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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.B99.64%
SONY98.1%
SPY95.48%
GLD95.48%
HDV95.48%
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) | 17.35% | 0% | 95.48% | 3/20/2026 |
| SPDR Gold (GLD) | 12.74% | 0% | 95.48% | 3/20/2026 |
| Berkshire Hathaway (BRK.B) | 10.7% | 0% | 99.64% | 5/19/2026 |
 Vanguard Value ETF (VTV) | 8.92% | 0% | 93.95% | 3/20/2026 |
 Invesco DB Agriculture Fund (DBA) | 8.54% | 0% | 93.95% | 3/20/2026 |
| State Street SPDR S&P 500 ETF (SPY) | 8.31% | 0% | 95.48% | 3/20/2026 |
 Vanguard Real Estate ETF (VNQ) | 5.97% | 0% | 95.48% | 3/20/2026 |
 Vanguard FTSE Europe ETF (VGK) | 5.35% | 0% | 70.17% | 4/7/2025 |
 Alphabet (GOOG) | 5.35% | 0% | 94.16% | 3/23/2026 |
| Sony (SONY) | 4.72% | 0% | 98.1% | 5/19/2026 |
 Vanguard FTSE Emerging Markets (VWO) | 1.89% | 0% | 68.64% | 4/7/2025 |
 Vanguard Total Bond Market ETF (BND) | 1.84% | 0% | 25.31% | 3/20/2026 |
 Vanguard FTSE All-World ex-US (VEU) | 1.54% | 0% | 25.09% | 3/20/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.69% | 0% | 3.94% | 5/19/2026 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.53% | 0% | 3.87% | 5/19/2026 |
 iShares Core Global Aggregate Bond UCITS ETF (EUNA.DE) | 0.51% | 0% | 3.94% | 5/19/2026 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.41% | 0% | 3.94% | 5/19/2026 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.39% | 0% | 3.87% | 5/19/2026 |
 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 0.32% | 0% | 3.87% | 5/19/2026 |
 Vanguard FTSE Emerging Markets UCITS ETF (VFEA.L) | 0.24% | 0% | 3.94% | 5/19/2026 |
 iShares Diversified Commodity Swap UCITS ETF (SXRS.DE) | 0.22% | 0% | 3.94% | 5/19/2026 |
 ASML (ASML) | 0.13% | 0% | 4.16% | 5/19/2026 |
 Amazon (AMZN) | 0.02% | 0% | 0.22% | 3/23/2026 |
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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