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Portfolio Diversification
Range
Most Diversified
11 instruments
August 11, 2022
Least Diversified
0 instruments
July 18, 2022
Average
10.9 instruments
Most Consistent Holdings
Top 5
BRK.B99.92%
SPY99.92%
GLD99.92%
HDV99.92%
VNQ99.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 18, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core High Dividend ETF (HDV) | 18.18% | 15.56% | 99.92% | - |
| SPDR Gold (GLD) | 13.28% | 20.13% | 99.92% | - |
| Berkshire Hathaway (BRK.B) | 11.03% | 7.53% | 99.92% | - |
 Vanguard Value ETF (VTV) | 9.35% | 8.16% | 98.31% | - |
 Invesco DB Agriculture Fund (DBA) | 8.96% | 5.64% | 98.31% | - |
| State Street SPDR S&P 500 ETF (SPY) | 8.7% | 8.62% | 99.92% | - |
| Vanguard Real Estate ETF (VNQ) | 6.26% | 4.98% | 99.92% | - |
 Vanguard FTSE Europe ETF (VGK) | 5.64% | 0% | 74% | 4/7/2025 |
 Alphabet (GOOG) | 5.56% | 7.71% | 98.31% | - |
 Sony (SONY) | 4.83% | 3.82% | 98.31% | - |
 Vanguard FTSE Emerging Markets (VWO) | 1.99% | 0% | 72.38% | 4/7/2025 |
 Vanguard Total Bond Market ETF (BND) | 1.89% | 6.61% | 25.92% | - |
 Vanguard FTSE All-World ex-US (VEU) | 1.57% | 6.03% | 25.69% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 12.46% | 17.81% |
| iShares Core High Dividend ETF (HDV) | 17.7% | 14.67% |
| State Street SPDR S&P 500 ETF (SPY) | 8.05% | 9.18% |
| Alphabet (GOOG) | 4.83% | 8.4% |
| Vanguard Value ETF (VTV) | 8.7% | 8.19% |
| Berkshire Hathaway (BRK.B) | 6.46% | 8.06% |
| Vanguard Total Bond Market ETF (BND) | 9.66% | 6.93% |
| Vanguard FTSE All-World ex-US (VEU) | 6.44% | 6.07% |
| Invesco DB Agriculture Fund (DBA) | 6.44% | 5.72% |
| Vanguard Real Estate ETF (VNQ) | 7.08% | 4.96% |
| Sony (SONY) | 4.83% | 4.78% |
Cash & Instruments Over Time
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