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Portfolio Diversification
Range
Most Diversified
20 instruments
January 2, 2023
Least Diversified
0 instruments
April 4, 2026
Average
13.8 instruments
Most Consistent Holdings
Top 5
JNJ99.69%
T.US99.69%
TLT99.69%
RIO99.69%
BSV99.69%
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 Short-Term Bond ETF (BSV) | 18.53% | 27.95% | 99.69% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 12.06% | 16.58% | 99.69% | - |
 British American Tobacco (BTI) | 11.73% | 0% | 84.74% | 1/20/2026 |
| Rio Tinto (RIO) | 9.93% | 20.78% | 99.69% | - |
| Johnson & Johnson (JNJ) | 6.08% | 13.07% | 99.69% | - |
 Vanguard Growth ETF (VUG) | 5.37% | 0% | 40.49% | 6/21/2024 |
 iShares Gold Trust (IAU) | 5.14% | 0% | 40.49% | 6/21/2024 |
 iShares Core S&P Small-Cap ETF (IJR) | 4.69% | 0% | 40.49% | 6/21/2024 |
 LG Display (LPL) | 4.39% | 5.16% | 99.69% | - |
| AT&T (T.US) | 3.66% | 5.69% | 99.69% | - |
 Agree Realty (ADC) | 2.7% | 4.35% | 99.69% | - |
 Microsoft (MSFT) | 2.61% | 0% | 40.49% | 6/21/2024 |
 AMD (AMD) | 2.35% | 0% | 40.49% | 6/21/2024 |
 Nio (NIO) | 1.98% | 2.41% | 99.69% | - |
 Procter & Gamble (PG) | 1.46% | 0% | 40.49% | 6/21/2024 |
 Bitcoin (BTC) | 1.29% | 0% | 40.49% | 6/21/2024 |
 Warner Bros Discovery (WBD) | 0.59% | 1.51% | 99.69% | - |
 Cardano (ADA) | 0.4% | 0.24% | 99.69% | - |
 ING (INGA.NV) | 0.22% | 0% | 5.52% | 3/16/2023 |
 Bank of America (BAC) | 0.2% | 0% | 5.52% | 3/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| British American Tobacco (BTI) | 15.09% | 23.7% |
| Vanguard Short-Term Bond ETF (BSV) | 18.87% | 21.24% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 18.87% | 13.07% |
| Rio Tinto (RIO) | 9.43% | 12.47% |
| Johnson & Johnson (JNJ) | 4.72% | 7.87% |
| LG Display (LPL) | 9.43% | 5% |
| AT&T (T.US) | 4.72% | 4.47% |
| Agree Realty (ADC) | 2.34% | 3.06% |
| Nio (NIO) | 9.43% | 1.99% |
| Warner Bros Discovery (WBD) | 0.89% | 1.24% |
| Cardano (ADA) | 1.5% | 0.3% |
Cash & Instruments Over Time
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