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Portfolio Diversification
Range
Most Diversified
120 instruments
August 10, 2023
Least Diversified
0 instruments
January 1, 2022
Average
50.3 instruments
Most Consistent Holdings
Top 5
TLT59.99%
JNJ59.34%
KO59.34%
MCD59.34%
PEP58.95%
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 |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.68% | 11.74% | 59.99% | - |
 Vanguard S&P 500 ETF (VOO) | 3.16% | 16.74% | 36.04% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.74% | 10.76% | 37.35% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 2.53% | 5.02% | 51.79% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 2.47% | 4.8% | 43.72% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 2.43% | 5.23% | 36.04% | - |
 Vanguard Real Estate ETF (VNQ) | 2.13% | 6.6% | 36.04% | - |
 Amazon (AMZN) | 2.12% | 0% | 44.37% | 3/20/2024 |
 Invesco QQQ (QQQ) | 2.03% | 12% | 27.52% | - |
 Ishares Russell 2000 ETF (IWM) | 1.97% | 0% | 33.31% | 10/28/2025 |
 Berkshire Hathaway (BRK.B) | 1.95% | 0% | 49.19% | 11/18/2025 |
 Alerian MLP ETF (AMLP) | 1.9% | 0% | 43.53% | 3/3/2026 |
 Apple (AAPL) | 1.87% | 0% | 44.76% | 3/20/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.74% | 0% | 44.76% | 1/5/2026 |
| PepsiCo (PEP) | 1.56% | 0% | 58.95% | 10/7/2024 |
 Vanguard FTSE Developed Market ETF (VEA) | 1.52% | 12.23% | 19.26% | - |
| Coca-Cola (KO) | 1.51% | 0% | 59.34% | 10/7/2024 |
| Johnson & Johnson (JNJ) | 1.47% | 0% | 59.34% | 10/7/2024 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.45% | 2.39% | 43.01% | - |
 Alphabet (GOOG) | 1.27% | 0% | 44.76% | 3/20/2024 |
 Realty Income (O) | 1.24% | 0% | 57.64% | 10/7/2024 |
 Microsoft (MSFT) | 1.24% | 0% | 43.79% | 2/9/2024 |
| McDonald's (MCD) | 1.23% | 0% | 59.34% | 10/7/2024 |
 PayPal (PYPL) | 1.22% | 0% | 58.17% | 9/19/2024 |
 iShares MSCI China ETF (MCHI) | 1.2% | 0% | 21.41% | 10/16/2025 |
 Pfizer (PFE) | 1.17% | 0% | 57.64% | 10/7/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.15% | 0% | 38.78% | 6/23/2025 |
 SPDR Gold (GLD) | 1.05% | 4.7% | 23.94% | - |
 Intel (INTC) | 1% | 0% | 42.62% | 1/22/2024 |
 hugomanenti95 | 1% | 0% | 2.54% | 3/11/2022 |
 Ford (F) | 0.96% | 0% | 46.71% | 9/4/2024 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.94% | 3.31% | 17.7% | - |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.9% | 0% | 19.71% | 2/24/2025 |
 Cisco (CSCO) | 0.81% | 0% | 57.64% | 10/7/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.8% | 0% | 21.15% | 5/15/2025 |
 Micron (MU) | 0.79% | 0% | 37.61% | 11/6/2023 |
