Portfolio Diversification
Range
Most Diversified
35 instruments
March 24, 2022
Least Diversified
0 instruments
January 3, 2024
Average
23.1 instruments
Most Consistent Holdings
Top 5
QQQ99.73%
SCHD99.73%
VOOG99.73%
VTI99.73%
VOO99.73%
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 S&P 500 ETF (VOO) | 21.73% | 0% | 99.73% | 2/1/2025 |
| Vanguard Total Stock Market ETF (VTI) | 21.47% | 0% | 99.73% | 2/1/2025 |
| Invesco QQQ (QQQ) | 6.59% | 0% | 99.73% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 4.91% | 0% | 99.73% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 4.87% | 0% | 99.73% | 2/1/2025 |
 ARK 21Shares Bitcoin ETF (ARKB) | 4.2% | 0% | 32.57% | 2/1/2025 |
| Vanguard S&P 500 Growth ETF (VOOG) | 3.78% | 0% | 99.73% | 2/1/2025 |
| Schwab US Dividend Equity ETF (SCHD) | 3.49% | 0% | 99.73% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.24% | 0% | 92.34% | 2/1/2025 |
 Bitcoin (BTC) | 2.36% | 0% | 64.05% | 1/2/2024 |
 Ethereum (ETH) | 2.06% | 0% | 64.05% | 1/2/2024 |
 Vanguard Value ETF (VTV) | 2.06% | 0% | 63.14% | 1/2/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 2.04% | 0% | 63.14% | 1/2/2024 |
 iShares Core MSCI Europe ETF (IEUR) | 1.9% | 0% | 64.05% | 1/2/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.78% | 0% | 64.05% | 1/2/2024 |
 Vanguard Growth ETF (VUG) | 1.74% | 0% | 35.68% | 2/1/2025 |
 Vanguard Russell 1000 Growth ETF (VONG) | 1.73% | 0% | 35.68% | 2/1/2025 |
 Invesco Solar ETF (TAN) | 0.97% | 0% | 64.05% | 1/2/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.95% | 0% | 62.32% | 1/2/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.93% | 0% | 64.05% | 1/2/2024 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.88% | 0% | 62.32% | 1/2/2024 |
 iShares MSCI China ETF (MCHI) | 0.83% | 0% | 56.66% | 1/2/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.77% | 0% | 64.05% | 1/2/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.77% | 0% | 64.05% | 1/2/2024 |
 Meta (META) | 0.48% | 0% | 62.32% | 1/2/2024 |
 Tesla (TSLA) | 0.45% | 0% | 62.32% | 1/2/2024 |
 KraneShares Global Carbon ETF (KRBN) | 0.2% | 0% | 10.68% | 5/17/2022 |
 Solana (SOL) | 0.18% | 0% | 64.05% | 1/2/2024 |
 iShares MSCI India ETF (INDA) | 0.16% | 0% | 10.58% | 1/2/2024 |
 Energy Select Sector SPDR (XLE) | 0.15% | 0% | 10.68% | 4/28/2022 |
 The Sandbox (SAND) | 0.15% | 0% | 50.09% | 8/8/2023 |
 Decentraland (MANA) | 0.15% | 0% | 51% | 8/8/2023 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.14% | 0% | 10.4% | 4/25/2022 |
 Dogecoin (DOGE) | 0.14% | 0% | 62.32% | 1/2/2024 |
 Enjin (ENJ) | 0.13% | 0% | 51% | 8/8/2023 |
 Shiba (in millions) (SHIBxM) | 0.13% | 0% | 64.05% | 1/2/2024 |
 Axie Infinity (AXS) | 0.11% | 0% | 64.05% | 1/2/2024 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.09% | 0% | 8.94% | 4/28/2022 |
 iShares Select Dividend ETF (DVY) | 0.09% | 0% | 8.94% | 4/28/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 18.79% | 18.05% |
| Vanguard Total Stock Market ETF (VTI) | 18.79% | 17.91% |
| ARK 21Shares Bitcoin ETF (ARKB) | 9.4% | 15.6% |
| Invesco QQQ (QQQ) | 9.4% | 9.3% |
| Vanguard FTSE Emerging Markets (VWO) | 9.4% | 7.87% |
| Vanguard Total International Stock ETF (VXUS) | 9.4% | 7.47% |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.7% | 5.01% |
| Vanguard Russell 1000 Growth ETF (VONG) | 4.7% | 4.9% |
| Vanguard Growth ETF (VUG) | 4.7% | 4.9% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.7% | 4.07% |
| Schwab US Dividend Equity ETF (SCHD) | 4.7% | 3.88% |