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Portfolio Diversification
Range
Most Diversified
63 instruments
October 12, 2024
Least Diversified
0 instruments
November 12, 2025
Average
36.5 instruments
Most Consistent Holdings
Top 5
VOO98.5%
QQQ97.37%
BLK89.72%
VTI78.95%
BRK.B78.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 14, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Gold (GLD) | 7.11% | 14.4% | 58.27% | - |
| Vanguard S&P 500 ETF (VOO) | 6.17% | 14.68% | 98.5% | - |
| Invesco QQQ (QQQ) | 4.7% | 12.95% | 97.37% | - |
| Berkshire Hathaway (BRK.B) | 4.04% | 0% | 78.7% | 1/28/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 3.36% | 0% | 53.01% | 3/23/2026 |
 iShares Gold Trust (IAU) | 3.34% | 13.25% | 48.25% | - |
 State Street SPDR EURO STOXX 50 (FEZ) | 2.77% | 0% | 52.38% | 3/26/2026 |
 GE (GE) | 2.64% | 7.6% | 77.82% | - |
| BlackRock (BLK) | 2.63% | 0% | 89.72% | 3/10/2026 |
 iShares Silver Trust (SLV) | 2.52% | 0% | 56.27% | 4/7/2026 |
 AI-Revolution | 2.45% | 0% | 21.18% | 8/2/2024 |
 T-Mobile (TMUS) | 2.09% | 0% | 72.56% | 11/26/2025 |
 Rolls-Royce (RR.L) | 1.99% | 4.88% | 75.06% | - |
 Magnificent-7 | 1.9% | 0% | 15.41% | 2/24/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 1.84% | 0% | 72.81% | 4/7/2026 |
 Vanguard Total Bond Market ETF (BND) | 1.81% | 0% | 55.89% | 1/28/2026 |
 Alphabet (GOOG) | 1.68% | 0% | 39.1% | 1/2/2025 |
 NVIDIA (NVDA) | 1.66% | 0% | 39.1% | 1/2/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.65% | 0% | 68.8% | 2/3/2026 |
| Vanguard Total Stock Market ETF (VTI) | 1.61% | 7.15% | 78.95% | - |
 StanleyDruck13F | 1.56% | 0% | 17.04% | 8/2/2024 |
 Xiaomi (1810.HK) | 1.53% | 0% | 69.17% | 11/19/2025 |
 BigTech | 1.44% | 0% | 10.28% | 5/6/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 1.41% | 0% | 16.29% | 4/7/2025 |
 Apple (AAPL) | 1.39% | 0% | 39.1% | 1/2/2025 |
 Walmart (WMT) | 1.35% | 0% | 51% | 7/21/2025 |
 Microsoft (MSFT) | 1.35% | 0% | 39.1% | 1/2/2025 |
 Amazon (AMZN) | 1.19% | 0% | 38.1% | 1/2/2025 |
 BAT (BATS.L) | 1.17% | 0% | 49% | 4/15/2026 |
 Invesco S&P 500 Low Volatility (SPLV) | 1.12% | 0% | 45.99% | 1/28/2026 |
 iShares MSCI Eurozone ETF (EZU) | 0.98% | 5.75% | 40.35% | - |
 thomaspj | 0.96% | 0% | 24.19% | 8/28/2024 |
 Meta (META) | 0.93% | 0% | 40.73% | 4/7/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.85% | 4.85% | 45.36% | - |
 Charles Schwab (SCHW) | 0.82% | 3.73% | 50.38% | - |
 ValueGurus | 0.77% | 0% | 9.02% | 5/30/2024 |
 Nasdaq (NDAQ) | 0.75% | 0% | 19.92% | 4/7/2025 |
 GM (GM) | 0.73% | 0% | 35.84% | 1/2/2025 |
 Vanguard Short-Term Corporate (VCSH) | 0.72% | 0% | 37.09% | 1/23/2026 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.72% | 0% | 44.49% | 3/6/2026 |
 Costco (COST) | 0.69% | 0% | 49.12% | 9/18/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.62% | 0% | 36.09% | 1/23/2026 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.61% | 4.14% | 41.85% | - |
 Vanguard FTSE All-World ex-US (VEU) | 0.55% | 3.71% | 41.73% | - |
