Portfolio Diversification
Range
Most Diversified
12 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
11 instruments
Most Consistent Holdings
Top 5
TROW99.91%
TLT99.91%
GLD99.91%
IEF99.91%
VTI99.91%
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 20+ Year Treasury Bond ETF (TLT) | 14.48% | 0% | 99.91% | 2/1/2025 |
| Vanguard Total Stock Market ETF (VTI) | 8.31% | 0% | 99.91% | 2/1/2025 |
 Agnico Eagle (AEM) | 7.84% | 0% | 99.91% | 2/1/2025 |
| SPDR Gold (GLD) | 7.61% | 0% | 99.91% | 2/1/2025 |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 5.97% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 5.3% | 0% | 99.91% | 2/1/2025 |
| T. Rowe Price (TROW) | 4.03% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 3.21% | 0% | 99.91% | 2/1/2025 |
 Uniswap (UNI) | 2.88% | 0% | 99.91% | 2/1/2025 |
 Build and Build (BNB) | 2.6% | 0% | 99.91% | 2/1/2025 |
 Chainlink (LINK) | 1.06% | 0% | 99.91% | 2/1/2025 |
 Evergy (EVRG) | 0.39% | 0% | 5.02% | 2/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 18.11% | 10.43% |
| Agnico Eagle (AEM) | 6.04% | 9.14% |
| Vanguard Total Stock Market ETF (VTI) | 6.04% | 8.93% |
| SPDR Gold (GLD) | 6.04% | 8.22% |
| Ethereum (ETH) | 6.04% | 6.63% |
| Bitcoin (BTC) | 3.02% | 6.17% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 6.04% | 4.79% |
| Uniswap (UNI) | 6.04% | 4.77% |
| Build and Build (BNB) | 3.02% | 4.1% |
| T. Rowe Price (TROW) | 6.04% | 3.32% |
| Chainlink (LINK) | 3.02% | 1.59% |