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Portfolio Diversification
Range
Most Diversified
46 instruments
July 30, 2024
Least Diversified
0 instruments
September 8, 2023
Average
30.2 instruments
Most Consistent Holdings
Top 5
SPY66.11%
SOXX65.89%
QQQ65.01%
HYG53.49%
EWG53.38%
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) | 2.61% | 8.56% | 30.01% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 2.2% | 5.83% | 40.09% | - |
| iShares MSCI Germany ETF (EWG) | 2.13% | 3.79% | 53.38% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 2.12% | 4% | 52.71% | - |
| iShares Semiconductor ETF (SOXX) | 2.06% | 5.74% | 65.89% | - |
| State Street SPDR S&P 500 ETF (SPY) | 2.05% | 4.95% | 66.11% | - |
 InTheGame | 1.96% | 0% | 41.53% | 3/4/2025 |
| Invesco QQQ (QQQ) | 1.78% | 0% | 65.01% | 6/4/2025 |
 iShares MSCI United Kingdom ETF (EWU) | 1.75% | 0% | 44.96% | 12/24/2025 |
 iShares MSCI Switzerland ETF (EWL) | 1.71% | 4.03% | 41.2% | - |
 Microsoft (MSFT) | 1.64% | 0% | 46.62% | 11/8/2024 |
 Brazil Index MSCI Ishares (EWZ) | 1.61% | 4.11% | 40.31% | - |
 Apple (AAPL) | 1.57% | 0% | 46.62% | 11/8/2024 |
 DividendGrowth | 1.54% | 0% | 20.16% | 6/10/2025 |
 Boeing (BA) | 1.54% | 0% | 45.63% | 11/8/2024 |
 Ishares Russell 2000 ETF (IWM) | 1.43% | 0% | 48.84% | 5/12/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.42% | 0% | 32.12% | 12/23/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 1.42% | 4.89% | 30.01% | - |
 Amplify Blockchain Technology ETF (BLOK) | 1.38% | 4.15% | 29.35% | - |
 Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 1.34% | 6.11% | 29.35% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.34% | 4.79% | 31.01% | - |
 Private-Equity | 1.31% | 0% | 39.09% | 5/14/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.26% | 5.82% | 29.79% | - |
 AI-Revolution | 1.25% | 0% | 40.64% | 3/5/2025 |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 1.24% | 0% | 53.49% | 6/23/2025 |
 iShares Global REIT ETF (REET) | 1.24% | 3.46% | 29.35% | - |
 iShares China Large-Cap ETF (FXI) | 1.21% | 3.57% | 30.01% | - |
| 1.14% | 0% | 25.69% | 11/8/2024 | |
 NVIDIA (NVDA) | 1.13% | 0% | 40.42% | 11/8/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.13% | 0% | 44.63% | 4/4/2025 |
 Home Depot (HD) | 1.13% | 0% | 36.77% | 11/8/2024 |
 Alphabet (GOOG) | 1.13% | 0% | 46.62% | 11/8/2024 |
 Meta (META) | 1.12% | 0% | 41.75% | 11/8/2024 |
 iShares MSCI China ETF (MCHI) | 1.1% | 0% | 40.09% | 6/4/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.09% | 0% | 17.28% | 8/7/2025 |
 Ishares MSCI Australia ETF (EWA) | 1.05% | 4.26% | 30.45% | - |
 BigTech | 1.04% | 0% | 28.68% | 11/8/2024 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 1.03% | 0% | 25.36% | 1/21/2026 |
 thomaspj | 1.03% | 0% | 26.14% | 11/11/2024 |
 Jenelleb123 | 1.02% | 0% | 26.14% | 11/11/2024 |
 Franklin FTSE South Korea ETF (FLKR) | 1% | 0% | 22.15% | 12/24/2025 |
 Amazon (AMZN) | 1% | 0% | 44.19% | 11/8/2024 |
 McDonald's (MCD) | 0.97% | 0% | 16.94% | 2/20/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.96% | 0% | 20.27% | 6/10/2025 |
 iShares MSCI Eurozone ETF (EZU) | 0.95% | 0% | 22.26% | 12/24/2025 |
 JeppeKirkBonde | 0.95% | 0% | 18.72% | 11/11/2024 |
 II-Disruptive | 0.95% | 0% | 29.01% | 11/11/2024 |
 iShares MSCI Poland UCITS ETF (IBCJ.DE) | 0.94% | 0% | 22.7% | 12/29/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.91% | 0% | 23.48% | 6/11/2025 |
 iShares FTSE MIB UCITS ETF (SXRY.DE) | 0.91% | 0% | 22.81% | 12/29/2025 |
 UnitedHealth (UNH) | 0.9% | 0% | 39.87% | 11/8/2024 |
 Walmart (WMT) | 0.87% | 0% | 40.42% | 11/8/2024 |
 iShares Edge MSCI USA Quality (QUAL) | 0.84% | 0% | 22.15% | 6/27/2025 |
 JPMorgan (JPM) | 0.84% | 0% | 38.21% | 11/8/2024 |
 Broadcom (AVGO) | 0.83% | 0% | 36.1% | 11/8/2024 |
 Coca-Cola (KO) | 0.82% | 0% | 40.42% | 11/8/2024 |
 Etcaetera | 0.81% | 0% | 25.8% | 11/11/2024 |
