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Portfolio Diversification
Range
Most Diversified
16 instruments
April 2, 2026
Least Diversified
0 instruments
November 12, 2025
Average
7.1 instruments
Most Consistent Holdings
Top 5
TQQQ65.56%
TLT52.51%
JPM50.56%
HYG37.33%
MRK33.96%
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) | 18.74% | 25.35% | 50.56% | - |
 AGNC (AGNC) | 16.01% | 0% | 20.97% | 7/16/2024 |
 iShares Core High Dividend ETF (HDV) | 11.48% | 0% | 29.71% | 2/13/2025 |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 11.12% | 0% | 37.33% | 8/19/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.43% | 11.11% | 52.51% | - |
| ProShares UltraPro QQQ (TQQQ) | 2.89% | 0% | 65.56% | 5/11/2026 |
| Merck (MRK) | 2.3% | 7.77% | 33.96% | - |
 Bank of America (BAC) | 2.14% | 0% | 27.47% | 4/15/2026 |
 US Bancorp (USB) | 1.96% | 0% | 20.2% | 1/22/2026 |
 Coinbase (COIN) | 1.96% | 0% | 21.91% | 2/22/2023 |
 Amgen (AMGN) | 1.92% | 5.75% | 33.96% | - |
 Chevron (CVX.US) | 1.79% | 5.07% | 33.9% | - |
 US Natural Gas (UNG) | 1.57% | 0% | 19.73% | 12/22/2022 |
 PepsiCo (PEP) | 1.51% | 3.45% | 33.96% | - |
 SPDR Gold (GLD) | 1.19% | 0% | 19.49% | 2/13/2025 |
 Thermo Fisher (TMO) | 1.09% | 0% | 19.96% | 1/21/2026 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.99% | 0% | 14.77% | 1/16/2026 |
 BOGG (BGEO.L) | 0.99% | 8.32% | 13.76% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 0.99% | 7.11% | 29.83% | - |
 MPLX (MPLX.US) | 0.88% | 0% | 0.89% | 1/24/2024 |
 Verizon (VZ) | 0.76% | 6.08% | 13.76% | - |
 Walmart (WMT) | 0.57% | 0% | 8.27% | 8/20/2026 |
 Procter & Gamble (PG) | 0.47% | 0% | 8.09% | 6/30/2025 |
 Walmart (WMT.RTH) | 0.31% | 0% | 4.19% | 6/18/2026 |
 Trinity Capital (TRIN) | 0.24% | 0% | 11.81% | 8/24/2026 |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.21% | 0% | 7.21% | 1/6/2023 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.2% | 0% | 16.24% | 2/10/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.15% | 6.06% | 5.61% | - |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.14% | 2.82% | 11.05% | - |
 iShares MSCI Japan USD Hedged UCITS ETF Acc (IJPD.L) | 0.11% | 3.79% | 7.32% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.09% | 0% | 1.59% | 11/23/2022 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.09% | 0% | 0.83% | 12/17/2022 |
 iShares MSCI EM ex China UCITS ETF (84X0.DE) | 0.09% | 5.67% | 1.59% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.06% | 0% | 2.24% | 6/24/2022 |
 T-Mobile (TMUS) | 0.04% | 0% | 5.91% | 5/11/2026 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.03% | 0% | 3.6% | 6/10/2024 |
 Direxion Daily Junior Gold Miners Index Bull 2X ETF (JNUG) | 0.03% | 0% | 1.54% | 1/26/2022 |
 United States Oil Fund (USO) | 0.03% | 0% | 2.01% | 2/3/2022 |
 Vanguard Total Bond Market ETF (BND) | 0.03% | 1.85% | 1.48% | - |
 ProShares UltraShort S&P500 (SDS) | 0.03% | 0% | 4.02% | 3/5/2026 |
 Pioneer Natural Resources Company (PXD) | 0.02% | 0% | 0.59% | 5/16/2022 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.01% | 0% | 5.08% | 2/13/2025 |
 Build and Build (BNB) | 0.01% | 0% | 1.59% | 2/5/2022 |
 WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRA.L) | 0.01% | 0% | 1.36% | 6/24/2026 |
 Carbon Emissions (Expiring Future) (Carbon.FUT) | 0% | 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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