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Portfolio Diversification
Range
Most Diversified
9 instruments
September 8, 2023
Least Diversified
0 instruments
February 2, 2025
Average
4.6 instruments
Most Consistent Holdings
Top 5
SPY91.17%
BLV57.24%
BND57.24%
IAGG55.98%
SPX50045.05%
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 0-1 Year Treasury Bond (SHV) | 23.88% | 0% | 34.77% | 12/10/2025 |
| State Street SPDR S&P 500 ETF (SPY) | 9.49% | 17.7% | 91.17% | - |
| SPX500 Index (Non Expiry) (SPX500) | 3.85% | 0% | 45.05% | 12/18/2024 |
| iShares Core International Aggregate Bond ETF (IAGG) | 0.23% | 0% | 55.98% | 8/21/2024 |
| Vanguard Total Bond Market ETF (BND) | 0.21% | 0% | 57.24% | 9/11/2024 |
| Vanguard Long-Term Bond ETF (BLV) | 0.17% | 0% | 57.24% | 9/11/2024 |
 Invesco QQQ (QQQ) | 0.05% | 5.85% | 4.74% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.03% | 0.1% | 24.8% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.03% | 0.1% | 24.8% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.03% | 0.1% | 24.86% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.03% | 0.1% | 24.02% | - |
 GER40 Index (Non Expiry) (GER40) | 0.02% | 0% | 4.38% | 9/25/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.02% | 0% | 1.68% | 9/18/2023 |
 JPN225 Index (Non Expiry) (JPN225) | 0.02% | 0% | 2.16% | 9/28/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 1.32% | 9/15/2023 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.01% | 0% | 1.38% | 3/18/2022 |
 UK100 Index (Non Expiry) (UK100) | 0.01% | 0% | 1.68% | 9/28/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 0% | 0% | 0.12% | 9/8/2023 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 4.16% | 4.11% |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.1% | 0.1% |
| State Street Technology Select Sector SPDR ETF (XLK) | 0.1% | 0.1% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 0.1% | 0.1% |
| State Street Financial Select Sector SPDR ETF (XLF) | 0.1% | 0.1% |
Cash & Instruments Over Time
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