Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Palantir (PLTR) | 10.97% | 76.23% | 28.47% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 4% | 0% | 69.62% | 8/13/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 3.17% | 0% | 55.03% | 8/2/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.08% | 0% | 59.26% | 8/2/2024 |
 SPDR S&P 500 ETF (SPY) | 2.05% | 2.44% | 42.35% | - |
 Invesco QQQ (QQQ) | 2.03% | 4.67% | 43.86% | - |
 PepsiCo (PEP) | 1.54% | 0% | 57.95% | 8/2/2024 |
 iShares MSCI Germany ETF (EWG) | 1.21% | 0% | 27.57% | 1/17/2023 |
 Vanguard Real Estate ETF (VNQ) | 1.17% | 0% | 20.42% | 8/18/2022 |
 Vanguard FTSE Europe ETF (VGK) | 1.16% | 0% | 24.45% | 3/27/2023 |
 Merck (MRK) | 1.15% | 0% | 46.28% | 5/3/2024 |
 iShares MSCI ACWI Index Fund (ACWI) | 1.03% | 0% | 14.59% | 1/25/2024 |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 0.97% | 0% | 32.6% | 4/22/2024 |
 SPDR S&P Biotech ETF (XBI) | 0.95% | 0% | 31.19% | 6/18/2024 |
 Bitcoin (BTC) | 0.89% | 0% | 23.54% | 9/16/2024 |
 Ethereum (ETH) | 0.85% | 0% | 25.35% | 10/1/2024 |
 Coca-Cola (KO) | 0.82% | 0% | 31.29% | 1/5/2024 |
 Schwab US Large-Cap ETF (SCHX) | 0.81% | 0% | 17.2% | 8/18/2022 |
 Coinbase (COIN) | 0.74% | 0% | 13.18% | 6/18/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.73% | 0% | 21.33% | 5/3/2024 |
 Mondelez (MDLZ) | 0.61% | 0% | 19.11% | 1/25/2024 |
 McDonald's (MCD) | 0.59% | 0% | 20.42% | 1/5/2024 |
 SPDR Gold (GLD) | 0.58% | 0% | 13.68% | 2/1/2023 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.5% | 0% | 5.94% | 5/9/2022 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.5% | 0% | 11.27% | 8/18/2022 |
 Disney (DIS) | 0.49% | 0% | 26.06% | 9/19/2023 |
 Vanguard Small-Cap ETF (VB) | 0.49% | 0% | 11.97% | 5/3/2024 |
 SPDR S&P Bank ETF (KBE) | 0.48% | 0% | 13.38% | 2/13/2024 |
 iShares MSCI China ETF (MCHI) | 0.46% | 0% | 10.46% | 8/18/2022 |
 Alphabet (GOOG) | 0.44% | 0% | 20.02% | 10/6/2024 |
 iShares Global REIT ETF (REET) | 0.43% | 0% | 12.78% | 1/25/2024 |
 iShares Russell 1000 Value ETF (IWD) | 0.4% | 0% | 11.77% | 8/18/2022 |
 iShares Russell 2000 Value ETF (IWN) | 0.4% | 0% | 11.77% | 8/18/2022 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.37% | 0% | 11.27% | 8/18/2022 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.34% | 0% | 11.57% | 8/16/2022 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.32% | 0% | 7.75% | 5/3/2024 |
 Intel (INTC) | 0.29% | 0% | 14.79% | 1/12/2024 |
 T-Mobile (TMUS) | 0.26% | 0% | 11.87% | 1/25/2024 |
 RBI (QSR) | 0.26% | 0% | 8.45% | 5/3/2024 |
 Boeing (BA) | 0.24% | 0% | 15.59% | 5/3/2024 |
