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Portfolio Diversification
Range
Most Diversified
45 instruments
July 11, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31.9 instruments
Most Consistent Holdings
Top 5
BTC99.93%
SLV99.86%
IAU99.37%
SOXX98.67%
ETH68.95%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 3, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Gold Trust (IAU) | 5.07% | 4.34% | 99.37% | - |
| iShares Silver Trust (SLV) | 4.98% | 5.85% | 99.86% | - |
| iShares Semiconductor ETF (SOXX) | 3.64% | 1.71% | 98.67% | - |
| Bitcoin (BTC) | 3.5% | 3.64% | 99.93% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 2.96% | 3.69% | 67.2% | - |
 iShares China Large-Cap ETF (FXI) | 2.83% | 0% | 31.26% | 7/7/2023 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 2.73% | 3.32% | 67.2% | - |
 Wheaton Precious Metals (WPM) | 2.29% | 5.76% | 67.2% | - |
| Ethereum (ETH) | 2.05% | 1.72% | 68.95% | - |
 Sprott Physical Silver Trust (PSLV) | 2.02% | 5.63% | 67.2% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.01% | 2.86% | 67.2% | - |
 SPDR Gold (GLD) | 2% | 4.32% | 67.2% | - |
 ARK Next Generation Internet ETF (ARKW) | 1.25% | 1.9% | 67.2% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 1.22% | 1.7% | 67.2% | - |
 Invesco QQQ (QQQ) | 1.14% | 1.66% | 67.2% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.09% | 1.55% | 67.2% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.08% | 1.53% | 67.2% | - |
 iShares Core U.S. REIT ETF (USRT) | 1.05% | 1.38% | 67.2% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.04% | 1.42% | 67.2% | - |
 iShares Global REIT ETF (REET) | 1.02% | 1.31% | 67.2% | - |
 iShares MSCI India ETF (INDA) | 1.02% | 1.16% | 67.2% | - |
 Gala V2 (GALA) | 0.96% | 0% | 32.45% | 7/6/2023 |
 Valero (VLO) | 0.88% | 1.61% | 67.2% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.88% | 1.21% | 67.2% | - |
 Cheniere (LNG) | 0.88% | 1.36% | 67.2% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.88% | 1.23% | 67.2% | - |
 Energy Transfer (ET) | 0.87% | 1.19% | 67.2% | - |
 O'Shares US Quality Dividend ETF (OUSA) | 0.87% | 1.17% | 67.2% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.85% | 1.24% | 67.2% | - |
 iShares Core High Dividend ETF (HDV) | 0.84% | 1.19% | 67.2% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.82% | 1.13% | 67.2% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.82% | 1.03% | 67.2% | - |
 First Trust Value Line Dividend Index Fund (FVD) | 0.81% | 1.08% | 67.2% | - |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.79% | 1.03% | 67.2% | - |
 Reliance Steel (RS) | 0.78% | 0.95% | 67.2% | - |
 Norsk Hydro (NHY.OL) | 0.77% | 1.28% | 67.2% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.76% | 1.13% | 67.2% | - |
 NextEra (NEE) | 0.69% | 1.03% | 67.2% | - |
 Digital Realty (DLR) | 0.61% | 0.82% | 67.2% | - |
 IIPR (IIPR) | 0.51% | 0.39% | 67.2% | - |
 LTC Properties (LTC.US) | 0.47% | 0.62% | 67.2% | - |
 American Tower (AMT) | 0.46% | 0.52% | 67.2% | - |
 NNN (NNN) | 0.45% | 0.57% | 67.2% | - |
 VICI Properties (VICI) | 0.45% | 0.51% | 67.2% | - |
 Apple Hospitality (APLE) | 0.43% | 0.42% | 67.2% | - |
 Southwestern Energy (SWN) | 0.4% | 0% | 30.98% | 10/2/2024 |
 Medical Properties Trust (MPT) | 0.25% | 0.32% | 67.2% | - |
 TRON (TRX) | 0.21% | 0% | 1.88% | 3/30/2022 |
 XRP (XRP) | 0.2% | 0% | 1.74% | 3/28/2022 |
 NEO (NEO) | 0.19% | 0% | 1.81% | 3/29/2022 |
 Quant (QNT) | 0.18% | 0% | 1.54% | 3/25/2022 |
 Ethereum Classic (ETC) | 0.13% | 0% | 1.19% | 3/20/2022 |
 ZCASH (ZEC) | 0.08% | 0% | 0.42% | 3/9/2022 |
 Avalanche (AVAX) | 0.03% | 0% | 1.88% | 3/30/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Silver Trust (SLV) | 2.4% | 5.18% |
| Sprott Physical Silver Trust (PSLV) | 2.4% | 5.1% |
| Bitcoin (BTC) | 2.4% | 4.89% |
| Wheaton Precious Metals (WPM) | 2.4% | 4.81% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 4.8% | 3.87% |
| iShares Gold Trust (IAU) | 2.4% | 3.79% |
| SPDR Gold (GLD) | 2.4% | 3.78% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 4.8% | 3.58% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 2.77% | 3% |
| Ethereum (ETH) | 2.4% | 2.69% |
| ARK Next Generation Internet ETF (ARKW) | 1.29% | 2.28% |
| ARK Blockchain & Fintech Innovation ETF (ARKF) | 1.29% | 2.09% |
| Invesco QQQ (QQQ) | 1.48% | 1.78% |
| iShares Semiconductor ETF (SOXX) | 1.29% | 1.66% |
| State Street SPDR S&P 500 ETF (SPY) | 1.48% | 1.64% |
| Vanguard Total Stock Market ETF (VTI) | 1.48% | 1.62% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.48% | 1.49% |
| iShares Core U.S. REIT ETF (USRT) | 1.68% | 1.32% |
| iShares MSCI India ETF (INDA) | 1.48% | 1.31% |
| iShares Global REIT ETF (REET) | 1.68% | 1.29% |
| Vanguard Total International Stock ETF (VXUS) | 1.29% | 1.25% |
| Vanguard Dividend Appreciation ETF (VIG) | 1.29% | 1.25% |
| iShares Core Dividend Growth ETF (DGRO) | 1.29% | 1.24% |
| Valero (VLO) | 1.19% | 1.22% |
| O'Shares US Quality Dividend ETF (OUSA) | 1.29% | 1.21% |
| Norsk Hydro (NHY.OL) | 1.29% | 1.14% |
| iShares Core High Dividend ETF (HDV) | 1.29% | 1.11% |
| Cheniere (LNG) | 1.19% | 1.09% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 1.29% | 1.09% |
| Energy Transfer (ET) | 1.19% | 1.09% |
| First Trust Value Line Dividend Index Fund (FVD) | 1.29% | 1.06% |
| Schwab US Dividend Equity ETF (SCHD) | 1.29% | 1.04% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 1.29% | 1.01% |
| Reliance Steel (RS) | 1.29% | 0.95% |
| NextEra (NEE) | 1.19% | 0.95% |
| State Street Energy Select Sector SPDR ETF (XLE) | 1.19% | 0.94% |
| Digital Realty (DLR) | 0.78% | 0.76% |
| LTC Properties (LTC.US) | 0.78% | 0.58% |
| NNN (NNN) | 0.78% | 0.52% |
| VICI Properties (VICI) | 0.78% | 0.5% |
| American Tower (AMT) | 0.78% | 0.5% |
| Apple Hospitality (APLE) | 0.78% | 0.43% |
| IIPR (IIPR) | 0.78% | 0.36% |
| Medical Properties Trust (MPT) | 0.78% | 0.3% |
Cash & Instruments Over Time
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