Unconventional Investor, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Unconventional Investor, LLC, 79% allocated to ETF.
- Top Sector
- ETF (79%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 1
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 11.6 quarters
- Avg. Top 20
- 12.4 quarters
- Avg. All Positions
- 9.8 quarters
- Median Holding Period
- 15 quarters
- Persistence Rate
- 73.33%
- Persistent Holdings Weight
- 93.55%
- Persistent Positions
- 33
- Longest Held
Vanguard Short-Term Treasury ETFVGSH - 15 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.20%
- Avg. Position Weight
- 2.22%
- Largest Position
Vanguard Total Stock Market ETFVTI - 33.21%
Historical (Since Q4 2021)
- Avg. New Position
- 3.81%
- Largest Position
First Trust Exchange-Traded Fund II First Trust NASDAQ Cybersecurity ETFCIBR - 100.00% (Q1 2022)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 3.4%
- Value Traded
- $6.83M
- Positions Added
- 4
- Positions Exited
- 0
Historical (Since Q4 2021)
- Avg. Turnover Ratio
- 9239.8%
- Avg. Positions Added
- 4
- Avg. Positions Exited
- 1
- Highest Turnover
- 147561.6%Q1 2022
- Lowest Turnover
- 0.5%Q1 2024