Portfolio Diversification
Range
Most Diversified
3 instruments
August 1, 2023
Least Diversified
0 instruments
April 5, 2023
Average
2.5 instruments
Most Consistent Holdings
Top 5
TQQQ94.59%
SCHD85.28%
QYLD63.02%
UVXY6.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 5, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 39.95% | 62.2% | 85.28% | - |
| ProShares UltraPro QQQ (TQQQ) | 35.73% | 37.44% | 94.59% | - |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 20.7% | 0% | 63.02% | 12/20/2024 |
| ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.69% | 0% | 6.42% | 6/4/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 99.94% | 99.94% |