Portfolio Diversification
Range
Most Diversified
12 instruments
March 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
6.8 instruments
Most Consistent Holdings
Top 5
VIG99.88%
VTV99.88%
VXUS48.39%
CADCHF44.1%
BIL41.95%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Value ETF (VTV) | 7.06% | 0.77% | 99.88% | - |
| CAD/CHF (CADCHF) | 6.23% | 17.52% | 44.1% | - |
| Vanguard Dividend Appreciation ETF (VIG) | 5.97% | 0.82% | 99.88% | - |
 EUR/USD (EURUSD) | 3.75% | 0% | 40.88% | 3/11/2025 |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 2.36% | 9.03% | 41.95% | - |
 GBP/USD (GBPUSD) | 2.07% | 0% | 27.29% | 4/3/2025 |
 NZD/CAD (NZDCAD) | 1.91% | 3.64% | 17.4% | - |
 AUD/NZD (AUDNZD) | 1.76% | 3.7% | 24.08% | - |
 Vanguard Mid-Cap Value ETF (VOE) | 1.49% | 0% | 39.33% | 12/4/2023 |
| Vanguard Total International Stock ETF (VXUS) | 1.46% | 0% | 48.39% | 4/9/2024 |
 Vanguard Small-Cap Value ETF (VBR) | 1.44% | 0% | 38.97% | 12/1/2023 |
 USD/CHF (USDCHF) | 1.39% | 0% | 9.77% | 1/23/2024 |
 USD/SEK (USDSEK) | 1.29% | 0% | 5.6% | 1/16/2024 |
 AUD/USD (AUDUSD) | 1.26% | 0% | 11.92% | 3/8/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.81% | 12.3% | 15.02% | - |
 AUD/CHF (AUDCHF) | 0.56% | 6.54% | 5.24% | - |
 USD/CAD (USDCAD) | 0.51% | 0% | 3.81% | 9/3/2024 |
 AUD/CAD (AUDCAD) | 0.5% | 0% | 7.15% | 4/14/2025 |
 Vanguard FTSE Developed World UCITS ETF (VGVE.DE) | 0.46% | 6% | 15.02% | - |
 Vanguard FTSE All-World ex-US (VEU) | 0.43% | 0% | 20.14% | 10/4/2024 |
 EUR/NZD (EURNZD) | 0.42% | 0% | 7.87% | 4/2/2025 |
 NZD/USD (NZDUSD) | 0.35% | 0% | 3.93% | 10/5/2023 |
 USD/TRY (USDTRY) | 0.35% | 0% | 2.62% | 6/2/2023 |
 EUR/SEK (EURSEK) | 0.31% | 0% | 5.96% | 4/4/2025 |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.27% | 0% | 17.4% | 6/28/2024 |
 GBP/CAD (GBPCAD) | 0.22% | 0% | 4.53% | 2/12/2025 |
 GBP/AUD (GBPAUD) | 0.16% | 0% | 4.05% | 7/10/2024 |
 USD/JPY (USDJPY) | 0.14% | 0% | 1.67% | 3/15/2024 |
 USD/SGD (USDSGD) | 0.14% | 0% | 3.46% | 10/3/2024 |
 NZD/CHF (NZDCHF) | 0.13% | 0% | 3.1% | 3/17/2025 |
 EUR/AUD (EURAUD) | 0.11% | 0% | 2.74% | 6/24/2024 |
 Vanguard Growth ETF (VUG) | 0.11% | 0% | 7.15% | 10/4/2024 |
 EUR/JPY (EURJPY) | 0.04% | 0% | 0.72% | 2/19/2024 |
 EUR/PLN (EURPLN) | 0.03% | 0% | 0.72% | 9/26/2024 |
 AUD/JPY (AUDJPY) | 0.02% | 0% | 0.24% | 2/21/2023 |
 GBP/JPY (GBPJPY) | 0.02% | 0% | 0.48% | 1/8/2024 |
 EUR/CAD (EURCAD) | 0.01% | 0% | 0.36% | 4/24/2024 |
 CHF/JPY (CHFJPY) | 0.01% | 0% | 0.24% | 11/22/2023 |
 GBP/NZD (GBPNZD) | 0.01% | 0% | 0.24% | 7/12/2024 |
 USD/MXN (USDMXN) | 0.01% | 0% | 0.12% | 5/30/2024 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.12% | 2/8/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| CAD/CHF (CADCHF) | 17.17% | 14.94% |
| EUR/USD (EURUSD) | 16.47% | 11.94% |
| GBP/USD (GBPUSD) | 12.3% | 9.95% |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 8.55% | 9.57% |
| Vanguard Value ETF (VTV) | 4.89% | 6.61% |
| Vanguard Dividend Appreciation ETF (VIG) | 4.28% | 6.15% |
| Vanguard FTSE Developed World UCITS ETF (VGVE.DE) | 1.22% | 1.37% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.22% | 1.37% |