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Portfolio Diversification
Range
Most Diversified
28 instruments
June 9, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.7 instruments
Most Consistent Holdings
Top 5
AAPL99.62%
GOOG99.62%
MSFT99.62%
AMZN99.62%
DIS99.62%
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) | 13.83% | 15.25% | 99.62% | - |
| Apple (AAPL) | 12.99% | 16.95% | 99.62% | - |
 State Street SPDR S&P 500 ETF (SPY) | 8.85% | 11.22% | 99.62% | - |
 Berkshire Hathaway (BRK.B) | 6.59% | 6.57% | 99.56% | - |
| Alphabet (GOOG) | 6.06% | 11.73% | 99.62% | - |
 Bitcoin (BTC) | 5.9% | 4.82% | 99.62% | - |
 NVIDIA (NVDA) | 4.85% | 0% | 87.89% | 11/19/2025 |
| Microsoft (MSFT) | 4.28% | 3.94% | 99.62% | - |
 Johnson & Johnson (JNJ) | 3.97% | 4.91% | 93.15% | - |
| Disney (DIS) | 3.3% | 2.53% | 99.62% | - |
| Amazon (AMZN) | 2.41% | 3.37% | 99.62% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 2.12% | 2.65% | 99.62% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.85% | 2.13% | 76.16% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.8% | 1.78% | 91.88% | - |
 SPDR Gold (GLD) | 1.68% | 2.16% | 85.03% | - |
 TSMC (TSM) | 1.32% | 2.97% | 99.24% | - |
 Realty Income (O) | 1.14% | 1.17% | 89.54% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.12% | 1.46% | 92.33% | - |
 Tesla (TSLA) | 0.71% | 0% | 11.35% | 6/28/2022 |
 Visa (V) | 0.59% | 0.59% | 99.62% | - |
 Citi (C) | 0.57% | 1.03% | 89.09% | - |
 Ethereum (ETH) | 0.51% | 0.35% | 99.62% | - |
 Nio (NIO) | 0.44% | 0.19% | 99.62% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.38% | 0.3% | 90.87% | - |
 PotlatchDeltic (PCH) | 0.37% | 0% | 82.69% | 2/3/2026 |
 SolarEdge (SEDG) | 0.26% | 0.1% | 99.49% | - |
 Raytheon (RTX) | 0.15% | 0% | 24.29% | 6/30/2023 |
 Cineworld Group PLC (CINE.L) | 0.14% | 0% | 15.35% | 9/4/2022 |
 Moderna (MRNA) | 0.12% | 0% | 17.18% | 10/10/2022 |
 Netflix (NFLX) | 0.08% | 0% | 14.39% | 9/1/2022 |
 Maersk (MAERSKB.CO) | 0.08% | 0% | 4.31% | 3/10/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.05% | 0% | 1.4% | 11/3/2022 |
 Liberty Media Formula One (FWONA) | 0.04% | 0% | 5.45% | 3/28/2022 |
 Centrica (CNA.L) | 0.01% | 0% | 0.63% | 3/11/2022 |
 GBP/USD (GBPUSD) | 0.01% | 0% | 0.44% | 10/6/2022 |
 BP (BP.L) | 0% | 0% | 0.19% | 3/10/2022 |
 ProShares Ultra Bloomberg Crude Oil (UCO) | 0% | 0% | 0.19% | 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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