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Portfolio Diversification
Range
Most Diversified
12 instruments
March 6, 2024
Least Diversified
0 instruments
January 13, 2022
Average
3.4 instruments
Most Consistent Holdings
Top 5
OIL70.23%
IAU30.97%
EEM30.9%
IVV30.9%
USRT30.9%
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) | 37.86% | 0% | 70.23% | 3/5/2026 |
| iShares Core S&P 500 ETF (IVV) | 6.4% | 11.33% | 30.9% | - |
| iShares MSCI Emerging Markets ETF (EEM) | 3.58% | 6.92% | 30.9% | - |
 iShares Select Dividend ETF (DVY) | 2.77% | 8.18% | 22.54% | - |
| iShares Core U.S. REIT ETF (USRT) | 2.7% | 3.94% | 30.9% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 2.09% | 6.48% | 25.28% | - |
| iShares Gold Trust (IAU) | 1.36% | 2.6% | 30.97% | - |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 1.33% | 0% | 9.36% | 4/15/2025 |
 Bitcoin (BTC) | 0.6% | 0.71% | 29.23% | - |
 Ethereum (ETH) | 0.55% | 0.65% | 27.83% | - |
 Cardano (ADA) | 0.45% | 0% | 3.21% | 4/22/2024 |
 VAULTA (A) | 0.4% | 0% | 2.88% | 4/22/2024 |
 Shiba (in millions) (SHIBxM) | 0.31% | 0% | 3.21% | 4/22/2024 |
 Stellar (XLM) | 0.28% | 0% | 3.21% | 4/22/2024 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 0.28% | 0% | 1.34% | 11/4/2024 |
 NEO (NEO) | 0.21% | 0% | 2.27% | 4/8/2024 |
 Dogecoin (DOGE) | 0.2% | 0% | 1.54% | 3/28/2024 |
 ApeCoin (APE) | 0.2% | 0% | 2.68% | 4/22/2024 |
 dYdX (DYDX) | 0.17% | 0% | 2.81% | 4/22/2024 |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0.1% | 0% | 1.14% | 11/4/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.09% | 0% | 0.13% | 3/9/2022 |
 FRA40 Index (Non Expiry) (FRA40) | 0.05% | 0% | 0.13% | 3/9/2022 |
 Curve (CRV) | 0.04% | 0% | 0.54% | 3/13/2024 |
 Chiliz (CHZ) | 0.04% | 0% | 0.54% | 3/13/2024 |
 Solana (SOL) | 0.03% | 0% | 0.54% | 3/26/2024 |
 Enjin (ENJ) | 0.02% | 0% | 0.4% | 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% | 0.07% | 10/15/2024 |
 SPDR Gold (GLD) | 0.01% | 0% | 0.2% | 10/18/2024 |
 Algorand (ALGO) | 0.01% | 0% | 0.4% | 3/11/2024 |
 Amp (AMP) | 0% | 0% | 0.07% | 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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