Portfolio Diversification
Range
Most Diversified
66 instruments
October 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
31.2 instruments
Most Consistent Holdings
Top 5
EWJ99.72%
GLD99.72%
ISF.L99.72%
VTV99.72%
SLV99.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Gold (GLD) | 10.8% | 8.41% | 99.72% | - |
 Vanguard Total World Stock ETF (VT.US) | 10.32% | 10.23% | 98.43% | - |
| iShares Silver Trust (SLV) | 9.12% | 5.92% | 99.72% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 8.92% | 7.37% | 94.8% | - |
| Vanguard Value ETF (VTV) | 5.69% | 2.1% | 99.72% | - |
| Ishares MSCI JAPAN ETF (EWJ) | 5.43% | 3.35% | 99.72% | - |
 iShares Global clean energy ETF (ICLN) | 4.89% | 1.75% | 99.72% | - |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 4.43% | 3.29% | 99.72% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 3.48% | 4.14% | 65.74% | - |
 Invesco DB Agriculture Fund (DBA) | 3.07% | 1.69% | 94.87% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 2.57% | 0.92% | 99.15% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 2.46% | 1.63% | 94.73% | - |
 ProShares Short S&P500 (SH) | 2.17% | 0.96% | 65.67% | - |
 Financial Select Sector SPDR (XLF) | 1.96% | 1.61% | 99.29% | - |
 iShares US Aggregate Bond UCITS ETF (IUAA.L) | 1.92% | 1.09% | 28.06% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.73% | 0% | 82.76% | 4/9/2025 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.57% | 2.32% | 56.05% | - |
 Alphabet (GOOG) | 1.1% | 0.95% | 78.99% | - |
 Microsoft (MSFT) | 1.05% | 0.34% | 94.73% | - |
 Roche (ROG.ZU) | 0.84% | 0.65% | 57.69% | - |
 Vanguard Health Care ETF (VHT) | 0.78% | 0.64% | 91.45% | - |
 ASML (ASML.NV) | 0.51% | 0.35% | 94.73% | - |
 Novo Nordisk (NOVO-B.CO) | 0.49% | 0.29% | 50.64% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.33% | 0.39% | 71.58% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.33% | 0.63% | 71.37% | - |
 iShares Global Healthcare ETF (IXJ) | 0.32% | 0.15% | 89.39% | - |
 AppLovin (APP) | 0.2% | 0.74% | 24.43% | - |
 Vertiv (VRT) | 0.18% | 0% | 17.66% | 8/26/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.18% | 0% | 4.42% | 3/10/2022 |
 Abercrombie & Fitch (ANF) | 0.15% | 0% | 15.95% | 3/20/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.11% | 0% | 17.81% | 5/12/2025 |
 Powell Industries (POWL) | 0.1% | 0.71% | 18.45% | - |
 NVIDIA (NVDA) | 0.1% | 0% | 10.19% | 8/26/2024 |
 FTAI Aviation (FTAI) | 0.1% | 0% | 10.54% | 8/26/2024 |
 Makemytrip (MMYT) | 0.1% | 0% | 10.4% | 8/26/2024 |
