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Portfolio Diversification
Range
Most Diversified
6 instruments
July 2, 2024
Least Diversified
0 instruments
January 2, 2023
Average
1.7 instruments
Most Consistent Holdings
Top 5
GLD29.01%
MTUM25.06%
SPY20.94%
QQQ20.86%
XLC15.45%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 14.68% | 99.98% | 14.68% | - |
| SPDR Gold (GLD) | 5.85% | 0% | 29.01% | 4/7/2025 |
| State Street SPDR S&P 500 ETF (SPY) | 4.33% | 0% | 20.94% | 3/3/2025 |
| iShares Edge MSCI USA Momentum (MTUM) | 4.03% | 0% | 25.06% | 6/23/2025 |
| Invesco QQQ (QQQ) | 3.73% | 0% | 20.86% | 4/1/2025 |
| State Street Communication Services Select Sector SPDR ETF (XLC) | 3.56% | 0% | 15.45% | 4/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 3.28% | 0% | 4.55% | 6/23/2025 |
 iShares Russell 1000 Growth ETF (IWF) | 2.21% | 0% | 13.13% | 3/3/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 1.06% | 0% | 4.21% | 6/23/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.91% | 0% | 5.75% | 4/7/2025 |
 iShares MSCI EAFE ETF (EFA) | 0.61% | 0% | 4.64% | 6/23/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.44% | 0% | 2.66% | 1/2/2025 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.43% | 0% | 2.66% | 8/1/2024 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.37% | 0% | 2.4% | 3/3/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.16% | 0% | 0.52% | 4/7/2025 |
 iShares Gold Trust (IAU) | 0.12% | 0% | 1.63% | 6/23/2025 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.09% | 0% | 0.52% | 4/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 100% | 99.98% |
Cash & Instruments Over Time
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