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Portfolio Diversification
Range
Most Diversified
60 instruments
February 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
34.1 instruments
Most Consistent Holdings
Top 5
TIP79.34%
IAU78.42%
EWL78.09%
XLU74.94%
XLI74.19%
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 |
|---|---|---|---|---|
 ASML (ASML) | 16.17% | 0% | 73.86% | 6/20/2025 |
 Microsoft (MSFT) | 10.09% | 0% | 63.9% | 4/28/2025 |
 iShares Semiconductor ETF (SOXX) | 5.67% | 0% | 73.2% | 3/9/2026 |
| iShares MSCI Switzerland ETF (EWL) | 4.94% | 0% | 78.09% | 3/9/2026 |
 TSMC (TSM) | 3.7% | 0% | 63.9% | 4/28/2025 |
 Vanguard Growth ETF (VUG) | 3.23% | 0% | 74.02% | 3/9/2026 |
| iShares Gold Trust (IAU) | 3.17% | 0% | 78.42% | 3/12/2026 |
| iShares TIPS Bond ETF (TIP) | 2.69% | 0% | 79.34% | 3/23/2026 |
 Vanguard Value ETF (VTV) | 2.58% | 0% | 74.02% | 3/9/2026 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 2.1% | 0% | 58.92% | 2/27/2025 |
 State Street Technology Select Sector SPDR ETF (XLK) | 1.99% | 0% | 73.86% | 3/9/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.71% | 0% | 73.86% | 3/9/2026 |
 iShares MSCI India ETF (INDA) | 1.41% | 0% | 58.92% | 2/27/2025 |
 Oracle (ORCL) | 1.35% | 0% | 63.9% | 4/28/2025 |
 iShares Core S&P Mid-Cap ETF (IJH) | 1.1% | 0% | 74.02% | 3/9/2026 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 1.07% | 0% | 18.92% | 10/30/2023 |
 AstraZeneca (AZN) | 1% | 0% | 58.92% | 2/27/2025 |
 BHP (BHP.L) | 0.98% | 0% | 58.76% | 2/27/2025 |
 T-Mobile (TMUS) | 0.96% | 0% | 58.92% | 2/27/2025 |
| State Street Industrial Select Sector SPDR ETF (XLI) | 0.79% | 0% | 74.19% | 3/11/2026 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.68% | 0% | 74.02% | 3/9/2026 |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.65% | 0% | 74.94% | 3/20/2026 |
 Vanguard Communication Services ETF (VOX) | 0.63% | 0% | 69.21% | 3/12/2026 |
 Lockheed Martin (LMT) | 0.56% | 0% | 54.77% | 2/27/2025 |
 AstraZeneca (AZN.L) | 0.56% | 0% | 58.76% | 2/27/2025 |
 HDFC (HDB) | 0.56% | 0% | 54.77% | 2/27/2025 |
 Rio Tinto (RIO) | 0.55% | 0% | 58.92% | 2/27/2025 |
 Deutsche Telekom (DTE.DE) | 0.51% | 0% | 54.69% | 2/27/2025 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.46% | 0% | 54.77% | 2/27/2025 |
 NVIDIA (NVDA) | 0.45% | 0% | 32.78% | 4/28/2025 |
 China Shenhua (1088.HK) | 0.37% | 0% | 54.69% | 2/27/2025 |
 SpaceTech | 0.36% | 8.06% | 7.22% | - |
 Air Liquide (AI.PA) | 0.34% | 0% | 54.69% | 2/27/2025 |
 Glencore (GLEN.L) | 0.29% | 0% | 54.69% | 2/27/2025 |
 Northrop Grumman (NOC) | 0.29% | 0% | 54.77% | 2/27/2025 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.27% | 0% | 54.77% | 2/27/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.25% | 0% | 54.77% | 2/27/2025 |
 O'Shares US Quality Dividend ETF (OUSA) | 0.25% | 0% | 54.77% | 2/27/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.24% | 0% | 54.77% | 2/27/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 0.24% | 0% | 54.77% | 2/27/2025 |
