Portfolio Diversification
Range
Most Diversified
12 instruments
August 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
7.5 instruments
Most Consistent Holdings
Top 5
IAEX.L99.91%
SAND99.91%
IAPD.L47.17%
ARKF47.17%
ARKK47.17%
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 |
|---|---|---|---|---|
 bluewr | 29.32% | 0% | 73.27% | 2/1/2025 |
| 20.62% | 0% | 52.74% | 8/28/2023 | |
| iShares AEX UCITS ETF (IAEX.L) | 12.65% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 6.29% | 0% | 47.17% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 3.59% | 0% | 47.17% | 2/1/2025 |
| ARK Fintech Innovation ETF (ARKF) | 1.82% | 0% | 47.17% | 2/1/2025 |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.71% | 0% | 47.17% | 2/1/2025 |
| The Sandbox (SAND) | 1.58% | 0% | 99.91% | 2/1/2025 |
 First Trust Cloud Computing (SKYY) | 1.48% | 0% | 47.17% | 2/1/2025 |
| ARK Innovation ETF (ARKK) | 1.46% | 0% | 47.17% | 2/1/2025 |
 iShares Global Healthcare ETF (IXJ) | 1.42% | 0% | 47.17% | 2/1/2025 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.12% | 0% | 47.17% | 2/1/2025 |
 Materials Select Sector SPDR (XLB) | 0.99% | 0% | 47.17% | 2/1/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| bluewr | 31.16% | 36.27% |
| Vanguard Total World Stock ETF (VT.US) | 11.55% | 13.31% |
| iShares AEX UCITS ETF (IAEX.L) | 10.84% | 12.28% |
| Vanguard Total Stock Market ETF (VTI) | 6.41% | 7.94% |
| ARK Fintech Innovation ETF (ARKF) | 4.91% | 4.69% |
| First Trust Cloud Computing (SKYY) | 3.22% | 3.62% |
| ARK Innovation ETF (ARKK) | 5.77% | 3.44% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 3.21% | 3.42% |
| iShares Global Healthcare ETF (IXJ) | 2.56% | 2.66% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 2.56% | 2.28% |
| Materials Select Sector SPDR (XLB) | 1.92% | 1.87% |
| The Sandbox (SAND) | 8.67% | 0.85% |