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Portfolio Diversification
Range
Most Diversified
3 instruments
August 1, 2023
Least Diversified
0 instruments
April 5, 2023
Average
2.3 instruments
Most Consistent Holdings
Top 5
SCHD89.13%
TQQQ72.19%
QYLD46.13%
DVY10.41%
UVXY4.7%
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) | 48.72% | 21.41% | 89.13% | - |
| ProShares UltraPro QQQ (TQQQ) | 27.33% | 0% | 72.19% | 7/17/2025 |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 15.15% | 0% | 46.13% | 12/20/2024 |
| iShares Select Dividend ETF (DVY) | 4.34% | 21.24% | 10.41% | - |
| ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.51% | 0% | 4.7% | 6/4/2025 |
 ProShares Ultra Bloomberg Natural Gas (BOIL) | 0.43% | 0% | 2.67% | 2/20/2026 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 50.17% | 50.66% |
| iShares Select Dividend ETF (DVY) | 49.83% | 49.34% |
Cash & Instruments Over Time
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