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
AAPL99.91%
GOOG99.91%
MSFT99.91%
AMZN99.91%
DIS99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core Dividend Growth ETF (DGRO) | 14.12% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 13.11% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 8.66% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 6.63% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 5.94% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 5.52% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 4.53% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 4.36% | 0% | 99.91% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 3.99% | 0% | 90.61% | 2/1/2025 |
| Disney (DIS) | 3.64% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 2.31% | 0% | 99.91% | 2/1/2025 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 2.2% | 0% | 99.91% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.87% | 0% | 89.33% | 2/1/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.75% | 0% | 66.18% | 2/1/2025 |
 SPDR Gold (GLD) | 1.62% | 0% | 79.49% | 2/1/2025 |
 Realty Income (O) | 1.17% | 0% | 85.51% | 2/1/2025 |
 TSMC (TSM) | 1.11% | 0% | 99.82% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.08% | 0% | 89.43% | 2/1/2025 |
 Tesla (TSLA) | 1.02% | 0% | 16.32% | 6/28/2022 |
 Visa (V) | 0.6% | 0% | 99.91% | 2/1/2025 |
 Nio (NIO) | 0.56% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 0.53% | 0% | 99.91% | 2/1/2025 |
 Citi (C) | 0.49% | 0% | 85.41% | 2/1/2025 |
 PotlatchDeltic (PCH) | 0.43% | 0% | 85.51% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.42% | 0% | 87.33% | 2/1/2025 |
 SolarEdge (SEDG) | 0.36% | 0% | 99.91% | 2/1/2025 |
 Raytheon (RTX) | 0.22% | 0% | 34.91% | 6/30/2023 |
 Cineworld Group PLC (CINE.L) | 0.21% | 0% | 22.06% | 9/4/2022 |
 Moderna (MRNA) | 0.17% | 0% | 24.7% | 10/10/2022 |
 Netflix (NFLX) | 0.12% | 0% | 20.69% | 9/1/2022 |
 Maersk (MAERSKB.CO) | 0.11% | 0% | 6.2% | 3/10/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.07% | 0% | 2.01% | 11/3/2022 |
 Liberty Media Formula One (FWONA) | 0.06% | 0% | 7.84% | 3/28/2022 |
 Centrica (CNA.L) | 0.02% | 0% | 0.91% | 3/11/2022 |
 GBP/USD (GBPUSD) | 0.02% | 0% | 0.64% | 10/6/2022 |
 BP (BP.L) | 0% | 0% | 0.27% | 3/10/2022 |
 ProShares Ultra Bloomberg Crude Oil (UCO) | 0% | 0% | 0.27% | 3/10/2022 |
 Meta (META) | 0% | 0% | 0.18% | 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% |