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Geographic concentration
"Am I too heavy in US stocks?" — Wealthy AI compares your regional exposure to global benchmarks and flags overconcentration.
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Do I have too heavy a weight in US stocks?
Wealthy AI
Yes — your portfolio is 74% US equities, compared to a global market weight of ~62%. Your top 3 US positions (NVDA, AAPL, QQQ) account for 48% alone. Consider adding VXUS or XEF.TO to bring international exposure to at least 25%.
Yes — your portfolio is 74% US equities, compared to a global market weight of ~62%. Your top 3 US positions (NVDA, AAPL, QQQ) account for 48% alone. Consider adding VXUS or XEF.TO to bring international exposure to at least 25%.
What ETF would fit nicely into my portfolio?
Wealthy AI
Based on your current holdings, you're underweight in bonds and international developed markets. VXUS (total international) or XEF.TO (international equity, TSX-listed) would balance your geographic concentration without overlapping your existing positions.
Based on your current holdings, you're underweight in bonds and international developed markets. VXUS (total international) or XEF.TO (international equity, TSX-listed) would balance your geographic concentration without overlapping your existing positions.
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ETF recommendations
"What ETF would fit nicely into my portfolio?" — Get suggestions based on gaps in your current allocation, MER, and overlap analysis.
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Risk assessment
"How risky is my portfolio right now?" — Understand your equity/bond split, single-stock exposure, and sector concentration in plain terms.
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Next contribution advice
"Where should I put my next $500?" — Wealthy AI combines target weights, current drift, and market context to suggest where to deploy cash.
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Overlap detection
"Do any of my ETFs overlap?" — Spot redundant holdings and see exactly which positions are duplicated across funds.
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