Portfolio Diversification
Range
Most Diversified
9 instruments
June 2, 2023
Least Diversified
1 instruments
August 5, 2023
Average
6.1 instruments
Most Consistent Holdings
Top 5
VOO95.65%
QQQ93.48%
TLT53.86%
IJH44.69%
IJR44.69%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 11.96% | 20.05% | 95.65% | - |
| Invesco QQQ (QQQ) | 10.64% | 20.81% | 93.48% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.82% | 9.94% | 53.86% | - |
 Bitcoin (BTC) | 7.04% | 28.74% | 38.16% | - |
 Vanguard Value ETF (VTV) | 6.7% | 0% | 42.83% | 7/12/2023 |
 iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 5.45% | 0% | 44.69% | 8/4/2023 |
 Ethereum (ETH) | 4.61% | 12.91% | 39.61% | - |
| iShares Core S&P Mid-Cap ETF (IJH) | 3.05% | 0% | 44.69% | 8/4/2023 |
| iShares Core S&P Small-Cap ETF (IJR) | 3.02% | 0% | 44.69% | 8/4/2023 |
 iShares Russell 1000 Value ETF (IWD) | 1.76% | 0% | 33.74% | 7/20/2023 |
 SPDR S&P 500 ETF (SPY) | 1.1% | 0% | 37.12% | 7/7/2023 |
 Solana (SOL) | 0.9% | 4.07% | 18.44% | - |
 Toncoin (TON) | 0.82% | 3.19% | 18.44% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 18.27% | 24.36% |
| Invesco QQQ (QQQ) | 18.31% | 18.87% |
| Vanguard S&P 500 ETF (VOO) | 18.31% | 18.53% |
| Ethereum (ETH) | 18.31% | 17.24% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 12.21% | 9.65% |
| Toncoin (TON) | 7.33% | 5.97% |
| Solana (SOL) | 7.12% | 5.26% |