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) | 21.93% | 11.1% | 97.44% | - |
 Vanguard Total Stock Market ETF (VTI) | 14.72% | 35.96% | 45.31% | - |
 SPDR S&P 500 ETF (SPY) | 11.19% | 5.56% | 99.91% | - |
 Vanguard Total International Stock ETF (VXUS) | 9.23% | 23.89% | 45.31% | - |
| Berkshire Hathaway (BRK.B) | 6.37% | 3.67% | 99.91% | - |
 Invesco S&P 500 Low Volatility (SPLV) | 3.9% | 1.72% | 99.91% | - |
| Microsoft (MSFT) | 3.12% | 1.39% | 99.91% | - |
 Eni (ENI.MI) | 2.97% | 1.02% | 99.91% | - |
 Invesco DB Agriculture Fund (DBA) | 2.94% | 1.43% | 97.87% | - |
| LVMH (MC.PA) | 2.92% | 0.74% | 99.91% | - |
| Apple (AAPL) | 2.83% | 1.23% | 99.91% | - |
 iShares MSCI Eurozone ETF (EZU) | 2.39% | 1.12% | 99.91% | - |
 Lowe's (LOW) | 1.78% | 0.68% | 99.91% | - |
 Invesco QQQ (QQQ) | 1.63% | 0.81% | 97.87% | - |
 PIMCO Enhanced Short Maturity (MINT) | 1.52% | 3.98% | 45.31% | - |
| Alphabet (GOOG) | 1.48% | 0.68% | 99.91% | - |
 Consumer Staples Select Sector SPDR (XLP) | 1.38% | 0.59% | 98.12% | - |
 Nestle (NESN.ZU) | 1.27% | 0.37% | 99.4% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 1.2% | 0% | 62.37% | 1/31/2024 |
 Vanguard Total International Bond ETF (BNDX) | 0.99% | 2.4% | 45.31% | - |
 Financial Select Sector SPDR (XLF) | 0.97% | 0% | 62.37% | 1/31/2024 |
 SPDR Gold (GLD) | 0.14% | 0% | 5.29% | 3/29/2022 |
 Caterpillar (CAT) | 0.04% | 0% | 1.79% | 1/21/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.04% | 0% | 1.96% | 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% |