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Portfolio Diversification
Range
Most Diversified
14 instruments
February 3, 2026
Least Diversified
0 instruments
February 2, 2025
Average
8.5 instruments
Most Consistent Holdings
Top 5
IAU98.6%
SPY86.58%
ARCC76.72%
BTC76.59%
SHY75%
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 |
|---|---|---|---|---|
| iShares Gold Trust (IAU) | 20.41% | 31.13% | 98.6% | - |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 14.28% | 0% | 75% | 2/2/2026 |
| State Street SPDR S&P 500 ETF (SPY) | 11.39% | 5.73% | 86.58% | - |
| Ares Capital (ARCC) | 4.93% | 4.21% | 76.72% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 4.91% | 6.79% | 65.9% | - |
| Bitcoin (BTC) | 4.75% | 4.86% | 76.59% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 4.57% | 12.5% | 47.01% | - |
 Vanguard FTSE Europe ETF (VGK) | 3.85% | 5.88% | 57.38% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 3.14% | 0% | 26.27% | 5/25/2023 |
 Invesco Senior Loan ETF (BKLN) | 2.06% | 0% | 27.86% | 4/7/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 1.81% | 5.87% | 30.41% | - |
 Ethereum (ETH) | 1.74% | 1.22% | 71.76% | - |
 Vanguard FTSE Emerging Markets (VWO) | 1.6% | 5.99% | 22.77% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.92% | 0% | 5.79% | 10/16/2022 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.64% | 0% | 4.45% | 9/22/2022 |
 Vanguard Real Estate ETF (VNQ) | 0.56% | 0% | 3.44% | 2/23/2022 |
 Solana (SOL) | 0.51% | 0.46% | 34.86% | - |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.46% | 0% | 4.13% | 3/7/2022 |
 FS KKR (FSK) | 0.32% | 0% | 14.63% | 3/9/2026 |
 Invesco S&P Midcap Momentum (XMMO) | 0.32% | 6.66% | 6.68% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.23% | 0% | 4.13% | 3/7/2022 |
 Sofina (SOF.BR) | 0.19% | 2.76% | 6.74% | - |
 iShares MSCI EAFE ETF (EFA) | 0.14% | 0% | 1.53% | 1/24/2022 |
 Invesco DB Oil Fund (DBO) | 0.14% | 3.66% | 3.94% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.09% | 0% | 1.53% | 1/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Gold Trust (IAU) | 21.59% | 30.42% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 16.05% | 13.07% |
| Vanguard FTSE Europe ETF (VGK) | 8.44% | 7.63% |
| Vanguard FTSE Emerging Markets (VWO) | 8.44% | 7.51% |
| Ishares MSCI JAPAN ETF (EWJ) | 8.44% | 7.46% |
| State Street SPDR S&P 500 ETF (SPY) | 8.12% | 7.41% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 5.63% | 5.98% |
| Bitcoin (BTC) | 3.11% | 5.67% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 6.62% | 5.43% |
| Ares Capital (ARCC) | 6.35% | 4.69% |
| Ethereum (ETH) | 1.94% | 1.75% |
| FS KKR (FSK) | 2.94% | 1.59% |
| Solana (SOL) | 1.45% | 0.68% |
Cash & Instruments Over Time
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