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Portfolio Diversification
Range
Most Diversified
16 instruments
April 2, 2026
Least Diversified
0 instruments
November 12, 2025
Average
6.7 instruments
Most Consistent Holdings
Top 5
TQQQ70.03%
TLT49.72%
JPM47.57%
HYG39.87%
HDV31.74%
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 |
|---|---|---|---|---|
| JPMorgan (JPM) | 17.99% | 34.3% | 47.57% | - |
 AGNC (AGNC) | 17.1% | 0% | 22.4% | 7/16/2024 |
| iShares Core High Dividend ETF (HDV) | 12.26% | 0% | 31.74% | 2/13/2025 |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 11.88% | 0% | 39.87% | 8/19/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.17% | 11.31% | 49.72% | - |
| ProShares UltraPro QQQ (TQQQ) | 3.09% | 0% | 70.03% | 5/11/2026 |
 Bank of America (BAC) | 2.29% | 0% | 29.34% | 4/15/2026 |
 US Bancorp (USB) | 2.09% | 0% | 21.58% | 1/22/2026 |
 Coinbase (COIN) | 2.09% | 0% | 23.41% | 2/22/2023 |
 Merck (MRK) | 1.96% | 7.86% | 29.91% | - |
 Amgen (AMGN) | 1.68% | 5.6% | 29.91% | - |
 US Natural Gas (UNG) | 1.68% | 0% | 21.07% | 12/22/2022 |
 Chevron (CVX.US) | 1.59% | 5.11% | 29.84% | - |
 PepsiCo (PEP) | 1.37% | 4.13% | 29.91% | - |
 SPDR Gold (GLD) | 1.28% | 0% | 20.82% | 2/13/2025 |
 Thermo Fisher (TMO) | 1.16% | 0% | 21.32% | 1/21/2026 |
 ProShares UltraPro Short QQQ (SQQQ) | 1.06% | 0% | 15.77% | 1/16/2026 |
 MPLX (MPLX.US) | 0.94% | 0% | 0.95% | 1/24/2024 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.68% | 4.67% | 25.43% | - |
 BOGG (BGEO.L) | 0.58% | 6.87% | 8.33% | - |
 Procter & Gamble (PG) | 0.5% | 0% | 8.64% | 6/30/2025 |
 Verizon (VZ) | 0.42% | 6.31% | 8.33% | - |
 Walmart (WMT) | 0.36% | 0% | 5.24% | 4/17/2026 |
 Walmart (WMT.RTH) | 0.28% | 8.59% | 3.91% | - |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.23% | 0% | 7.7% | 1/6/2023 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.21% | 0% | 17.35% | 2/10/2025 |
 Trinity Capital (TRIN) | 0.1% | 2.97% | 7.95% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.1% | 0% | 1.7% | 11/23/2022 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.1% | 0% | 0.88% | 12/17/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.06% | 0% | 2.4% | 6/24/2022 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.04% | 1.02% | 5.43% | - |
 T-Mobile (TMUS) | 0.04% | 0% | 6.31% | 5/11/2026 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.04% | 0% | 3.85% | 6/10/2024 |
 Direxion Daily Junior Gold Miners Index Bull 2X ETF (JNUG) | 0.03% | 0% | 1.64% | 1/26/2022 |
 United States Oil Fund (USO) | 0.03% | 0% | 2.15% | 2/3/2022 |
 ProShares UltraShort S&P500 (SDS) | 0.03% | 0% | 4.29% | 3/5/2026 |
 Pioneer Natural Resources Company (PXD) | 0.02% | 0% | 0.63% | 5/16/2022 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.01% | 0% | 5.43% | 2/13/2025 |
 iShares MSCI Japan USD Hedged UCITS ETF Acc (IJPD.L) | 0.01% | 0.79% | 1.51% | - |
 Build and Build (BNB) | 0.01% | 0% | 1.7% | 2/5/2022 |
 Carbon Emissions (Expiring Future) (Carbon.FUT) | 0.01% | 0% | 0.25% | 8/23/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0% | 0% | 0.19% | 7/11/2022 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.25% | 5/19/2022 |
 WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRA.L) | 0% | 0.41% | 0.57% | - |
 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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