 Vanguard Information Technology (VGT) | 0.54% | 0% | 41.35% | 1/30/2025 |
 JPMorgan (JPM) | 0.53% | 0% | 37.72% | 1/2/2025 |
 iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 0.53% | 0% | 34.96% | 1/28/2026 |
 Broadcom (AVGO) | 0.5% | 0% | 30.95% | 2/27/2025 |
 Netflix (NFLX) | 0.48% | 0% | 42.61% | 2/3/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.46% | 0% | 7.89% | 3/7/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.46% | 0% | 37.47% | 3/16/2026 |
 Xtrackers Switzerland UCITS ETF (XSMI.DE) | 0.45% | 0% | 37.72% | 3/26/2026 |
 Eli Lilly (LLY) | 0.44% | 0% | 27.07% | 1/2/2025 |
 BYD (01211.HK) | 0.44% | 0% | 39.97% | 4/7/2025 |
 iShares Semiconductor ETF (SOXX) | 0.42% | 0% | 18.8% | 2/28/2025 |
 Vanguard FTSE North America UCITS ETF (VNRT.DE) | 0.41% | 0% | 36.72% | 3/10/2026 |
 L'Oréal (OR.PA) | 0.4% | 0% | 18.05% | 7/10/2024 |
 Vanguard Financials ETF (VFH) | 0.37% | 0% | 9.52% | 4/7/2025 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 0.35% | 0% | 37.09% | 2/3/2026 |
 TSMC (TSM) | 0.35% | 0% | 22.93% | 2/27/2025 |
 iShares MSCI India ETF (INDA) | 0.33% | 0% | 23.18% | 1/2/2025 |
 UnitedHealth (UNH) | 0.33% | 0% | 19.55% | 1/2/2025 |
 UBS (UBS) | 0.31% | 0% | 21.68% | 4/7/2025 |
 Interactive Brokers Group (IBKR) | 0.31% | 0% | 31.7% | 3/31/2025 |
 CPHequities | 0.3% | 0% | 6.27% | 5/7/2024 |
 Tesla (TSLA) | 0.29% | 0% | 19.67% | 2/10/2025 |
 Coca-Cola (KO) | 0.29% | 0% | 41.6% | 7/21/2025 |
 McDonald's (MCD) | 0.29% | 0% | 29.82% | 7/21/2025 |
 Abrdn Platinum ETF Trust (PPLT) | 0.28% | 2.91% | 17.54% | - |
 JeppeKirkBonde | 0.28% | 0% | 5.89% | 5/8/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.25% | 0% | 18.8% | 7/23/2024 |
 Micron (MU) | 0.25% | 0% | 15.66% | 8/14/2024 |
 Bank of America (BAC) | 0.25% | 0% | 17.54% | 1/2/2025 |
 Realty Income (O) | 0.24% | 0% | 44.11% | 3/26/2026 |
 AstraZeneca (AZN.L) | 0.24% | 0% | 24.06% | 11/6/2024 |
 Vertex (VRTX) | 0.23% | 0% | 15.04% | 9/27/2024 |
 Airbus (AIR.PA) | 0.22% | 0% | 31.45% | 2/3/2026 |
 Tencent (0700.HK) | 0.21% | 0% | 29.45% | 4/7/2025 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.21% | 0% | 6.14% | 2/24/2025 |
 General Dynamics (GD) | 0.19% | 0% | 16.42% | 12/12/2024 |
 Dell (DELL) | 0.19% | 0% | 14.04% | 1/2/2025 |
 Alibaba (BABA) | 0.19% | 0% | 19.05% | 1/2/2025 |
 Vanguard Small-Cap ETF (VB) | 0.18% | 0% | 28.45% | 2/3/2026 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.16% | 0% | 5.89% | 1/28/2025 |
 TotalEnergies (TTE.PA) | 0.15% | 0% | 23.93% | 10/29/2024 |
 Ford (F) | 0.15% | 0% | 18.3% | 8/14/2024 |
 Royal Caribbean (RCL) | 0.15% | 0% | 15.79% | 1/2/2025 |
 Vanguard Mid-Cap ETF (VO) | 0.14% | 0% | 20.43% | 1/2/2025 |
 Chevron (CVX) | 0.14% | 0% | 39.85% | 1/2/2025 |
 ThomasRoddy | 0.13% | 0% | 4.39% | 5/7/2024 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.13% | 0% | 21.3% | 1/2/2025 |
 Toyota (TM) | 0.11% | 0% | 6.89% | 5/13/2024 |
 Citi (C) | 0.11% | 0% | 15.79% | 1/2/2025 |
