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
SHY93.1%
QQQ68.48%
SKYY61.67%
GLD49.5%
EWJ42.87%
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) | 37.12% | 32.87% | 93.1% | - |
| Invesco QQQ (QQQ) | 9.2% | 0% | 68.48% | 5/6/2025 |
| First Trust Cloud Computing (SKYY) | 8.42% | 13.57% | 61.67% | - |
| SPDR Gold (GLD) | 6.47% | 0% | 49.5% | 5/6/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 5.75% | 13.33% | 42.69% | - |
| Ishares MSCI JAPAN ETF (EWJ) | 5.62% | 0% | 42.87% | 7/2/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 4.73% | 0% | 33.7% | 10/10/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 4.17% | 0% | 4.18% | 8/1/2022 |
 Vanguard FTSE Europe ETF (VGK) | 4.14% | 13.27% | 31.43% | - |
 iShares MSCI EAFE ETF (EFA) | 3.42% | 13.24% | 25.98% | - |
 iShares U.S. Real Estate ETF (IYR) | 2.63% | 0% | 19.8% | 5/6/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 2.39% | 0% | 2.63% | 8/31/2022 |
 Ishares Russell 2000 ETF (IWM) | 1.99% | 0% | 16.26% | 6/3/2024 |
 Invesco Solar ETF (TAN) | 1.48% | 13.7% | 9.72% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 1.27% | 0% | 7.45% | 7/2/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.75% | 0% | 10.26% | 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% |