 iShares Silver Trust (SLV) | 0.22% | 0% | 5.31% | 3/11/2026 |
 Teucrium Wheat Fund (WEAT) | 0.19% | 0% | 54.77% | 2/27/2025 |
 USD/ZAR (USDZAR) | 0.19% | 0% | 5.06% | 7/28/2023 |
 General Mills (GIS) | 0.18% | 0% | 54.77% | 2/27/2025 |
 EuropeDefense | 0.17% | 3.7% | 7.22% | - |
 Oil (Non Expiry) (OIL) | 0.16% | 0% | 1.16% | 3/20/2026 |
 Experian (EXPN.L) | 0.13% | 0% | 54.69% | 2/27/2025 |
 Core-Equity | 0.11% | 0% | 2.16% | 2/27/2025 |
 CR Land (1109.HK) | 0.11% | 0% | 54.69% | 2/27/2025 |
 SBA (SBAC) | 0.1% | 0% | 59.75% | 4/28/2025 |
 iShares MSCI China ETF (MCHI) | 0.08% | 0% | 4.9% | 3/26/2026 |
 VMware (VMW) | 0.08% | 0% | 17.18% | 11/28/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.08% | 0% | 13.61% | 10/16/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.07% | 0% | 3.49% | 3/9/2026 |
 iShares US Aerospace & Defense ETF (ITA) | 0.06% | 0% | 3.49% | 3/9/2026 |
 Kellanova (K) | 0.06% | 0% | 40% | 2/27/2025 |
 Elisa (ELISA.HE) | 0.06% | 0% | 44.98% | 4/28/2025 |
 Imperial Brands (IMB.L) | 0.06% | 0% | 40% | 2/27/2025 |
 Iron Mountain (IRM) | 0.05% | 0% | 40% | 2/27/2025 |
 Invitation Homes (INVH) | 0.05% | 0% | 40% | 2/27/2025 |
 Brookfield Infrastructure (BIP) | 0.04% | 0% | 40% | 2/27/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.04% | 0% | 3.73% | 3/12/2026 |
 iShares MSCI Eurozone ETF (EZU) | 0.04% | 0% | 3.49% | 3/9/2026 |
 Clorox (CLX) | 0.04% | 0% | 40% | 2/27/2025 |
 Reliance Steel (RS) | 0.04% | 0% | 40% | 2/27/2025 |
 Genpact (G) | 0.03% | 0% | 37.34% | 2/27/2025 |
 Domino's (DPZ) | 0.03% | 0% | 40% | 2/27/2025 |
 Nice (NICE) | 0.03% | 0% | 40% | 2/27/2025 |
 Bunzl (BNZL.L) | 0.03% | 0% | 40% | 2/27/2025 |
 FTI Consulting (FCN) | 0.02% | 0% | 37.34% | 2/27/2025 |
 iShares Core MSCI Pacific ETF (IPAC) | 0.02% | 0% | 4.32% | 3/19/2026 |
 Essent (ESNT) | 0.02% | 0% | 40% | 2/27/2025 |
 QIAGEN (QIA.DE) | 0.02% | 0% | 40% | 2/27/2025 |
 Exponent (EXPO) | 0.01% | 0% | 32.28% | 2/27/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Growth ETF (VUG) | 16% | 15.69% |
| Vanguard Value ETF (VTV) | 12.04% | 12.25% |
| State Street Technology Select Sector SPDR ETF (XLK) | 10.14% | 9.96% |
| iShares Gold Trust (IAU) | 8.55% | 9.36% |
| State Street Financial Select Sector SPDR ETF (XLF) | 7.23% | 7.37% |
| iShares TIPS Bond ETF (TIP) | 3.12% | 3.03% |
| State Street Industrial Select Sector SPDR ETF (XLI) | 2.98% | 2.98% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 2.77% | 2.75% |
| iShares Core S&P Mid-Cap ETF (IJH) | 2.58% | 2.58% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 2.09% | 2% |
| Vanguard Communication Services ETF (VOX) | 0.47% | 0.48% |
| iShares Semiconductor ETF (SOXX) | 0.27% | 0.28% |
| iShares MSCI Switzerland ETF (EWL) | 0.24% | 0.26% |
Cash & Instruments Over Time
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