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Portfolio Diversification
Range
Most Diversified
33 instruments
March 12, 2025
Least Diversified
0 instruments
February 2, 2025
Average
10.8 instruments
Most Consistent Holdings
Top 5
GLD91.17%
VTV90.55%
TLT63.22%
VUG60.39%
HDV30.78%
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 |
|---|---|---|---|---|
| SPDR Gold (GLD) | 14.7% | 22.28% | 91.17% | - |
| Vanguard Growth ETF (VUG) | 13.63% | 23.57% | 60.39% | - |
| Vanguard Value ETF (VTV) | 11.84% | 14.33% | 90.55% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.59% | 24.78% | 63.22% | - |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 5.41% | 0% | 28.64% | 6/2/2025 |
| iShares Core High Dividend ETF (HDV) | 3.79% | 0% | 30.78% | 4/26/2023 |
 iShares 0-1 Year Treasury Bond (SHV) | 3.51% | 0% | 13.39% | 8/2/2023 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 2.9% | 0% | 21.12% | 8/14/2023 |
 Invesco DB Agriculture Fund (DBA) | 2.62% | 0% | 19.32% | 12/30/2022 |
 Vanguard FTSE Europe ETF (VGK) | 2.42% | 14.16% | 23.46% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.1% | 0% | 27.95% | 12/4/2025 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.59% | 0% | 23.05% | 6/3/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.34% | 0% | 19.46% | 5/2/2023 |
 Vanguard Real Estate ETF (VNQ) | 1.1% | 0% | 18.36% | 3/18/2025 |
 Invesco QQQ (QQQ) | 1.07% | 0% | 14.29% | 1/18/2023 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.96% | 0% | 14.91% | 7/27/2023 |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.76% | 0% | 10.97% | 7/17/2024 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.68% | 0% | 12.91% | 1/13/2025 |
 iShares U.S. Real Estate ETF (IYR) | 0.67% | 0% | 10.63% | 7/21/2022 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.61% | 0% | 10.56% | 7/21/2022 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.54% | 0% | 8.21% | 10/2/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.54% | 0% | 6.83% | 10/19/2023 |
 Vanguard Small-Cap Value ETF (VBR) | 0.46% | 0% | 7.94% | 6/28/2022 |
 Proshares Ultra S&P 500 (SSO) | 0.46% | 0% | 8.83% | 4/4/2025 |
 iShares TIPS Bond ETF (TIP) | 0.45% | 0% | 1.73% | 1/25/2022 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.43% | 0% | 8.49% | 10/31/2024 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.37% | 0% | 7.8% | 4/17/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.33% | 0% | 2.42% | 2/14/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.32% | 0% | 9.45% | 2/26/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.27% | 0% | 5.31% | 3/31/2025 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 0.26% | 0% | 4.62% | 2/23/2023 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.23% | 0% | 10.7% | 7/16/2025 |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.22% | 0% | 6.14% | 3/13/2025 |
 Yum China (YUMC) | 0.2% | 0% | 19.67% | 10/19/2025 |
 Pfizer (PFE) | 0.2% | 0% | 16.7% | 7/31/2025 |
 GlaxoSmithKline (GSK) | 0.19% | 0% | 11.59% | 8/18/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.19% | 0% | 4.42% | 10/10/2024 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.17% | 0% | 2.35% | 2/3/2022 |
