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Portfolio Diversification
Range
Most Diversified
25 instruments
October 27, 2025
Least Diversified
0 instruments
April 11, 2024
Average
20.3 instruments
Most Consistent Holdings
Top 5
KO98.84%
VOO98.84%
AMZN98.71%
BABA98.71%
AGG98.71%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 11, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alibaba (BABA) | 13.76% | 6.73% | 98.71% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 11.22% | 5.98% | 98.71% | - |
 iShares Silver Trust (SLV) | 10.03% | 29.15% | 71.02% | - |
| Vanguard S&P 500 ETF (VOO) | 6.7% | 10.98% | 98.84% | - |
| Coca-Cola (KO) | 4.41% | 2.21% | 98.84% | - |
 Global X Art Intel & Tech (AIQ) | 4.34% | 5.4% | 93.92% | - |
| Amazon (AMZN) | 4.25% | 2.13% | 98.71% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.07% | 4.68% | 58.09% | - |
 Apple (AAPL) | 3.88% | 1.96% | 98.45% | - |
 Meta (META) | 3.41% | 1.44% | 94.31% | - |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 3.18% | 1.15% | 98.71% | - |
 Invesco QQQ (QQQ) | 3.07% | 1.78% | 94.18% | - |
 iShares MSCI China ETF (MCHI) | 2.88% | 1.31% | 94.05% | - |
 Vanguard Real Estate ETF (VNQ) | 2.85% | 1.28% | 93.92% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.82% | 1.52% | 94.18% | - |
 Global X Robotics & Artifici (BOTZ) | 2.76% | 1.69% | 93.79% | - |
 Netflix (NFLX) | 2.67% | 1.18% | 94.31% | - |
 NVIDIA (NVDA) | 2.55% | 0% | 25.1% | 10/24/2024 |
 Realty Income (O) | 2.49% | 6.53% | 39.46% | - |
 Applied Digital (APLD) | 2% | 8.52% | 33.12% | - |
 Microsoft (MSFT) | 1.45% | 0% | 24.97% | 10/23/2024 |
 iShares Global REIT ETF (REET) | 1.14% | 1.28% | 64.81% | - |
 Welltower (WELL.US) | 1.03% | 1.47% | 54.72% | - |
 Vistra (VST) | 0.88% | 0.79% | 58.09% | - |
 iShares Core High Dividend ETF (HDV) | 0.21% | 0.19% | 63.91% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.19% | 0.14% | 64.17% | - |
 Bitcoin (BTC) | 0.16% | 0.5% | 25.61% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Silver Trust (SLV) | 18.52% | 25.8% |
| Vanguard S&P 500 ETF (VOO) | 13.97% | 11.16% |
| Alibaba (BABA) | 6.34% | 9.08% |
| Realty Income (O) | 9.76% | 7.11% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 5.99% | 6.45% |
| Applied Digital (APLD) | 6.73% | 5.45% |
| Global X Art Intel & Tech (AIQ) | 5.56% | 5.23% |
| State Street SPDR S&P 500 ETF (SPY) | 5.82% | 5.12% |
| Coca-Cola (KO) | 2.66% | 2.27% |
| Amazon (AMZN) | 2.37% | 2.2% |
| Apple (AAPL) | 1.78% | 2.06% |
| Meta (META) | 1.78% | 1.86% |
| Invesco QQQ (QQQ) | 1.78% | 1.82% |
| Global X Robotics & Artifici (BOTZ) | 2.18% | 1.81% |
| iShares MSCI China ETF (MCHI) | 1.78% | 1.7% |
| Vanguard Total International Stock ETF (VXUS) | 1.78% | 1.63% |
| Welltower (WELL.US) | 1.62% | 1.51% |
| Netflix (NFLX) | 1.42% | 1.49% |
| Vanguard Real Estate ETF (VNQ) | 1.78% | 1.4% |
| iShares Global REIT ETF (REET) | 1.77% | 1.39% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 1.78% | 1.39% |
| Vistra (VST) | 1.18% | 0.97% |
| Bitcoin (BTC) | 1.18% | 0.69% |
| iShares Core High Dividend ETF (HDV) | 0.24% | 0.19% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.24% | 0.18% |
Cash & Instruments Over Time
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