Portfolio Diversification
Range
Most Diversified
26 instruments
February 4, 2025
Least Diversified
0 instruments
January 2, 2023
Average
9.8 instruments
Most Consistent Holdings
Top 5
BTC67.2%
KO44.86%
MCD44.86%
BLK44.11%
ETH43.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 11.63% | 7.3% | 67.2% | - |
 Ethereum Name Service (ENS) | 9.79% | 0% | 23.08% | 8/30/2024 |
| Ethereum (ETH) | 7.02% | 0% | 43.08% | 4/3/2025 |
 Rheinmetall (RHM.DE) | 3.21% | 12.13% | 34.11% | - |
 Xcel Energy (XEL) | 2.48% | 10.9% | 22.71% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.39% | 12.34% | 20.28% | - |
 Gold (Non Expiry) (GOLD) | 2.27% | 0% | 12.52% | 12/11/2025 |
 Dogecoin (DOGE) | 2.04% | 4.68% | 22.24% | - |
 SPDR Portfolio Short Term Corporate Bond ETF (SPSB) | 1.31% | 5.08% | 24.02% | - |
 Vanguard Intermediate-Term Treasury Index Fund (VGIT) | 1.3% | 5.06% | 24.02% | - |
 Pfizer (PFE) | 1.29% | 5.41% | 24.02% | - |
 Altria (MO) | 1.27% | 6.08% | 19.72% | - |
| McDonald's (MCD) | 1.19% | 1.22% | 44.86% | - |
| BlackRock (BLK) | 1.14% | 1.22% | 44.11% | - |
| Coca-Cola (KO) | 1.08% | 1.05% | 44.86% | - |
 Tesla (TSLA) | 1.07% | 2.21% | 39.07% | - |
 ProShares UltraShort 20+ Year Treasury (TBT) | 1.03% | 1.24% | 42.43% | - |
 Netflix (NFLX) | 1% | 0% | 18.41% | 3/7/2025 |
 Utilities Select Sector SPDR (XLU) | 0.89% | 1.11% | 42.52% | - |
 Lufthansa (LHA.DE) | 0.81% | 0% | 13.08% | 1/9/2025 |
 Johnson & Johnson (JNJ) | 0.75% | 0% | 20.09% | 4/3/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.68% | 1.15% | 39.16% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.65% | 0.98% | 39.16% | - |
 Intel (INTC) | 0.63% | 0% | 9.81% | 12/5/2024 |
 Arbor Realty (ABR) | 0.6% | 0% | 18.5% | 4/3/2025 |
 Nio (NIO) | 0.57% | 0% | 18.5% | 4/3/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.56% | 0% | 18.5% | 4/3/2025 |
 Berkshire Hathaway (BRK.B) | 0.53% | 1.12% | 34.11% | - |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0.49% | 1.01% | 34.11% | - |
 iShares Russell 3000 ETF (IWV) | 0.49% | 1.12% | 34.02% | - |
 Alphabet (GOOG) | 0.45% | 0% | 15.14% | 4/3/2025 |
 Apple (AAPL) | 0.41% | 0% | 15.14% | 4/3/2025 |
 Microsoft (MSFT) | 0.4% | 0% | 15.14% | 4/3/2025 |
 NVIDIA (NVDA) | 0.39% | 0% | 15.14% | 4/3/2025 |
 Goldman Sachs BDC (GSBD) | 0.23% | 0% | 5.51% | 4/3/2025 |
 Caterpillar (CAT) | 0.22% | 0% | 10.09% | 4/3/2025 |
 Class III Milk (Expiring Future) (MILK.FUT) | 0.22% | 0% | 2.06% | 5/14/2025 |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.22% | 0% | 1.31% | 10/23/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0.12% | 0% | 1.03% | 5/18/2025 |
 Cotton (Expiring Future) (COTTON.FUT) | 0.12% | 0% | 1.31% | 11/12/2025 |
 Silver (Non Expiry) (SILVER) | 0.08% | 11.57% | 0.93% | - |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.04% | 0% | 0.37% | 10/27/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 18.02% | 20.1% |
| Tesla (TSLA) | 3.01% | 5.15% |
| Netflix (NFLX) | 3% | 4.28% |
| Ethereum (ETH) | 3.21% | 3.8% |
| ProShares UltraShort 20+ Year Treasury (TBT) | 3.01% | 3.53% |
| Lufthansa (LHA.DE) | 3.01% | 3.27% |
| BlackRock (BLK) | 3.01% | 3.17% |
| Alphabet (GOOG) | 3.01% | 3.17% |
| Apple (AAPL) | 3.01% | 2.96% |
| McDonald's (MCD) | 3% | 2.79% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.01% | 2.78% |
| Ishares Russell 2000 ETF (IWM) | 3% | 2.77% |
| Berkshire Hathaway (BRK.B) | 3.01% | 2.74% |
| Microsoft (MSFT) | 3.01% | 2.74% |
| Rheinmetall (RHM.DE) | 3.01% | 2.72% |
| iShares 10-20 Year Treasury Bond ETF (TLH) | 3% | 2.7% |
| iShares Russell 3000 ETF (IWV) | 3% | 2.66% |
| Utilities Select Sector SPDR (XLU) | 3.01% | 2.65% |
| Arbor Realty (ABR) | 3.01% | 2.64% |
| NVIDIA (NVDA) | 3.01% | 2.64% |
| Caterpillar (CAT) | 3.01% | 2.64% |
| Johnson & Johnson (JNJ) | 3.01% | 2.43% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.01% | 2.4% |
| Nio (NIO) | 3.01% | 2.23% |
| Coca-Cola (KO) | 3% | 2.18% |