Portfolio Diversification
Range
Most Diversified
28 instruments
June 9, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.9 instruments
Most Consistent Holdings
Top 5
AAPL99.93%
GOOG99.93%
MSFT99.93%
AMZN99.93%
DIS99.93%
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 Core Dividend Growth ETF (DGRO) | 13.74% | 12.21% | 99.93% | - |
| Apple (AAPL) | 12.81% | 12.7% | 99.93% | - |
 SPDR S&P 500 ETF (SPY) | 8.67% | 8.62% | 99.93% | - |
 Berkshire Hathaway (BRK.B) | 6.58% | 5.86% | 99.93% | - |
 Bitcoin (BTC) | 6% | 4.76% | 99.93% | - |
| Alphabet (GOOG) | 5.6% | 7.97% | 99.93% | - |
 NVIDIA (NVDA) | 5.41% | 0% | 98.02% | 11/19/2025 |
| Microsoft (MSFT) | 4.31% | 3.83% | 99.93% | - |
 Johnson & Johnson (JNJ) | 3.86% | 3.87% | 92.72% | - |
| Disney (DIS) | 3.39% | 2.29% | 99.93% | - |
| Amazon (AMZN) | 2.35% | 2.33% | 99.93% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 2.09% | 1.79% | 99.93% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.81% | 1.46% | 91.65% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.81% | 1.82% | 73.76% | - |
 SPDR Gold (GLD) | 1.61% | 1.78% | 84.02% | - |
 TSMC (TSM) | 1.19% | 1.72% | 99.79% | - |
 Realty Income (O) | 1.13% | 0.92% | 88.76% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.09% | 1.12% | 91.8% | - |
 Tesla (TSLA) | 0.79% | 0% | 12.66% | 6/28/2022 |
 Visa (V) | 0.59% | 0.53% | 99.93% | - |
 Citi (C) | 0.53% | 0.79% | 88.61% | - |
 Ethereum (ETH) | 0.52% | 0.44% | 99.93% | - |
 Nio (NIO) | 0.47% | 0.14% | 99.93% | - |
 PotlatchDeltic (PCH) | 0.4% | 0.28% | 88.76% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.39% | 0.26% | 90.17% | - |
 SolarEdge (SEDG) | 0.29% | 0.03% | 99.86% | - |
 Raytheon (RTX) | 0.17% | 0% | 27.09% | 6/30/2023 |
 Cineworld Group PLC (CINE.L) | 0.16% | 0% | 17.11% | 9/4/2022 |
 Moderna (MRNA) | 0.13% | 0% | 19.17% | 10/10/2022 |
 Netflix (NFLX) | 0.09% | 0% | 16.05% | 9/1/2022 |
 Maersk (MAERSKB.CO) | 0.09% | 0% | 4.81% | 3/10/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.05% | 0% | 1.56% | 11/3/2022 |
 Liberty Media Formula One (FWONA) | 0.05% | 0% | 6.08% | 3/28/2022 |
 Centrica (CNA.L) | 0.02% | 0% | 0.71% | 3/11/2022 |
 GBP/USD (GBPUSD) | 0.02% | 0% | 0.5% | 10/6/2022 |
 BP (BP.L) | 0% | 0% | 0.21% | 3/10/2022 |
 ProShares Ultra Bloomberg Crude Oil (UCO) | 0% | 0% | 0.21% | 3/10/2022 |
 Meta (META) | 0% | 0% | 0.14% | 4/29/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 8.89% | 13.52% |
| iShares Core Dividend Growth ETF (DGRO) | 12.17% | 12.4% |
| SPDR S&P 500 ETF (SPY) | 8.52% | 8.66% |
| NVIDIA (NVDA) | 2.43% | 8.63% |
| Berkshire Hathaway (BRK.B) | 5.48% | 6.14% |
| Bitcoin (BTC) | 1.22% | 5.93% |
| Alphabet (GOOG) | 5.97% | 5.74% |
| Microsoft (MSFT) | 3.65% | 3.97% |
| Johnson & Johnson (JNJ) | 5.48% | 3.04% |
| Disney (DIS) | 5.48% | 2.69% |
| Amazon (AMZN) | 2.43% | 2.68% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 3.04% | 2.1% |
| Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 2.43% | 1.73% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.43% | 1.69% |
| TSMC (TSM) | 1.22% | 1.37% |
| SPDR Gold (GLD) | 1.22% | 1.27% |
| Vanguard Total Stock Market ETF (VTI) | 1.22% | 1.13% |
| Realty Income (O) | 1.83% | 0.99% |
| Ethereum (ETH) | 0.85% | 0.57% |
| Citi (C) | 0.61% | 0.57% |
| Visa (V) | 0.61% | 0.56% |
| PotlatchDeltic (PCH) | 0.61% | 0.32% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.61% | 0.31% |
| Nio (NIO) | 0.91% | 0.14% |
| SolarEdge (SEDG) | 0.61% | 0.02% |