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Portfolio Diversification
Range
Most Diversified
10 instruments
February 13, 2024
Least Diversified
0 instruments
March 6, 2024
Average
5.3 instruments
Most Consistent Holdings
Top 5
SPY78.18%
GLD74.87%
IEF65.47%
PDBC60.45%
TLT59.58%
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) | 18.91% | 25.35% | 78.18% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 10.94% | 0% | 59.58% | 5/28/2026 |
| SPDR Gold (GLD) | 9.81% | 16.52% | 74.87% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 9.52% | 16.32% | 50.32% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 8.75% | 13.11% | 65.47% | - |
 BYD (01211.HK) | 7.54% | 0% | 30.22% | 3/4/2024 |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 5.81% | 12.81% | 60.45% | - |
 AMD (AMD) | 5.54% | 0% | 29.43% | 2/22/2024 |
 iShares 0-1 Year Treasury Bond (SHV) | 3.19% | 0% | 29.15% | 3/3/2026 |
 ARK Innovation ETF (ARKK) | 2.54% | 0% | 17.52% | 9/6/2023 |
 Adobe (ADBE) | 2.37% | 0% | 21.18% | 10/30/2023 |
 Tencent (0700.HK) | 0.27% | 0% | 4.81% | 3/4/2024 |
 Palantir (PLTR) | 0.03% | 0% | 0.93% | 3/4/2024 |
 UiPath (PATH) | 0.02% | 0% | 0.43% | 12/4/2023 |
 NVIDIA (NVDA) | 0.02% | 0% | 0.86% | 3/4/2024 |
 Apple (AAPL) | 0.01% | 0% | 1.22% | 10/13/2023 |
 Cloudflare (NET) | 0.01% | 0% | 0.14% | 2/9/2024 |
 Snowflake (SNOW) | 0.01% | 0% | 0.14% | 11/30/2023 |
 Akamai (AKAM) | 0.01% | 0% | 0.14% | 2/14/2024 |
 Crowdstrike (CRWD) | 0.01% | 0% | 0.14% | 11/30/2023 |
 Sea (SE) | 0.01% | 0% | 0.07% | 11/14/2023 |
 PayPal (PYPL) | 0% | 0% | 0.07% | 2/8/2024 |
 Datadog (DDOG) | 0% | 0% | 0.07% | 2/14/2024 |
 Shopify (SHOP) | 0% | 0% | 0.07% | 2/13/2024 |
 Rivian (RIVN) | 0% | 0% | 0.07% | 11/8/2023 |
 Lucid (LCID) | 0% | 0% | 0.07% | 11/8/2023 |
 Upstart (UPST) | 0% | 0% | 0.07% | 11/8/2023 |
 Alibaba (BABA) | 0% | 0% | 0.07% | 11/16/2023 |
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) | 26.53% | 27.05% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 13.26% | 13.44% |
| iShares 0-1 Year Treasury Bond (SHV) | 13.26% | 13.37% |
| SPDR Gold (GLD) | 13.26% | 13.17% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 13.26% | 12.63% |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 8.84% | 8.68% |
Cash & Instruments Over Time
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