 Baidu (BIDU) | 0.15% | 0% | 13.25% | 7/31/2025 |
 Anheuser-Busch (BUD) | 0.14% | 0% | 8.76% | 3/14/2025 |
 Royalty Pharma (RPRX) | 0.14% | 0% | 9.59% | 3/18/2025 |
 KraneShares CSI China Internet (KWEB) | 0.14% | 0% | 11.73% | 5/7/2024 |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGA) | 0.14% | 0% | 4.49% | 4/4/2025 |
 Rentokil (RTO.US) | 0.12% | 0% | 12.49% | 4/1/2025 |
 Nice (NICE) | 0.12% | 0% | 11.04% | 11/18/2025 |
 SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) | 0.12% | 0% | 3.38% | 12/15/2023 |
 NetEase (NTES) | 0.12% | 0% | 9.73% | 4/3/2025 |
 Estee Lauder (EL) | 0.12% | 0% | 9.18% | 3/14/2025 |
 Nike (NKE) | 0.11% | 0% | 11.53% | 7/1/2025 |
 West Pharma (WST) | 0.11% | 0% | 10.84% | 10/30/2025 |
 Akamai (AKAM) | 0.1% | 0% | 9.18% | 11/4/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.09% | 0% | 4.55% | 3/11/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.09% | 0% | 7.94% | 7/3/2024 |
 Constellation Brands (STZ) | 0.08% | 0% | 7.73% | 8/8/2025 |
 Biogen (BIIB) | 0.07% | 0% | 7.52% | 9/18/2025 |
 Kraft Heinz (KHC) | 0.07% | 0% | 7.45% | 3/14/2025 |
 Vanguard Financials ETF (VFH) | 0.07% | 0% | 1.38% | 2/22/2022 |
 Baxter (BAX) | 0.06% | 0% | 5.94% | 3/14/2025 |
 iShares Edge MSCI USA Value Factor UCITS ETF (QDVI.DE) | 0.06% | 0% | 2.35% | 11/15/2023 |
 Cigna (CI) | 0.06% | 0% | 6.07% | 11/6/2025 |
 Merck (MRK) | 0.06% | 0% | 5.87% | 8/8/2025 |
 JD.com (JD.US) | 0.06% | 0% | 6.49% | 9/12/2025 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.06% | 0% | 2% | 8/22/2022 |
 UnitedHealth (UNH) | 0.06% | 0% | 5.11% | 8/19/2025 |
 ProShares UltraPro Dow30 (UDOW) | 0.06% | 0% | 2.76% | 1/28/2025 |
 Adobe (ADBE) | 0.05% | 0% | 4.21% | 10/22/2025 |
 Thermo Fisher (TMO) | 0.05% | 0% | 5.18% | 7/29/2025 |
 CVS Health (CVS) | 0.05% | 0% | 4.21% | 3/13/2025 |
 Schlumberger (SLB) | 0.05% | 0% | 4.9% | 10/30/2025 |
 ProShares UltraPro Short Russell2000 (SRTY) | 0.05% | 0% | 4.55% | 9/18/2025 |
 Alphabet (GOOG) | 0.05% | 0% | 3.45% | 6/12/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.05% | 0% | 0.76% | 1/11/2022 |
 HubSpot (HUBS) | 0.04% | 0% | 4.55% | 10/29/2025 |
 Roche (ROG.ZU) | 0.04% | 0% | 4.35% | 9/2/2025 |
 T-Mobile (TMUS) | 0.04% | 0.86% | 4.49% | - |
 Dow (DOW) | 0.04% | 0% | 4.35% | 3/18/2025 |
 SAP (SAP) | 0.04% | 0% | 4.21% | 1/13/2026 |
 Coloplast (COLO-B.CO) | 0.04% | 0% | 3.8% | 9/9/2025 |
 Oracle (ORCL) | 0.04% | 0% | 0.76% | 11/20/2025 |
 ServiceNow (NOW) | 0.04% | 0% | 3.52% | 10/9/2025 |
 Meta (META) | 0.03% | 0% | 0.83% | 11/20/2025 |
 Intellia (NTLA) | 0.03% | 0% | 2.76% | 11/18/2025 |
 Atlassian (TEAM) | 0.03% | 0% | 3.66% | 11/3/2025 |
 FMC (FMC) | 0.03% | 0% | 3.52% | 10/8/2025 |
 Monday.com (MNDY) | 0.03% | 0% | 3.38% | 10/30/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.03% | 0% | 3.17% | 11/16/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.03% | 0% | 1.73% | 2/25/2025 |
 Vodafone (VOD) | 0.03% | 0% | 2.97% | 2/26/2025 |
 Elevance Health (ELV) | 0.03% | 0% | 2.83% | 9/3/2025 |
 iShares Core International Aggregate Bond ETF (IAGG) | 0.03% | 0% | 2% | 7/11/2022 |
