Portfolio Diversification
Range
Most Diversified
35 instruments
March 24, 2022
Least Diversified
0 instruments
January 3, 2024
Average
20.5 instruments
Most Consistent Holdings
Top 5
QQQ99.5%
SCHD99.5%
VOOG99.5%
VTI99.5%
VOO99.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 20.78% | 18.33% | 99.5% | - |
| Vanguard Total Stock Market ETF (VTI) | 20.53% | 18.12% | 99.5% | - |
| Invesco QQQ (QQQ) | 7.14% | 9.73% | 99.5% | - |
 ARK 21Shares Bitcoin ETF (ARKB) | 6.76% | 13.12% | 47.3% | - |
 Vanguard FTSE Emerging Markets (VWO) | 5.59% | 8.41% | 99.5% | - |
 Vanguard Total International Stock ETF (VXUS) | 5.59% | 8.36% | 99.5% | - |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.04% | 5.27% | 99.5% | - |
| Schwab US Dividend Equity ETF (SCHD) | 3.5% | 3.43% | 99.5% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.36% | 3.56% | 93.76% | - |
 Vanguard Growth ETF (VUG) | 2.41% | 5.06% | 49.72% | - |
 Vanguard Russell 1000 Growth ETF (VONG) | 2.4% | 5.03% | 49.72% | - |
 Bitcoin (BTC) | 1.83% | 0% | 49.79% | 1/2/2024 |
 Ethereum (ETH) | 1.6% | 0% | 49.79% | 1/2/2024 |
 Vanguard Value ETF (VTV) | 1.6% | 0% | 49.08% | 1/2/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 1.58% | 0% | 49.08% | 1/2/2024 |
 iShares Core MSCI Europe ETF (IEUR) | 1.48% | 0% | 49.79% | 1/2/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.38% | 0% | 49.79% | 1/2/2024 |
 Invesco Solar ETF (TAN) | 0.76% | 0% | 49.79% | 1/2/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.74% | 0% | 48.44% | 1/2/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.72% | 0% | 49.79% | 1/2/2024 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.68% | 0% | 48.44% | 1/2/2024 |
 iShares MSCI China ETF (MCHI) | 0.65% | 0% | 44.04% | 1/2/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.6% | 0% | 49.79% | 1/2/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.6% | 0% | 49.79% | 1/2/2024 |
 Meta (META) | 0.37% | 0% | 48.44% | 1/2/2024 |
 Tesla (TSLA) | 0.35% | 0% | 48.44% | 1/2/2024 |
 XRP (XRP) | 0.21% | 0.94% | 17.16% | - |
 KraneShares Global Carbon ETF (KRBN) | 0.16% | 0% | 8.3% | 5/17/2022 |
 Solana (SOL) | 0.14% | 0% | 49.79% | 1/2/2024 |
 iShares MSCI India ETF (INDA) | 0.13% | 0% | 8.23% | 1/2/2024 |
 Energy Select Sector SPDR (XLE) | 0.12% | 0% | 8.3% | 4/28/2022 |
 The Sandbox (SAND) | 0.12% | 0% | 38.94% | 8/8/2023 |
 Decentraland (MANA) | 0.12% | 0% | 39.65% | 8/8/2023 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.11% | 0% | 8.09% | 4/25/2022 |
 Dogecoin (DOGE) | 0.11% | 0% | 48.44% | 1/2/2024 |
 Enjin (ENJ) | 0.1% | 0% | 39.65% | 8/8/2023 |
 Shiba (in millions) (SHIBxM) | 0.1% | 0% | 49.79% | 1/2/2024 |
 Axie Infinity (AXS) | 0.08% | 0% | 49.79% | 1/2/2024 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.07% | 0% | 6.95% | 4/28/2022 |
 iShares Select Dividend ETF (DVY) | 0.07% | 0% | 6.95% | 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% |