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Portfolio Diversification
Range
Most Diversified
24 instruments
October 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
18.5 instruments
Most Consistent Holdings
Top 5
META99.57%
V99.57%
BN.PA99.57%
MKC99.57%
TLT99.57%
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) | 11.87% | 9.48% | 99.57% | - |
| Meta (META) | 9.33% | 7.9% | 99.57% | - |
 Vanguard Long-Term Bond ETF (BLV) | 7.81% | 6.24% | 99.57% | - |
| Visa (V) | 7.04% | 6.44% | 99.57% | - |
| Danone (BN.PA) | 5.79% | 5.26% | 99.57% | - |
 iShares Core Conservative Allocation ETF (AOK) | 5.26% | 4.7% | 99.57% | - |
 iShares National Muni Bond ETF (MUB) | 5.07% | 4.19% | 99.13% | - |
 SPDR Bloomberg High Yield Bond ETF (JNK) | 4.83% | 4% | 99.57% | - |
| McCormick (MKC) | 4.73% | 3.33% | 99.57% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 4.49% | 3.72% | 99.57% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 4.45% | 3.89% | 99.57% | - |
 Kellanova (K) | 3.93% | 0% | 62.21% | 12/27/2024 |
 United Airlines (UAL) | 3.21% | 0% | 60.73% | 12/10/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 3.18% | 8.52% | 37.01% | - |
 Anhui Conch (0914.HK) | 2.81% | 2.48% | 99.13% | - |
 Coca-Cola (KO) | 2% | 5.62% | 38.84% | - |
 Johnson & Johnson (JNJ) | 1.81% | 6.36% | 38.31% | - |
 ProShares UltraPro Dow30 (UDOW) | 1.76% | 4.98% | 38.14% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.4% | 3.95% | 39.18% | - |
 Stellantis (STLAM.MI) | 1.33% | 1.99% | 39.27% | - |
 Ethereum (ETH) | 1.07% | 1.8% | 38.75% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.42% | 0.16% | 99.57% | - |
 Toyota (TM) | 0.42% | 1.2% | 38.58% | - |
 Volkswagen (VOW3.DE) | 0.39% | 0.94% | 38.31% | - |
 Icahn Enterprises (IEP) | 0.3% | 0.73% | 38.58% | - |
 Kellogg's (KLG) | 0.14% | 0% | 37.36% | 12/9/2024 |
 XRP (XRP) | 0.11% | 0.68% | 12.08% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 12.47% | 9.12% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 7.78% | 8.32% |
| Meta (META) | 2.6% | 7.92% |
| Visa (V) | 4.16% | 6.97% |
| Vanguard Long-Term Bond ETF (BLV) | 8.31% | 6.06% |
| Danone (BN.PA) | 4.16% | 5.64% |
| Johnson & Johnson (JNJ) | 3.49% | 5.36% |
| ProShares UltraPro Dow30 (UDOW) | 4.23% | 5.14% |
| Coca-Cola (KO) | 4.16% | 4.99% |
| iShares Core Conservative Allocation ETF (AOK) | 4.16% | 4.57% |
| iShares National Muni Bond ETF (MUB) | 4.16% | 4.07% |
| SPDR Bloomberg High Yield Bond ETF (JNK) | 4.16% | 3.96% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 4.16% | 3.82% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 4.02% | 3.69% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 4.16% | 3.64% |
| McCormick (MKC) | 4.16% | 3.42% |
| Stellantis (STLAM.MI) | 4.16% | 3.23% |
| Ethereum (ETH) | 3.03% | 2.65% |
| Anhui Conch (0914.HK) | 4.16% | 2.31% |
| Toyota (TM) | 0.89% | 1.15% |
| Volkswagen (VOW3.DE) | 0.83% | 1.07% |
| XRP (XRP) | 1.08% | 0.9% |
| Icahn Enterprises (IEP) | 0.83% | 0.66% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 4.16% | 0.12% |
Cash & Instruments Over Time
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