Portfolio Diversification
Range
Most Diversified
22 instruments
February 25, 2025
Least Diversified
0 instruments
November 14, 2025
Average
15.5 instruments
Most Consistent Holdings
Top 5
XLU99.91%
VOO99.91%
DBA98.32%
VFH90.27%
PYPL87.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Invesco DB Agriculture Fund (DBA) | 16.66% | 8.53% | 98.32% | - |
| PayPal (PYPL) | 7.92% | 7.16% | 87.28% | - |
 Sprouts (SFM) | 7.06% | 0% | 77.92% | 4/23/2025 |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 6.97% | 0% | 58.84% | 2/24/2025 |
| Vanguard S&P 500 ETF (VOO) | 6.18% | 1.97% | 99.91% | - |
 Intel (INTC) | 6.06% | 6.8% | 86.62% | - |
 SPDR S&P Regional Banking ETF (KRE) | 5.41% | 0% | 86.9% | 7/28/2025 |
 iShares MSCI India ETF (INDA) | 4.32% | 6.52% | 66.32% | - |
 Microsoft (MSFT) | 4.26% | 0% | 86.9% | 7/28/2025 |
 SPDR S&P Midcap 400 (MDY) | 4% | 0% | 50.42% | 6/27/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 3.43% | 0% | 73.81% | 3/10/2025 |
 Hologic (HOLX) | 2.46% | 0% | 84% | 6/27/2025 |
 iShares STOXX Europe 600 Health Care UCITS ETF (SXDPEX.DE) | 2.38% | 8.64% | 32.37% | - |
 Meta (META) | 2.27% | 6.23% | 31.34% | - |
 Brazil Index MSCI Ishares (EWZ) | 2.16% | 2.42% | 66.32% | - |
| Utilities Select Sector SPDR (XLU) | 1.63% | 0.3% | 99.91% | - |
 Engie (ENGI.PA) | 1.57% | 5.83% | 27.41% | - |
 iShares MSCI South Korea ETF (EWY) | 1.42% | 4.87% | 38.54% | - |
 Raspberry Pi Ltd (RPI.L) | 1.32% | 2.23% | 38.54% | - |
 Iberdrola (IBE.MC) | 1.24% | 4.45% | 27.41% | - |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 1.2% | 4.5% | 28.62% | - |
| Vanguard Financials ETF (VFH) | 1.19% | 0% | 90.27% | 9/2/2025 |
 iShares STOXX Europe 600 Travel & Leisure UCITS ETF (SXTPEX.DE) | 1.02% | 2.64% | 32.27% | - |
 Deutsche Post (DHL.DE) | 0.99% | 5.66% | 21.89% | - |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0.92% | 5.89% | 15.43% | - |
 Enel (ENEL.MI) | 0.4% | 3.18% | 12.72% | - |
 Ishares Msci Europe Financia (EUFN) | 0.24% | 1.9% | 13% | - |
 Fresh Del Monte (FDP) | 0.18% | 2% | 9.45% | - |
 Dole (DOLE) | 0.16% | 1.89% | 9.64% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco DB Agriculture Fund (DBA) | 9.1% | 9.98% |
| SPDR S&P Midcap 400 (MDY) | 9.83% | 9.05% |
| Intel (INTC) | 9% | 7.43% |
| iShares Core 10+ Year USD Bond ETF (ILTB) | 8.47% | 7.21% |
| PayPal (PYPL) | 5.81% | 7.17% |
| iShares MSCI India ETF (INDA) | 7.6% | 6.9% |
| Sprouts (SFM) | 1.71% | 6.4% |
| Raspberry Pi Ltd (RPI.L) | 3.13% | 4.29% |
| iShares MSCI South Korea ETF (EWY) | 4.54% | 3.67% |
| Vanguard S&P 500 ETF (VOO) | 3.02% | 3.5% |
| Brazil Index MSCI Ishares (EWZ) | 4.92% | 3.36% |
| Microsoft (MSFT) | 1.96% | 2.36% |
| SPDR S&P Regional Banking ETF (KRE) | 1.74% | 1.98% |
| Consumer Staples Select Sector SPDR (XLP) | 1.19% | 1.12% |
| Hologic (HOLX) | 0.79% | 0.7% |
| Utilities Select Sector SPDR (XLU) | 0.59% | 0.54% |
| Vanguard Financials ETF (VFH) | 0.4% | 0.47% |