 Global X Uranium ETF (URA) | 0.23% | 0% | 11.97% | 8/18/2022 |
 Cerner Corp. (CERN) | 0.22% | 0% | 9.96% | 5/12/2022 |
 Hypoport (HYQ.DE) | 0.21% | 1.93% | 9.36% | - |
 Meta (META) | 0.21% | 2.38% | 7.85% | - |
 3M (MMM) | 0.2% | 0% | 10.56% | 8/18/2022 |
 JPMorgan (JPM) | 0.19% | 0% | 13.18% | 5/3/2024 |
 Apple (AAPL) | 0.17% | 0% | 7.44% | 8/18/2022 |
 Adidas (ADS.DE) | 0.17% | 0% | 14.49% | 3/27/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.16% | 0% | 7.85% | 11/28/2022 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.16% | 0% | 4.63% | 4/18/2022 |
 SAP (SAP.DE) | 0.16% | 0% | 12.07% | 10/12/2022 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.15% | 0% | 4.12% | 4/19/2022 |
 Volkswagen (VOW3.DE) | 0.14% | 0% | 13.58% | 9/18/2022 |
 Dollar Tree (DLTR) | 0.14% | 0% | 6.34% | 5/2/2022 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.13% | 0% | 2.72% | 2/1/2023 |
 Renewables Infrastructure Group (TRIG.L) | 0.13% | 0% | 10.36% | 9/28/2022 |
 IBM (IBM) | 0.13% | 0% | 5.73% | 5/2/2022 |
 BlackRock (BLK) | 0.13% | 0% | 10.56% | 9/26/2022 |
 Kraft Heinz (KHC) | 0.13% | 0% | 5.94% | 6/2/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.12% | 0% | 6.04% | 3/6/2024 |
 Okta (OKTA) | 0.12% | 0% | 5.23% | 3/27/2023 |
 Visa (V) | 0.12% | 0% | 10.26% | 8/18/2022 |
 Baidu (BIDU) | 0.12% | 0% | 5.23% | 3/27/2023 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.12% | 0% | 5.13% | 7/6/2023 |
 NVIDIA (NVDA) | 0.11% | 2.26% | 10.16% | - |
 Hershey (HSY) | 0.11% | 0% | 6.14% | 5/23/2022 |
 Allianz (ALV.DE) | 0.11% | 0% | 12.07% | 10/12/2022 |
 ASML (ASML) | 0.11% | 0% | 7.95% | 8/18/2022 |
 PDD Holdings (PDD) | 0.11% | 0% | 5.23% | 3/27/2023 |
 Exelon (EXC) | 0.11% | 0% | 5.73% | 6/1/2022 |
 Travelers (TRV) | 0.11% | 0% | 5.13% | 4/22/2022 |
 Alibaba (BABA) | 0.11% | 0% | 10.56% | 9/26/2022 |
 Cisco (CSCO) | 0.1% | 0% | 7.44% | 8/18/2022 |
 Vertex (VRTX) | 0.1% | 0% | 4.02% | 4/18/2022 |
 iShares U.S. Real Estate ETF (IYR) | 0.1% | 0% | 4.33% | 11/7/2022 |
 AEP (AEP) | 0.1% | 0% | 4.12% | 4/18/2022 |
 HarbourVest (HVPE.L) | 0.1% | 0% | 2.92% | 9/15/2022 |
 Amgen (AMGN) | 0.09% | 0% | 6.24% | 4/26/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.09% | 0% | 4.83% | 3/27/2023 |
 Paccar (PCAR) | 0.09% | 0% | 4.12% | 5/3/2024 |
 Nike (NKE) | 0.09% | 0% | 7.44% | 8/18/2022 |
 iShares Core MSCI Pacific ETF (IPAC) | 0.09% | 0% | 5.53% | 2/14/2023 |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 3.12% | 3/1/2022 |
 Centene (CNC) | 0.08% | 0% | 4.12% | 5/9/2022 |
 Crowdstrike (CRWD) | 0.08% | 0% | 2.31% | 7/22/2024 |
