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Portfolio Diversification
Range
Most Diversified
13 instruments
November 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
8.2 instruments
Most Consistent Holdings
Top 5
IAU98.83%
SPY85.85%
SHY80.54%
ARCC75.29%
BTC74.95%
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) | 19.48% | 32.45% | 98.83% | - |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 15.45% | 5.25% | 80.54% | - |
| SPDR S&P 500 ETF (SPY) | 11.87% | 7.12% | 85.85% | - |
| Ares Capital (ARCC) | 5.01% | 4.63% | 75.29% | - |
| Bitcoin (BTC) | 4.77% | 5.54% | 74.95% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 4.77% | 7.48% | 63.35% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 3.93% | 12.56% | 42.86% | - |
 Vanguard FTSE Europe ETF (VGK) | 3.66% | 7.5% | 54.31% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 3.41% | 0% | 28.5% | 5/25/2023 |
 Invesco Senior Loan ETF (BKLN) | 2.24% | 0% | 30.23% | 4/7/2025 |
 Ethereum (ETH) | 1.79% | 1.68% | 69.7% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 1.52% | 5.45% | 24.84% | - |
 Vanguard FTSE Emerging Markets (VWO) | 1.22% | 7.5% | 16.63% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 1% | 0% | 6.28% | 10/16/2022 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.69% | 0% | 4.83% | 9/22/2022 |
 Vanguard Real Estate ETF (VNQ) | 0.61% | 0% | 3.73% | 2/23/2022 |
 Solana (SOL) | 0.52% | 0.67% | 29.68% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.5% | 0% | 4.49% | 3/7/2022 |
 FS KKR (FSK) | 0.31% | 1.49% | 12.77% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.25% | 0% | 4.49% | 3/7/2022 |
 iShares MSCI EAFE ETF (EFA) | 0.15% | 0% | 1.66% | 1/24/2022 |
 Vanguard Total Stock Market ETF (VTI) | 0.1% | 0% | 1.66% | 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% |
| 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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