Portfolio Diversification
Range
Most Diversified
38 instruments
August 5, 2023
Least Diversified
0 instruments
February 2, 2025
Average
27.5 instruments
Most Consistent Holdings
Top 5
KO99.91%
EEM99.91%
XLK99.91%
EWL99.91%
VTI99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 14.78% | 0% | 88.05% | 2/1/2025 |
| Vanguard Total Stock Market ETF (VTI) | 8.57% | 0% | 99.91% | 2/1/2025 |
| Technology Select Sector SPDR (XLK) | 7.46% | 0% | 99.91% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 7.41% | 0% | 99.91% | 2/1/2025 |
 iShares S&P 500 Growth ETF (IVW) | 6.75% | 0% | 99.91% | 2/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 5.39% | 0% | 97.72% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 4.65% | 0% | 99.91% | 2/1/2025 |
 Gold (Non Expiry) (GOLD) | 3.92% | 0% | 41.79% | 5/23/2024 |
 Apple (AAPL) | 3.59% | 0% | 78.1% | 6/6/2024 |
 DividendGrowth | 3.51% | 0% | 53.83% | 6/6/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.3% | 0% | 78.19% | 6/7/2024 |
 Vanguard Value ETF (VTV) | 3.25% | 0% | 99.91% | 2/1/2025 |
 Vanguard Growth ETF (VUG) | 3.04% | 0% | 99.91% | 2/1/2025 |
| iShares MSCI Emerging Markets ETF (EEM) | 2.94% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 2.91% | 0% | 78.1% | 6/6/2024 |
 WarrenBuffet-CF | 2.12% | 0% | 49.27% | 6/6/2024 |
| iShares MSCI Switzerland ETF (EWL) | 1.64% | 0% | 99.91% | 2/1/2025 |
 jrotllant | 1.54% | 0% | 51.82% | 5/21/2024 |
 Vanguard Total Bond Market ETF (BND) | 1.51% | 0% | 53.47% | 6/6/2024 |
 Vanguard FTSE Europe ETF (VGK) | 1.36% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOG) | 1.23% | 0% | 78.1% | 6/6/2024 |
 NVIDIA (NVDA) | 1.12% | 0% | 51.73% | 6/6/2024 |
| Coca-Cola (KO) | 1.1% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 0.93% | 0% | 78.1% | 6/6/2024 |
 campervans | 0.76% | 0% | 47.99% | 5/22/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.64% | 0% | 71.08% | 2/1/2025 |
 Coca-Cola Europacific (CCEP) | 0.64% | 0% | 87.59% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.54% | 0% | 71.08% | 2/1/2025 |
 Amazon (AMZN) | 0.54% | 0% | 11.04% | 5/2/2022 |
 Chevron (CVX) | 0.46% | 0% | 75.09% | 2/1/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.33% | 0% | 52.1% | 6/6/2024 |
 Ally (ALLY) | 0.31% | 0% | 53.28% | 6/6/2024 |
 Netflix (NFLX) | 0.27% | 0% | 49.27% | 6/6/2024 |
 Bank of America (BAC) | 0.25% | 0% | 53.28% | 6/6/2024 |
 Meta (META) | 0.23% | 0% | 3.1% | 2/3/2022 |
 Financial Select Sector SPDR (XLF) | 0.22% | 0% | 51.73% | 6/6/2024 |
 Oil (Non Expiry) (OIL) | 0.19% | 0% | 2.83% | 6/22/2022 |
 Build and Build (BNB) | 0.15% | 0% | 53.83% | 6/6/2024 |
 Alibaba (BABA) | 0.1% | 0% | 6.2% | 3/10/2022 |
 Nike (NKE) | 0.02% | 0% | 0.91% | 1/10/2022 |
 Liberty Media (LLYVK) | 0% | 0% | 0.27% | 8/7/2023 |
 Liberty Media (LLYVA) | 0% | 0% | 0% | - |
 Atlanta Braves (BATRK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 65.14% | 59.7% |
| Vanguard Total Stock Market ETF (VTI) | 4.98% | 7.5% |
| iShares S&P 500 Growth ETF (IVW) | 3.56% | 5.57% |
| Technology Select Sector SPDR (XLK) | 3.98% | 5.38% |
| Vanguard Dividend Appreciation ETF (VIG) | 4.02% | 4.55% |
| Vanguard S&P 500 ETF (VOO) | 2.47% | 4.18% |
| Vanguard Real Estate ETF (VNQ) | 5.43% | 3.78% |
| Vanguard Growth ETF (VUG) | 2.05% | 2.59% |
| Vanguard Value ETF (VTV) | 1.73% | 1.59% |
| iShares MSCI Emerging Markets ETF (EEM) | 1.92% | 1.26% |
| Vanguard FTSE Europe ETF (VGK) | 0.9% | 0.72% |
| Coca-Cola Europacific (CCEP) | 0.49% | 0.59% |
| Vanguard FTSE All-World ex-US (VEU) | 0.7% | 0.58% |
| iShares MSCI Switzerland ETF (EWL) | 0.77% | 0.58% |
| Coca-Cola (KO) | 0.57% | 0.57% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.7% | 0.44% |
| Chevron (CVX) | 0.51% | 0.34% |