Portfolio Diversification
Range
Most Diversified
8 instruments
December 8, 2022
Least Diversified
5 instruments
October 13, 2022
Average
7.9 instruments
Most Consistent Holdings
Top 5
BRK.B100%
XLV100%
GLD100%
VOO100%
INDA100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 13, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| The Health Care Select Sector SPDR Fund (XLV) | 35.91% | 30.01% | 100% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 19.21% | 21.2% | 99.91% | - |
| Vanguard S&P 500 ETF (VOO) | 13.44% | 15.01% | 100% | - |
| SPDR Gold (GLD) | 10.7% | 14.23% | 100% | - |
| Berkshire Hathaway (BRK.B) | 7.22% | 6.74% | 100% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 6.28% | 5.45% | 97.09% | - |
| iShares MSCI India ETF (INDA) | 3.15% | 2.82% | 100% | - |
 iShares MSCI Hong Kong ETF (EWH) | 2.37% | 2.42% | 95.54% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| The Health Care Select Sector SPDR Fund (XLV) | 38.75% | 32.89% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 18.52% | 20.96% |
| Vanguard S&P 500 ETF (VOO) | 12.25% | 14.81% |
| SPDR Gold (GLD) | 8.93% | 10.74% |
| Berkshire Hathaway (BRK.B) | 5.52% | 7.4% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 7.38% | 6.15% |
| iShares MSCI India ETF (INDA) | 3.09% | 3.15% |
| iShares MSCI Hong Kong ETF (EWH) | 3.28% | 2.11% |