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Portfolio Diversification
Range
Most Diversified
27 instruments
January 24, 2023
Least Diversified
11 instruments
April 5, 2025
Average
14.5 instruments
Most Consistent Holdings
Top 5
REET100%
BND100%
BNDX100%
ICLN99.91%
VGSH98.03%
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) | 19.91% | 37.46% | 98.03% | - |
| Vanguard Total International Bond ETF (BNDX) | 14.18% | 7.37% | 100% | - |
| Vanguard Total Bond Market ETF (BND) | 11.55% | 6.23% | 100% | - |
 iShares Silver Trust (SLV) | 10.2% | 0% | 84.57% | 8/11/2025 |
 Schwab Emerging Markets Equity ETF (SCHE) | 5.69% | 0% | 84.57% | 8/11/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 4.1% | 0% | 85.29% | 8/19/2025 |
 iShares TIPS Bond ETF (TIP) | 3.88% | 0% | 84.66% | 8/12/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 3.26% | 0% | 55.34% | 9/18/2024 |
 Schwab Fundamental International Large Company Index ETF (FNDF) | 3.22% | 0% | 52.65% | 8/8/2025 |
 Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 2.89% | 0% | 81.08% | 8/11/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 2.36% | 0% | 64.84% | 4/4/2025 |
 Schwab International Equity ETF (SCHF) | 2.26% | 0% | 49.15% | 7/11/2024 |
 Berkshire Hathaway (BRK.B) | 1.96% | 12.43% | 15.7% | - |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 1.92% | 0% | 56.14% | 9/27/2024 |
| iShares Global REIT ETF (REET) | 1.79% | 1.56% | 100% | - |
| iShares Global clean energy ETF (ICLN) | 1.34% | 0% | 99.91% | 1/29/2026 |
 Markel (MKL) | 0.97% | 6.42% | 15.7% | - |
 Reliance (RIGD.L) | 0.96% | 5.92% | 15.7% | - |
 Amplify Blockchain Technology ETF (BLOK) | 0.81% | 0% | 60.09% | 11/11/2024 |
 Prosus (PRX.NV) | 0.67% | 3.95% | 15.7% | - |
 Investor AB ser. B (INVEB.ST) | 0.66% | 4.88% | 15.7% | - |
 Danaher (DHR) | 0.65% | 4.37% | 15.7% | - |
 Bitcoin (BTC) | 0.53% | 2.9% | 15.7% | - |
 PDD Holdings (PDD) | 0.52% | 3.29% | 13.9% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 0.17% | 0% | 5.65% | 10/10/2023 |
 iShares Core Dividend Growth ETF (DGRO) | 0.07% | 0% | 2.87% | 2/3/2023 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.06% | 0% | 2.78% | 2/2/2023 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.06% | 0% | 2.78% | 2/2/2023 |
 Global X Uranium ETF (URA) | 0.04% | 0% | 2.78% | 2/2/2023 |
 iShares Edge MSCI USA Quality (QUAL) | 0.04% | 0% | 2.87% | 2/3/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 2.78% | 2/2/2023 |
 Dash (DASH) | 0.01% | 0% | 2.78% | 2/2/2023 |
 Chainlink (LINK) | 0.01% | 0% | 2.78% | 2/2/2023 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.36% | 8/19/2025 |
 Bitcoin Cash (BCH) | 0% | 0% | 2.78% | 2/2/2023 |
 VAULTA (A) | 0% | 0% | 2.78% | 2/2/2023 |
 Flare (FLR) | 0% | 0% | 6.19% | 6/26/2023 |
 Cardano (ADA) | 0% | 0% | 2.78% | 2/2/2023 |
 Polkadot (DOT) | 0% | 0% | 2.78% | 2/2/2023 |
 Solana (SOL) | 0% | 0% | 2.78% | 2/2/2023 |
 NEO (NEO) | 0% | 0% | 2.78% | 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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