 Pioneer Natural Resources Company (PXD) | 0.08% | 0% | 3.42% | 6/1/2022 |
 Walgreens (WBA) | 0.08% | 0% | 2.92% | 2/1/2022 |
 PayPal (PYPL) | 0.07% | 0% | 10.56% | 9/26/2022 |
 Pfizer (PFE) | 0.07% | 0% | 2.31% | 1/25/2024 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.07% | 0% | 2.41% | 1/24/2022 |
 Gilead Sciences (GILD) | 0.07% | 0% | 2.62% | 2/1/2022 |
 Monster Beverage (MNST) | 0.06% | 0% | 2.62% | 2/1/2022 |
 Raytheon (RTX) | 0.06% | 0% | 3.12% | 5/2/2022 |
 Verizon (VZ) | 0.06% | 0% | 3.22% | 4/1/2022 |
 American Express (AXP) | 0.06% | 0% | 2.82% | 4/1/2022 |
 iShares Silver Trust (SLV) | 0.06% | 0% | 1.41% | 2/15/2022 |
 Sirius XM (SIRI) | 0.05% | 0% | 2.41% | 2/14/2023 |
 Micron (MU) | 0.05% | 0% | 2.82% | 4/1/2022 |
 Amcor (AMCR) | 0.05% | 0% | 2.41% | 6/16/2022 |
 Allstate (ALL) | 0.05% | 0% | 3.02% | 3/27/2023 |
 EA (EA) | 0.05% | 0% | 2.92% | 4/1/2022 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.04% | 0% | 2.31% | 6/28/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.04% | 0% | 2.31% | 6/28/2023 |
 Lennar (LEN) | 0.04% | 1.79% | 2.21% | - |
 ON Semiconductor (ON) | 0.04% | 0% | 2.11% | 5/16/2022 |
 Walmart (WMT) | 0.04% | 0% | 2.52% | 3/27/2023 |
 Barrick (GOLD.BARRICK) | 0.04% | 0% | 2.21% | 4/26/2022 |
 Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 0.04% | 0% | 1.41% | 3/27/2023 |
 Caterpillar (CAT) | 0.04% | 0% | 1.91% | 2/14/2023 |
 Cigna (CI) | 0.04% | 0% | 1.61% | 2/3/2023 |
 Tractor Supply (TSCO) | 0.04% | 0% | 2.82% | 5/23/2022 |
 BMW (BMW.DE) | 0.04% | 0% | 3.32% | 4/11/2022 |
 UnitedHealth (UNH) | 0.04% | 0% | 2.01% | 1/17/2023 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 0.04% | 0% | 5.33% | 3/27/2023 |
 Diamondback (FANG) | 0.03% | 0% | 1.11% | 5/3/2024 |
 Check Point (CHKP) | 0.03% | 0% | 1.91% | 4/1/2022 |
 Opera (OPRA) | 0.03% | 0% | 4.33% | 9/19/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.03% | 0% | 3.72% | 1/17/2023 |
 Qualcomm (QCOM) | 0.03% | 0% | 0.91% | 1/25/2024 |
 First Trust Water ETF (FIW.US) | 0.03% | 0% | 3.72% | 1/17/2023 |
 BHP (BHP) | 0.03% | 0% | 1.41% | 4/1/2022 |
 Payoneer (PAYO) | 0.03% | 1.6% | 1.81% | - |
 Berkshire Hathaway (BRK.B) | 0.03% | 0% | 1.51% | 5/13/2022 |
 Take-Two (TTWO) | 0.03% | 0% | 2.01% | 1/25/2024 |
 Marathon Petroleum (MPC) | 0.03% | 0% | 1.41% | 5/9/2022 |
 Zillow (Z) | 0.03% | 0% | 2.01% | 1/25/2024 |
 Clorox (CLX) | 0.03% | 0% | 1.01% | 6/2/2022 |
 Lam Research (LRCX) | 0.02% | 0.98% | 2.21% | - |
 DexCom (DXCM) | 0.02% | 0% | 0.91% | 1/25/2024 |
 Fortinet (FTNT) | 0.02% | 0% | 0.91% | 3/7/2022 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 1.41% | 3/27/2023 |
