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
SPY88.79%
BLV77.99%
BND77.99%
IAGG76.27%
SPX50061.37%
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) | 31.77% | 0% | 46.15% | 4/3/2025 |
| SPDR S&P 500 ETF (SPY) | 9.01% | 4.3% | 88.79% | - |
| SPX500 Index (Non Expiry) (SPX500) | 5.25% | 0% | 61.37% | 12/18/2024 |
| iShares Core International Aggregate Bond ETF (IAGG) | 0.31% | 0% | 76.27% | 8/21/2024 |
| Vanguard Total Bond Market ETF (BND) | 0.29% | 0% | 77.99% | 9/11/2024 |
| Vanguard Long-Term Bond ETF (BLV) | 0.23% | 0% | 77.99% | 9/11/2024 |
 Invesco QQQ (QQQ) | 0.04% | 0% | 5.89% | 3/17/2022 |
 GER40 Index (Non Expiry) (GER40) | 0.03% | 0% | 5.97% | 9/25/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.03% | 0% | 2.29% | 9/18/2023 |
 JPN225 Index (Non Expiry) (JPN225) | 0.02% | 0% | 2.95% | 9/28/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.02% | 0% | 1.8% | 9/15/2023 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.02% | 0% | 1.88% | 3/18/2022 |
 UK100 Index (Non Expiry) (UK100) | 0.01% | 0% | 2.29% | 9/28/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 0% | 0% | 0.16% | 9/8/2023 |
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% |