Portfolio Diversification
Range
Most Diversified
23 instruments
December 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
17.6 instruments
Most Consistent Holdings
Top 5
META99.9%
V99.9%
BN.PA99.9%
MKC99.9%
0914.HK99.9%
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 |
|---|---|---|---|---|
 iShares 20+ Year Treasury Bond ETF (TLT) | 12.39% | 9.28% | 99.9% | - |
| Meta (META) | 9.6% | 9.03% | 99.9% | - |
 Vanguard Long-Term Bond ETF (BLV) | 8.16% | 6.14% | 99.9% | - |
| Visa (V) | 7.13% | 6.83% | 99.9% | - |
| Danone (BN.PA) | 5.87% | 5.52% | 99.9% | - |
 iShares Core Conservative Allocation ETF (AOK) | 5.4% | 4.52% | 99.9% | - |
 iShares National Muni Bond ETF (MUB) | 5.29% | 4.01% | 99.9% | - |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 5.01% | 3.98% | 99.9% | - |
| McCormick (MKC) | 5% | 3.57% | 99.9% | - |
 Kellanova (K) | 4.66% | 0% | 73.74% | 12/27/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 4.66% | 3.68% | 99.9% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 4.58% | 3.76% | 99.9% | - |
 United Airlines (UAL) | 3.81% | 0% | 71.99% | 12/10/2024 |
| Anhui Conch (0914.HK) | 2.89% | 2.5% | 99.9% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 2.27% | 8.34% | 25.75% | - |
 Coca-Cola (KO) | 1.44% | 4.86% | 27.91% | - |
 Johnson & Johnson (JNJ) | 1.18% | 4.62% | 27.29% | - |
 ProShares UltraPro Dow30 (UDOW) | 1.16% | 4.51% | 27.09% | - |
 Stellantis (STLAM.MI) | 1.06% | 2.56% | 28.42% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.96% | 3.95% | 28.32% | - |
 Ethereum (ETH) | 0.74% | 3.85% | 27.81% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.47% | 0.15% | 99.9% | - |
 Toyota (TM) | 0.29% | 1.07% | 27.6% | - |
 Volkswagen (VOW3.DE) | 0.28% | 1.03% | 27.29% | - |
 Icahn Enterprises (IEP) | 0.23% | 0.74% | 27.6% | - |
 Kellogg's (KLG) | 0.17% | 0% | 44.28% | 12/9/2024 |
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% |