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Portfolio Diversification
Range
Most Diversified
27 instruments
January 24, 2023
Least Diversified
11 instruments
April 5, 2025
Average
14.4 instruments
Most Consistent Holdings
Top 5
REET100%
BND100%
BNDX100%
VGSH98.11%
ICLN95.95%
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 |
|---|---|---|---|---|
| Vanguard Short-Term Treasury Index Fund (VGSH) | 20.6% | 37.3% | 98.11% | - |
| Vanguard Total International Bond ETF (BNDX) | 13.9% | 6.21% | 100% | - |
| Vanguard Total Bond Market ETF (BND) | 11.34% | 5.8% | 100% | - |
 iShares Silver Trust (SLV) | 9.8% | 0% | 81.22% | 8/11/2025 |
 Schwab Emerging Markets Equity ETF (SCHE) | 5.47% | 0% | 81.22% | 8/11/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 3.94% | 0% | 81.91% | 8/19/2025 |
 iShares TIPS Bond ETF (TIP) | 3.73% | 0% | 81.31% | 8/12/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 3.13% | 0% | 53.14% | 9/18/2024 |
 Schwab Fundamental International Large Company Index ETF (FNDF) | 3.09% | 0% | 50.56% | 8/8/2025 |
 Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 2.77% | 0% | 77.86% | 8/11/2025 |
 Berkshire Hathaway (BRK.B) | 2.39% | 12.82% | 19.04% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 2.26% | 0% | 62.27% | 4/4/2025 |
 Schwab International Equity ETF (SCHF) | 2.17% | 0% | 47.2% | 7/11/2024 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 1.84% | 0% | 53.92% | 9/27/2024 |
| iShares Global REIT ETF (REET) | 1.78% | 1.59% | 100% | - |
| iShares Global clean energy ETF (ICLN) | 1.29% | 0% | 95.95% | 1/29/2026 |
 Markel (MKL) | 1.19% | 6.21% | 19.04% | - |
 Reliance (RIGD.L) | 1.17% | 5.9% | 19.04% | - |
 Investor AB ser. B (INVEB.ST) | 0.84% | 4.09% | 19.04% | - |
 Danaher (DHR) | 0.79% | 3.81% | 19.04% | - |
 Prosus (PRX.NV) | 0.78% | 1.93% | 19.04% | - |
 Amplify Blockchain Technology ETF (BLOK) | 0.77% | 0% | 57.71% | 11/11/2024 |
 Bitcoin (BTC) | 0.64% | 3.62% | 19.04% | - |
 PDD Holdings (PDD) | 0.63% | 3.34% | 17.31% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 0.16% | 0% | 5.43% | 10/10/2023 |
 Ethereum (ETH) | 0.08% | 2.81% | 3.45% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.06% | 0% | 2.76% | 2/3/2023 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.06% | 0% | 2.67% | 2/2/2023 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.06% | 0% | 2.67% | 2/2/2023 |
 Global X Uranium ETF (URA) | 0.04% | 0% | 2.67% | 2/2/2023 |
 iShares Edge MSCI USA Quality (QUAL) | 0.04% | 0% | 2.76% | 2/3/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 2.67% | 2/2/2023 |
 Dash (DASH) | 0.01% | 0% | 2.67% | 2/2/2023 |
 Chainlink (LINK) | 0.01% | 0% | 2.67% | 2/2/2023 |
 MicroStrategy (MSTR) | 0% | 0% | 0.34% | 8/19/2025 |
 Bitcoin Cash (BCH) | 0% | 0% | 2.67% | 2/2/2023 |
 VAULTA (A) | 0% | 0% | 2.67% | 2/2/2023 |
 Flare (FLR) | 0% | 0% | 5.94% | 6/26/2023 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.09% | 2/3/2026 |
 Cardano (ADA) | 0% | 0% | 2.67% | 2/2/2023 |
 Polkadot (DOT) | 0% | 0% | 2.67% | 2/2/2023 |
 Solana (SOL) | 0% | 0% | 2.67% | 2/2/2023 |
 NEO (NEO) | 0% | 0% | 2.67% | 2/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Short-Term Treasury Index Fund (VGSH) | 36.68% | 36.61% |
| Berkshire Hathaway (BRK.B) | 12.06% | 12.85% |
| Vanguard Total International Bond ETF (BNDX) | 8.25% | 7.17% |
| Markel (MKL) | 6.03% | 6.69% |
| Reliance (RIGD.L) | 6.03% | 6.68% |
| Vanguard Total Bond Market ETF (BND) | 6.88% | 6.08% |
| Investor AB ser. B (INVEB.ST) | 3.99% | 4.58% |
| Danaher (DHR) | 3.99% | 4.48% |
| Prosus (PRX.NV) | 3.99% | 4.1% |
| PDD Holdings (PDD) | 3.9% | 3.56% |
| Bitcoin (BTC) | 3.96% | 2.94% |
| iShares Global REIT ETF (REET) | 1.6% | 1.48% |
| iShares Global clean energy ETF (ICLN) | 0.92% | 0.85% |
Cash & Instruments Over Time
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