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Portfolio Diversification
Range
Most Diversified
13 instruments
January 2, 2023
Least Diversified
0 instruments
April 4, 2026
Average
10.9 instruments
Most Consistent Holdings
Top 5
SPY99.67%
QQQ99.59%
DIA.US99.59%
VGT99.59%
MSFT99.51%
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) | 23.79% | 14.98% | 99.51% | - |
| State Street SPDR Dow Jones In (DIA.US) | 19.57% | 17.24% | 99.59% | - |
| State Street SPDR S&P 500 ETF (SPY) | 13.21% | 15.62% | 99.67% | - |
| Vanguard Information Technology (VGT) | 9.75% | 11.42% | 99.59% | - |
| Invesco QQQ (QQQ) | 9.15% | 12.76% | 99.59% | - |
 iShares Semiconductor ETF (SOXX) | 6.94% | 19.99% | 56.1% | - |
| Microsoft (MSFT) | 3.06% | 2.26% | 99.51% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.67% | 0% | 43.5% | 6/28/2024 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 2.33% | 2.46% | 99.51% | - |
 Sony (SONY) | 1.69% | 1.28% | 99.43% | - |
 Bitcoin (BTC) | 1.01% | 0% | 43.5% | 6/28/2024 |
 McDonald's (MCD) | 1% | 0% | 43.5% | 6/28/2024 |
 Visa (V) | 0.87% | 0% | 43.5% | 6/28/2024 |
 Meta (META) | 0.76% | 0% | 43.5% | 6/28/2024 |
 Sony Financial Group Inc (SFGYY) | 0.01% | 0.05% | 18.21% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR Dow Jones In (DIA.US) | 15.81% | 19.19% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 34.67% | 18.08% |
| State Street SPDR S&P 500 ETF (SPY) | 12.6% | 16.74% |
| iShares Semiconductor ETF (SOXX) | 12.07% | 13.14% |
| Invesco QQQ (QQQ) | 9.88% | 12.8% |
| Vanguard Information Technology (VGT) | 6.69% | 10.89% |
| Microsoft (MSFT) | 1.92% | 3.07% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 2.68% | 2.35% |
| Sony (SONY) | 1.52% | 1.74% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.07% |
Cash & Instruments Over Time
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