Portfolio Diversification
Range
Most Diversified
6 instruments
January 12, 2024
Least Diversified
0 instruments
August 1, 2023
Average
2.6 instruments
Most Consistent Holdings
Top 5
BIL44.36%
NVDA15.31%
PDD13.63%
QQQ12.4%
CRWD10.5%
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 |
|---|---|---|---|---|
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 34.56% | 31.67% | 44.36% | - |
| Invesco QQQ (QQQ) | 10.45% | 69.69% | 12.4% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 6.7% | 0% | 8.49% | 3/31/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.68% | 0% | 3.69% | 9/3/2024 |
| NVIDIA (NVDA) | 3.5% | 0% | 15.31% | 8/1/2024 |
 iShares TIPS Bond ETF (TIP) | 3.45% | 0% | 6.15% | 5/1/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 3.01% | 0% | 3.02% | 12/2/2024 |
| PDD Holdings (PDD) | 2.7% | 0% | 13.63% | 2/1/2024 |
| Crowdstrike (CRWD) | 2.22% | 0% | 10.5% | 3/4/2024 |
 Carnival (CCL) | 2.21% | 0% | 9.5% | 10/2/2023 |
 AMD (AMD) | 1.92% | 0% | 9.94% | 4/1/2024 |
 Norwegian Cruise Line (NCLH) | 1.58% | 0% | 6.15% | 8/31/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.79% | 0% | 1.23% | 4/7/2025 |
 Gartner (IT) | 0.77% | 0% | 3.58% | 1/2/2024 |
 ASML (ASML) | 0.74% | 0% | 3.58% | 3/4/2024 |
 Netflix (NFLX) | 0.72% | 0% | 3.58% | 3/4/2024 |
 NRG Energy (NRG) | 0.7% | 0% | 3.58% | 1/2/2024 |
 Zions (ZION) | 0.69% | 0% | 3.35% | 10/2/2023 |
 Halliburton (HAL) | 0.68% | 0% | 3.35% | 11/2/2023 |
 GE Vernova (GEV) | 0.68% | 0% | 5.7% | 8/1/2024 |
 Progressive (PGR) | 0.67% | 0% | 3.58% | 1/2/2024 |
 Royal Caribbean (RCL) | 0.67% | 0% | 3.24% | 8/31/2023 |
 Teradyne (TER) | 0.67% | 0% | 3.13% | 7/8/2024 |
 DoorDash (DASH.US) | 0.66% | 0% | 3.24% | 4/30/2024 |
 Adobe (ADBE) | 0.66% | 0% | 3.35% | 10/2/2023 |
 Old Dominion (ODFL) | 0.66% | 0% | 3.35% | 11/2/2023 |
 Marathon Petroleum (MPC) | 0.66% | 0% | 3.35% | 11/2/2023 |
 Micron (MU) | 0.65% | 0% | 3.24% | 4/30/2024 |
 Vistra (VST) | 0.65% | 0% | 3.13% | 7/8/2024 |
 Charter (CHTR) | 0.64% | 0% | 3.35% | 11/2/2023 |
 Expedia (EXPE) | 0.64% | 0% | 3.35% | 2/1/2024 |
 D.R. Horton (DHI) | 0.63% | 0% | 3.35% | 2/1/2024 |
 Catalent (CTLT) | 0.63% | 0% | 3.02% | 4/1/2024 |
 Deckers (DECK) | 0.62% | 0% | 3.24% | 4/30/2024 |
 GE (GE) | 0.61% | 0% | 3.24% | 4/30/2024 |
 Datadog (DDOG) | 0.59% | 0% | 3.24% | 8/31/2023 |
 Moderna (MRNA) | 0.57% | 0% | 3.13% | 7/8/2024 |
 Apple (AAPL) | 0.56% | 0% | 2.68% | 8/1/2024 |
 Tesla (TSLA) | 0.54% | 0% | 2.68% | 8/1/2024 |
 DexCom (DXCM) | 0.53% | 0% | 2.79% | 2/26/2024 |
 Builders FirstSource (BLDR) | 0.5% | 0% | 3.02% | 4/1/2024 |
 Tapestry (TPR) | 0.49% | 0% | 3.02% | 4/1/2024 |
 Meta (META) | 0.49% | 0% | 3.02% | 4/1/2024 |
 ARM (ARM) | 0.47% | 0% | 2.46% | 7/30/2024 |
 Broadcom (AVGO) | 0.46% | 0% | 3.02% | 4/1/2024 |
 First Solar (FSLR) | 0.45% | 0% | 2.35% | 7/1/2024 |
 Supermicro (SMCI) | 0.38% | 0% | 2.01% | 4/19/2024 |
 Procter & Gamble (PG) | 0% | 0% | 3.8% | 2/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 49.73% | 50.18% |
| iShares TIPS Bond ETF (TIP) | 49.4% | 48.94% |