 Encavis (ECV.DE) | 0.1% | 0% | 11.9% | 6/18/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.1% | 0% | 10.9% | 7/23/2024 |
 BlackBerry (BB) | 0.09% | 0% | 37.47% | 2/3/2026 |
 Lockheed Martin (LMT) | 0.09% | 0% | 17.79% | 1/2/2025 |
 Credo (CRDO) | 0.08% | 0% | 8.4% | 12/3/2024 |
 Adobe (ADBE) | 0.08% | 0% | 10.4% | 10/25/2024 |
 triangulacapital | 0.08% | 0% | 1.75% | 5/7/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.07% | 0% | 3.01% | 3/22/2024 |
 iShares China Large-Cap ETF (FXI) | 0.07% | 0% | 14.41% | 4/7/2025 |
 Carnival (CCL) | 0.07% | 0% | 11.4% | 1/2/2025 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.06% | 0% | 5.51% | 4/9/2025 |
 iShares MSCI Hong Kong ETF (EWH) | 0.06% | 0% | 9.02% | 7/8/2024 |
 ExxonMobil (XOM) | 0.06% | 0% | 7.39% | 6/18/2024 |
 McKesson (MCK) | 0.06% | 0% | 10.9% | 8/16/2024 |
 MSCI (MSCI) | 0.06% | 0% | 10.9% | 7/23/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.05% | 0% | 5.14% | 4/18/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 1.88% | 3/22/2024 |
 Palantir (PLTR) | 0.05% | 0% | 6.89% | 1/2/2025 |
 Bitcoin (BTC) | 0.04% | 0% | 1.25% | 4/2/2024 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.04% | 0% | 11.4% | 1/2/2025 |
 Wells Fargo (WFC) | 0.04% | 0% | 6.89% | 1/2/2025 |
 Motorola (MSI) | 0.04% | 0% | 10.65% | 1/2/2025 |
 IBM (IBM) | 0.04% | 0% | 4.64% | 4/26/2024 |
 Shopify (SHOP) | 0.03% | 0% | 3.51% | 4/11/2024 |
 Samsung (SMSN.L) | 0.03% | 0% | 2.38% | 5/30/2024 |
 FedEx (FDX) | 0.03% | 0% | 11.4% | 1/2/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.03% | 0% | 11.4% | 1/2/2025 |
 Alibaba (9988.HK) | 0.03% | 0% | 2.38% | 3/31/2025 |
 Pfizer (PFE) | 0.03% | 0% | 2.26% | 8/16/2024 |
 United Airlines (UAL) | 0.03% | 0% | 6.89% | 1/2/2025 |
 Philip Morris (PM) | 0.02% | 0% | 8.9% | 9/18/2025 |
 Dassault Aviation (AM.PA) | 0.02% | 0% | 2.38% | 4/7/2025 |
 eToro Group LTD (ETOR) | 0.02% | 0% | 1.63% | 5/27/2025 |
 Robinhood Markets Inc. (HOOD) | 0.02% | 0% | 1.38% | 3/31/2025 |
 Fidelity Nasdaq Composite In (ONEQ) | 0.02% | 0% | 1.38% | 5/3/2024 |
 Schwab Fundamental Small Cap (FNDA) | 0.02% | 0% | 8.02% | 2/3/2026 |
 Barclays (BCS) | 0.02% | 0% | 1.75% | 4/7/2025 |
 Supermicro (SMCI) | 0.02% | 0% | 1.5% | 3/20/2024 |
 Vistra (VST) | 0.02% | 0% | 2.01% | 6/6/2024 |
 Boeing (BA) | 0.02% | 0% | 1.63% | 6/18/2024 |
 Dick's (DKS) | 0.02% | 0% | 4.64% | 1/2/2025 |
 e.l.f. (ELF) | 0.02% | 0% | 5.51% | 5/3/2024 |
 Seagate (STX.US) | 0.02% | 0% | 4.01% | 10/29/2024 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.02% | 0% | 4.64% | 1/2/2025 |
 Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 0.01% | 0% | 6.64% | 1/23/2026 |
 Volkswagen (VOW3.DE) | 0.01% | 0% | 3.88% | 10/29/2024 |
 Coupang (CPNG) | 0.01% | 0% | 3.51% | 6/18/2024 |
 Lucid (LCID) | 0.01% | 0% | 4.01% | 6/6/2025 |
 OppFi (OPFI) | 0.01% | 0% | 2.38% | 4/7/2025 |
 Enterprise Products (EPD) | 0.01% | 0% | 2.38% | 4/7/2025 |
 DXP (DXPE) | 0.01% | 0% | 2.38% | 4/7/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.01% | 0% | 1% | 3/7/2025 |
