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Portfolio Diversification
Range
Most Diversified
15 instruments
August 23, 2022
Least Diversified
0 instruments
February 2, 2025
Average
4.8 instruments
Most Consistent Holdings
Top 5
VOO76.3%
QQQ51.33%
TLT43.81%
BTC43.43%
EWT42.1%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 34.55% | 41.06% | 76.3% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 19.29% | 0% | 43.81% | 1/14/2026 |
| iShares MSCI Taiwan ETF (EWT) | 11.37% | 24.03% | 42.1% | - |
| Invesco QQQ (QQQ) | 7.24% | 0% | 51.33% | 5/15/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 6.13% | 29.27% | 24.08% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 4.14% | 0% | 15.49% | 5/19/2023 |
 SPDR Gold MiniShares Trust (GLDM) | 3.91% | 0% | 19.79% | 3/25/2026 |
| Bitcoin (BTC) | 2.61% | 5.6% | 43.43% | - |
 Proshares Ultra S&P 500 (SSO) | 2.4% | 0% | 16.06% | 5/6/2026 |
 ProShares UltraPro S&P 500 (UPRO) | 1.93% | 0% | 12.45% | 5/15/2025 |
 iShares Bitcoin Trust (IBIT) | 1.55% | 0% | 18.58% | 4/10/2025 |
 iShares MSCI China ETF (MCHI) | 1.41% | 0% | 14.73% | 12/17/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.33% | 0% | 13.15% | 3/13/2024 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.29% | 0% | 11.63% | 3/13/2024 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.22% | 0% | 9.36% | 2/5/2024 |
 iShares U.S. Real Estate ETF (IYR) | 0.16% | 0% | 6.38% | 3/13/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.16% | 0% | 1.14% | 4/29/2022 |
 Ethereum (ETH) | 0.14% | 0% | 6.32% | 4/11/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.12% | 0% | 5.18% | 2/5/2024 |
 Duke Energy (DUK) | 0.12% | 0% | 4.49% | 9/22/2022 |
 PepsiCo (PEP) | 0.12% | 0% | 4.49% | 9/22/2022 |
 McDonald's (MCD) | 0.12% | 0% | 4.49% | 9/22/2022 |
 Berkshire Hathaway (BRK.B) | 0.12% | 0% | 4.49% | 9/22/2022 |
 Johnson & Johnson (JNJ) | 0.12% | 0% | 4.49% | 9/22/2022 |
 Verizon (VZ) | 0.12% | 0% | 4.49% | 9/22/2022 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.09% | 0% | 1.83% | 1/10/2024 |
 Coca-Cola (KO) | 0.06% | 0% | 1.14% | 4/29/2022 |
 Mondelez (MDLZ) | 0.06% | 0% | 1.14% | 4/29/2022 |
 Procter & Gamble (PG) | 0.06% | 0% | 1.14% | 4/29/2022 |
 Hershey (HSY) | 0.06% | 0% | 1.14% | 4/29/2022 |
 PSEG (PEG) | 0.06% | 0% | 3.35% | 9/22/2022 |
 Southern Co (SO) | 0.06% | 0% | 3.35% | 9/22/2022 |
 Ameren (AEE) | 0.06% | 0% | 3.35% | 9/22/2022 |
 DTE Energy (DTE) | 0.06% | 0% | 3.35% | 9/22/2022 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.06% | 0% | 2.28% | 3/13/2024 |
 Bristol-Myers Squibb (BMY) | 0.05% | 0% | 3.35% | 9/22/2022 |
 United States Oil Fund (USO) | 0.03% | 0% | 0.63% | 2/28/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE All-World ex-US (VEU) | 31.59% | 31.31% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 27.45% | 25.67% |
| SPDR Gold MiniShares Trust (GLDM) | 17.2% | 21.31% |
| iShares MSCI Taiwan ETF (EWT) | 18.25% | 17.63% |
| Bitcoin (BTC) | 4.79% | 3.42% |
Cash & Instruments Over Time
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