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Portfolio Diversification
Range
Most Diversified
46 instruments
July 30, 2024
Least Diversified
0 instruments
September 8, 2023
Average
28.1 instruments
Most Consistent Holdings
Top 5
SPY72.21%
SOXX71.77%
EWG62.09%
EWJ61.57%
EWL52.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Gold (GLD) | 3.21% | 0% | 43.45% | 10/23/2026 |
| iShares Semiconductor ETF (SOXX) | 2.67% | 5.09% | 71.77% | - |
| State Street SPDR S&P 500 ETF (SPY) | 2.67% | 5.78% | 72.21% | - |
 Global X Lithium & Battery Tech ETF (LIT.US) | 2.62% | 3.52% | 51.45% | - |
| Ishares MSCI JAPAN ETF (EWJ) | 2.56% | 5.45% | 61.57% | - |
| iShares MSCI Germany ETF (EWG) | 2.45% | 4.39% | 62.09% | - |
| iShares MSCI Switzerland ETF (EWL) | 2.2% | 5.34% | 52.24% | - |
 Ishares Nasdaq Biotechnology (IBB) | 2.13% | 3.71% | 43.27% | - |
 Brazil Index MSCI Ishares (EWZ) | 2.09% | 5.54% | 51.63% | - |
 Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 2.05% | 5.58% | 42.92% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.94% | 5.04% | 44.06% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.81% | 0% | 42.3% | 10/13/2026 |
 Ishares MSCI Australia ETF (EWA) | 1.69% | 5.15% | 43.8% | - |
 iShares MSCI India ETF (INDA) | 1.67% | 6.11% | 36.5% | - |
 iShares MSCI Taiwan ETF (EWT) | 1.58% | 6.26% | 33.86% | - |
 InTheGame | 1.56% | 0% | 32.98% | 3/4/2025 |
 iShares MSCI South Korea ETF (EWY) | 1.53% | 5.03% | 34.04% | - |
 Invesco QQQ (QQQ) | 1.41% | 0% | 51.63% | 6/4/2025 |
 iShares MSCI United Kingdom ETF (EWU) | 1.39% | 0% | 35.71% | 12/24/2025 |
 iShares MSCI Mexico ETF (EWW) | 1.36% | 5% | 34.04% | - |
 Amplify Blockchain Technology ETF (BLOK) | 1.32% | 0% | 28.58% | 5/5/2026 |
 Microsoft (MSFT) | 1.31% | 0% | 37.03% | 11/8/2024 |
 Apple (AAPL) | 1.25% | 0% | 37.03% | 11/8/2024 |
 DividendGrowth | 1.23% | 0% | 16.01% | 6/10/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 1.22% | 6.42% | 25.33% | - |
 Boeing (BA) | 1.22% | 0% | 36.24% | 11/8/2024 |
 iShares Global REIT ETF (REET) | 1.16% | 0% | 28.58% | 5/5/2026 |
 iShares China Large-Cap ETF (FXI) | 1.15% | 0% | 29.11% | 5/5/2026 |
 Ishares Russell 2000 ETF (IWM) | 1.14% | 0% | 38.79% | 5/12/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.13% | 0% | 25.51% | 12/23/2025 |
 Private-Equity | 1.04% | 0% | 31.05% | 5/14/2025 |
 AI-Revolution | 0.99% | 0% | 32.28% | 3/5/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.99% | 0% | 42.48% | 6/23/2025 |
| 0.91% | 0% | 20.4% | 11/8/2024 | |
 NVIDIA (NVDA) | 0.9% | 0% | 32.1% | 11/8/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.9% | 0% | 35.44% | 4/4/2025 |
 Home Depot (HD) | 0.89% | 0% | 29.2% | 11/8/2024 |
 Alphabet (GOOG) | 0.89% | 0% | 37.03% | 11/8/2024 |
 Meta (META) | 0.89% | 0% | 33.16% | 11/8/2024 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.87% | 6.03% | 14.42% | - |
 iShares MSCI China ETF (MCHI) | 0.87% | 0% | 31.84% | 6/4/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.86% | 0% | 13.72% | 8/7/2025 |
 BigTech | 0.82% | 0% | 22.78% | 11/8/2024 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.82% | 0% | 20.14% | 1/21/2026 |