 iShares Core MSCI Europe ETF (IEUR) | 0.09% | 0% | 4.34% | 3/10/2022 |
 Vanguard Total Bond Market ETF (BND) | 0.09% | 0% | 5.48% | 12/20/2023 |
 Sterling (STRL.US) | 0.09% | 0.56% | 18.45% | - |
 Sprouts (SFM) | 0.08% | 0% | 22.51% | 11/6/2025 |
 Crowdstrike (CRWD) | 0.08% | 0% | 7.48% | 4/4/2024 |
 eToro Group LTD (ETOR) | 0.08% | 1.01% | 7.55% | - |
 Nuvalent (NUVL) | 0.07% | 0% | 7.48% | 4/4/2024 |
 Uber (UBER) | 0.07% | 0.26% | 20.58% | - |
 United States Oil Fund (USO) | 0.07% | 0.44% | 11.47% | - |
 Coinbase (COIN) | 0.07% | 0% | 7.48% | 5/6/2024 |
 Dell (DELL) | 0.07% | 0% | 7.91% | 8/26/2024 |
 Core & Main (CNM) | 0.06% | 0% | 8.26% | 8/26/2024 |
 Brinker Intl. (EAT) | 0.06% | 0.23% | 18.45% | - |
 Alpha Metallurgical (AMR) | 0.05% | 0% | 5.34% | 3/4/2024 |
 Manulife (MFC) | 0.05% | 0.06% | 18.45% | - |
 Natera (NTRA) | 0.05% | 0% | 5.98% | 8/26/2024 |
 F&G Annuities & Life (FG) | 0.05% | 0% | 5.34% | 3/4/2024 |
 XPO Logistics (XPO) | 0.05% | 0% | 5.2% | 4/4/2024 |
 CAAP (CAAP) | 0.04% | 0.27% | 18.45% | - |
 Royal Caribbean (RCL) | 0.04% | 0% | 18.52% | 12/5/2025 |
 T-Mobile (TMUS) | 0.04% | 0% | 18.38% | 12/5/2025 |
 Nutanix (NTNX) | 0.04% | 0% | 4.42% | 4/4/2024 |
 Twilio (TWLO) | 0.04% | 0% | 18.38% | 12/5/2025 |
 Adtalem (ATGE) | 0.03% | 0% | 18.38% | 12/5/2025 |
 Argan (AGX) | 0.03% | 0.23% | 18.45% | - |
 Williams-Sonoma (WSM) | 0.03% | 0% | 4.2% | 6/3/2024 |
 Nike (NKE) | 0.03% | 0.71% | 4.49% | - |
 Green Brick (GRBK) | 0.03% | 0% | 16.17% | 10/30/2025 |
 SkyWest (SKYW) | 0.03% | 0.14% | 18.52% | - |
 Berkshire Hathaway (BRK.B) | 0.03% | 0.14% | 18.45% | - |
 Okta (OKTA) | 0.03% | 0.12% | 18.45% | - |
 TG Therapeutics (TGTX) | 0.03% | 0% | 2.78% | 7/3/2023 |
 Blueprint Medicines (BPMC) | 0.03% | 0% | 3.06% | 2/1/2024 |
 Affirm (AFRM) | 0.03% | 0% | 3.06% | 2/1/2024 |
 Synchrony (SYF) | 0.03% | 0.15% | 18.59% | - |
 Melco Resorts (MLCO) | 0.03% | 0% | 2.92% | 6/7/2023 |
 Blue Bird (BLBD) | 0.02% | 0.13% | 18.45% | - |
 Viridian Therapeutics (VRDN) | 0.02% | 0% | 2.56% | 4/12/2023 |
 Credo (CRDO) | 0.02% | 0.2% | 18.45% | - |
 Pilgrim's Pride (PPC) | 0.02% | 0.09% | 18.45% | - |
 Iridium (IRDM) | 0.02% | 0% | 1.99% | 5/30/2023 |
 Carnival (CCL) | 0.02% | 0.1% | 18.59% | - |
 Zscaler (ZS) | 0.02% | 0% | 2.28% | 3/4/2024 |
 Boise Cascade (BCC) | 0.02% | 0% | 2.28% | 3/4/2024 |
 Fluor (FLR.US) | 0.02% | 0% | 1.64% | 4/12/2023 |
 Micron (MU) | 0.02% | 0% | 5.27% | 12/5/2025 |
 GM (GM) | 0.02% | 0% | 12.04% | 9/3/2025 |
