Portfolio Diversification
Range
Most Diversified
9 instruments
February 15, 2025
Least Diversified
0 instruments
October 31, 2024
Average
5.7 instruments
Most Consistent Holdings
Top 5
IYE81.22%
BND75.69%
DIS57.46%
MSFT48.62%
META45.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 31, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total Bond Market ETF (BND) | 19.27% | 13.46% | 75.69% | - |
| iShares U.S. Energy ETF (IYE) | 8.3% | 0% | 81.22% | 4/10/2025 |
| Meta (META) | 4.66% | 0% | 45.86% | 2/19/2025 |
| Microsoft (MSFT) | 3.88% | 8.36% | 48.62% | - |
 Altria (MO) | 3.69% | 0% | 34.25% | 4/3/2025 |
| Disney (DIS) | 3.41% | 0% | 57.46% | 3/12/2025 |
 NVIDIA (NVDA) | 3.28% | 0% | 22.1% | 3/12/2025 |
 DoorDash (DASH.US) | 2.95% | 0% | 41.44% | 1/27/2025 |
 Invesco QQQ (QQQ) | 2.87% | 0% | 14.36% | 3/12/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 2.55% | 0% | 35.91% | 1/24/2025 |
 ProShares Short QQQ ETF (PSQ) | 2.25% | 9.84% | 22.1% | - |
 AbbVie (ABBV) | 1.89% | 0% | 27.07% | 1/17/2025 |
 PayPal (PYPL) | 1.85% | 0% | 25.97% | 4/2/2025 |
 Ferrovial SE (FER.NV) | 1.72% | 8.41% | 21.55% | - |
 Vanguard FTSE Europe ETF (VGK) | 1.2% | 0% | 8.29% | 4/4/2025 |
 iShares STOXX Europe 600 Insurance UCITS ETF (SXIPEX.DE) | 0.81% | 0% | 11.6% | 4/11/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Bond Market ETF (BND) | 40.32% | 40.59% |
| iShares U.S. Energy ETF (IYE) | 10.44% | 9.79% |
| Meta (META) | 9.01% | 9.52% |
| AbbVie (ABBV) | 7.12% | 7.09% |
| iShares US Aerospace & Defense ETF (ITA) | 7.12% | 6.99% |
| DoorDash (DASH.US) | 7.12% | 6.98% |
| Disney (DIS) | 6.17% | 6% |