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Portfolio Diversification
Range
Most Diversified
28 instruments
June 9, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.8 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) | 13.84% | 16.18% | 99.93% | - |
| Apple (AAPL) | 12.95% | 15.64% | 99.93% | - |
 State Street SPDR S&P 500 ETF (SPY) | 8.8% | 10.98% | 99.93% | - |
 Berkshire Hathaway (BRK.B) | 6.61% | 7.39% | 99.93% | - |
 Bitcoin (BTC) | 5.95% | 4.99% | 99.93% | - |
| Alphabet (GOOG) | 5.9% | 9.9% | 99.93% | - |
 NVIDIA (NVDA) | 5.03% | 0% | 91.18% | 11/19/2025 |
| Microsoft (MSFT) | 4.31% | 3.99% | 99.93% | - |
 Johnson & Johnson (JNJ) | 3.94% | 5.84% | 93.22% | - |
| Disney (DIS) | 3.34% | 2.63% | 99.93% | - |
| Amazon (AMZN) | 2.38% | 2.91% | 99.93% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 2.11% | 2.42% | 99.93% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.84% | 2.41% | 75.59% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.81% | 1.98% | 92.17% | - |
 SPDR Gold (GLD) | 1.67% | 2.57% | 85.07% | - |
 TSMC (TSM) | 1.28% | 2.69% | 99.8% | - |
 Realty Income (O) | 1.14% | 1.29% | 89.54% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.11% | 1.43% | 92.37% | - |
 Tesla (TSLA) | 0.74% | 0% | 11.78% | 6/28/2022 |
 Visa (V) | 0.59% | 0.61% | 99.93% | - |
 Citi (C) | 0.56% | 1.06% | 89.34% | - |
 Ethereum (ETH) | 0.52% | 0.41% | 99.93% | - |
 Nio (NIO) | 0.45% | 0.23% | 99.93% | - |
 PotlatchDeltic (PCH) | 0.39% | 0% | 85.79% | 2/3/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.38% | 0.35% | 90.86% | - |
 SolarEdge (SEDG) | 0.27% | 0.08% | 99.87% | - |
 Raytheon (RTX) | 0.16% | 0% | 25.2% | 6/30/2023 |
 Cineworld Group PLC (CINE.L) | 0.15% | 0% | 15.92% | 9/4/2022 |
 Moderna (MRNA) | 0.12% | 0% | 17.83% | 10/10/2022 |
 Netflix (NFLX) | 0.08% | 0% | 14.93% | 9/1/2022 |
 Maersk (MAERSKB.CO) | 0.08% | 0% | 4.47% | 3/10/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.05% | 0% | 1.45% | 11/3/2022 |
 Liberty Media Formula One (FWONA) | 0.04% | 0% | 5.66% | 3/28/2022 |
 Centrica (CNA.L) | 0.02% | 0% | 0.66% | 3/11/2022 |
 GBP/USD (GBPUSD) | 0.01% | 0% | 0.46% | 10/6/2022 |
 BP (BP.L) | 0% | 0% | 0.2% | 3/10/2022 |
 ProShares Ultra Bloomberg Crude Oil (UCO) | 0% | 0% | 0.2% | 3/10/2022 |
 Meta (META) | 0% | 0% | 0.13% | 4/29/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 7.68% | 12.57% |
| iShares Core Dividend Growth ETF (DGRO) | 10.52% | 12.01% |
| State Street SPDR S&P 500 ETF (SPY) | 7.36% | 8.63% |
| Alphabet (GOOG) | 5.15% | 8.1% |
| Berkshire Hathaway (BRK.B) | 4.73% | 5.82% |
| Bitcoin (BTC) | 1.05% | 4.81% |
| Microsoft (MSFT) | 3.15% | 3.9% |
| Johnson & Johnson (JNJ) | 4.73% | 3.73% |
| Amazon (AMZN) | 2.1% | 2.41% |
| Disney (DIS) | 4.73% | 2.35% |
| TSMC (TSM) | 1.05% | 1.81% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 2.63% | 1.81% |
| SPDR Gold (GLD) | 1.05% | 1.78% |
| Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 2.1% | 1.77% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.1% | 1.44% |
| Vanguard Total Stock Market ETF (VTI) | 1.05% | 1.12% |
| Realty Income (O) | 1.58% | 0.9% |
| Citi (C) | 0.53% | 0.81% |
| Visa (V) | 0.53% | 0.53% |
| Ethereum (ETH) | 0.74% | 0.44% |
| PotlatchDeltic (PCH) | 0.53% | 0.28% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.53% | 0.26% |
| Nio (NIO) | 0.79% | 0.14% |
| SolarEdge (SEDG) | 0.53% | 0.03% |
Cash & Instruments Over Time
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