Portfolio Diversification
Range
Most Diversified
57 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
40.2 instruments
Most Consistent Holdings
Top 5
ICLN99.92%
VTV98.85%
EWJ98.44%
GLD94.59%
SLV92.7%
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 |
|---|---|---|---|---|
 Invesco Senior Loan ETF (BKLN) | 11.97% | 15.12% | 75.98% | - |
| Vanguard Value ETF (VTV) | 6.24% | 5.26% | 98.85% | - |
 SPDR Blackstone Senior Loan ETF (SRLN) | 5.89% | 7.84% | 72.79% | - |
| iShares Global clean energy ETF (ICLN) | 5.3% | 2.29% | 99.92% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.65% | 5.04% | 75.98% | - |
| Ishares MSCI JAPAN ETF (EWJ) | 3.57% | 1.86% | 98.44% | - |
| SPDR Gold (GLD) | 2.81% | 2.77% | 94.59% | - |
 Vanguard Total World Stock ETF (VT.US) | 2.76% | 0% | 16.72% | 8/8/2022 |
 Vanguard Total Bond Market ETF (BND) | 2.2% | 3.29% | 75.98% | - |
 Invesco DB Agriculture Fund (DBA) | 2.12% | 3.11% | 75.98% | - |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 2.03% | 2.41% | 75.98% | - |
 iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | 1.93% | 3.65% | 50.82% | - |
 iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | 1.92% | 3.62% | 50.82% | - |
 Vanguard FTSE Europe ETF (VGK) | 1.91% | 0% | 16.31% | 8/8/2022 |
 iShares Core High Dividend ETF (HDV) | 1.84% | 2.61% | 75.98% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.84% | 2.48% | 75.98% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.83% | 2.55% | 75.98% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.82% | 2.23% | 75.98% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 1.71% | 2.47% | 75.98% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.51% | 3.15% | 49.84% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 1.34% | 2.5% | 52.79% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.11% | 1.55% | 75.98% | - |
 Vanguard Mid-Cap ETF (VO) | 1.09% | 1.55% | 75.98% | - |
 Vanguard Small-Cap ETF (VB) | 1.07% | 1.43% | 75.98% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.06% | 1.47% | 75.98% | - |
 Berkshire Hathaway (BRK.B) | 0.9% | 1.37% | 75.98% | - |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.87% | 1.07% | 75.98% | - |
 ProShares Short S&P500 (SH) | 0.82% | 0% | 5.08% | 10/20/2022 |
| iShares Silver Trust (SLV) | 0.73% | 0.57% | 92.7% | - |
 SPDR S&P 500 ETF (SPY) | 0.68% | 0% | 6.15% | 11/3/2022 |
 iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 0.6% | 0.92% | 66.48% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.55% | 0% | 3.52% | 9/29/2022 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.54% | 1.04% | 81.56% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.5% | 1.02% | 49.84% | - |
 Vanguard Intermediate-Term Corp (VCIT) | 0.46% | 0.84% | 52.87% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.33% | 0.55% | 62.13% | - |
 NRG Energy (NRG) | 0.17% | 0.43% | 65.9% | - |
 Broadcom (AVGO) | 0.17% | 0.35% | 65.9% | - |
 Pfizer (PFE) | 0.17% | 0.22% | 65.9% | - |
 JPMorgan (JPM) | 0.12% | 0.17% | 65.82% | - |
 Seagate (STX.US) | 0.12% | 0.18% | 65.9% | - |
 PCA (PKG) | 0.12% | 0.13% | 65.9% | - |
 BlackRock (BLK) | 0.11% | 0.13% | 65.9% | - |
 Essex Property Trust (ESS) | 0.1% | 0.11% | 65.9% | - |
 Procter & Gamble (PG) | 0.1% | 0.1% | 65.9% | - |
 ExxonMobil (XOM) | 0.1% | 0.09% | 65.9% | - |
 AbbVie (ABBV) | 0.09% | 0.1% | 65.9% | - |
 Cisco (CSCO) | 0.09% | 0.11% | 65.9% | - |
 Merck (MRK) | 0.09% | 0.06% | 65.9% | - |
 Verizon (VZ) | 0.09% | 0.1% | 65.9% | - |
 Coca-Cola (KO) | 0.09% | 0.1% | 65.9% | - |
