Portfolio Diversification
Range
Most Diversified
8 instruments
August 15, 2023
Least Diversified
2 instruments
April 5, 2024
Average
4.8 instruments
Most Consistent Holdings
Top 5
SPY100%
IAU100%
VTI50.62%
IVV50.62%
BLV50.62%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Gold Trust (IAU) | 37.11% | 63.77% | 100% | - |
| SPDR S&P 500 ETF (SPY) | 19.3% | 27.75% | 100% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 11.61% | 0% | 50.62% | 4/4/2024 |
| Vanguard Long-Term Bond ETF (BLV) | 10.83% | 0% | 50.62% | 4/4/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 4.59% | 0% | 50.62% | 4/4/2024 |
| iShares Core S&P 500 ETF (IVV) | 4.31% | 0% | 50.62% | 4/4/2024 |
| Vanguard Total Stock Market ETF (VTI) | 4.27% | 0% | 50.62% | 4/4/2024 |
 CashewCapital | 1.88% | 0% | 25.59% | 4/4/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Gold Trust (IAU) | 56.39% | 58.27% |
| SPDR S&P 500 ETF (SPY) | 29.57% | 31.88% |