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Portfolio Diversification
Range
Most Diversified
31 instruments
October 7, 2026
Least Diversified
0 instruments
February 2, 2025
Average
21.9 instruments
Most Consistent Holdings
Top 5
XLK99.19%
VGT99.13%
SPY93.96%
KBE93.73%
XLV93.61%
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 |
|---|---|---|---|---|
 State Street Energy Select Sector SPDR ETF (XLE) | 6.99% | 6.42% | 92.68% | - |
| State Street SPDR S&P 500 ETF (SPY) | 6.48% | 8.75% | 93.96% | - |
| State Street Technology Select Sector SPDR ETF (XLK) | 5.24% | 3.37% | 99.19% | - |
| State Street Health Care Select Sector SPDR ETF (XLV) | 4.48% | 1.61% | 93.61% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 4.44% | 2.09% | 90.01% | - |
 Alphabet (GOOGL) | 3.44% | 6.98% | 56.85% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 2.88% | 1.96% | 91.35% | - |
 iShares US Aerospace & Defense ETF (ITA) | 2.78% | 4.69% | 52.26% | - |
| SPDR S&P Bank ETF (KBE) | 2.74% | 1.72% | 93.73% | - |
 Vanguard S&P 500 ETF (VOO) | 2.67% | 4.46% | 55.34% | - |
 3M (MMM) | 2.51% | 4.4% | 52.73% | - |
 Vanguard Total World Stock ETF (VT.US) | 2.38% | 4.23% | 52.5% | - |
 State Street SPDR Dow Jones In (DIA.US) | 2.22% | 2.54% | 67.25% | - |
| Vanguard Information Technology (VGT) | 1.96% | 1.82% | 99.13% | - |
 Apple (AAPL) | 1.83% | 3.43% | 56.39% | - |
 Vanguard Real Estate ETF (VNQ) | 1.82% | 0% | 46.28% | 4/8/2024 |
 Invesco QQQ (QQQ) | 1.71% | 0% | 32.17% | 3/4/2024 |
 Verizon (VZ) | 1.71% | 2.25% | 58.25% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.57% | 0% | 21.31% | 8/2/2023 |
 Alphabet (GOOG) | 1.55% | 2.08% | 61.67% | - |
 Microsoft (MSFT) | 1.52% | 0.95% | 72.88% | - |
 CNR (CNI) | 1.48% | 1.38% | 65.97% | - |
 Cisco (CSCO) | 1.35% | 2.2% | 64.87% | - |
 Moncler (MONC.MI) | 1.24% | 1.16% | 58.01% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.98% | 1.11% | 58.3% | - |
 Disney (DIS) | 0.97% | 1.38% | 54.76% | - |
 Amazon (AMZN) | 0.87% | 0% | 10.74% | 7/5/2022 |
 ADP (ADP) | 0.83% | 1.08% | 58.01% | - |
 Paychex (PAYX) | 0.78% | 0.82% | 57.9% | - |
 Public Storage (PSA) | 0.73% | 0.88% | 58.01% | - |
 Merck (MRK) | 0.68% | 1.11% | 58.01% | - |
 NVIDIA (NVDA) | 0.66% | 0% | 10.74% | 7/5/2022 |
 iShares MSCI EAFE ETF (EFA) | 0.46% | 0% | 9% | 1/8/2024 |
 Micron (MU) | 0.39% | 0% | 10.74% | 7/5/2022 |
 Baidu (BIDU) | 0.38% | 0% | 10.74% | 7/5/2022 |
 AMD (AMD) | 0.3% | 0% | 10.74% | 7/5/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.28% | 0% | 6.97% | 12/4/2023 |
 Citi (C) | 0.26% | 0% | 10.74% | 7/5/2022 |
 Mastercard (MA) | 0.26% | 0% | 10.57% | 7/5/2022 |
 Intel (INTC) | 0.25% | 0% | 12.78% | 1/8/2024 |
 Meta (META) | 0.24% | 0% | 8.71% | 7/5/2022 |
 Netflix (NFLX) | 0.2% | 0% | 4.01% | 7/5/2022 |
 Alibaba (BABA) | 0.2% | 0% | 10.74% | 7/5/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.15% | 0% | 2.73% | 8/4/2022 |
 Space Exploration Technologies Corp (SPCX) | 0.15% | 2.33% | 7.14% | - |
 Cardano (ADA) | 0.14% | 0% | 56.68% | 10/4/2024 |
 Caterpillar (CAT) | 0.1% | 0% | 2.15% | 2/5/2024 |
 Dow (DOW) | 0.1% | 0% | 1.97% | 9/6/2023 |
 Texas Instruments (TXN) | 0.07% | 0% | 3.02% | 3/1/2024 |
 Walgreens (WBA) | 0.07% | 0% | 1.63% | 2/5/2024 |
 Tesla (TSLA) | 0.07% | 0% | 2.67% | 9/12/2023 |
 Nike (NKE) | 0.06% | 0% | 1.8% | 12/4/2023 |
 TSMC (TSM) | 0.05% | 0% | 2.32% | 2/9/2022 |
| 0.05% | 0% | 0.41% | 10/13/2026 | |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.05% | 2.77% | 1.63% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.04% | 2.34% | 1.57% | - |
 IBM (IBM) | 0.02% | 0% | 1.45% | 3/1/2024 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 0.17% | 1/22/2026 |
 PayPal (PYPL) | 0.02% | 0% | 0.46% | 9/6/2023 |
 Amgen (AMGN) | 0.01% | 0% | 0.7% | 9/20/2023 |
| 0% | 0% | 0.06% | 8/13/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 8.5% | 8.95% |
| Alphabet (GOOGL) | 4.25% | 7.43% |
| iShares US Aerospace & Defense ETF (ITA) | 4.25% | 5.64% |
| State Street Energy Select Sector SPDR ETF (XLE) | 6.38% | 4.88% |
| 3M (MMM) | 3.4% | 4.77% |
| Vanguard S&P 500 ETF (VOO) | 4.25% | 4.57% |
| Vanguard Total World Stock ETF (VT.US) | 4.25% | 4.37% |
| Apple (AAPL) | 2.55% | 3.19% |
| State Street Technology Select Sector SPDR ETF (XLK) | 1.7% | 3.02% |
| State Street SPDR Dow Jones In (DIA.US) | 2.47% | 2.69% |
| Verizon (VZ) | 2.98% | 2.4% |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.7% | 2.34% |
| Alphabet (GOOG) | 1.28% | 2.25% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 2.55% | 2.13% |
| SPDR S&P Bank ETF (KBE) | 1.7% | 1.87% |
| Cisco (CSCO) | 1.7% | 1.84% |
| Moncler (MONC.MI) | 2.13% | 1.76% |
| Vanguard Information Technology (VGT) | 1.19% | 1.65% |
| Disney (DIS) | 2.13% | 1.64% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 1.7% | 1.6% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.7% | 1.37% |
| CNR (CNI) | 2.13% | 1.3% |
| ADP (ADP) | 1.28% | 1.12% |
| Microsoft (MSFT) | 0.85% | 1.01% |
| Paychex (PAYX) | 1.28% | 0.97% |
| Merck (MRK) | 1.28% | 0.92% |
| Public Storage (PSA) | 1.28% | 0.89% |
Cash & Instruments Over Time
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