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Portfolio Diversification
Range
Most Diversified
16 instruments
April 2, 2026
Least Diversified
0 instruments
November 12, 2025
Average
6.9 instruments
Most Consistent Holdings
Top 5
TQQQ67.64%
TLT51.13%
JPM49.12%
HYG38.51%
MRK31.99%
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 |
|---|---|---|---|---|
| JPMorgan (JPM) | 18.47% | 35.17% | 49.12% | - |
 AGNC (AGNC) | 16.52% | 0% | 21.63% | 7/16/2024 |
 iShares Core High Dividend ETF (HDV) | 11.84% | 0% | 30.65% | 2/13/2025 |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 11.47% | 0% | 38.51% | 8/19/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.3% | 10.37% | 51.13% | - |
| ProShares UltraPro QQQ (TQQQ) | 2.98% | 0% | 67.64% | 5/11/2026 |
 Bank of America (BAC) | 2.21% | 0% | 28.34% | 4/15/2026 |
| Merck (MRK) | 2.13% | 8.03% | 31.99% | - |
 US Bancorp (USB) | 2.02% | 0% | 20.84% | 1/22/2026 |
 Coinbase (COIN) | 2.02% | 0% | 22.61% | 2/22/2023 |
 Amgen (AMGN) | 1.8% | 5.85% | 31.99% | - |
 Chevron (CVX.US) | 1.69% | 5.09% | 31.93% | - |
 US Natural Gas (UNG) | 1.62% | 0% | 20.35% | 12/22/2022 |
 PepsiCo (PEP) | 1.45% | 3.85% | 31.99% | - |
 SPDR Gold (GLD) | 1.23% | 0% | 20.11% | 2/13/2025 |
 Thermo Fisher (TMO) | 1.13% | 0% | 20.6% | 1/21/2026 |
 ProShares UltraPro Short QQQ (SQQQ) | 1.03% | 0% | 15.23% | 1/16/2026 |
 MPLX (MPLX.US) | 0.9% | 0% | 0.91% | 1/24/2024 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.81% | 5.01% | 27.73% | - |
 BOGG (BGEO.L) | 0.78% | 7.12% | 11.15% | - |
 Verizon (VZ) | 0.59% | 6.18% | 11.15% | - |
 Walmart (WMT) | 0.51% | 6.88% | 7.37% | - |
 Procter & Gamble (PG) | 0.48% | 0% | 8.35% | 6/30/2025 |
 Walmart (WMT.RTH) | 0.32% | 0% | 4.33% | 6/18/2026 |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.22% | 0% | 7.43% | 1/6/2023 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.21% | 0% | 16.76% | 2/10/2025 |
 Trinity Capital (TRIN) | 0.2% | 3.27% | 10.79% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.09% | 0% | 1.65% | 11/23/2022 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.09% | 0% | 0.85% | 12/17/2022 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.08% | 1.07% | 8.35% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.06% | 0% | 2.32% | 6/24/2022 |
 T-Mobile (TMUS) | 0.04% | 0% | 6.09% | 5/11/2026 |
 iShares MSCI Japan USD Hedged UCITS ETF Acc (IJPD.L) | 0.04% | 0.74% | 4.51% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.03% | 0% | 3.72% | 6/10/2024 |
 Direxion Daily Junior Gold Miners Index Bull 2X ETF (JNUG) | 0.03% | 0% | 1.58% | 1/26/2022 |
 United States Oil Fund (USO) | 0.03% | 0% | 2.07% | 2/3/2022 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.03% | 1.15% | 2.74% | - |
 ProShares UltraShort S&P500 (SDS) | 0.03% | 0% | 4.14% | 3/5/2026 |
 Pioneer Natural Resources Company (PXD) | 0.02% | 0% | 0.61% | 5/16/2022 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.01% | 0% | 5.24% | 2/13/2025 |
 Build and Build (BNB) | 0.01% | 0% | 1.65% | 2/5/2022 |
 WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRA.L) | 0.01% | 0% | 1.4% | 6/24/2026 |
 Carbon Emissions (Expiring Future) (Carbon.FUT) | 0.01% | 0% | 0.24% | 8/23/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0% | 0% | 0.18% | 7/11/2022 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.24% | 5/19/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.06% | 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.US) | 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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