 PepsiCo (PEP) | 0.01% | 0% | 4.51% | 11/8/2024 |
 Invesco China Technology ETF (CQQQ) | 0.01% | 0% | 1% | 3/25/2025 |
 Chubb (CB) | 0.01% | 0% | 1.13% | 5/30/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.01% | 0% | 0.5% | 3/4/2024 |
 LVMH (MC.PA) | 0.01% | 0% | 3.38% | 10/30/2024 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.01% | 0% | 0.25% | 1/30/2025 |
 Norwegian Cruise Line (NCLH) | 0.01% | 0% | 1.25% | 11/18/2024 |
 Lenovo (0992.HK) | 0.01% | 0% | 3.26% | 4/7/2025 |
 Trip.com (TCOM.CH) | 0.01% | 0% | 2.76% | 10/25/2024 |
 Applied Materials (AMAT) | 0.01% | 0% | 1.75% | 10/25/2024 |
 Tesla (TSLA.RTH) | 0.01% | 0% | 0.38% | 4/26/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0% | 0% | 0.88% | 5/3/2024 |
 GreenbullInvest | 0% | 0% | 0.13% | 3/19/2024 |
 Raytheon (RTX) | 0% | 0% | 0.75% | 4/22/2025 |
 Reddit Inc (RDDT) | 0% | 0% | 0.25% | 3/28/2024 |
 American Express (AXP) | 0% | 0% | 2.01% | 6/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 12.81% | 15.06% |
| iShares Silver Trust (SLV) | 4.82% | 7.75% |
| iShares Gold Trust (IAU) | 6.31% | 6.92% |
| State Street SPDR EURO STOXX 50 (FEZ) | 6.33% | 5.99% |
| Schwab US Dividend Equity ETF (SCHD) | 6.47% | 5.73% |
| Vanguard S&P 500 ETF (VOO) | 4.99% | 5.12% |
| Vanguard Total Bond Market ETF (BND) | 5.93% | 4.91% |
| Invesco QQQ (QQQ) | 3.99% | 4.4% |
| BlackRock (BLK) | 4.13% | 3.93% |
| GE (GE) | 3.04% | 3.02% |
| iShares MSCI ACWI Index Fund (ACWI) | 3.13% | 2.96% |
| Invesco S&P 500 Low Volatility (SPLV) | 3.55% | 2.94% |
| BAT (BATS.L) | 2.5% | 2.49% |
| Vanguard Total Stock Market ETF (VTI) | 2.66% | 2.48% |
| iShares MSCI Eurozone ETF (EZU) | 2.28% | 2.02% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.83% | 1.83% |
| Vanguard Short-Term Corporate (VCSH) | 2.16% | 1.79% |
| Rolls-Royce (RR.L) | 1.81% | 1.76% |
| Vanguard Dividend Appreciation ETF (VIG) | 1.83% | 1.7% |
| State Street Financial Select Sector SPDR ETF (XLF) | 1.83% | 1.61% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.93% | 1.61% |
| Charles Schwab (SCHW) | 1.5% | 1.53% |
| iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 1.74% | 1.45% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.62% | 1.41% |
| Xtrackers Switzerland UCITS ETF (XSMI.DE) | 1.6% | 1.39% |
| Vanguard FTSE Developed Market ETF (VEA) | 1.51% | 1.38% |
| Vanguard FTSE All-World ex-US (VEU) | 1.38% | 1.24% |
| Vanguard FTSE North America UCITS ETF (VNRT.DE) | 1.29% | 1.18% |
| Abrdn Platinum ETF Trust (PPLT) | 1.08% | 1.08% |
| iShares Core 1-5 Year USD Bond ETF (ISTB) | 1.08% | 0.9% |
| Berkshire Hathaway (BRK.B) | 0.54% | 0.45% |
| Realty Income (O) | 0.55% | 0.45% |
| Vanguard Small-Cap ETF (VB) | 0.54% | 0.44% |
| Schwab Fundamental Small Cap (FNDA) | 0.27% | 0.23% |
| Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 0.27% | 0.22% |
| BlackBerry (BB) | 0.22% | 0.18% |
| Airbus (AIR.PA) | 0.22% | 0.18% |
| Netflix (NFLX) | 0.18% | 0.15% |
Cash & Instruments Over Time
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