Portfolio Diversification
Range
Most Diversified
1 instruments
January 1, 2022
Least Diversified
0 instruments
September 30, 2023
Average
1 instruments
Most Consistent Holdings
Top 5
QQQ39.9%
TLT34.14%
MDY14.61%
SPY7.35%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 39.29% | 0% | 39.9% | 2/28/2025 |
| SPDR S&P Midcap 400 (MDY) | 14.14% | 0% | 14.61% | 12/31/2024 |
| SPDR S&P 500 ETF (SPY) | 7.28% | 0% | 7.35% | 9/30/2024 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.89% | 0% | 34.14% | 3/31/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 92.94% | 92.9% |