Portfolio Diversification
Range
Most Diversified
5 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
5 instruments
Most Consistent Holdings
Top 5
TLT99.91%
GLD99.91%
IEF99.91%
IVV99.91%
ITOT99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 25.38% | 0% | 99.91% | 2/1/2025 |
| iShares Core S&P 500 ETF (IVV) | 21.82% | 0% | 99.91% | 2/1/2025 |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 21.67% | 0% | 99.91% | 2/1/2025 |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 13.42% | 0% | 99.91% | 2/1/2025 |
| SPDR Gold (GLD) | 11.28% | 0% | 99.91% | 2/1/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 17.85% | 26.06% |
| iShares Core S&P 500 ETF (IVV) | 13.67% | 24.14% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 35.21% | 18.61% |
| SPDR Gold (GLD) | 8.92% | 12.45% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 15.82% | 11.33% |