Portfolio Diversification
Range
Most Diversified
20 instruments
January 2, 2023
Least Diversified
5 instruments
November 19, 2025
Average
19.3 instruments
Most Consistent Holdings
Top 5
SPY100%
EFA100%
ACWI100%
ETC100%
A100%
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 |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 33.98% | 30.78% | 99.81% | - |
| iShares MSCI EAFE ETF (EFA) | 10.66% | 10.72% | 100% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 9.18% | 9.42% | 99.91% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 9.18% | 6.95% | 99.91% | - |
| iShares MSCI ACWI Index Fund (ACWI) | 7.47% | 7.92% | 100% | - |
| SPDR S&P 500 ETF (SPY) | 6.2% | 6.67% | 100% | - |
 Ethereum (ETH) | 4.08% | 4.06% | 99.91% | - |
 Build and Build (BNB) | 3.89% | 5.69% | 99.91% | - |
| Ethereum Classic (ETC) | 1.96% | 1% | 100% | - |
 Lenovo (0992.HK) | 1.15% | 0.97% | 99.91% | - |
 Bitcoin (BTC) | 0.89% | 1.08% | 99.91% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.72% | 0.74% | 99.91% | - |
 Apple (AAPL) | 0.71% | 0.81% | 99.81% | - |
 Tesla (TSLA) | 0.56% | 0.81% | 99.91% | - |
 Bitcoin Cash (BCH) | 0.23% | 0.34% | 99.91% | - |
 Tezos (XTZ) | 0.06% | 0.03% | 99.91% | - |
 Litecoin (LTC) | 0.05% | 0.04% | 99.91% | - |
 Dogecoin (DOGE) | 0.05% | 0.04% | 99.81% | - |
| VAULTA (A) | 0.04% | 0.01% | 100% | - |
 NEO (NEO) | 0.03% | 0% | 35.52% | 1/22/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 28.84% | 35.88% |
| iShares MSCI EAFE ETF (EFA) | 10.86% | 9.38% |
| Ishares MSCI JAPAN ETF (EWJ) | 9.94% | 8.4% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 14.29% | 7.76% |
| iShares MSCI ACWI Index Fund (ACWI) | 7.01% | 7.34% |
| SPDR S&P 500 ETF (SPY) | 5.27% | 6.4% |
| Build and Build (BNB) | 1.51% | 5% |
| Ethereum (ETH) | 4.9% | 4.85% |
| Ethereum Classic (ETC) | 3.82% | 2.14% |
| Bitcoin (BTC) | 0.46% | 1.23% |
| Lenovo (0992.HK) | 1.15% | 1.14% |
| Apple (AAPL) | 0.46% | 0.81% |
| Tesla (TSLA) | 0.46% | 0.8% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.92% | 0.65% |
| Bitcoin Cash (BCH) | 0.39% | 0.28% |
| Dogecoin (DOGE) | 0.23% | 0.1% |
| Tezos (XTZ) | 0.46% | 0.08% |
| Litecoin (LTC) | 0.23% | 0.06% |
| VAULTA (A) | 0.57% | 0.04% |