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.B99.9%
SPY99.9%
GLD99.9%
HDV99.9%
VNQ99.9%
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) | 18.91% | 16.06% | 99.9% | - |
| SPDR Gold (GLD) | 12.27% | 16.02% | 99.9% | - |
| Berkshire Hathaway (BRK.B) | 11.78% | 8.81% | 99.9% | - |
 Invesco DB Agriculture Fund (DBA) | 9.71% | 6.8% | 97.87% | - |
 Vanguard Value ETF (VTV) | 9.62% | 8.38% | 97.87% | - |
| SPDR S&P 500 ETF (SPY) | 8.57% | 9.05% | 99.9% | - |
 Vanguard FTSE Europe ETF (VGK) | 7.11% | 0% | 93.31% | 4/7/2025 |
| Vanguard Real Estate ETF (VNQ) | 6.53% | 5.67% | 99.9% | - |
 Alphabet (GOOG) | 5.15% | 5.3% | 97.87% | - |
 Sony (SONY) | 4.76% | 5.46% | 97.87% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.51% | 0% | 91.27% | 4/7/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.52% | 7.67% | 6.6% | - |
 Vanguard FTSE All-World ex-US (VEU) | 0.39% | 6.16% | 6.5% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core High Dividend ETF (HDV) | 19.95% | 17.26% |
| SPDR Gold (GLD) | 14.31% | 15.2% |
| Berkshire Hathaway (BRK.B) | 10% | 12.45% |
| Invesco DB Agriculture Fund (DBA) | 9.97% | 10.18% |
| Vanguard Value ETF (VTV) | 9.97% | 9.51% |
| SPDR S&P 500 ETF (SPY) | 7.48% | 8.86% |
| Vanguard FTSE Europe ETF (VGK) | 6.84% | 6.5% |
| Alphabet (GOOG) | 4.99% | 6.23% |
| Vanguard Real Estate ETF (VNQ) | 7.48% | 5.65% |
| Sony (SONY) | 4.99% | 4.87% |
| Vanguard FTSE Emerging Markets (VWO) | 2.99% | 2.48% |