 Procter & Gamble (PG) | 0.75% | 0% | 46.84% | 4/5/2024 |
 Eni (ENI.MI) | 0.74% | 0% | 57.64% | 10/7/2024 |
 Bitcoin (BTC) | 0.7% | 0% | 35.91% | 10/16/2023 |
 NVIDIA (NVDA) | 0.69% | 0% | 31.23% | 11/9/2023 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.69% | 0% | 7.48% | 4/4/2025 |
 Ethereum (ETH) | 0.68% | 0% | 36.37% | 10/23/2023 |
 IBM (IBM) | 0.67% | 0% | 40.08% | 1/9/2024 |
 Meta (META) | 0.67% | 0% | 43.33% | 2/2/2024 |
 CanZhao | 0.63% | 0% | 2.54% | 3/11/2022 |
 Salesforce (CRM) | 0.62% | 0% | 40.01% | 12/13/2023 |
 iShares Floating Rate Bond ETF (FLOT) | 0.59% | 0% | 6.77% | 3/31/2025 |
 JPMorgan (JPM) | 0.59% | 0% | 43.27% | 2/9/2024 |
 Target (TGT) | 0.56% | 0% | 36.11% | 12/28/2023 |
 Bank of America (BAC) | 0.56% | 0% | 43.27% | 2/9/2024 |
 Miyoshi | 0.55% | 0% | 2.34% | 3/10/2022 |
 Walmart (WMT) | 0.54% | 0% | 45.61% | 4/4/2024 |
 Walgreens (WBA) | 0.54% | 0% | 38.39% | 10/7/2024 |
 LVMH (MC.PA) | 0.53% | 0% | 53.42% | 10/7/2024 |
 Starbucks (SBUX) | 0.52% | 0% | 58.49% | 10/7/2024 |
 Alibaba (BABA) | 0.52% | 0% | 44.57% | 5/2/2024 |
 Cardano (ADA) | 0.49% | 0% | 35.07% | 10/2/2023 |
 NRG Energy (NRG) | 0.48% | 0% | 35.07% | 10/25/2023 |
 AMD (AMD) | 0.48% | 0% | 27.2% | 8/18/2023 |
 Kraft Heinz (KHC) | 0.46% | 0% | 40.08% | 1/9/2024 |
 Verizon (VZ) | 0.46% | 0% | 47.36% | 5/1/2024 |
 Nike (NKE) | 0.45% | 0% | 37.67% | 11/7/2023 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.44% | 0% | 15.68% | 1/17/2025 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.44% | 0% | 14.77% | 1/3/2025 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.44% | 0% | 12.1% | 10/7/2024 |
 Levi's (LEVI) | 0.42% | 0% | 37.61% | 11/6/2023 |
 Mastercard (MA) | 0.38% | 0% | 41.44% | 1/5/2024 |
 Intesa Sanpaolo (ISP.MI) | 0.37% | 0% | 46.58% | 3/26/2024 |
 Tesla (TSLA) | 0.36% | 0% | 42.94% | 2/23/2024 |
 Main Street Capital (MAIN) | 0.35% | 0% | 31.69% | 6/17/2024 |
 Lovesac (LOVE) | 0.35% | 0% | 39.36% | 12/8/2023 |
 Global X SuperDividend ETF (SDIV) | 0.35% | 0% | 27.78% | 5/10/2024 |
 Disney (DIS) | 0.33% | 0% | 34.09% | 9/12/2023 |
 SonicShares Global Shipping ETF (BOAT) | 0.33% | 0% | 17.63% | 7/31/2025 |
 Home Depot (HD) | 0.32% | 0% | 30.77% | 12/28/2023 |
 American Express (AXP) | 0.32% | 0% | 41.7% | 1/9/2024 |
 rubymza | 0.31% | 0% | 1.63% | 3/4/2022 |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 0.31% | 0% | 14.38% | 6/27/2024 |
 UniCredit (UCG.MI) | 0.3% | 0% | 46.58% | 3/26/2024 |
 Stellantis (STLAM.MI) | 0.3% | 0% | 46.65% | 3/26/2024 |
 Beyond Meat (BYND) | 0.3% | 0% | 34.61% | 10/4/2023 |
