Portfolio Diversification
Range
Most Diversified
22 instruments
February 25, 2025
Least Diversified
8 instruments
January 2, 2023
Average
14.4 instruments
Most Consistent Holdings
Top 5
MSFT100%
XLU100%
VFH100%
VOO100%
KRE100%
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) | 18.12% | 12.22% | 98.06% | - |
 Sprouts (SFM) | 8.6% | 0% | 94.87% | 4/23/2025 |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 8.49% | 0% | 71.64% | 2/24/2025 |
 PayPal (PYPL) | 7.96% | 7.41% | 84.62% | - |
| Vanguard S&P 500 ETF (VOO) | 7.1% | 2.16% | 100% | - |
| SPDR S&P Regional Banking ETF (KRE) | 6.52% | 1.15% | 100% | - |
 Intel (INTC) | 6.19% | 4.48% | 83.83% | - |
| Microsoft (MSFT) | 5.01% | 3.13% | 100% | - |
 SPDR S&P Midcap 400 (MDY) | 4.67% | 9.04% | 59.11% | - |
 Consumer Staples Select Sector SPDR (XLP) | 4.18% | 0% | 89.86% | 3/10/2025 |
 iShares MSCI India ETF (INDA) | 3.76% | 7.2% | 59.11% | - |
 Hologic (HOLX) | 2.99% | 0.38% | 100% | - |
 Brazil Index MSCI Ishares (EWZ) | 2.13% | 2.5% | 59.11% | - |
| Utilities Select Sector SPDR (XLU) | 1.92% | 0.35% | 100% | - |
| Vanguard Financials ETF (VFH) | 1.42% | 0.3% | 100% | - |
 Meta (META) | 1.18% | 8.4% | 16.51% | - |
 iShares STOXX Europe 600 Health Care UCITS ETF (SXDPEX.DE) | 1.15% | 7.73% | 17.77% | - |
 Raspberry Pi Ltd (RPI.L) | 0.92% | 4.31% | 25.28% | - |
 iShares MSCI South Korea ETF (EWY) | 0.8% | 2.86% | 25.28% | - |
 Engie (ENGI.PA) | 0.71% | 6.33% | 11.73% | - |
 iShares STOXX Europe 600 Travel & Leisure UCITS ETF (SXTPEX.DE) | 0.64% | 3.18% | 17.65% | - |
 Iberdrola (IBE.MC) | 0.57% | 4.89% | 11.73% | - |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 0.48% | 3.34% | 13.21% | - |
 Deutsche Post (DHL.DE) | 0.2% | 4.04% | 5.01% | - |
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% |