Portfolio Diversification
Range
Most Diversified
10 instruments
January 6, 2023
Least Diversified
5 instruments
April 11, 2024
Average
7 instruments
Most Consistent Holdings
Top 5
SPY5.L100%
SWDA.L100%
IUSA.L100%
VTI100%
VEU100%
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 Total Stock Market ETF (VTI) | 49.7% | 48.03% | 100% | - |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 17.13% | 29.59% | 100% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 14.5% | 13.46% | 100% | - |
 Cardano (ADA) | 6.75% | 0% | 51.52% | 5/9/2024 |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 4.86% | 4.47% | 100% | - |
| Vanguard FTSE All-World ex-US (VEU) | 3.71% | 3.44% | 100% | - |
 Polkadot (DOT) | 0.75% | 0% | 51.29% | 4/10/2024 |
 Ethereum (ETH) | 0.45% | 0% | 46.58% | 2/27/2024 |
 Solana (SOL) | 0.03% | 0% | 39.28% | 12/24/2023 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 40.02% | 47.94% |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 37.53% | 29.92% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 13.22% | 13.63% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 4.25% | 4.71% |
| Vanguard FTSE All-World ex-US (VEU) | 3.87% | 3.04% |