Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Short Treasury Bond ETF (SHV) | 27.94% | 86.62% | 40.4% | - |
 SPX500 Index (Non Expiry) (SPX500) | 6.42% | 3.47% | 74.47% | - |
 SPDR S&P 500 ETF (SPY) | 4.6% | 5.8% | 86.23% | - |
 iShares Core International Aggregate Bond ETF (IAGG) | 0.38% | 0% | 93.67% | 8/21/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.35% | 0% | 95.78% | 9/11/2024 |
 Vanguard Long-Term Bond ETF (BLV) | 0.28% | 0% | 95.78% | 9/11/2024 |
 Invesco QQQ (QQQ) | 0.05% | 0% | 7.24% | 3/17/2022 |
 GER40 Index (Non Expiry) (GER40) | 0.03% | 0% | 7.34% | 9/25/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.03% | 0% | 2.81% | 9/18/2023 |
 JPN225 Index (Non Expiry) (JPN225) | 0.03% | 0% | 3.62% | 9/28/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.02% | 0% | 2.21% | 9/15/2023 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.02% | 0% | 2.31% | 3/18/2022 |
 UK100 Index (Non Expiry) (UK100) | 0.02% | 0% | 2.81% | 9/28/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 0% | 0% | 0.2% | 9/8/2023 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| iShares Short Treasury Bond ETF (SHV) | 79.36% | 79.42% |
| SPDR S&P 500 ETF (SPY) | 4.53% | 4.56% |
| iShares Core International Aggregate Bond ETF (IAGG) | 0.3% | 0.27% |
| Vanguard Total Bond Market ETF (BND) | 0.28% | 0.24% |
| Vanguard Long-Term Bond ETF (BLV) | 0.22% | 0.15% |