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Portfolio Diversification
Range
Most Diversified
45 instruments
April 9, 2025
Least Diversified
24 instruments
January 2, 2023
Average
41.2 instruments
Most Consistent Holdings
Top 5
BLK100%
SPGI100%
SPY100%
XLF100%
QQQ100%
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 |
|---|---|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 25.24% | 19.3% | 100% | - |
| Invesco QQQ (QQQ) | 11.81% | 9.57% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 7.17% | 6.89% | 100% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 6.05% | 4.87% | 97.53% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 5.85% | 4.77% | 100% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.24% | 5.1% | 100% | - |
 Vanguard Growth ETF (VUG) | 3.41% | 2.12% | 100% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 3.1% | 2.52% | 100% | - |
 ProShares UltraPro S&P 500 (UPRO) | 2.87% | 2.05% | 100% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.74% | 3.43% | 95.73% | - |
 Vanguard Value ETF (VTV) | 2.22% | 1.6% | 100% | - |
 Ishares Russell 2000 ETF (IWM) | 2.15% | 0.92% | 96.84% | - |
 ProShares UltraPro Dow30 (UDOW) | 1.66% | 2.2% | 95.48% | - |
 SPDR Gold (GLD) | 1.46% | 1.44% | 94.54% | - |
| S&P Global (SPGI) | 1.15% | 0.25% | 100% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.12% | 2.59% | 33.02% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.08% | 0.6% | 100% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.04% | 0.46% | 100% | - |
 Tesla (TSLA) | 0.86% | 1.35% | 80.2% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.79% | 0.72% | 100% | - |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.68% | 0.44% | 100% | - |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0.66% | 0.18% | 94.54% | - |
 Alphabet (GOOGL) | 0.64% | 0.58% | 96.76% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.62% | 0.36% | 96.42% | - |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.58% | 0.36% | 100% | - |
 MSCI (MSCI) | 0.56% | 0.26% | 100% | - |
| State Street Financial Select Sector SPDR ETF (XLF) | 0.55% | 0.31% | 100% | - |
 iShares Semiconductor ETF (SOXX) | 0.52% | 0.43% | 96.33% | - |
| BlackRock (BLK) | 0.52% | 0.28% | 100% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.48% | 0.23% | 100% | - |
 Nasdaq (NDAQ) | 0.47% | 0.28% | 100% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.47% | 0.28% | 100% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.47% | 0.23% | 100% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.45% | 0% | 99.91% | 3/31/2026 |
 Procter & Gamble (PG) | 0.42% | 0% | 96.33% | 3/31/2026 |
 iShares Core High Dividend ETF (HDV) | 0.4% | 0.25% | 96.76% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.38% | 0% | 96.59% | 3/31/2026 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.37% | 0.32% | 75.34% | - |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.35% | 0% | 95.56% | 3/31/2026 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.33% | 0.09% | 100% | - |
 McDonald's (MCD) | 0.27% | 0.22% | 78.07% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.26% | 0.2% | 76.96% | - |
 Amazon (AMZN) | 0.25% | 0.67% | 33.79% | - |
 Vanguard S&P 500 ETF (VOO) | 0.18% | 1.47% | 30.2% | - |
 NextEra (NEE) | 0.15% | 0% | 27.22% | 1/25/2024 |
 NVIDIA (NVDA) | 0.13% | 0% | 33.45% | 3/31/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 22.48% | 22.96% |
| Invesco QQQ (QQQ) | 11.62% | 12.74% |
| Vanguard Total Stock Market ETF (VTI) | 8.11% | 7.79% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 7.87% | 6.81% |
| Vanguard Dividend Appreciation ETF (VIG) | 6.97% | 6.04% |
| Schwab US Dividend Equity ETF (SCHD) | 6.57% | 4.73% |
| ProShares UltraPro S&P 500 (UPRO) | 3.44% | 4.63% |
| ProShares UltraPro QQQ (TQQQ) | 2.73% | 4.47% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 3.98% | 3.49% |
| Vanguard Growth ETF (VUG) | 2.55% | 3.05% |
| Vanguard S&P 500 Growth ETF (VOOG) | 2.44% | 2.82% |
| ProShares UltraPro Dow30 (UDOW) | 2.56% | 2.7% |
| Tesla (TSLA) | 1.33% | 1.53% |
| Vanguard Value ETF (VTV) | 1.61% | 1.47% |
| Ishares Russell 2000 ETF (IWM) | 1.48% | 1.37% |
| SPDR Gold (GLD) | 0.8% | 1.26% |
| State Street Technology Select Sector SPDR ETF (XLK) | 0.58% | 0.74% |
| Amazon (AMZN) | 0.93% | 0.7% |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.53% | 0.63% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.8% | 0.62% |
| S&P Global (SPGI) | 0.53% | 0.61% |
| Alphabet (GOOGL) | 0.27% | 0.6% |
| Vanguard S&P 500 ETF (VOO) | 0.53% | 0.48% |
| State Street Communication Services Select Sector SPDR ETF (XLC) | 0.27% | 0.44% |
| NVIDIA (NVDA) | 0.4% | 0.42% |
| iShares 10-20 Year Treasury Bond ETF (TLH) | 0.59% | 0.4% |
| iShares Semiconductor ETF (SOXX) | 0.27% | 0.38% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.54% | 0.34% |
| State Street Industrial Select Sector SPDR ETF (XLI) | 0.27% | 0.33% |
| State Street Financial Select Sector SPDR ETF (XLF) | 0.27% | 0.32% |
| Nasdaq (NDAQ) | 0.27% | 0.31% |
| BlackRock (BLK) | 0.27% | 0.3% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.33% | 0.28% |
| MSCI (MSCI) | 0.27% | 0.26% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.27% | 0.25% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 0.27% | 0.23% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.27% | 0.21% |
| State Street Materials Select Sector SPDR ETF (XLB) | 0.27% | 0.21% |
| Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.27% | 0.21% |
| iShares Core High Dividend ETF (HDV) | 0.27% | 0.21% |
| McDonald's (MCD) | 0.27% | 0.2% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.27% | 0.19% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.27% | 0.18% |
| Procter & Gamble (PG) | 0.27% | 0.18% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.27% | 0.09% |
Cash & Instruments Over Time
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