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Portfolio Diversification
Range
Most Diversified
10 instruments
January 6, 2023
Least Diversified
0 instruments
April 4, 2026
Average
5.3 instruments
Most Consistent Holdings
Top 5
DIA.US99.81%
VOO99.81%
PRX.NV48.25%
SCHG42.78%
USO40.81%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 37.94% | 52.4% | 99.81% | - |
| State Street SPDR Dow Jones In (DIA.US) | 35% | 45.05% | 99.81% | - |
| Prosus (PRX.NV) | 6.21% | 0% | 48.25% | 2/28/2024 |
| United States Oil Fund (USO) | 5.17% | 0% | 40.81% | 11/3/2023 |
 jaynemesis | 4.54% | 0% | 38.84% | 10/2/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 3.61% | 0% | 40.81% | 11/3/2023 |
 SPDR Gold (GLD) | 3.57% | 0% | 40.81% | 11/3/2023 |
 Vanguard Intermediate-Term Corp (VCIT) | 2.3% | 0% | 40.81% | 11/3/2023 |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.57% | 2.26% | 42.78% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.37% | 0% | 19.07% | 11/3/2023 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.18% | 0% | 18.75% | 11/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 48.9% | 51.64% |
| State Street SPDR Dow Jones In (DIA.US) | 48.04% | 46.08% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.6% | 1.98% |
Cash & Instruments Over Time
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