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Portfolio Diversification
Range
Most Diversified
21 instruments
November 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
18.2 instruments
Most Consistent Holdings
Top 5
MSFT99.93%
BRK.B99.93%
LOW99.93%
SPY99.93%
SPLV99.93%
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) | 19.87% | 12.35% | 97.99% | - |
 Vanguard Total Stock Market ETF (VTI) | 19.44% | 36.44% | 57.01% | - |
 Vanguard Total International Stock ETF (VXUS) | 12.29% | 24.21% | 57.01% | - |
| State Street SPDR S&P 500 ETF (SPY) | 10.01% | 5.6% | 99.93% | - |
| Berkshire Hathaway (BRK.B) | 5.64% | 2.66% | 99.93% | - |
| Invesco S&P 500 Low Volatility (SPLV) | 3.38% | 1.44% | 99.93% | - |
| Microsoft (MSFT) | 2.77% | 1.19% | 99.93% | - |
 Invesco DB Agriculture Fund (DBA) | 2.56% | 1.09% | 98.26% | - |
 Eni (ENI.MI) | 2.55% | 1.31% | 99.87% | - |
 Apple (AAPL) | 2.49% | 1.28% | 99.87% | - |
 LVMH (MC.PA) | 2.44% | 0.59% | 99.87% | - |
 iShares MSCI Eurozone ETF (EZU) | 2.11% | 1.06% | 99.87% | - |
 PIMCO Enhanced Short Maturity (MINT) | 1.91% | 3.11% | 57.01% | - |
| Lowe's (LOW) | 1.53% | 0.62% | 99.93% | - |
 Invesco QQQ (QQQ) | 1.47% | 0.86% | 98.19% | - |
 Alphabet (GOOG) | 1.35% | 1.04% | 99.8% | - |
 Vanguard Total International Bond ETF (BNDX) | 1.21% | 1.86% | 57.01% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.19% | 0.49% | 98.52% | - |
 Nestle (NESN.ZU) | 1.05% | 0.25% | 99.4% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.94% | 0% | 49.03% | 1/31/2024 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.76% | 0% | 49.03% | 1/31/2024 |
 SPDR Gold (GLD) | 0.11% | 0% | 4.16% | 3/29/2022 |
 Caterpillar (CAT) | 0.03% | 0% | 1.41% | 1/21/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.03% | 0% | 1.54% | 2/16/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.07% | 1/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 36.11% | 36.43% |
| Vanguard Total International Stock ETF (VXUS) | 24.36% | 22.99% |
| ProShares Short VIX Short-Term Futures ETF (SVXY) | 10.42% | 13.49% |
| State Street SPDR S&P 500 ETF (SPY) | 4.91% | 5.63% |
| PIMCO Enhanced Short Maturity (MINT) | 4.34% | 3.11% |
| Berkshire Hathaway (BRK.B) | 2.2% | 2.78% |
| Vanguard Total International Bond ETF (BNDX) | 2.6% | 1.84% |
| Microsoft (MSFT) | 1.2% | 1.43% |
| Invesco S&P 500 Low Volatility (SPLV) | 1.7% | 1.33% |
| Apple (AAPL) | 1% | 1.33% |
| Alphabet (GOOG) | 0.7% | 1.09% |
| Invesco DB Agriculture Fund (DBA) | 1.2% | 1.07% |
| iShares MSCI Eurozone ETF (EZU) | 1.1% | 1.06% |
| Eni (ENI.MI) | 1% | 1.05% |
| Invesco QQQ (QQQ) | 0.7% | 0.88% |
| LVMH (MC.PA) | 1.1% | 0.76% |
| Lowe's (LOW) | 0.7% | 0.59% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.6% | 0.44% |
| Nestle (NESN.ZU) | 0.6% | 0.25% |
Cash & Instruments Over Time
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