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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
TLT99.67%
GLD99.67%
IEF99.67%
IVV99.67%
ITOT99.67%
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 20+ Year Treasury Bond ETF (TLT) | 23.11% | 15.38% | 99.67% | - |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 22.58% | 24.5% | 99.67% | - |
| iShares Core S&P 500 ETF (IVV) | 22.21% | 22.78% | 99.67% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 12.64% | 9.67% | 99.67% | - |
| SPDR Gold (GLD) | 12.48% | 20.09% | 99.67% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 17.51% | 25.52% |
| iShares Core S&P 500 ETF (IVV) | 13.41% | 23.79% |
| SPDR Gold (GLD) | 8.75% | 17.27% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 34.54% | 15.73% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 15.51% | 9.99% |
Cash & Instruments Over Time
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