Portfolio Diversification
Range
Most Diversified
21 instruments
November 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
18 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
MSFT99.91%
BRK.B99.91%
MC.PA99.91%
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 |
|---|---|---|---|---|
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 22.53% | 0% | 97.26% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 13.22% | 0% | 41.51% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 11.58% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 8.32% | 0% | 41.51% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 6.58% | 0% | 99.91% | 2/1/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 4.06% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 3.24% | 0% | 99.91% | 2/1/2025 |
 Eni (ENI.MI) | 3.1% | 0% | 99.91% | 2/1/2025 |
| LVMH (MC.PA) | 3.06% | 0% | 99.91% | 2/1/2025 |
 Invesco DB Agriculture Fund (DBA) | 3.05% | 0% | 97.72% | 2/1/2025 |
| Apple (AAPL) | 2.94% | 0% | 99.91% | 2/1/2025 |
 iShares MSCI Eurozone ETF (EZU) | 2.48% | 0% | 99.91% | 2/1/2025 |
 Lowe's (LOW) | 1.85% | 0% | 99.91% | 2/1/2025 |
 Invesco QQQ (QQQ) | 1.69% | 0% | 97.72% | 2/1/2025 |
| Alphabet (GOOG) | 1.53% | 0% | 99.91% | 2/1/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 1.44% | 0% | 97.99% | 2/1/2025 |
 PIMCO Enhanced Short Maturity (MINT) | 1.37% | 0% | 41.51% | 2/1/2025 |
 Nestle (NESN.ZU) | 1.33% | 0% | 99.36% | 2/1/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 1.28% | 0% | 66.7% | 1/31/2024 |
 Financial Select Sector SPDR (XLF) | 1.03% | 0% | 66.7% | 1/31/2024 |
 Vanguard Total International Bond ETF (BNDX) | 0.91% | 0% | 41.51% | 2/1/2025 |
 SPDR Gold (GLD) | 0.15% | 0% | 5.66% | 3/29/2022 |
 Caterpillar (CAT) | 0.05% | 0% | 1.92% | 1/21/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.05% | 0% | 2.1% | 2/16/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.09% | 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% |