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Portfolio Diversification
Range
Most Diversified
10 instruments
November 14, 2023
Least Diversified
0 instruments
August 4, 2023
Average
5.6 instruments
Most Consistent Holdings
Top 5
VTI95.83%
SPYG93.91%
BRK.B84.4%
SMH62.39%
SXR8.DE44.98%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 35.3% | 33.8% | 93.91% | - |
| Berkshire Hathaway (BRK.B) | 21.15% | 22.89% | 84.4% | - |
| Vanguard Total Stock Market ETF (VTI) | 15.89% | 8.73% | 95.83% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 7.25% | 19.11% | 62.39% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.7% | 0% | 16.45% | 6/20/2024 |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 2.86% | 0% | 44.98% | 1/26/2026 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.83% | 0% | 14% | 11/28/2024 |
 Vanguard Growth ETF (VUG) | 1.41% | 0% | 11.43% | 12/4/2023 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.36% | 15.48% | 15.17% | - |
 iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) | 1.2% | 0% | 8.87% | 10/14/2024 |
 ConocoPhillips (COP) | 1.04% | 0% | 16.88% | 3/26/2024 |
 Visa (V) | 0.91% | 0% | 11.43% | 12/4/2023 |
 Alphabet (GOOG) | 0.87% | 0% | 16.99% | 9/27/2024 |
 Amazon (AMZN) | 0.86% | 0% | 11.43% | 12/4/2023 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.6% | 0% | 6.73% | 2/16/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.5% | 0% | 3.1% | 7/19/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.43% | 0% | 5.24% | 2/16/2024 |
 Reddit Inc (RDDT) | 0.4% | 0% | 4.59% | 5/8/2024 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.37% | 0% | 5.56% | 12/4/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.3% | 0% | 2.24% | 12/4/2023 |
 Ethereum (ETH) | 0.27% | 0% | 14.1% | 7/9/2025 |
 iShares Bitcoin Trust (IBIT) | 0.12% | 0% | 4.7% | 7/19/2024 |
 Nu (NU) | 0.06% | 0% | 4.17% | 7/19/2024 |
 Bitcoin (BTC) | 0.04% | 0% | 3.21% | 2/13/2024 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.04% | 0% | 0.85% | 12/28/2023 |
 Brinks (BCO) | 0.03% | 0% | 1.6% | 7/5/2024 |
 Cisco (CSCO) | 0.02% | 0% | 1.6% | 7/5/2024 |
 Starbucks (SBUX) | 0.02% | 0% | 1.6% | 7/5/2024 |
 Ecopetrol (EC) | 0% | 0% | 0.11% | 5/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 32.79% | 35.33% |
| Berkshire Hathaway (BRK.B) | 25.44% | 22.9% |
| VanEck Vectors Semiconductor ETF (SMH) | 14.94% | 17.22% |
| Vanguard Total Stock Market ETF (VTI) | 7.38% | 8.77% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 11.44% | 8.77% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 8.01% | 6.51% |
Cash & Instruments Over Time
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