 Corsair (CRSR) | 0.3% | 0% | 35.46% | 10/4/2023 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.29% | 0% | 14.18% | 12/22/2025 |
 Spotify (SPOT) | 0.29% | 0% | 28.82% | 6/20/2023 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.28% | 0% | 6.12% | 1/10/2025 |
 iShares Global REIT ETF (REET) | 0.27% | 0% | 9.89% | 3/10/2025 |
 Citi (C) | 0.27% | 0% | 40.92% | 1/9/2024 |
 Ally (ALLY) | 0.27% | 0% | 39.36% | 12/11/2023 |
 Builders FirstSource (BLDR) | 0.25% | 0% | 27% | 5/25/2023 |
 Digital Turbine (APPS) | 0.25% | 0% | 35.07% | 10/4/2023 |
 Netflix (NFLX) | 0.24% | 0% | 38.06% | 11/13/2023 |
 AT&T (T) | 0.24% | 0% | 29.21% | 5/1/2024 |
 3M (MMM) | 0.23% | 0% | 29.15% | 4/25/2024 |
 Tencent (0700.HK) | 0.22% | 0% | 33.77% | 9/19/2023 |
 Nio (NIO) | 0.21% | 0% | 58.95% | 10/7/2024 |
 STAG (STAG) | 0.21% | 0% | 29.47% | 7/15/2024 |
 Xiaomi (1810.HK) | 0.19% | 0% | 33.64% | 9/19/2023 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.19% | 0% | 3.45% | 7/11/2025 |
 ARMOUR Residential REIT (ARR) | 0.19% | 0% | 32.79% | 7/17/2024 |
 Goldman Sachs (GS) | 0.19% | 0% | 36.17% | 11/3/2023 |
 Skyworks (SWKS) | 0.18% | 0% | 20.62% | 4/3/2024 |
 Booking (BKNG) | 0.18% | 0% | 20.3% | 2/7/2023 |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 0.17% | 3.29% | 5.73% | - |
 Adidas (ADS.DE) | 0.17% | 0% | 33.44% | 9/8/2023 |
 Hasbro (HAS) | 0.17% | 0% | 27.59% | 4/3/2024 |
 Garmin (GRMN) | 0.16% | 0% | 33.64% | 9/8/2023 |
 Block Inc. (XYZ) | 0.16% | 0% | 33.64% | 9/8/2023 |
 Roku (ROKU) | 0.16% | 0% | 32.14% | 8/11/2023 |
 Samsung (SMSN.L) | 0.16% | 0% | 33.83% | 9/8/2023 |
 Arbor Realty (ABR) | 0.15% | 0% | 27.85% | 7/17/2024 |
 Enel (ENEL.MI) | 0.15% | 0% | 29.47% | 5/2/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.15% | 0% | 8.65% | 12/6/2024 |
 British American Tobacco (BTI) | 0.15% | 0% | 32.6% | 7/15/2024 |
 Vodafone (VOD) | 0.15% | 0% | 32.92% | 9/21/2023 |
 SQM (SQM) | 0.15% | 0% | 32.21% | 10/7/2024 |
 NextEra (NEE) | 0.14% | 0% | 27.33% | 4/19/2024 |
 ASOS (ASC.L) | 0.14% | 0% | 33.64% | 9/8/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.14% | 0% | 3.71% | 10/16/2025 |
 Caterpillar (CAT) | 0.14% | 0% | 16.14% | 4/16/2024 |
 Global SuperDividend US ETF (DIV) | 0.14% | 0% | 22.51% | 4/19/2024 |
 MercadoLibre (MELI) | 0.14% | 0% | 24.4% | 4/12/2023 |
 Petrobras (PBR.A) | 0.14% | 0% | 26.42% | 8/13/2024 |
 Energy Transfer (ET) | 0.13% | 0% | 20.1% | 1/10/2024 |
 Altria (MO) | 0.13% | 0% | 27.26% | 5/1/2024 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.13% | 0% | 8.46% | 2/6/2025 |
