Portfolio Diversification
Range
Most Diversified
21 instruments
February 13, 2024
Least Diversified
0 instruments
February 2, 2025
Average
19.9 instruments
Most Consistent Holdings
Top 5
GOOG99.74%
DIS99.74%
BRK.B99.74%
IUSV99.74%
REET99.74%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 5, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard FTSE Developed Market ETF (VEA) | 12.75% | 0% | 99.74% | 2/1/2025 |
 Bitcoin (BTC) | 8.06% | 0% | 99.74% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 7.69% | 0% | 99.74% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 7.65% | 0% | 99.74% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 6.89% | 0% | 99.74% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 4.99% | 0% | 99.74% | 2/1/2025 |
 iShares Core S&P Mid-Cap ETF (IJH) | 4.36% | 0% | 89.8% | 2/1/2025 |
| Alphabet (GOOG) | 3.94% | 0% | 99.74% | 2/1/2025 |
| Disney (DIS) | 3.77% | 0% | 99.74% | 2/1/2025 |
 MercadoLibre (MELI) | 3.63% | 0% | 98.47% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 3.63% | 0% | 99.74% | 2/1/2025 |
 Alibaba (BABA) | 3.61% | 0% | 97.96% | 2/1/2025 |
| iShares Core S&P US Value (IUSV) | 3.55% | 0% | 99.74% | 2/1/2025 |
| iShares Global REIT ETF (REET) | 3.36% | 0% | 99.74% | 2/1/2025 |
 iShares Core High Dividend ETF (HDV) | 3.08% | 0% | 89.8% | 2/1/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 3.06% | 0% | 89.8% | 2/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 3.04% | 0% | 89.8% | 2/1/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 2.98% | 0% | 89.8% | 2/1/2025 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 2.11% | 0% | 57.91% | 8/20/2024 |
 iShares Russell 2000 Value ETF (IWN) | 2.1% | 0% | 57.91% | 8/20/2024 |
 Ishares Russell 2000 ETF (IWM) | 1.69% | 0% | 41.84% | 2/1/2025 |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 1.59% | 0% | 47.96% | 8/20/2024 |
 Global X MSCI Argentina ETF (ARGT) | 1.47% | 0% | 41.84% | 2/1/2025 |
 iShares TIPS Bond ETF (TIP) | 0.09% | 0% | 1.79% | 1/11/2024 |
 iShares Core Total USD Bond Market ETF (IUSB) | 0.06% | 0% | 1.28% | 1/9/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE Developed Market ETF (VEA) | 13.28% | 11.48% |
| Bitcoin (BTC) | 5.59% | 10.12% |
| Vanguard S&P 500 ETF (VOO) | 6.99% | 7.46% |
| Vanguard Real Estate ETF (VNQ) | 8.39% | 7.42% |
| Berkshire Hathaway (BRK.B) | 6.29% | 6.6% |
| iShares Core S&P Mid-Cap ETF (IJH) | 6.99% | 6.36% |
| Vanguard FTSE Emerging Markets (VWO) | 4.89% | 4.54% |
| Alphabet (GOOG) | 3.5% | 4.06% |
| Ishares Russell 2000 ETF (IWM) | 4.54% | 3.99% |
| Global X MSCI Argentina ETF (ARGT) | 3.5% | 3.82% |
| Disney (DIS) | 3.5% | 3.69% |
| Alibaba (BABA) | 3.5% | 3.49% |
| Vanguard Small-Cap ETF (VB) | 3.5% | 3.46% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.5% | 3.32% |
| iShares Core Dividend Growth ETF (DGRO) | 3.5% | 3.31% |
| iShares Core S&P US Value (IUSV) | 3.5% | 3.27% |
| iShares Core High Dividend ETF (HDV) | 3.5% | 3.24% |
| MercadoLibre (MELI) | 3.5% | 3.22% |
| iShares Core S&P Small-Cap ETF (IJR) | 3.5% | 3.22% |
| iShares Global REIT ETF (REET) | 3.5% | 3% |