 thomaspj | 0.82% | 0% | 20.76% | 11/11/2024 |
 Jenelleb123 | 0.81% | 0% | 20.76% | 11/11/2024 |
 Franklin FTSE South Korea ETF (FLKR) | 0.8% | 0% | 17.59% | 12/24/2025 |
 Amazon (AMZN) | 0.79% | 0% | 35.09% | 11/8/2024 |
 McDonald's (MCD) | 0.77% | 0% | 13.46% | 2/20/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.76% | 0% | 16.09% | 6/10/2025 |
 iShares MSCI Eurozone ETF (EZU) | 0.76% | 0% | 17.68% | 12/24/2025 |
 JeppeKirkBonde | 0.76% | 0% | 14.86% | 11/11/2024 |
 II-Disruptive | 0.75% | 0% | 23.04% | 11/11/2024 |
 iShares MSCI Poland UCITS ETF (IBCJ.DE) | 0.75% | 0% | 18.03% | 12/29/2025 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.74% | 5.18% | 14.34% | - |
 State Street SPDR Dow Jones In (DIA.US) | 0.72% | 0% | 18.65% | 6/11/2025 |
 iShares FTSE MIB UCITS ETF (SXRY.DE) | 0.72% | 0% | 18.12% | 12/29/2025 |
 UnitedHealth (UNH) | 0.71% | 0% | 31.66% | 11/8/2024 |
 Walmart (WMT) | 0.69% | 0% | 32.1% | 11/8/2024 |
 iShares Edge MSCI USA Quality (QUAL) | 0.67% | 0% | 17.59% | 6/27/2025 |
 JPMorgan (JPM) | 0.66% | 0% | 30.34% | 11/8/2024 |
 Broadcom (AVGO) | 0.66% | 0% | 28.67% | 11/8/2024 |
 Coca-Cola (KO) | 0.65% | 0% | 32.1% | 11/8/2024 |
 Etcaetera | 0.65% | 0% | 20.49% | 11/11/2024 |
 iShares MSCI Canada UCITS ETF (SXR2.DE) | 0.63% | 0% | 18.12% | 6/5/2025 |
 Procter & Gamble (PG) | 0.58% | 0% | 31.66% | 11/8/2024 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.57% | 4.48% | 14.34% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.55% | 0% | 12.66% | 5/2/2025 |
 Eli Lilly (LLY) | 0.54% | 0% | 28.67% | 11/8/2024 |
 Johnson & Johnson (JNJ) | 0.52% | 0% | 28.67% | 11/8/2024 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.51% | 0% | 16.62% | 6/4/2025 |
 iShares MSCI France ETF (EWQ) | 0.5% | 0% | 15.74% | 3/3/2025 |
 Vanguard Morningstar Growth ETF (VUG) | 0.49% | 0% | 14.69% | 5/13/2025 |
 Berkshire Hathaway (BRK.B) | 0.48% | 0% | 28.67% | 11/8/2024 |
 ExxonMobil (XOM) | 0.47% | 0% | 28.67% | 11/8/2024 |
 Mastercard (MA) | 0.47% | 0% | 28.67% | 11/8/2024 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.47% | 0% | 28.67% | 11/8/2024 |
 Tesla (TSLA) | 0.46% | 0% | 24.98% | 11/8/2024 |
 Visa (V) | 0.45% | 0% | 28.67% | 11/8/2024 |
 StanleyDruck13F | 0.42% | 0% | 16.01% | 5/12/2025 |
 iShares MSCI Hong Kong ETF (EWH) | 0.4% | 0% | 10.03% | 3/5/2025 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.39% | 0% | 9.85% | 3/3/2025 |
 Alibaba (BABA) | 0.39% | 0% | 12.4% | 2/21/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.38% | 0% | 11.08% | 3/17/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.38% | 0% | 22.78% | 11/8/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.36% | 0% | 22.78% | 11/8/2024 |
 Core-Dynamic | 0.35% | 0% | 9.67% | 3/4/2025 |
 SimonAPedersen | 0.34% | 0% | 13.1% | 11/8/2024 |
| 0.32% | 0% | 12.75% | 11/11/2024 | |
 HP (HPQ) | 0.32% | 0% | 7.56% | 12/15/2023 |
 Vanguard Information Technology (VGT) | 0.31% | 0% | 22.78% | 11/8/2024 |
 American Express (AXP) | 0.29% | 0% | 7.56% | 12/15/2023 |
 Maersk (MAERSKB.CO) | 0.28% | 0% | 7.3% | 12/15/2023 |
