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Portfolio Diversification
Range
Most Diversified
12 instruments
March 6, 2024
Least Diversified
0 instruments
January 13, 2022
Average
3.6 instruments
Most Consistent Holdings
Top 5
OIL66.56%
IAU34.82%
IVV34.76%
USRT34.76%
EEM34.63%
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 |
|---|---|---|---|---|
| Oil (Non Expiry) (OIL) | 35.6% | 5.02% | 66.56% | - |
| iShares Core S&P 500 ETF (IVV) | 6.63% | 4.73% | 34.76% | - |
| iShares MSCI Emerging Markets ETF (EEM) | 3.74% | 5.82% | 34.63% | - |
 iShares Select Dividend ETF (DVY) | 3.04% | 6.51% | 26.9% | - |
| iShares Core U.S. REIT ETF (USRT) | 2.76% | 4.01% | 34.76% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 2.29% | 3.05% | 29.48% | - |
| iShares Gold Trust (IAU) | 1.43% | 3.03% | 34.82% | - |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 1.25% | 0% | 8.8% | 4/15/2025 |
 Bitcoin (BTC) | 0.61% | 0.64% | 33.19% | - |
 Ethereum (ETH) | 0.56% | 0.52% | 31.87% | - |
 Cardano (ADA) | 0.42% | 0% | 3.02% | 4/22/2024 |
 VAULTA (A) | 0.38% | 0% | 2.7% | 4/22/2024 |
 Shiba (in millions) (SHIBxM) | 0.29% | 0% | 3.02% | 4/22/2024 |
 Stellar (XLM) | 0.26% | 0% | 3.02% | 4/22/2024 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 0.26% | 0% | 1.26% | 11/4/2024 |
 NEO (NEO) | 0.2% | 0% | 2.14% | 4/8/2024 |
 Dogecoin (DOGE) | 0.19% | 0% | 1.45% | 3/28/2024 |
 ApeCoin (APE) | 0.19% | 0% | 2.51% | 4/22/2024 |
 dYdX (DYDX) | 0.16% | 0% | 2.64% | 4/22/2024 |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0.09% | 0% | 1.07% | 11/4/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.08% | 0% | 0.13% | 3/9/2022 |
 FRA40 Index (Non Expiry) (FRA40) | 0.04% | 0% | 0.13% | 3/9/2022 |
 Curve (CRV) | 0.04% | 0% | 0.5% | 3/13/2024 |
 Chiliz (CHZ) | 0.03% | 0% | 0.5% | 3/13/2024 |
 Solana (SOL) | 0.03% | 0% | 0.5% | 3/26/2024 |
 Enjin (ENJ) | 0.02% | 0% | 0.38% | 3/11/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 0.02% | 0% | 0.13% | 10/16/2024 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.01% | 0% | 0.06% | 10/15/2024 |
 SPDR Gold (GLD) | 0.01% | 0% | 0.19% | 10/18/2024 |
 Algorand (ALGO) | 0.01% | 0% | 0.38% | 3/11/2024 |
 Amp (AMP) | 0% | 0% | 0.06% | 3/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Oil (Non Expiry) (OIL) | 38.92% | 24.46% |
| iShares Core S&P 500 ETF (IVV) | 18.18% | 22.64% |
| iShares Select Dividend ETF (DVY) | 11.81% | 13.99% |
| iShares MSCI Emerging Markets ETF (EEM) | 9.17% | 12.3% |
| iShares Edge MSCI USA Momentum (MTUM) | 7.69% | 9.93% |
| iShares Core U.S. REIT ETF (USRT) | 6.92% | 7.15% |
| iShares Gold Trust (IAU) | 3.24% | 5.37% |
| Bitcoin (BTC) | 1.08% | 1.05% |
| Ethereum (ETH) | 0.78% | 0.68% |
Cash & Instruments Over Time
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