 iShares MSCI Canada UCITS ETF (SXR2.DE) | 0.79% | 0% | 22.81% | 6/5/2025 |
 iShares MSCI India ETF (INDA) | 0.78% | 5.3% | 21.37% | - |
 Procter & Gamble (PG) | 0.72% | 0% | 39.87% | 11/8/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.69% | 4.47% | 18.05% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.69% | 0% | 15.95% | 5/2/2025 |
 Eli Lilly (LLY) | 0.67% | 0% | 36.1% | 11/8/2024 |
 iShares MSCI Mexico ETF (EWW) | 0.67% | 3.92% | 18.05% | - |
 Johnson & Johnson (JNJ) | 0.65% | 0% | 36.1% | 11/8/2024 |
 iShares MSCI Taiwan ETF (EWT) | 0.64% | 4.12% | 17.94% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.64% | 0% | 20.93% | 6/4/2025 |
 iShares MSCI France ETF (EWQ) | 0.63% | 0% | 19.82% | 3/3/2025 |
 Vanguard Growth ETF (VUG) | 0.62% | 0% | 18.49% | 5/13/2025 |
 Berkshire Hathaway (BRK.B) | 0.6% | 0% | 36.1% | 11/8/2024 |
 ExxonMobil (XOM) | 0.6% | 0% | 36.1% | 11/8/2024 |
 Mastercard (MA) | 0.59% | 0% | 36.1% | 11/8/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.59% | 0% | 36.1% | 11/8/2024 |
 Tesla (TSLA) | 0.58% | 0% | 31.45% | 11/8/2024 |
 Visa (V) | 0.57% | 0% | 36.1% | 11/8/2024 |
 StanleyDruck13F | 0.53% | 0% | 20.16% | 5/12/2025 |
 iShares MSCI Hong Kong ETF (EWH) | 0.5% | 0% | 12.62% | 3/5/2025 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.49% | 0% | 12.4% | 3/3/2025 |
 Alibaba (BABA) | 0.49% | 0% | 15.61% | 2/21/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.48% | 0% | 13.95% | 3/17/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.48% | 0% | 28.68% | 11/8/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.46% | 0% | 28.68% | 11/8/2024 |
 Core-Dynamic | 0.44% | 0% | 12.18% | 3/4/2025 |
 SimonAPedersen | 0.42% | 0% | 16.5% | 11/8/2024 |
 LuxFutureInvest | 0.41% | 0% | 16.06% | 11/11/2024 |
 HP (HPQ) | 0.4% | 0% | 9.52% | 12/15/2023 |
 Vanguard Information Technology (VGT) | 0.39% | 0% | 28.68% | 11/8/2024 |
 American Express (AXP) | 0.37% | 0% | 9.52% | 12/15/2023 |
 Maersk (MAERSKB.CO) | 0.35% | 0% | 9.19% | 12/15/2023 |
 Chevron (CVX) | 0.33% | 0% | 8.08% | 12/15/2023 |
 TheBigBanks | 0.32% | 0% | 9.3% | 3/4/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.28% | 4.13% | 7.09% | - |
 Cancer-Med | 0.28% | 0% | 11.18% | 11/8/2024 |
 eBay (EBAY) | 0.24% | 0% | 9.52% | 12/15/2023 |
 Marriott Vacations (VAC) | 0.23% | 0% | 7.64% | 2/22/2024 |
 Elevance Health (ELV) | 0.22% | 0% | 3.77% | 11/6/2023 |
 Union Pacific (UNP) | 0.22% | 0% | 3.77% | 11/6/2023 |
 Philip Morris (PM) | 0.22% | 0% | 9.52% | 3/11/2024 |
 EA (EA) | 0.22% | 0% | 5.2% | 11/6/2023 |
 Oracle (ORCL) | 0.2% | 0% | 7.42% | 2/20/2024 |
 Costco (COST) | 0.2% | 0% | 7.42% | 2/20/2024 |
 Caterpillar (CAT) | 0.2% | 0% | 7.42% | 2/20/2024 |
 Honda (HMC) | 0.19% | 0% | 9.52% | 12/15/2023 |
 CME Group (CME) | 0.19% | 0% | 7.42% | 2/20/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.19% | 0% | 7.42% | 2/20/2024 |
 PayPal (PYPL) | 0.16% | 0% | 9.41% | 12/14/2023 |
 Ford (F) | 0.16% | 0% | 9.52% | 12/15/2023 |
 AstraZeneca (AZN) | 0.14% | 0% | 8.08% | 12/15/2023 |
 Coinbase (COIN) | 0.13% | 0% | 5.2% | 11/6/2023 |
 AT&T (T) | 0.13% | 0% | 5.2% | 11/6/2023 |
 Schlumberger (SLB) | 0.12% | 0% | 8.08% | 12/15/2023 |
 Citi (C) | 0.09% | 0% | 6.76% | 11/20/2023 |
 IBM (IBM) | 0.08% | 0% | 4.21% | 3/4/2024 |
 iShares Global clean energy ETF (ICLN) | 0.06% | 0% | 3.88% | 9/11/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.06% | 0% | 3.77% | 9/11/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.05% | 0% | 3.77% | 9/11/2025 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.02% | 0% | 1.55% | 8/22/2025 |
 T-Mobile (TMUS) | 0.01% | 0% | 0.22% | 9/21/2023 |
 United States Oil Fund (USO) | 0% | 0% | 0.33% | 8/25/2025 |
 GE Vernova (GEV) | 0% | 0% | 24.03% | 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) | 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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