 Apple Hospitality (APLE) | 0.13% | 0% | 26.87% | 4/19/2024 |
 Tenaris (TEN.MI) | 0.12% | 0% | 21.08% | 4/19/2024 |
 Palantir (PLTR) | 0.12% | 0% | 27.72% | 8/29/2023 |
 Coinbase (COIN) | 0.12% | 0% | 33.57% | 9/8/2023 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.11% | 0% | 2.34% | 11/13/2024 |
 GeoPark (GPRK) | 0.11% | 0% | 3.97% | 10/7/2024 |
 AGNC (AGNC) | 0.11% | 0% | 20.43% | 1/9/2024 |
 TSMC (TSM) | 0.11% | 0% | 12.3% | 2/9/2024 |
 AbbVie (ABBV) | 0.11% | 0% | 14.77% | 1/9/2024 |
 Peloton (PTON) | 0.11% | 0% | 31.49% | 7/31/2023 |
 Franklin Income Focus ETF (INCM) | 0.11% | 0% | 4.75% | 12/6/2024 |
 CVS Health (CVS) | 0.1% | 0% | 14.77% | 1/9/2024 |
 ZIM (ZIM) | 0.1% | 0% | 20.23% | 1/4/2024 |
 Illumina (ILMN) | 0.1% | 0% | 14.64% | 4/12/2023 |
 Enbridge (ENB) | 0.1% | 0% | 15.94% | 1/9/2024 |
 InfraCap MLP ETF (AMZA) | 0.09% | 0% | 3.84% | 12/6/2024 |
 iShares Global clean energy ETF (ICLN) | 0.09% | 0% | 7.48% | 7/18/2025 |
 iShares Preferred & Income Sec (PFF) | 0.09% | 0% | 3.84% | 12/6/2024 |
 Leggett & Platt (LEG) | 0.09% | 0% | 18.48% | 12/22/2023 |
 Brembo (BRE.MI) | 0.09% | 0% | 17.24% | 4/26/2024 |
 Simon (SPG) | 0.09% | 0% | 20.1% | 12/29/2023 |
 Carnival (CCL) | 0.08% | 0% | 22.06% | 6/7/2023 |
 Vanguard Total World Stock ETF (VT.US) | 0.08% | 0% | 1.56% | 11/1/2024 |
 Vroom (VRMMQ) | 0.08% | 0% | 20.04% | 7/12/2023 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.08% | 0% | 3.45% | 12/10/2024 |
 Qualcomm (QCOM) | 0.08% | 0% | 15.42% | 1/4/2024 |
 Zoom (ZM) | 0.08% | 0% | 7.68% | 7/5/2022 |
 SL Green (SLG) | 0.08% | 0% | 12.56% | 12/5/2023 |
 Poste Italiane (PST.MI) | 0.08% | 0% | 15.22% | 1/8/2024 |
 Merck (MRK) | 0.07% | 0% | 14.05% | 12/28/2023 |
 Public Storage (PSA) | 0.07% | 0% | 20.1% | 12/29/2023 |
 Best Buy (BBY) | 0.07% | 0% | 14.05% | 12/28/2023 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.07% | 0% | 1.82% | 3/4/2024 |
 SolarEdge (SEDG) | 0.07% | 0% | 8.98% | 7/28/2022 |
 Shopify (SHOP) | 0.06% | 0% | 25.44% | 5/5/2023 |
 Kroger (KR) | 0.06% | 0% | 11.45% | 1/24/2024 |
 Cineworld Group PLC (CINE.L) | 0.06% | 0% | 23.16% | 6/14/2023 |
 Golden Ocean (GOGL.US) | 0.06% | 0% | 14.9% | 10/17/2023 |
 iShares Developed Markets Property Yield UCITS ETF (IQQ6.DE) | 0.06% | 0% | 5.99% | 5/16/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.06% | 0% | 3.45% | 10/18/2024 |
 PIMCO Enhanced Short Maturity (MINT) | 0.05% | 0% | 1.89% | 10/9/2025 |
 Visa (V) | 0.05% | 0% | 5.92% | 6/9/2022 |
 Ping An (2318.HK) | 0.05% | 0% | 21.34% | 3/7/2023 |