 Meta (META) | 0.02% | 0% | 2.14% | 4/4/2024 |
 Allstate (ALL) | 0.02% | 0% | 18.38% | 12/5/2025 |
 PepsiCo (PEP) | 0.02% | 0% | 12.04% | 9/3/2025 |
 New Oriental (EDU) | 0.02% | 0% | 1.5% | 4/24/2023 |
 Carlisle (CSL) | 0.02% | 0% | 1.92% | 6/3/2024 |
 MercadoLibre (MELI) | 0.02% | 0% | 1.85% | 7/3/2023 |
 Trane (TT) | 0.02% | 0% | 1.92% | 6/3/2024 |
 Western Digital (WDC) | 0.02% | 0% | 1.92% | 6/3/2024 |
 MicroStrategy (MSTR) | 0.02% | 0% | 2.28% | 5/6/2024 |
 Spotify (SPOT) | 0.02% | 0% | 1.92% | 6/3/2024 |
 Supermicro (SMCI) | 0.02% | 0% | 2.28% | 5/6/2024 |
 GE (GE) | 0.02% | 0% | 1.92% | 6/3/2024 |
 Allegro MicroSystems (ALGM) | 0.02% | 0% | 2.56% | 5/30/2023 |
 LendingClub (LC) | 0.02% | 0.1% | 18.45% | - |
 Crocs (CROX) | 0.01% | 0% | 1.5% | 6/7/2023 |
 Arcutis (ARQT) | 0.01% | 0% | 18.3% | 12/5/2025 |
 Genworth (GNW) | 0.01% | 0% | 1.14% | 4/12/2023 |
 First Solar (FSLR) | 0.01% | 0% | 2.99% | 4/28/2023 |
 Academy Sports (ASO) | 0.01% | 0% | 2.14% | 6/7/2023 |
 PayPal (PYPL) | 0.01% | 0.06% | 18.59% | - |
 United Rentals (URI) | 0.01% | 0% | 5.98% | 6/9/2025 |
 Tempur Sealy (SGI) | 0.01% | 0% | 1.5% | 5/4/2023 |
 Wingstop (WING) | 0.01% | 0% | 1.5% | 7/3/2023 |
 National Instruments Corporation (NATI) | 0.01% | 0% | 1.5% | 7/3/2023 |
 Q2 (QTWO) | 0.01% | 0% | 16.52% | 11/6/2025 |
 Wynn Resorts (WYNN) | 0.01% | 0% | 1.35% | 6/26/2023 |
 Bancorp (TBBK) | 0.01% | 0% | 1.14% | 4/12/2023 |
 Transocean (RIG) | 0.01% | 0% | 1% | 4/3/2023 |
 Axon (AXON) | 0.01% | 0% | 1.57% | 6/7/2023 |
 Wells Fargo (WFC) | 0.01% | 0.07% | 18.45% | - |
 Cirrus Logic (CRUS) | 0.01% | 0% | 1.5% | 5/8/2023 |
 SSR Mining (SSRM) | 0.01% | 0.09% | 12.11% | - |
 Protagonist (PTGX) | 0.01% | 0% | 0.78% | 4/24/2023 |
 Alphabet (GOOGL) | 0.01% | 0% | 5.56% | 6/3/2025 |
 EZCORP (EZPW) | 0.01% | 0.07% | 16.45% | - |
 UNFI (UNFI) | 0.01% | 0.07% | 14.17% | - |
 Arcturus Therapeutics (ARCT) | 0.01% | 0% | 0.85% | 7/3/2023 |
 Willdan Group (WLDN) | 0.01% | 0% | 10.9% | 12/5/2025 |
 Dick's (DKS) | 0.01% | 0% | 1.14% | 6/7/2023 |
 Salesforce (CRM) | 0.01% | 0% | 3.99% | 5/12/2025 |
 Constellation Brands (STZ) | 0.01% | 0% | 1.07% | 3/7/2025 |
 Ituran (ITRN) | 0.01% | 0% | 12.04% | 9/3/2025 |
 Atkore (ATKR) | 0.01% | 0% | 1% | 5/4/2023 |
 Stride (LRN) | 0.01% | 0% | 10.97% | 11/4/2025 |
 Yext (YEXT) | 0.01% | 0% | 1% | 5/22/2023 |
 DXP (DXPE) | 0.01% | 0% | 8.48% | 11/13/2025 |
 Axcelis (ACLS) | 0.01% | 0% | 0.85% | 5/16/2023 |
 BeiGene (ONC) | 0% | 0% | 0.57% | 5/30/2023 |