 eToro Group LTD (ETOR) | 0.03% | 0% | 3.04% | 11/3/2025 |
 Zimmer Biomet (ZBH) | 0.03% | 0% | 2.55% | 11/15/2024 |
 Global Payments (GPN) | 0.02% | 0% | 2.42% | 4/1/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.02% | 0% | 1.45% | 1/21/2022 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.02% | 0% | 2.21% | 6/14/2022 |
 Bristol-Myers Squibb (BMY) | 0.02% | 0% | 2.28% | 8/18/2025 |
 Diageo (DEO) | 0.02% | 0% | 2.14% | 8/8/2025 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 0.02% | 0% | 1.1% | 10/26/2023 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.02% | 0% | 1.73% | 2/6/2023 |
 Crinetics (CRNX) | 0.02% | 0% | 1.86% | 11/7/2025 |
 TSMC (TSM) | 0.02% | 0% | 1.66% | 4/4/2025 |
 ON Semiconductor (ON) | 0.02% | 0% | 1.45% | 4/4/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.02% | 0% | 0.41% | 4/4/2023 |
 Campbell Soup (CPB) | 0.02% | 0% | 1.59% | 8/8/2025 |
 PayPal (PYPL) | 0.02% | 0% | 1.45% | 4/4/2025 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.02% | 0% | 1.45% | 7/13/2022 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.02% | 0% | 1.52% | 6/8/2022 |
 Teradyne (TER) | 0.02% | 0% | 1.45% | 4/4/2025 |
 Monolithic Power (MPWR) | 0.02% | 0% | 1.45% | 4/4/2025 |
 Align (ALGN) | 0.02% | 0% | 1.45% | 4/4/2025 |
 PG&E (PCG) | 0.01% | 0% | 1.45% | 10/9/2025 |
 Amazon (AMZN) | 0.01% | 0% | 1.38% | 11/20/2025 |
 Invesco China Technology ETF (CQQQ) | 0.01% | 0% | 1.45% | 8/3/2023 |
 Omnicom (OMC) | 0.01% | 0% | 1.38% | 4/3/2025 |
 Applied Materials (AMAT) | 0.01% | 0% | 1.38% | 4/3/2025 |
 NXP (NXPI) | 0.01% | 0% | 1.17% | 4/4/2025 |
 NVIDIA (NVDA) | 0.01% | 0% | 0.48% | 11/18/2025 |
 Rogers (RCI) | 0.01% | 0% | 1.1% | 3/14/2025 |
 Corcept Therapeutics (CORT) | 0.01% | 0% | 1.17% | 11/7/2025 |
 Brown-Forman (BF-B) | 0.01% | 0% | 0.97% | 3/12/2025 |
 ProShares UltraShort 20+ Year Treasury (TBT) | 0.01% | 0% | 0.76% | 8/7/2023 |
 Danaher (DHR) | 0.01% | 0% | 0.97% | 7/31/2025 |
 SPDR Bloomberg High Yield Bond ETF (JNK) | 0.01% | 0% | 0.97% | 2/2/2023 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.01% | 0% | 0.83% | 10/10/2022 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 0.76% | 7/11/2023 |
 Palantir (PLTR) | 0.01% | 0% | 0.76% | 11/4/2025 |
 iShares MSCI South Korea ETF (EWY) | 0.01% | 0% | 0.62% | 8/2/2022 |
 Vanguard Long-Term Bond ETF (BLV) | 0% | 0% | 0.35% | 1/18/2022 |
 Microsoft (MSFT) | 0% | 0% | 0.28% | 11/20/2025 |
 Netflix (NFLX) | 0% | 0% | 0.35% | 6/11/2025 |
 Vanguard Health Care ETF (VHT) | 0% | 0% | 0.14% | 2/4/2022 |
 Mastercard (MA) | 0% | 0% | 0.28% | 11/20/2025 |
 Disney (DIS) | 0% | 0% | 0.21% | 11/20/2025 |
 Apple (AAPL) | 0% | 0% | 0.07% | 4/4/2025 |
 Tesla (TSLA) | 0% | 0% | 0.07% | 11/4/2025 |
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) | 36.79% | 34.09% |
| Vanguard Growth ETF (VUG) | 23.18% | 24.74% |
| SPDR Gold (GLD) | 20.66% | 21.53% |
| Vanguard Value ETF (VTV) | 16.13% | 16.6% |
| SAP (SAP) | 1.03% | 0.97% |
| T-Mobile (TMUS) | 1.05% | 0.97% |
Cash & Instruments Over Time
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