Portfolio Diversification
Range
Most Diversified
12 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12 instruments
Most Consistent Holdings
Top 5
ISF.L99.91%
IUSA.L99.91%
IJR99.91%
IUSV99.91%
VBR99.91%
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 |
|---|---|---|---|---|
 Vanguard FTSE Emerging Markets (VWO) | 27.03% | 0% | 99.91% | 2/1/2025 |
 Vanguard FTSE Europe ETF (VGK) | 20.2% | 0% | 99.91% | 2/1/2025 |
 Vanguard Value ETF (VTV) | 15.51% | 0% | 99.91% | 2/1/2025 |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 9.87% | 0% | 99.91% | 2/1/2025 |
 Vanguard FTSE Developed Market ETF (VEA) | 9.6% | 0% | 99.91% | 2/1/2025 |
| iShares Core S&P Small-Cap ETF (IJR) | 5.06% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 4.32% | 0% | 99.91% | 2/1/2025 |
| iShares Core S&P US Value (IUSV) | 3.94% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 1.26% | 0% | 99.91% | 2/1/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 0.47% | 0% | 99.91% | 2/1/2025 |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.38% | 0% | 99.91% | 2/1/2025 |
| Vanguard Small-Cap Value ETF (VBR) | 0.38% | 0% | 99.91% | 2/1/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE Emerging Markets (VWO) | 30.95% | 25.13% |
| Vanguard FTSE Europe ETF (VGK) | 19.57% | 18.47% |
| Vanguard Value ETF (VTV) | 13.33% | 15.66% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 7.47% | 11.14% |
| Vanguard FTSE Developed Market ETF (VEA) | 9.57% | 8.8% |
| iShares Core S&P Small-Cap ETF (IJR) | 3.71% | 5% |
| Vanguard Total Stock Market ETF (VTI) | 3.42% | 4.84% |
| iShares Core S&P US Value (IUSV) | 3.08% | 4.07% |
| Vanguard Total International Stock ETF (VXUS) | 1.65% | 1.16% |
| Vanguard FTSE All-World ex-US (VEU) | 0.6% | 0.44% |
| Vanguard Small-Cap Value ETF (VBR) | 0.44% | 0.38% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.34% | 0.35% |