Portfolio Diversification
Range
Most Diversified
23 instruments
December 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
16.7 instruments
Most Consistent Holdings
Top 5
META99.88%
V99.88%
BN.PA99.88%
MKC99.88%
0914.HK99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares 20+ Year Treasury Bond ETF (TLT) | 12.88% | 10.2% | 99.88% | - |
| Meta (META) | 9.76% | 6.7% | 99.88% | - |
 Vanguard Long-Term Bond ETF (BLV) | 8.49% | 6.61% | 99.88% | - |
| Visa (V) | 7.11% | 7.29% | 99.88% | - |
| Danone (BN.PA) | 5.92% | 6.01% | 99.88% | - |
 iShares Core Conservative Allocation ETF (AOK) | 5.54% | 4.67% | 99.88% | - |
 iShares National Muni Bond ETF (MUB) | 5.49% | 4.39% | 99.88% | - |
 Kellanova (K) | 5.46% | 0% | 86.27% | 12/27/2024 |
| McCormick (MKC) | 5.2% | 4.21% | 99.88% | - |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 5.17% | 4.25% | 99.88% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 4.82% | 3.93% | 99.88% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 4.71% | 3.92% | 99.88% | - |
 United Airlines (UAL) | 4.46% | 0% | 84.22% | 12/10/2024 |
| Anhui Conch (0914.HK) | 2.98% | 2.55% | 99.88% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 1.17% | 9.29% | 13.13% | - |
 Coca-Cola (KO) | 0.8% | 5.8% | 15.66% | - |
 Stellantis (STLAM.MI) | 0.73% | 3.13% | 16.27% | - |
 ProShares UltraPro Dow30 (UDOW) | 0.65% | 3.38% | 14.7% | - |
 Johnson & Johnson (JNJ) | 0.64% | 4.54% | 14.94% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.51% | 0.35% | 99.88% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.48% | 3.19% | 16.14% | - |
 Ethereum (ETH) | 0.39% | 1.59% | 15.54% | - |
 Kellogg's (KLG) | 0.2% | 0% | 51.81% | 12/9/2024 |
 Toyota (TM) | 0.16% | 1.05% | 15.3% | - |
 Volkswagen (VOW3.DE) | 0.16% | 1.02% | 14.94% | - |
 Icahn Enterprises (IEP) | 0.13% | 0.83% | 15.3% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 12.8% | 9.93% |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 7.99% | 9.04% |
| Meta (META) | 2.67% | 7.62% |
| Visa (V) | 4.27% | 6.81% |
| Vanguard Long-Term Bond ETF (BLV) | 8.54% | 6.48% |
| Danone (BN.PA) | 4.27% | 5.14% |
| Stellantis (STLAM.MI) | 4.27% | 4.83% |
| Coca-Cola (KO) | 4.27% | 4.82% |
| iShares Core Conservative Allocation ETF (AOK) | 4.27% | 4.6% |
| ProShares UltraPro Dow30 (UDOW) | 4.34% | 4.57% |
| iShares National Muni Bond ETF (MUB) | 4.27% | 4.4% |
| SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 4.27% | 4.23% |
| McCormick (MKC) | 4.27% | 4.16% |
| Johnson & Johnson (JNJ) | 3.58% | 4.06% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 4.27% | 3.83% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 4.27% | 3.83% |
| Ethereum (ETH) | 3.11% | 3.19% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 3.14% | 3.18% |
| Anhui Conch (0914.HK) | 4.27% | 2.22% |
| Toyota (TM) | 0.91% | 1.13% |
| Volkswagen (VOW3.DE) | 0.85% | 0.98% |
| Icahn Enterprises (IEP) | 0.85% | 0.82% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 4.27% | 0.22% |