Portfolio Diversification
Range
Most Diversified
21 instruments
November 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
18.1 instruments
Most Consistent Holdings
Top 5
MSFT99.92%
BRK.B99.92%
LOW99.92%
SPY99.92%
SPLV99.92%
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 |
|---|---|---|---|---|
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 20.85% | 12.76% | 97.71% | - |
 Vanguard Total Stock Market ETF (VTI) | 17.06% | 36.99% | 51.11% | - |
 Vanguard Total International Stock ETF (VXUS) | 10.75% | 23.11% | 51.11% | - |
| SPDR S&P 500 ETF (SPY) | 10.61% | 5.7% | 99.92% | - |
| Berkshire Hathaway (BRK.B) | 6.03% | 2.99% | 99.92% | - |
| Invesco S&P 500 Low Volatility (SPLV) | 3.65% | 1.46% | 99.92% | - |
| Microsoft (MSFT) | 2.96% | 1.6% | 99.92% | - |
 Invesco DB Agriculture Fund (DBA) | 2.76% | 1.21% | 98.02% | - |
 Eni (ENI.MI) | 2.76% | 1.03% | 99.85% | - |
 LVMH (MC.PA) | 2.68% | 0.63% | 99.85% | - |
 Apple (AAPL) | 2.66% | 1.24% | 99.85% | - |
 iShares MSCI Eurozone ETF (EZU) | 2.25% | 1.04% | 99.85% | - |
 PIMCO Enhanced Short Maturity (MINT) | 1.74% | 3.31% | 51.11% | - |
| Lowe's (LOW) | 1.65% | 0.69% | 99.92% | - |
 Invesco QQQ (QQQ) | 1.55% | 0.88% | 97.94% | - |
 Alphabet (GOOG) | 1.39% | 0.85% | 99.77% | - |
 Consumer Staples Select Sector SPDR (XLP) | 1.29% | 0.48% | 98.32% | - |
 Nestle (NESN.ZU) | 1.16% | 0.25% | 99.31% | - |
 Vanguard Total International Bond ETF (BNDX) | 1.11% | 1.99% | 51.11% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 1.07% | 0% | 55.76% | 1/31/2024 |
 Financial Select Sector SPDR (XLF) | 0.87% | 0% | 55.76% | 1/31/2024 |
 SPDR Gold (GLD) | 0.12% | 0% | 4.73% | 3/29/2022 |
 Caterpillar (CAT) | 0.04% | 0% | 1.6% | 1/21/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.04% | 0% | 1.75% | 2/16/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.08% | 1/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 36.83% | 37.06% |
| Vanguard Total International Stock ETF (VXUS) | 24.85% | 21.14% |
| ProShares Short VIX Short-Term Futures ETF (SVXY) | 10.62% | 14.32% |
| SPDR S&P 500 ETF (SPY) | 5.01% | 5.7% |
| PIMCO Enhanced Short Maturity (MINT) | 4.42% | 3.66% |
| Berkshire Hathaway (BRK.B) | 2.25% | 2.96% |
| Vanguard Total International Bond ETF (BNDX) | 2.65% | 2.2% |
| Invesco S&P 500 Low Volatility (SPLV) | 1.74% | 1.54% |
| Microsoft (MSFT) | 1.23% | 1.47% |
| Apple (AAPL) | 1.02% | 1.44% |
| Invesco DB Agriculture Fund (DBA) | 1.23% | 1.31% |
| Eni (ENI.MI) | 1.02% | 0.98% |
| iShares MSCI Eurozone ETF (EZU) | 1.12% | 0.91% |
| LVMH (MC.PA) | 1.12% | 0.89% |
| Invesco QQQ (QQQ) | 0.72% | 0.86% |
| Alphabet (GOOG) | 0.72% | 0.77% |
| Lowe's (LOW) | 0.72% | 0.71% |
| Consumer Staples Select Sector SPDR (XLP) | 0.61% | 0.52% |
| Nestle (NESN.ZU) | 0.61% | 0.3% |