Portfolio Diversification
Range
Most Diversified
25 instruments
May 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
17.3 instruments
Most Consistent Holdings
Top 5
QQQ99.9%
SWDA.L99.9%
IEF99.9%
IEUR99.9%
VB99.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Growth ETF (VUG) | 7.94% | 3.83% | 99.9% | - |
 Vanguard Total Stock Market ETF (VTI) | 7.14% | 9.73% | 99.9% | - |
 iShares MSCI Eurozone ETF (EZU) | 6.1% | 6.05% | 99.9% | - |
| iShares Core MSCI Europe ETF (IEUR) | 5.86% | 5.65% | 99.9% | - |
 Vanguard S&P 500 ETF (VOO) | 4.86% | 2.81% | 99.9% | - |
 Vanguard FTSE Emerging Markets (VWO) | 4.76% | 4.62% | 99.9% | - |
| Invesco QQQ (QQQ) | 4.33% | 4.52% | 99.9% | - |
| Vanguard Small-Cap ETF (VB) | 3.63% | 5.82% | 99.9% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.62% | 5.85% | 99.9% | - |
 Vanguard Value ETF (VTV) | 2.99% | 2.84% | 99.9% | - |
 Vanguard Total World Stock ETF (VT.US) | 2.93% | 2.97% | 99.9% | - |
 Vanguard Small-Cap Value ETF (VBR) | 2.87% | 2.72% | 99.9% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.68% | 2.62% | 99.9% | - |
 Vanguard FTSE All-World ex-US (VEU) | 2.66% | 2.6% | 99.9% | - |
 iShares TIPS Bond ETF (TIP) | 2.43% | 2.04% | 99.9% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 2.39% | 1.97% | 99.9% | - |
 Ishares Russell 2000 ETF (IWM) | 0.44% | 2.85% | 16.01% | - |
 Financial Select Sector SPDR (XLF) | 0.42% | 2.59% | 16.01% | - |
 Energy Select Sector SPDR (XLE) | 0.38% | 2.32% | 16.01% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.35% | 2.82% | 12.5% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.3% | 2.35% | 12.6% | - |
 iShares Gold Trust (IAU) | 0.3% | 2.39% | 12.6% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.21% | 0% | 7.33% | 6/13/2025 |
 iShares China Large-Cap ETF (FXI) | 0.21% | 2.41% | 8.68% | - |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.19% | 2.31% | 8.37% | - |
 Global X SuperDividend ETF (SDIV) | 0.14% | 0% | 3.41% | 5/6/2025 |
 Global X Uranium ETF (URA) | 0.13% | 0% | 3.93% | 6/13/2025 |
 United States Oil Fund (USO) | 0.1% | 0% | 3.93% | 6/13/2025 |
 Bitcoin (BTC) | 0.1% | 0% | 3.41% | 5/6/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.1% | 0% | 3.41% | 5/6/2025 |
 Invesco Solar ETF (TAN) | 0.09% | 0% | 3.41% | 5/6/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Growth ETF (VUG) | 4.51% | 7.3% |
| Vanguard Total Stock Market ETF (VTI) | 6.02% | 7.3% |
| iShares MSCI Eurozone ETF (EZU) | 6.02% | 5.56% |
| Vanguard S&P 500 ETF (VOO) | 4.02% | 5.54% |
| iShares Core MSCI Europe ETF (IEUR) | 6.02% | 5.31% |
| Invesco QQQ (QQQ) | 3.01% | 4.64% |
| Vanguard FTSE Emerging Markets (VWO) | 4.51% | 4.59% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.01% | 3.41% |
| Vanguard Small-Cap ETF (VB) | 3.01% | 3.37% |
| Vanguard Value ETF (VTV) | 3.01% | 3.05% |
| Vanguard Total World Stock ETF (VT.US) | 3.01% | 3.01% |
| Vanguard Small-Cap Value ETF (VBR) | 3.01% | 2.98% |
| Vanguard Total International Stock ETF (VXUS) | 3.01% | 2.51% |
| Vanguard FTSE All-World ex-US (VEU) | 3.01% | 2.49% |
| iShares TIPS Bond ETF (TIP) | 3.01% | 2.26% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 3.01% | 2.19% |