Portfolio Diversification
Range
Most Diversified
28 instruments
April 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
19.2 instruments
Most Consistent Holdings
Top 5
XLK99.91%
VGT99.91%
SPY91.7%
XLV91.42%
KBE91.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Energy Select Sector SPDR (XLE) | 7.86% | 0% | 89.69% | 2/1/2025 |
| Technology Select Sector SPDR (XLK) | 6.5% | 0% | 99.91% | 2/1/2025 |
| The Health Care Select Sector SPDR Fund (XLV) | 6.16% | 0% | 91.42% | 2/1/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 5.66% | 0% | 85.49% | 2/1/2025 |
| SPDR S&P 500 ETF (SPY) | 5.14% | 0% | 91.7% | 2/1/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 3.24% | 0% | 87.77% | 2/1/2025 |
| SPDR S&P Bank ETF (KBE) | 3.24% | 0% | 91.42% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 2.86% | 0% | 72.72% | 4/8/2024 |
 Invesco QQQ (QQQ) | 2.69% | 0% | 50.55% | 3/4/2024 |
 Financial Select Sector SPDR (XLF) | 2.47% | 0% | 33.49% | 8/2/2023 |
| Vanguard Information Technology (VGT) | 2.14% | 0% | 99.91% | 2/1/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.99% | 0% | 50.27% | 2/1/2025 |
 Microsoft (MSFT) | 1.85% | 0% | 58.94% | 2/1/2025 |
 Alphabet (GOOGL) | 1.81% | 0% | 33.39% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.63% | 0% | 31.2% | 2/1/2025 |
 CNR (CNI) | 1.52% | 0% | 47.72% | 2/1/2025 |
 Amazon (AMZN) | 1.37% | 0% | 16.88% | 7/5/2022 |
 Alphabet (GOOG) | 1.37% | 0% | 41.61% | 2/1/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 1.33% | 0% | 26.82% | 2/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 1.28% | 0% | 27.1% | 2/1/2025 |
 3M (MMM) | 1.27% | 0% | 27.1% | 2/1/2025 |
 Verizon (VZ) | 1.18% | 0% | 35.58% | 2/1/2025 |
 Apple (AAPL) | 1.14% | 0% | 32.85% | 2/1/2025 |
 NVIDIA (NVDA) | 1.03% | 0% | 16.88% | 7/5/2022 |
 Cisco (CSCO) | 1.02% | 0% | 46.35% | 2/1/2025 |
 Moncler (MONC.MI) | 0.97% | 0% | 35.22% | 2/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.75% | 0% | 35.68% | 2/1/2025 |
 iShares MSCI EAFE ETF (EFA) | 0.73% | 0% | 14.14% | 1/8/2024 |
 Disney (DIS) | 0.63% | 0% | 30.29% | 2/1/2025 |
 Micron (MU) | 0.62% | 0% | 16.88% | 7/5/2022 |
 ADP (ADP) | 0.61% | 0% | 35.22% | 2/1/2025 |
 Baidu (BIDU) | 0.6% | 0% | 16.88% | 7/5/2022 |
 Paychex (PAYX) | 0.6% | 0% | 35.22% | 2/1/2025 |
 Public Storage (PSA) | 0.56% | 0% | 35.22% | 2/1/2025 |
 Merck (MRK) | 0.55% | 0% | 35.22% | 2/1/2025 |
 AMD (AMD) | 0.48% | 0% | 16.88% | 7/5/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.45% | 0% | 10.95% | 12/4/2023 |
 Citi (C) | 0.42% | 0% | 16.88% | 7/5/2022 |
 Mastercard (MA) | 0.41% | 0% | 16.61% | 7/5/2022 |
 Intel (INTC) | 0.39% | 0% | 20.07% | 1/8/2024 |
 Meta (META) | 0.38% | 0% | 13.69% | 7/5/2022 |
 Netflix (NFLX) | 0.32% | 0% | 6.3% | 7/5/2022 |
 Alibaba (BABA) | 0.31% | 0% | 16.88% | 7/5/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.24% | 0% | 4.29% | 8/4/2022 |
 Cardano (ADA) | 0.22% | 0% | 89.05% | 10/4/2024 |
 Caterpillar (CAT) | 0.16% | 0% | 3.38% | 2/5/2024 |
 Dow (DOW) | 0.16% | 0% | 3.1% | 9/6/2023 |
 Texas Instruments (TXN) | 0.12% | 0% | 4.74% | 3/1/2024 |
 Walgreens (WBA) | 0.11% | 0% | 2.55% | 2/5/2024 |
 Tesla (TSLA) | 0.1% | 0% | 4.2% | 9/12/2023 |
 Nike (NKE) | 0.1% | 0% | 2.83% | 12/4/2023 |
 TSMC (TSM) | 0.08% | 0% | 3.65% | 2/9/2022 |
 IBM (IBM) | 0.04% | 0% | 2.28% | 3/1/2024 |
 PayPal (PYPL) | 0.03% | 0% | 0.73% | 9/6/2023 |
 Amgen (AMGN) | 0.02% | 0% | 1.09% | 9/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 9.73% | 9.83% |
| Energy Select Sector SPDR (XLE) | 7.3% | 5.98% |
| Alphabet (GOOGL) | 4.87% | 5.74% |
| Vanguard S&P 500 ETF (VOO) | 4.87% | 5.03% |
| 3M (MMM) | 3.89% | 4.91% |
| iShares US Aerospace & Defense ETF (ITA) | 4.87% | 4.88% |
| Vanguard Total World Stock ETF (VT.US) | 4.87% | 4.65% |
| Apple (AAPL) | 2.92% | 3.76% |
| Technology Select Sector SPDR (XLK) | 1.95% | 3.12% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.82% | 3.04% |
| Verizon (VZ) | 3.41% | 3% |
| Consumer Discret Select Sector SPDR (XLY) | 1.95% | 2.81% |
| Consumer Staples Select Sector SPDR (XLP) | 2.92% | 2.76% |
| SPDR S&P Bank ETF (KBE) | 1.95% | 2.18% |
| Moncler (MONC.MI) | 2.43% | 2.08% |
| Disney (DIS) | 2.43% | 2.05% |
| The Health Care Select Sector SPDR Fund (XLV) | 1.95% | 1.82% |
| Cisco (CSCO) | 1.95% | 1.81% |
| Vanguard Information Technology (VGT) | 1.36% | 1.74% |
| Alphabet (GOOG) | 1.47% | 1.74% |
| CNR (CNI) | 2.43% | 1.71% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.95% | 1.68% |
| ADP (ADP) | 1.46% | 1.63% |
| Paychex (PAYX) | 1.46% | 1.55% |
| Public Storage (PSA) | 1.46% | 1.31% |
| Microsoft (MSFT) | 0.97% | 1.12% |
| Merck (MRK) | 1.46% | 1.11% |