Portfolio Diversification
Range
Most Diversified
9 instruments
September 8, 2023
Least Diversified
0 instruments
February 2, 2025
Average
4.5 instruments
Most Consistent Holdings
Top 5
SPY89.3%
BLV73.88%
BND73.88%
IAGG72.25%
SPX50058.14%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Short Treasury Bond ETF (SHV) | 30.1% | 0% | 43.72% | 4/3/2025 |
| SPDR S&P 500 ETF (SPY) | 8.8% | 1.58% | 89.3% | - |
| SPX500 Index (Non Expiry) (SPX500) | 4.97% | 0% | 58.14% | 12/18/2024 |
| iShares Core International Aggregate Bond ETF (IAGG) | 0.29% | 0% | 72.25% | 8/21/2024 |
| Vanguard Total Bond Market ETF (BND) | 0.27% | 0% | 73.88% | 9/11/2024 |
| Vanguard Long-Term Bond ETF (BLV) | 0.22% | 0% | 73.88% | 9/11/2024 |
 Invesco QQQ (QQQ) | 0.04% | 0% | 5.58% | 3/17/2022 |
 GER40 Index (Non Expiry) (GER40) | 0.02% | 0% | 5.66% | 9/25/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.02% | 0% | 2.17% | 9/18/2023 |
 JPN225 Index (Non Expiry) (JPN225) | 0.02% | 0% | 2.79% | 9/28/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.02% | 0% | 1.71% | 9/15/2023 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.02% | 0% | 1.78% | 3/18/2022 |
 UK100 Index (Non Expiry) (UK100) | 0.01% | 0% | 2.17% | 9/28/2023 |
 Consumer Discret Select Sector SPDR (XLY) | 0% | 0.11% | 3.8% | - |
 Technology Select Sector SPDR (XLK) | 0% | 0.11% | 3.8% | - |
 Financial Select Sector SPDR (XLF) | 0% | 0.11% | 3.8% | - |
 FRA40 Index (Non Expiry) (FRA40) | 0% | 0% | 0.16% | 9/8/2023 |
 The Health Care Select Sector SPDR Fund (XLV) | 0% | 0.11% | 2.64% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Short Treasury Bond ETF (SHV) | 68.93% | 69.15% |
| SPDR S&P 500 ETF (SPY) | 22.99% | 22.72% |