Portfolio Diversification
Range
Most Diversified
24 instruments
March 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
19 instruments
Most Consistent Holdings
Top 5
BTC99.91%
ETH99.91%
GLD99.45%
KER.PA99%
SONY98.27%
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 TIPS Bond ETF (TIP) | 9.25% | 0% | 93.98% | 2/1/2025 |
| Bitcoin (BTC) | 4.57% | 0% | 99.91% | 2/1/2025 |
 iShares MSCI China ETF (MCHI) | 4.55% | 0% | 94.16% | 2/1/2025 |
| Ethereum (ETH) | 4.39% | 0% | 99.91% | 2/1/2025 |
| Kering (KER.PA) | 3.96% | 0% | 99% | 2/1/2025 |
| Sony (SONY) | 3.6% | 0% | 98.27% | 2/1/2025 |
 Vanguard FTSE Europe ETF (VGK) | 3.49% | 0% | 94.16% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 3.42% | 0% | 93.25% | 2/1/2025 |
| SPDR Gold (GLD) | 3.22% | 0% | 99.45% | 2/1/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 3.07% | 0% | 94.16% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 2.83% | 0% | 77.46% | 2/1/2025 |
 S&P Global (SPGI) | 2.82% | 0% | 48.91% | 7/19/2023 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.47% | 0% | 94.16% | 2/1/2025 |
 Invesco QQQ (QQQ) | 2.32% | 0% | 93.8% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 2.3% | 0% | 94.16% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 2.24% | 0% | 94.07% | 2/1/2025 |
 Meta (META) | 2.05% | 0% | 48.27% | 7/14/2023 |
 Microsoft (MSFT) | 1.92% | 0% | 41.33% | 4/28/2023 |
 NVIDIA (NVDA) | 1.58% | 0% | 39.78% | 4/10/2023 |
 United States Oil Fund (USO) | 1.49% | 0% | 93.98% | 2/1/2025 |
 ABF (ABF.L) | 1.4% | 0% | 30.66% | 1/30/2023 |
 Home Depot (HD) | 1.37% | 0% | 30.2% | 2/1/2023 |
 Energy Select Sector SPDR (XLE) | 0.92% | 0% | 31.39% | 2/1/2025 |
 Amazon (AMZN) | 0.57% | 0% | 6.84% | 3/22/2022 |
 iShares Core MSCI Pacific ETF (IPAC) | 0.48% | 0% | 42.79% | 1/16/2024 |
 Spotify (SPOT) | 0.29% | 0% | 5.38% | 4/4/2022 |
 Pershing Square (PSH.L) | 0.27% | 0% | 15.6% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.27% | 0% | 15.6% | 2/1/2025 |
 Alphabet (GOOG) | 0.25% | 0% | 2.74% | 2/3/2022 |
 Walmart (WMT) | 0.16% | 0% | 1.64% | 1/18/2022 |
 Roche (ROG.ZU) | 0.13% | 0% | 2.19% | 3/8/2022 |
 McDonald's (MCD) | 0.12% | 0% | 1.92% | 2/11/2022 |
 Invesco DB Oil Fund (DBO) | 0.1% | 0% | 15.78% | 8/15/2023 |
 UnitedHealth (UNH) | 0.1% | 0% | 1.55% | 2/4/2022 |
 Netflix (NFLX) | 0.07% | 0% | 1.09% | 2/2/2022 |
 Siemens (SIE.DE) | 0.04% | 0% | 0.64% | 2/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares TIPS Bond ETF (TIP) | 12.53% | 12.77% |
| Energy Select Sector SPDR (XLE) | 11.03% | 11.14% |
| Ethereum (ETH) | 7.5% | 7.24% |
| Vanguard Real Estate ETF (VNQ) | 6.9% | 7.02% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 6.28% | 6.48% |
| iShares MSCI India ETF (INDA) | 6.4% | 6.45% |
| Vanguard FTSE Europe ETF (VGK) | 5.95% | 6.01% |
| Ishares Russell 2000 ETF (IWM) | 5.08% | 5.26% |
| iShares MSCI China ETF (MCHI) | 4.33% | 4.26% |
| Bitcoin (BTC) | 3.68% | 3.73% |
| Ishares MSCI JAPAN ETF (EWJ) | 3.4% | 3.58% |
| Invesco QQQ (QQQ) | 2.95% | 3.09% |
| SPDR S&P 500 ETF (SPY) | 2.21% | 2.32% |
| SPDR Gold (GLD) | 2.13% | 2.26% |
| Sony (SONY) | 2.27% | 2.13% |
| Pershing Square (PSH.L) | 1.81% | 2.07% |
| Berkshire Hathaway (BRK.B) | 1.81% | 1.88% |
| Kering (KER.PA) | 3.4% | 1.46% |
| United States Oil Fund (USO) | 0.34% | 0.31% |