 Amkor (AMKR) | 0% | 0% | 0.93% | 3/6/2023 |
 Gilead Sciences (GILD) | 0% | 0% | 0.93% | 3/6/2023 |
 ProQR (PRQR) | 0% | 0% | 0.43% | 3/13/2023 |
 RGA (RGA) | 0% | 0% | 3.49% | 5/5/2025 |
 Shift4 (FOUR) | 0% | 0% | 0.71% | 5/4/2023 |
 Shopify (SHOP) | 0% | 0% | 0.36% | 6/12/2023 |
 Belden (BDC) | 0% | 0% | 0.28% | 4/17/2023 |
 Zeta Global (ZETA) | 0% | 0% | 3.7% | 5/8/2025 |
 Hello Group (MOMO) | 0% | 0% | 0.5% | 3/6/2023 |
 Vaxcyte (PCVX) | 0% | 0% | 0.5% | 3/6/2023 |
 TTM Technologies (TTMI) | 0% | 0% | 4.34% | 12/5/2025 |
 Ross Stores (ROST) | 0% | 0% | 0.43% | 2/27/2023 |
 TJX (TJX) | 0% | 0% | 0.43% | 2/27/2023 |
 Valmont (VMI) | 0% | 0% | 0.43% | 2/27/2023 |
 Kinross Gold (KGC) | 0% | 0.06% | 3.06% | - |
 Kingsoft Cloud (KC) | 0% | 0% | 0.28% | 5/8/2023 |
 Lattice (LSCC) | 0% | 0% | 0.28% | 5/8/2023 |
 Coeur (CDE) | 0% | 0.04% | 3.06% | - |
 Incyte (INCY) | 0% | 0.05% | 2.14% | - |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.14% | 6/9/2024 |
 Par Pacific (PARR) | 0% | 0.05% | 1.35% | - |
 Wayfair (W.US) | 0% | 0.04% | 0.36% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 10.48% | 12.4% |
| iShares US Aggregate Bond UCITS ETF (IUAA.L) | 13.44% | 11.82% |
| iShares MSCI ACWI Index Fund (ACWI) | 7.66% | 8.96% |
| Vanguard Total World Stock ETF (VT.US) | 8.05% | 8.9% |
| iShares Silver Trust (SLV) | 8.06% | 8.39% |
| Vanguard Value ETF (VTV) | 5.78% | 6.13% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 5.38% | 5.8% |
| Ishares MSCI JAPAN ETF (EWJ) | 5.41% | 5.07% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 4.24% | 4.18% |
| Invesco DB Agriculture Fund (DBA) | 3.27% | 3.57% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 2.69% | 3.15% |
| iShares Global clean energy ETF (ICLN) | 6.07% | 3% |
| ProShares Short S&P500 (SH) | 4.48% | 2.84% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 3.09% | 2.43% |
| Financial Select Sector SPDR (XLF) | 1.94% | 2.22% |
| Alphabet (GOOG) | 0.91% | 1.69% |
| Roche (ROG.ZU) | 1.79% | 1.65% |
| Microsoft (MSFT) | 0.91% | 1.33% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 1% | 1.2% |
| Novo Nordisk (NOVO-B.CO) | 1.34% | 1% |
| Vanguard Health Care ETF (VHT) | 0.94% | 0.86% |
| VanEck Vectors Semiconductor ETF (SMH) | 0.45% | 0.85% |
| ASML (ASML.NV) | 0.46% | 0.51% |
| Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.45% | 0.48% |
| iShares MSCI Emerging Markets ETF (EEM) | 0.45% | 0.43% |
| iShares Global Healthcare ETF (IXJ) | 0.4% | 0.36% |