Portfolio Diversification
Range
Most Diversified
8 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
5.3 instruments
Most Consistent Holdings
Top 5
IVV99.87%
ISTB99.87%
IAU99.87%
IEMG58.57%
IDEV58.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 48.13% | 0% | 99.87% | 2/1/2025 |
| iShares Core 1-5 Year USD Bond ETF (ISTB) | 18.49% | 0% | 99.87% | 2/1/2025 |
| iShares Gold Trust (IAU) | 12.39% | 0% | 99.87% | 2/1/2025 |
| iShares Core MSCI International Developed Markets ETF (IDEV) | 8.66% | 0% | 58.57% | 3/25/2024 |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 7.73% | 0% | 58.57% | 3/25/2024 |
 iShares Core S&P US Growth (IUSG) | 2.17% | 0% | 23.9% | 7/3/2023 |
 iShares MSCI India ETF (INDA) | 1.16% | 0% | 23.9% | 7/3/2023 |
 iShares Silver Trust (SLV) | 0.34% | 0% | 51.26% | 1/29/2024 |
 Bitcoin (BTC) | 0.12% | 0% | 8.63% | 12/31/2024 |
 Invesco QQQ (QQQ) | 0.08% | 0% | 8.1% | 1/29/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 55.23% | 58.99% |
| iShares Core 1-5 Year USD Bond ETF (ISTB) | 34.53% | 28.68% |
| iShares Gold Trust (IAU) | 10.13% | 12.22% |