Portfolio Diversification
Range
Most Diversified
6 instruments
December 3, 2022
Least Diversified
0 instruments
February 2, 2025
Average
5.2 instruments
Most Consistent Holdings
Top 5
SHY93.39%
QQQ68%
SKYY63.3%
GLD47.39%
DGRO42.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 15, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares 1-3 Year Treasury Bond ETF (SHY) | 37% | 44.29% | 93.39% | - |
| Invesco QQQ (QQQ) | 9.09% | 11.47% | 68% | - |
| First Trust Cloud Computing (SKYY) | 8.63% | 13.72% | 63.3% | - |
| SPDR Gold (GLD) | 6.19% | 0% | 47.39% | 5/6/2025 |
| iShares Core Dividend Growth ETF (DGRO) | 5.75% | 0% | 42.7% | 8/11/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 5.38% | 0% | 41.04% | 7/2/2025 |
 Vanguard FTSE Europe ETF (VGK) | 4.53% | 13.64% | 34.35% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 4.52% | 0% | 32.26% | 10/10/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 3.99% | 0% | 4% | 8/1/2022 |
 iShares MSCI EAFE ETF (EFA) | 3.85% | 13.64% | 29.13% | - |
 iShares U.S. Real Estate ETF (IYR) | 2.51% | 0% | 18.96% | 5/6/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 2.28% | 0% | 2.52% | 8/31/2022 |
 Invesco Solar ETF (TAN) | 1.99% | 3.23% | 13.57% | - |
 Ishares Russell 2000 ETF (IWM) | 1.9% | 0% | 15.57% | 6/3/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 1.22% | 0% | 7.13% | 7/2/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.72% | 0% | 9.83% | 12/1/2023 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 1-3 Year Treasury Bond ETF (SHY) | 27.09% | 24.85% |
| First Trust Cloud Computing (SKYY) | 13.7% | 16.65% |
| Invesco QQQ (QQQ) | 13.71% | 15.39% |
| SPDR Gold (GLD) | 14.45% | 14.66% |
| iShares Core Dividend Growth ETF (DGRO) | 14.52% | 14.16% |
| iShares U.S. Real Estate ETF (IYR) | 15.57% | 13.44% |