 Rio Tinto (RIO) | 0.05% | 0% | 10.15% | 1/4/2024 |
 Hera (HER.MI) | 0.05% | 0% | 10.87% | 11/16/2023 |
 Colgate (CL) | 0.05% | 0% | 9.17% | 12/20/2023 |
 Recordati (REC.MI) | 0.05% | 0% | 8% | 12/5/2023 |
 Macy's (M) | 0.05% | 0% | 10.74% | 10/24/2023 |
 ETFMG Alternative Harvest ETF (MJ) | 0.04% | 0% | 7.61% | 3/4/2025 |
 iShares Core Conservative Allocation ETF (AOK) | 0.04% | 0% | 1.63% | 11/11/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.04% | 0% | 5.6% | 5/9/2024 |
 Alibaba Health (00241.HK) | 0.04% | 0% | 5.99% | 6/10/2022 |
 Raytheon (RTX) | 0.04% | 0% | 9.63% | 10/25/2023 |
 Baidu (BIDU) | 0.04% | 0% | 6.77% | 7/5/2022 |
 Pinterest (PINS) | 0.03% | 0% | 2.8% | 4/22/2022 |
 Kinder Morgan (KMI) | 0.03% | 0% | 10.74% | 10/18/2023 |
 Alibaba (9988.HK) | 0.03% | 0% | 5.07% | 6/10/2022 |
 PostNL (PNL.NV) | 0.03% | 0% | 12.82% | 9/8/2023 |
 LTC Properties (LTC.US) | 0.03% | 0% | 8.39% | 10/18/2023 |
 Cal-Maine Foods (CALM) | 0.03% | 0% | 5.73% | 11/7/2023 |
 GoPro (GPRO) | 0.03% | 0% | 2.67% | 4/19/2022 |
 iShares Global Water UCITS ETF USD (IQQQ.DE) | 0.03% | 0% | 2.67% | 10/7/2024 |
 Twitter (TWTR) | 0.03% | 0% | 2.86% | 4/22/2022 |
 U.S. Steel (X) | 0.03% | 0% | 5.01% | 5/27/2022 |
 D.R. Horton (DHI) | 0.03% | 0% | 4.36% | 6/10/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 2.67% | 5/2/2025 |
 Persimmon (PSN.L) | 0.03% | 0% | 3.51% | 11/1/2023 |
 Sunrun (RUN) | 0.02% | 0% | 2.54% | 4/22/2022 |
 Unilever (ULVR.L) | 0.02% | 0% | 3.12% | 4/28/2022 |
 Chevron (CVX) | 0.02% | 0% | 3.77% | 12/29/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.02% | 0% | 2.54% | 4/22/2022 |
 Bilibili (BILI) | 0.02% | 0% | 2.21% | 4/20/2022 |
 Taylor Morrison (TMHC) | 0.02% | 0% | 4.16% | 5/31/2022 |
 Geely (00175.HK) | 0.02% | 0% | 2.86% | 5/6/2022 |
 Tattooed Chef Inc (TTCFQ) | 0.02% | 0% | 2.54% | 4/22/2022 |
 iShares Global Infrastructure ETF (IGF) | 0.02% | 0% | 1.04% | 10/30/2024 |
 Lululemon (LULU) | 0.02% | 0% | 2.08% | 4/12/2022 |
 Shell (SHEL) | 0.02% | 0% | 3.06% | 1/24/2024 |
 Charles Schwab (SCHW) | 0.02% | 0% | 7.03% | 9/8/2023 |
 Regions (RF) | 0.01% | 0% | 6.05% | 8/17/2023 |
 Arrival (ARVLF) | 0.01% | 0% | 20.36% | 7/25/2023 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.01% | 0% | 0.59% | 10/17/2024 |
 Robert Half (RHI) | 0.01% | 0% | 5.66% | 8/17/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.01% | 0% | 1.17% | 9/17/2024 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 0.52% | 10/16/2024 |
 Ocado (OCDO.L) | 0.01% | 0% | 1.56% | 4/7/2022 |
 Dropbox (DBX) | 0.01% | 0% | 2.15% | 4/13/2022 |