 Infineon (IFX.DE) | 0.02% | 0% | 6.64% | 9/18/2022 |
 Devon Energy (DVN) | 0.02% | 0% | 1.11% | 4/1/2022 |
 Hims & Hers (HIMS) | 0.02% | 1.74% | 1.31% | - |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.02% | 0% | 1.01% | 3/21/2022 |
 IIPR (IIPR) | 0.02% | 0% | 1.31% | 10/17/2024 |
 Etsy (ETSY) | 0.02% | 0% | 1.41% | 3/27/2023 |
 Scout24 (G24.DE) | 0.02% | 0% | 6.14% | 9/13/2022 |
 Nucor (NUE) | 0.02% | 0% | 1.31% | 4/25/2022 |
 Vonovia (VNA.DE) | 0.02% | 0% | 6.34% | 9/15/2022 |
 AMD (AMD) | 0.02% | 0% | 1.31% | 3/18/2022 |
 Vanguard Information Technology (VGT) | 0.02% | 0% | 0.4% | 2/28/2022 |
 ZIM (ZIM) | 0.02% | 0% | 1.21% | 5/31/2022 |
 Align (ALGN) | 0.02% | 0% | 1.41% | 3/27/2023 |
 UP Fintech (TIGR) | 0.01% | 1.2% | 1.31% | - |
 Tesla (TSLA) | 0.01% | 0% | 0.6% | 1/6/2022 |
 Xilinx Inc (XLNX) | 0.01% | 0% | 0.6% | 1/6/2022 |
 Microsoft (MSFT) | 0.01% | 0% | 0.6% | 9/26/2022 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.01% | 0% | 0.4% | 2/28/2022 |
 Procter & Gamble (PG) | 0.01% | 0% | 0.3% | 1/3/2022 |
 SPDR Gold MiniShares Trust (GLDM) | 0.01% | 0% | 0.2% | 3/2/2022 |
 BlackStone (BX) | 0.01% | 0% | 0.4% | 3/14/2022 |
 Marvell (MRVL) | 0.01% | 0% | 0.3% | 1/6/2022 |
 Freeport-McMoRan (FCX) | 0.01% | 0% | 0.4% | 5/2/2022 |
 Proshares Ultra S&P 500 (SSO) | 0.01% | 0% | 0.2% | 9/26/2022 |
 Energy Transfer (ET) | 0.01% | 0% | 0.4% | 4/1/2022 |
 Yum (YUM) | 0% | 0% | 0.2% | 9/26/2022 |
 EOG Resources (EOG) | 0% | 0% | 0.2% | 6/2/2022 |
 Vanguard Value ETF (VTV) | 0% | 0% | 0.5% | 2/6/2023 |
 Chevron (CVX) | 0% | 0% | 0.2% | 3/25/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.1% | 7/11/2024 |
 Republic Services (RSG) | 0% | 0% | 0.2% | 9/26/2022 |
 Albemarle (ALB) | 0% | 0% | 0.1% | 6/1/2022 |
 NetEase (NTES) | 0% | 0% | 0.1% | 6/1/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI ACWI Index Fund (ACWI) | 8.67% | 9.17% |
| iShares MSCI Emerging Markets ETF (EEM) | 7.54% | 7.42% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 6.58% | 6.17% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.03% | 5.32% |
| SPDR S&P Biotech ETF (XBI) | 3.43% | 4.11% |
| SPDR S&P Bank ETF (KBE) | 3.43% | 4.07% |
| McDonald's (MCD) | 3.43% | 3.89% |
| iShares Global REIT ETF (REET) | 3.43% | 3.86% |
| Mondelez (MDLZ) | 3.43% | 3.81% |
| Coca-Cola (KO) | 3.43% | 3.63% |
| PepsiCo (PEP) | 3.43% | 3.22% |
| Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 3.52% | 3.01% |
| Ishares Russell 2000 ETF (IWM) | 2.74% | 2.83% |
| Invesco QQQ (QQQ) | 2.61% | 2.77% |
| Merck (MRK) | 2.33% | 2.35% |