Portfolio Diversification
Range
Most Diversified
12 instruments
March 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
6.9 instruments
Most Consistent Holdings
Top 5
VIG97.6%
VTV97.6%
CADCHF48.91%
BIL46.95%
VXUS44.23%
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 |
|---|---|---|---|---|
| CAD/CHF (CADCHF) | 6.84% | 13.18% | 48.91% | - |
| Vanguard Value ETF (VTV) | 6.5% | 0% | 97.6% | 6/26/2025 |
| Vanguard Dividend Appreciation ETF (VIG) | 5.51% | 0% | 97.6% | 6/26/2025 |
 EUR/USD (EURUSD) | 3.44% | 0% | 37.69% | 6/13/2025 |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 2.9% | 8.75% | 46.95% | - |
 GBP/USD (GBPUSD) | 1.89% | 0% | 24.95% | 4/3/2025 |
 AUD/NZD (AUDNZD) | 1.86% | 2.93% | 30.61% | - |
 NZD/CAD (NZDCAD) | 1.85% | 5.42% | 19.06% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.8% | 12.39% | 22.33% | - |
 Vanguard Mid-Cap Value ETF (VOE) | 1.36% | 0% | 35.95% | 12/4/2023 |
| Vanguard Total International Stock ETF (VXUS) | 1.33% | 0% | 44.23% | 4/9/2024 |
 Vanguard Small-Cap Value ETF (VBR) | 1.32% | 0% | 35.62% | 12/1/2023 |
 USD/CHF (USDCHF) | 1.27% | 0% | 8.93% | 1/23/2024 |
 USD/SEK (USDSEK) | 1.18% | 0% | 5.12% | 1/16/2024 |
 AUD/USD (AUDUSD) | 1.15% | 0% | 10.89% | 3/8/2024 |
 AUD/CHF (AUDCHF) | 1.08% | 10.09% | 13.4% | - |
 Vanguard FTSE Developed World UCITS ETF (VGVE.DE) | 0.95% | 6.35% | 22.33% | - |
 USD/CAD (USDCAD) | 0.47% | 0% | 3.49% | 9/3/2024 |
 AUD/CAD (AUDCAD) | 0.47% | 0% | 6.86% | 5/28/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 0.39% | 0% | 18.41% | 10/4/2024 |
 EUR/NZD (EURNZD) | 0.39% | 0% | 7.19% | 4/2/2025 |
 NZD/USD (NZDUSD) | 0.32% | 0% | 3.59% | 10/5/2023 |
 USD/TRY (USDTRY) | 0.32% | 0% | 2.4% | 6/2/2023 |
 EUR/SEK (EURSEK) | 0.28% | 0% | 5.45% | 4/4/2025 |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.24% | 0% | 15.9% | 6/28/2024 |
 GBP/CAD (GBPCAD) | 0.2% | 0% | 4.14% | 2/12/2025 |
 USD/SGD (USDSGD) | 0.17% | 0% | 4.58% | 7/7/2025 |
 GBP/AUD (GBPAUD) | 0.14% | 0% | 3.7% | 7/10/2024 |
 USD/JPY (USDJPY) | 0.13% | 0% | 1.53% | 3/15/2024 |
 NZD/CHF (NZDCHF) | 0.11% | 0% | 2.83% | 3/17/2025 |
 EUR/AUD (EURAUD) | 0.1% | 0% | 2.61% | 5/21/2025 |
 Vanguard Growth ETF (VUG) | 0.1% | 0% | 6.54% | 10/4/2024 |
 EUR/JPY (EURJPY) | 0.03% | 0% | 0.65% | 2/19/2024 |
 EUR/PLN (EURPLN) | 0.02% | 0% | 0.65% | 9/26/2024 |
 AUD/JPY (AUDJPY) | 0.02% | 0% | 0.22% | 2/21/2023 |
 GBP/JPY (GBPJPY) | 0.02% | 0% | 0.44% | 1/8/2024 |
 EUR/CAD (EURCAD) | 0.01% | 0% | 0.33% | 4/24/2024 |
 CHF/JPY (CHFJPY) | 0.01% | 0% | 0.22% | 11/22/2023 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.22% | 7/15/2025 |
 GBP/NZD (GBPNZD) | 0.01% | 0% | 0.22% | 7/12/2024 |
 USD/MXN (USDMXN) | 0.01% | 0% | 0.11% | 5/30/2024 |
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% |