 Etsy (ETSY) | 0.01% | 0% | 1.5% | 4/22/2022 |
 Enphase (ENPH) | 0.01% | 0% | 1.11% | 3/31/2022 |
 General Mills (GIS) | 0.01% | 0% | 2.99% | 9/18/2023 |
 Volkswagen (VOW3.DE) | 0.01% | 0% | 2.28% | 10/7/2024 |
 MPLX (MPLX) | 0.01% | 0% | 2.67% | 9/8/2023 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 1.43% | 1/24/2024 |
 Affirm (AFRM) | 0% | 0% | 0.78% | 9/8/2023 |
 WESCO (WCC) | 0% | 0% | 0.98% | 4/19/2022 |
 Ishares Expanded Tech-Softwa (IGV) | 0% | 1.1% | 0.52% | - |
 Plug Power (PLUG) | 0% | 0% | 1.04% | 3/31/2022 |
 iShares Core High Dividend ETF (HDV) | 0% | 0% | 1.95% | 8/10/2023 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0% | 0% | 1.95% | 8/10/2023 |
 Mercedes-Benz (MBG.DE) | 0% | 0% | 0.91% | 10/4/2024 |
 Oracle (ORCL) | 0% | 0% | 0.39% | 11/7/2023 |
 TRON (TRX) | 0% | 0% | 0.59% | 3/21/2022 |
 Vale (VALE) | 0% | 0% | 0.59% | 9/25/2024 |
 Uniswap (UNI) | 0% | 0% | 0.26% | 3/16/2022 |
 Shoals (SHLS) | 0% | 0% | 0.52% | 9/3/2024 |
 iShares Dow Jones Global Titans 50 UCITS ETF (DJGTEEX.DE) | 0% | 0% | 0.33% | 2/10/2026 |
 IOTA (MIOTA) | 0% | 0% | 0.33% | 3/17/2022 |
 Trane (TT) | 0% | 0% | 0.26% | 3/18/2022 |
 Cigna (CI) | 0% | 0% | 0.26% | 4/8/2022 |
 Solana (SOL) | 0% | 0% | 0.2% | 3/16/2022 |
 Terra Classic (LUNC) | 0% | 0% | 0.26% | 5/26/2022 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0% | 0% | 0.13% | 11/22/2023 |
 XRP (XRP) | 0% | 0% | 0.13% | 3/16/2022 |
 Datadog (DDOG) | 0% | 0% | 0.13% | 5/6/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.98% | 4/14/2023 |
 Booz Allen (BAH) | 0% | 0% | 0.07% | 3/16/2022 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.07% | 4/13/2022 |
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) | 11.67% | 10.74% |
| Vanguard S&P 500 ETF (VOO) | 9.39% | 9.98% |
| Invesco QQQ (QQQ) | 8.81% | 9.72% |
| Vanguard FTSE Developed Market ETF (VEA) | 8.75% | 8.97% |
| Vanguard FTSE Emerging Markets (VWO) | 8.55% | 8.62% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 7.67% | 7.93% |
| Vanguard Real Estate ETF (VNQ) | 7.73% | 7.11% |
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 7.39% | 7.03% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 6.91% | 6.92% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 7.33% | 6.83% |
| Alerian MLP ETF (AMLP) | 6.76% | 6.42% |
| SPDR Gold (GLD) | 4.37% | 5.44% |
| State Street Energy Select Sector SPDR ETF (XLE) | 3.38% | 3.1% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.13% | 1.03% |
Cash & Instruments Over Time
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