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Portfolio Diversification
Range
Most Diversified
15 instruments
January 30, 2026
Least Diversified
0 instruments
November 12, 2025
Average
6.2 instruments
Most Consistent Holdings
Top 5
TQQQ70.02%
TLT46.75%
JPM44.47%
HYG42.39%
HDV33.74%
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 |
|---|---|---|---|---|
 AGNC (AGNC) | 18.18% | 0% | 23.81% | 7/16/2024 |
| JPMorgan (JPM) | 17.05% | 34.11% | 44.47% | - |
| iShares Core High Dividend ETF (HDV) | 13.03% | 0% | 33.74% | 2/13/2025 |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 12.63% | 0% | 42.39% | 8/19/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 5.89% | 10.55% | 46.75% | - |
| ProShares UltraPro QQQ (TQQQ) | 3.26% | 0.35% | 70.02% | - |
 US Bancorp (USB) | 2.23% | 0% | 22.94% | 1/22/2026 |
 Coinbase (COIN) | 2.22% | 0% | 24.88% | 2/22/2023 |
 Bank of America (BAC) | 2.22% | 8.32% | 28.44% | - |
 US Natural Gas (UNG) | 1.78% | 0% | 22.4% | 12/22/2022 |
 Merck (MRK) | 1.63% | 7.7% | 25.69% | - |
 Amgen (AMGN) | 1.44% | 5.99% | 25.69% | - |
 Chevron (CVX) | 1.37% | 5.09% | 25.62% | - |
 SPDR Gold (GLD) | 1.36% | 0% | 22.13% | 2/13/2025 |
 Thermo Fisher (TMO) | 1.24% | 0% | 22.67% | 1/21/2026 |
 PepsiCo (PEP) | 1.18% | 4.77% | 25.69% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 1.13% | 0% | 16.77% | 1/16/2026 |
 MPLX (MPLX) | 1% | 0% | 1.01% | 1/24/2024 |
 Procter & Gamble (PG) | 0.53% | 0% | 9.19% | 6/30/2025 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.47% | 3.25% | 20.93% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.24% | 0% | 8.18% | 1/6/2023 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.23% | 0% | 18.44% | 2/10/2025 |
 Walmart (WMT) | 0.18% | 6.82% | 2.75% | - |
 BOGG (BGEO.L) | 0.18% | 7.04% | 2.75% | - |
 Verizon (VZ) | 0.12% | 4.91% | 2.75% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.1% | 0% | 1.81% | 11/23/2022 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.1% | 0% | 0.94% | 12/17/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.07% | 0% | 2.55% | 6/24/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.04% | 0% | 4.09% | 6/10/2024 |
 Direxion Daily Junior Gold Miners Index Bull 2X Shares (JNUG) | 0.04% | 0% | 1.74% | 1/26/2022 |
 United States Oil Fund (USO) | 0.03% | 0% | 2.28% | 2/3/2022 |
 ProShares UltraShort S&P500 (SDS) | 0.03% | 0.74% | 4.49% | - |
 Pioneer Natural Resources Company (PXD) | 0.02% | 0% | 0.67% | 5/16/2022 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.01% | 0% | 5.77% | 2/13/2025 |
 Build and Build (BNB) | 0.01% | 0% | 1.81% | 2/5/2022 |
 Trinity Capital (TRIN) | 0.01% | 0.25% | 2.35% | - |
 Carbon Emissions (Expiring Future) (Carbon.FUT) | 0.01% | 0% | 0.27% | 8/23/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0% | 0% | 0.2% | 7/11/2022 |
 T-Mobile (TMUS) | 0% | 0.15% | 2.28% | - |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.27% | 5/19/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.07% | 4/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JPMorgan (JPM) | 32.73% | 38.6% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 13.88% | 10.71% |
| US Bancorp (USB) | 11.06% | 10.12% |
| Bank of America (BAC) | 8.93% | 8.91% |
| Merck (MRK) | 6.8% | 7.09% |
| Thermo Fisher (TMO) | 5.53% | 6.1% |
| Amgen (AMGN) | 5.95% | 5.44% |
| Chevron (CVX) | 5.95% | 4.92% |
| PepsiCo (PEP) | 5.1% | 4.33% |
| WisdomTree Core Physical Gold (WGLD.L) | 2.56% | 2.58% |
| ProShares UltraPro Short QQQ (SQQQ) | 0.78% | 0.62% |
| ProShares UltraPro QQQ (TQQQ) | 0.58% | 0.48% |
| ProShares UltraShort S&P500 (SDS) | 0.09% | 0.07% |
Cash & Instruments Over Time
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