Portfolio Diversification
Range
Most Diversified
42 instruments
November 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
41.7 instruments
Most Consistent Holdings
Top 5
BABA99.72%
SPY99.72%
GDX99.72%
QQQ99.72%
XLI99.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Technology Select Sector SPDR (XLK) | 5.04% | 5.63% | 99.72% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 4.73% | 5.21% | 99.72% | - |
 iShares Russell 1000 Growth ETF (IWF) | 4.2% | 4.47% | 99.72% | - |
 iShares S&P 500 Growth ETF (IVW) | 4.18% | 4.48% | 99.72% | - |
 iShares Core S&P US Growth (IUSG) | 4.09% | 4.33% | 99.72% | - |
| Invesco QQQ (QQQ) | 4.05% | 4.34% | 99.72% | - |
 Vanguard Information Technology (VGT) | 3.85% | 4.18% | 99.72% | - |
 iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 3.76% | 3.69% | 99.72% | - |
 Vanguard Growth ETF (VUG) | 3.75% | 4% | 99.72% | - |
 Consumer Discret Select Sector SPDR (XLY) | 3.73% | 3.59% | 99.72% | - |
 iShares Core S&P US Value (IUSV) | 3.13% | 2.76% | 99.72% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.09% | 3.28% | 99.72% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.05% | 2.94% | 99.72% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 3.01% | 3.17% | 77.57% | - |
 Barrick (B) | 2.89% | 4.52% | 99.65% | - |
 Materials Select Sector SPDR (XLB) | 2.88% | 2.14% | 99.72% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 2.36% | 2.13% | 99.72% | - |
 Vanguard Mid-Cap ETF (VO) | 2.35% | 2.02% | 99.72% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.35% | 2.14% | 99.72% | - |
| SPDR S&P 500 ETF (SPY) | 2.25% | 2.15% | 99.72% | - |
 Vanguard S&P 500 ETF (VOO) | 2.23% | 2.13% | 99.65% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.16% | 1.93% | 99.72% | - |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 2.1% | 1.73% | 99.72% | - |
 Vanguard Total World Stock ETF (VT.US) | 2.1% | 1.95% | 99.72% | - |
 Vanguard Mid-Cap Value ETF (VOE) | 2.06% | 1.72% | 99.72% | - |
 Vanguard Value ETF (VTV) | 2.03% | 1.52% | 99.72% | - |
| Industrial Select Sector SPDR (XLI) | 2.02% | 1.81% | 99.72% | - |
 iShares Russell 2000 Value ETF (IWN) | 1.92% | 1.62% | 99.72% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.26% | 0.75% | 99.72% | - |
 ARK Fintech Innovation ETF (ARKF) | 1.16% | 1.4% | 99.72% | - |
 iShares MSCI China ETF (MCHI) | 0.93% | 0.79% | 99.65% | - |
 iShares Gold Trust (IAU) | 0.9% | 1.16% | 99.65% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.9% | 1.32% | 99.43% | - |
 SPDR Gold (GLD) | 0.9% | 1.15% | 99.58% | - |
 ARK Next Generation Internet ETF (ARKW) | 0.74% | 0.97% | 99.72% | - |
| VanEck Vectors Gold Miners ETF (GDX) | 0.69% | 1.12% | 99.72% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.68% | 0.47% | 99.72% | - |
 Vanguard Total Bond Market ETF (BND) | 0.68% | 0.46% | 99.72% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.65% | 0.44% | 99.72% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.57% | 0.75% | 99.72% | - |
 ProShares UltraPro S&P 500 (UPRO) | 0.56% | 0.74% | 99.72% | - |
| Alibaba (BABA) | 0.53% | 0.55% | 99.72% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Technology Select Sector SPDR (XLK) | 4.4% | 5.61% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 4.4% | 5.29% |
| iShares Russell 1000 Growth ETF (IWF) | 3.76% | 4.67% |
| iShares S&P 500 Growth ETF (IVW) | 3.92% | 4.55% |
| Invesco QQQ (QQQ) | 3.6% | 4.44% |
| iShares Core S&P US Growth (IUSG) | 3.84% | 4.42% |
| Vanguard Information Technology (VGT) | 3.36% | 4.26% |
| Vanguard Growth ETF (VUG) | 3.44% | 4.15% |
| Consumer Discret Select Sector SPDR (XLY) | 3.84% | 4.04% |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 3.52% | 3.9% |
| The Health Care Select Sector SPDR Fund (XLV) | 4% | 3.41% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.8% | 3.37% |
| Vanguard Total Stock Market ETF (VTI) | 2.88% | 3.1% |
| iShares Core S&P US Value (IUSV) | 2.8% | 3.02% |
| Materials Select Sector SPDR (XLB) | 2.88% | 2.44% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 2% | 2.37% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 2% | 2.29% |
| SPDR S&P 500 ETF (SPY) | 2% | 2.26% |
| Vanguard S&P 500 ETF (VOO) | 2% | 2.24% |
| Vanguard Mid-Cap ETF (VO) | 2.4% | 2.21% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2% | 2.06% |
| Vanguard Total World Stock ETF (VT.US) | 2.08% | 1.98% |
| iShares S&P Mid-Cap 400 Value ETF (IJJ) | 2% | 1.97% |
| Barrick (B) | 4% | 1.97% |
| Vanguard Mid-Cap Value ETF (VOE) | 2% | 1.89% |
| Industrial Select Sector SPDR (XLI) | 1.68% | 1.86% |
| iShares Russell 2000 Value ETF (IWN) | 2.08% | 1.74% |
| Vanguard Value ETF (VTV) | 1.6% | 1.63% |
| ARK Fintech Innovation ETF (ARKF) | 2.4% | 1.32% |
| ProShares UltraPro QQQ (TQQQ) | 1.04% | 1.23% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2% | 0.91% |
| iShares Gold Trust (IAU) | 0.8% | 0.87% |
| SPDR Gold (GLD) | 0.8% | 0.86% |
| ARK Next Generation Internet ETF (ARKW) | 1.6% | 0.85% |
| iShares MSCI China ETF (MCHI) | 1.6% | 0.74% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 0.64% | 0.71% |
| ProShares UltraPro S&P 500 (UPRO) | 0.64% | 0.7% |
| Vanguard Total Bond Market ETF (BND) | 0.8% | 0.55% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 0.8% | 0.55% |
| VanEck Vectors Gold Miners ETF (GDX) | 0.8% | 0.54% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.8% | 0.52% |
| Alibaba (BABA) | 1.6% | 0.38% |