.6% | - |
 Novo-Nordisk (NVO) | 0.15% | 1.71% | 7.74% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.01% | 0% | 8.33% | 7/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 70.72% | 73.5% |
| iShares Core Growth Allocation ETF (AOR) | 13.71% | 13.01% |
| Coca-Cola (KO) | 11.67% | 10.07% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.54% | 3.09% |
| Santander (SAN.MC) | 0.06% | 0.06% |