 Chevron (CVX.US) | 0.26% | 0% | 6.42% | 12/15/2023 |
 TheBigBanks | 0.26% | 0% | 7.39% | 3/4/2025 |
 Cancer-Med | 0.22% | 0% | 8.88% | 11/8/2024 |
 eBay (EBAY) | 0.19% | 0% | 7.56% | 12/15/2023 |
 Marriott Vacations (VAC) | 0.18% | 0% | 6.07% | 2/22/2024 |
 Elevance Health (ELV) | 0.18% | 0% | 2.99% | 11/6/2023 |
 Union Pacific (UNP) | 0.18% | 0% | 2.99% | 11/6/2023 |
 Philip Morris (PM) | 0.17% | 0% | 7.56% | 3/11/2024 |
 EA (EA) | 0.17% | 0% | 4.13% | 11/6/2023 |
 Oracle (ORCL) | 0.16% | 0% | 5.89% | 2/20/2024 |
 Costco (COST) | 0.16% | 0% | 5.89% | 2/20/2024 |
 Caterpillar (CAT) | 0.16% | 0% | 5.89% | 2/20/2024 |
 Honda (HMC) | 0.15% | 0% | 7.56% | 12/15/2023 |
 CME Group (CME) | 0.15% | 0% | 5.89% | 2/20/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.15% | 0% | 5.89% | 2/20/2024 |
 PayPal (PYPL) | 0.13% | 0% | 7.48% | 12/14/2023 |
 Ford (F) | 0.13% | 0% | 7.56% | 12/15/2023 |
 AstraZeneca (AZN) | 0.12% | 0% | 6.42% | 12/15/2023 |
 Coinbase (COIN) | 0.1% | 0% | 4.13% | 11/6/2023 |
 AT&T (T.US) | 0.1% | 0% | 4.13% | 11/6/2023 |
 Schlumberger (SLB) | 0.1% | 0% | 6.42% | 12/15/2023 |
 Citi (C) | 0.07% | 0% | 5.36% | 11/20/2023 |
 IBM (IBM) | 0.06% | 0% | 3.34% | 3/4/2024 |
 iShares Global clean energy ETF (ICLN) | 0.05% | 0% | 3.08% | 9/11/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.04% | 0% | 2.99% | 9/11/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.04% | 0% | 2.99% | 9/11/2025 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.02% | 0% | 1.23% | 8/22/2025 |
 T-Mobile (TMUS) | 0.01% | 0% | 0.18% | 9/21/2023 |
 United States Oil Fund (USO) | 0% | 0% | 0.26% | 8/25/2025 |
 GE Vernova (GEV) | 0% | 0% | 19.09% | 11/8/2024 |
 Sunrise Communications AG (SNREY) | 0% | 0% | 0% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 12.49% | 13.39% |
| Global X Lithium & Battery Tech ETF (LIT.US) | 4.29% | 5.76% |
| iShares Semiconductor ETF (SOXX) | 4.29% | 5.23% |
| Ishares Nasdaq Biotechnology (IBB) | 4.29% | 5.23% |
| Brazil Index MSCI Ishares (EWZ) | 4.29% | 4.49% |
| Ishares MSCI JAPAN ETF (EWJ) | 4.29% | 4.43% |
| Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 4.29% | 4.38% |
| Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 4.74% | 4.27% |
| Amplify Blockchain Technology ETF (BLOK) | 4.29% | 4.22% |
| State Street Energy Select Sector SPDR ETF (XLE) | 4.29% | 4.21% |
| iShares MSCI South Korea ETF (EWY) | 4.29% | 4.11% |
| iShares China Large-Cap ETF (FXI) | 4.29% | 4.06% |
| iShares MSCI Germany ETF (EWG) | 4.29% | 4% |
| iShares MSCI Taiwan ETF (EWT) | 4.29% | 3.97% |
| iShares MSCI India ETF (INDA) | 4.29% | 3.91% |
| iShares Global REIT ETF (REET) | 4.29% | 3.9% |
| State Street Materials Select Sector SPDR ETF (XLB) | 4.29% | 3.88% |
| State Street SPDR S&P 500 ETF (SPY) | 4.29% | 3.88% |
| State Street Financial Select Sector SPDR ETF (XLF) | 4.31% | 3.87% |
| Ishares MSCI Australia ETF (EWA) | 4.29% | 3.86% |
| iShares MSCI Mexico ETF (EWW) | 4.29% | 3.83% |
| iShares MSCI Switzerland ETF (EWL) | 1.23% | 1.11% |
Cash & Instruments Over Time
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