 Omnicom (OMC) | 0.09% | 0.07% | 65.9% | - |
 Johnson & Johnson (JNJ) | 0.09% | 0.08% | 65.9% | - |
 Chevron (CVX) | 0.09% | 0.08% | 65.9% | - |
 Pinnacle West (PNW) | 0.09% | 0.1% | 65.9% | - |
 Texas Instruments (TXN) | 0.09% | 0.09% | 65.9% | - |
 UDR (UDR) | 0.09% | 0.09% | 65.9% | - |
 Lockheed Martin (LMT) | 0.09% | 0.09% | 65.9% | - |
 Home Depot (HD) | 0.08% | 0% | 50.16% | 11/25/2024 |
 PepsiCo (PEP) | 0.08% | 0.06% | 65.9% | - |
 Extra Space (EXR) | 0.08% | 0.08% | 65.9% | - |
 Southern Copper (SCCO) | 0.08% | 0% | 7.7% | 11/4/2022 |
 Iron Mountain (IRM) | 0.06% | 0% | 28.28% | 2/29/2024 |
 Eli Lilly (LLY) | 0.03% | 0% | 11.8% | 8/8/2023 |
 Freeport-McMoRan (FCX) | 0.01% | 0% | 0.66% | 7/28/2022 |
 ARK Innovation ETF (ARKK) | 0% | 0% | 0.08% | 7/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco Senior Loan ETF (BKLN) | 16.32% | 15.62% |
| SPDR Blackstone Senior Loan ETF (SRLN) | 8.53% | 8.14% |
| Vanguard Value ETF (VTV) | 4.95% | 5.32% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.96% | 5.3% |
| iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | 3.88% | 3.73% |
| iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | 3.88% | 3.71% |
| Vanguard Total Bond Market ETF (BND) | 3.45% | 3.33% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 2.79% | 3.26% |
| Invesco DB Agriculture Fund (DBA) | 2.72% | 3.1% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 3.4% | 2.72% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.47% | 2.67% |
| Schwab US Dividend Equity ETF (SCHD) | 2.51% | 2.64% |
| iShares Core High Dividend ETF (HDV) | 2.51% | 2.59% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 2.61% | 2.53% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 2.59% | 2.5% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 2.29% | 2.26% |
| SPDR Gold (GLD) | 1.89% | 2.22% |
| iShares Global clean energy ETF (ICLN) | 2.93% | 2.07% |
| Ishares MSCI JAPAN ETF (EWJ) | 1.78% | 1.74% |
| Vanguard Dividend Appreciation ETF (VIG) | 1.33% | 1.56% |
| Vanguard Mid-Cap ETF (VO) | 1.33% | 1.53% |
| Vanguard Small-Cap ETF (VB) | 1.33% | 1.53% |
| iShares Core Dividend Growth ETF (DGRO) | 1.32% | 1.48% |
| Berkshire Hathaway (BRK.B) | 1.03% | 1.3% |
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.13% | 1.09% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 0.94% | 1.03% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.04% | 1% |
| iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 0.88% | 0.88% |
| Vanguard Intermediate-Term Corp (VCIT) | 0.86% | 0.84% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.78% | 0.61% |
| iShares Silver Trust (SLV) | 0.44% | 0.47% |
| Broadcom (AVGO) | 0.09% | 0.32% |
| NRG Energy (NRG) | 0.09% | 0.26% |
| Pfizer (PFE) | 0.32% | 0.26% |
| JPMorgan (JPM) | 0.09% | 0.16% |
| PCA (PKG) | 0.09% | 0.15% |
| BlackRock (BLK) | 0.09% | 0.14% |
| Essex Property Trust (ESS) | 0.09% | 0.12% |
| Seagate (STX.US) | 0.09% | 0.12% |
| UDR (UDR) | 0.09% | 0.1% |
| AbbVie (ABBV) | 0.09% | 0.1% |
| Procter & Gamble (PG) | 0.09% | 0.1% |
| Cisco (CSCO) | 0.09% | 0.1% |
| Pinnacle West (PNW) | 0.09% | 0.09% |
| Texas Instruments (TXN) | 0.09% | 0.09% |
| Omnicom (OMC) | 0.09% | 0.09% |
| Lockheed Martin (LMT) | 0.09% | 0.09% |
| ExxonMobil (XOM) | 0.09% | 0.09% |
| Verizon (VZ) | 0.09% | 0.09% |
| Coca-Cola (KO) | 0.09% | 0.09% |
| Extra Space (EXR) | 0.09% | 0.08% |
| Merck (MRK) | 0.09% | 0.08% |
| Johnson & Johnson (JNJ) | 0.09% | 0.08% |
| Chevron (CVX) | 0.09% | 0.08% |
| PepsiCo (PEP) | 0.09% | 0.07% |