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Portfolio Diversification
Range
Most Diversified
31 instruments
April 17, 2024
Least Diversified
0 instruments
June 28, 2022
Average
16.4 instruments
Most Consistent Holdings
Top 5
GLD91.11%
SPY79.3%
VXX50.95%
IBM47.89%
WMT47.38%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 28, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Gold (GLD) | 9.37% | 5.74% | 91.11% | - |
| State Street SPDR S&P 500 ETF (SPY) | 9.16% | 0% | 79.3% | 4/1/2026 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 5.87% | 0% | 46.21% | 12/31/2024 |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 3.6% | 4.31% | 50.95% | - |
 Invesco QQQ (QQQ) | 3.5% | 0% | 37.17% | 3/2/2026 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 3.47% | 13.91% | 31.78% | - |
 Vanguard Real Estate ETF (VNQ) | 3.27% | 0% | 30.61% | 2/3/2025 |
 Invesco DB Agriculture Fund (DBA) | 3.03% | 18.13% | 21.5% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 2.56% | 0% | 12.32% | 8/17/2023 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 2.03% | 4.12% | 23.98% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 1.93% | 0% | 21.72% | 4/1/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.92% | 5.87% | 25.8% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.87% | 0% | 20.7% | 1/2/2024 |
 State Street Technology Select Sector SPDR ETF (XLK) | 1.83% | 0% | 23.91% | 11/3/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.74% | 0% | 21.36% | 3/2/2026 |
 iShares TIPS Bond ETF (TIP) | 1.64% | 0% | 13.85% | 8/1/2025 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 1.17% | 0% | 10.5% | 3/2/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.98% | 0% | 12.61% | 1/2/2026 |
 JPMorgan (JPM) | 0.92% | 0% | 46.14% | 10/1/2024 |
 Merck (MRK) | 0.9% | 0% | 46.36% | 10/1/2024 |
 Caterpillar (CAT) | 0.87% | 0% | 47.3% | 10/1/2024 |
| Walmart (WMT) | 0.84% | 0% | 47.38% | 10/1/2024 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.83% | 0% | 10.79% | 2/3/2025 |
| IBM (IBM) | 0.78% | 0% | 47.89% | 10/1/2024 |
 Microsoft (MSFT) | 0.78% | 0% | 38.7% | 10/1/2024 |
 Visa (V) | 0.73% | 0% | 43.22% | 10/1/2024 |
 McDonald's (MCD) | 0.73% | 0% | 47.16% | 6/27/2024 |
 Amgen (AMGN) | 0.66% | 0% | 44.53% | 10/1/2024 |
 Salesforce (CRM) | 0.66% | 0% | 34.84% | 8/16/2024 |
 Home Depot (HD) | 0.65% | 0% | 41.69% | 10/1/2024 |
 Procter & Gamble (PG) | 0.63% | 0% | 40.31% | 10/1/2024 |
 American Express (AXP) | 0.62% | 0% | 35.93% | 10/1/2024 |
 Goldman Sachs (GS) | 0.59% | 0% | 35.42% | 10/1/2024 |
 Travelers (TRV) | 0.57% | 0% | 35.57% | 10/1/2024 |
 Chevron (CVX) | 0.57% | 0% | 30.83% | 10/1/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.53% | 3.85% | 8.16% | - |
 Boeing (BA) | 0.52% | 0% | 28.5% | 1/23/2024 |
 Honeywell (HON) | 0.51% | 0% | 33.45% | 10/1/2024 |
 Apple (AAPL) | 0.51% | 0% | 31.92% | 10/1/2024 |
 UnitedHealth (UNH) | 0.51% | 0% | 31.85% | 10/1/2024 |
 Coca-Cola (KO) | 0.5% | 0% | 33.02% | 10/1/2024 |
 Dow (DOW) | 0.48% | 0% | 31.63% | 9/23/2024 |
 Intel (INTC) | 0.47% | 0% | 25.66% | 6/5/2024 |
 Cisco (CSCO) | 0.45% | 0% | 26.02% | 2/14/2024 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.41% | 4.24% | 7.94% | - |
 Teucrium Corn Fund (CORN.US) | 0.38% | 0% | 8.53% | 11/9/2022 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.38% | 0% | 3.94% | 1/2/2026 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.36% | 0% | 4.52% | 2/3/2025 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.34% | 0% | 3.86% | 9/24/2025 |
 Amazon (AMZN) | 0.32% | 0% | 16.11% | 10/1/2024 |
 Verizon (VZ) | 0.32% | 0% | 19.1% | 10/1/2024 |
 3M (MMM) | 0.31% | 0% | 14.5% | 10/1/2024 |
 United States Oil Fund (USO) | 0.23% | 0% | 4.37% | 9/4/2022 |
 Disney (DIS) | 0.23% | 0% | 14.36% | 8/29/2024 |
 Johnson & Johnson (JNJ) | 0.2% | 0% | 15.01% | 10/1/2024 |
 Nike (NKE) | 0.19% | 0% | 12.54% | 8/16/2023 |
 Teucrium Wheat Fund (WEAT) | 0.15% | 0% | 4.37% | 9/4/2022 |
 ProShares UltraPro S&P 500 (UPRO) | 0.13% | 0% | 1.53% | 1/24/2024 |
 iShares National Muni Bond ETF (MUB) | 0.09% | 0% | 5.39% | 9/22/2022 |
 Invesco DB Oil Fund (DBO) | 0.08% | 0% | 2.11% | 11/10/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.05% | 0% | 0.95% | 9/28/2022 |
 Abrdn Palladium ETF Trust (PALL) | 0.04% | 0% | 1.38% | 8/1/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 14.63% | 15.08% |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 14.79% | 13.88% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 8.32% | 9.97% |
| State Street SPDR S&P 500 ETF (SPY) | 10.07% | 9.9% |
| State Street Energy Select Sector SPDR ETF (XLE) | 9.65% | 9.51% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 9.98% | 9.35% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 9.41% | 9.05% |
| Invesco QQQ (QQQ) | 7.5% | 7.9% |
| State Street Financial Select Sector SPDR ETF (XLF) | 4.8% | 4.93% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.84% | 3.63% |
Cash & Instruments Over Time
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