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Portfolio Diversification
Range
Most Diversified
46 instruments
July 30, 2024
Least Diversified
0 instruments
September 8, 2023
Average
29.5 instruments
Most Consistent Holdings
Top 5
SPY68.14%
SOXX67.73%
QQQ60.52%
EWG56.29%
EWJ55.67%
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) | 2.97% | 0% | 34.54% | 5/9/2026 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 2.45% | 0% | 43.92% | 5/9/2026 |
| iShares Semiconductor ETF (SOXX) | 2.31% | 0% | 67.73% | 5/9/2026 |
| State Street SPDR S&P 500 ETF (SPY) | 2.23% | 0% | 68.14% | 5/9/2026 |
| Ishares MSCI JAPAN ETF (EWJ) | 2.23% | 0% | 55.67% | 5/9/2026 |
| iShares MSCI Germany ETF (EWG) | 2.22% | 0% | 56.29% | 5/9/2026 |
 iShares MSCI Switzerland ETF (EWL) | 1.84% | 0% | 44.85% | 5/9/2026 |
 InTheGame | 1.82% | 0% | 38.66% | 3/4/2025 |
 Brazil Index MSCI Ishares (EWZ) | 1.78% | 0% | 44.12% | 5/9/2026 |
| Invesco QQQ (QQQ) | 1.66% | 0% | 60.52% | 6/4/2025 |
 Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 1.64% | 0% | 33.92% | 5/9/2026 |
 Ishares Nasdaq Biotechnology (IBB) | 1.64% | 0% | 34.33% | 5/9/2026 |
 iShares MSCI United Kingdom ETF (EWU) | 1.63% | 0% | 41.86% | 12/24/2025 |
 Amplify Blockchain Technology ETF (BLOK) | 1.55% | 0% | 33.51% | 5/5/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.54% | 0% | 35.26% | 5/9/2026 |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.54% | 0% | 34.33% | 5/9/2026 |
 Microsoft (MSFT) | 1.53% | 0% | 43.4% | 11/8/2024 |
 Apple (AAPL) | 1.47% | 0% | 43.4% | 11/8/2024 |
 DividendGrowth | 1.44% | 0% | 18.76% | 6/10/2025 |
 Boeing (BA) | 1.43% | 0% | 42.47% | 11/8/2024 |
 iShares Global REIT ETF (REET) | 1.36% | 0% | 33.51% | 5/5/2026 |
 iShares China Large-Cap ETF (FXI) | 1.35% | 0% | 34.12% | 5/5/2026 |
 Ishares Russell 2000 ETF (IWM) | 1.33% | 0% | 45.46% | 5/12/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.33% | 0% | 29.9% | 12/23/2025 |
 Ishares MSCI Australia ETF (EWA) | 1.26% | 0% | 34.95% | 5/9/2026 |
 Private-Equity | 1.22% | 0% | 36.39% | 5/14/2025 |
 AI-Revolution | 1.16% | 0% | 37.84% | 3/5/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 1.16% | 0% | 49.79% | 6/23/2025 |
| 1.06% | 0% | 23.92% | 11/8/2024 | |
 iShares MSCI India ETF (INDA) | 1.05% | 0% | 26.29% | 5/9/2026 |
 NVIDIA (NVDA) | 1.05% | 0% | 37.63% | 11/8/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.05% | 0% | 41.55% | 4/4/2025 |
 Home Depot (HD) | 1.05% | 0% | 34.23% | 11/8/2024 |
 Alphabet (GOOG) | 1.05% | 0% | 43.4% | 11/8/2024 |
 Meta (META) | 1.04% | 0% | 38.87% | 11/8/2024 |
 iShares MSCI China ETF (MCHI) | 1.02% | 0% | 37.32% | 6/4/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.01% | 0% | 16.08% | 8/7/2025 |
 BigTech | 0.96% | 0% | 26.7% | 11/8/2024 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.96% | 0% | 23.61% | 1/21/2026 |
 thomaspj | 0.96% | 0% | 24.33% | 11/11/2024 |
 Jenelleb123 | 0.95% | 0% | 24.33% | 11/11/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.94% | 0% | 23.4% | 5/9/2026 |
 Franklin FTSE South Korea ETF (FLKR) | 0.93% | 0% | 20.62% | 12/24/2025 |
 Amazon (AMZN) | 0.93% | 0% | 41.13% | 11/8/2024 |
 McDonald's (MCD) | 0.91% | 0% | 15.77% | 2/20/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.89% | 0% | 18.87% | 6/10/2025 |
 iShares MSCI Eurozone ETF (EZU) | 0.89% | 0% | 20.72% | 12/24/2025 |
 iShares MSCI Taiwan ETF (EWT) | 0.89% | 0% | 23.3% | 5/9/2026 |
 JeppeKirkBonde | 0.89% | 0% | 17.42% | 11/11/2024 |
 iShares MSCI Mexico ETF (EWW) | 0.88% | 0% | 23.4% | 5/9/2026 |
 II-Disruptive | 0.88% | 0% | 27.01% | 11/11/2024 |
 iShares MSCI Poland UCITS ETF (IBCJ.DE) | 0.87% | 0% | 21.13% | 12/29/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 0.85% | 0% | 21.86% | 6/11/2025 |
 iShares FTSE MIB UCITS ETF (SXRY.DE) | 0.84% | 0% | 21.24% | 12/29/2025 |
 UnitedHealth (UNH) | 0.83% | 0% | 37.11% | 11/8/2024 |
 Walmart (WMT) | 0.81% | 0% | 37.63% | 11/8/2024 |
 iShares Edge MSCI USA Quality (QUAL) | 0.78% | 0% | 20.62% | 6/27/2025 |
 JPMorgan (JPM) | 0.78% | 0% | 35.57% | 11/8/2024 |
 Broadcom (AVGO) | 0.77% | 0% | 33.61% | 11/8/2024 |
 Coca-Cola (KO) | 0.76% | 0% | 37.63% | 11/8/2024 |
 Etcaetera | 0.76% | 0% | 24.02% | 11/11/2024 |
 iShares MSCI Canada UCITS ETF (SXR2.DE) | 0.74% | 0% | 21.24% | 6/5/2025 |
 Procter & Gamble (PG) | 0.67% | 0% | 37.11% | 11/8/2024 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.64% | 0% | 14.85% | 5/2/2025 |
 Eli Lilly (LLY) | 0.63% | 0% | 33.61% | 11/8/2024 |
 Johnson & Johnson (JNJ) | 0.6% | 0% | 33.61% | 11/8/2024 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.59% | 0% | 19.48% | 6/4/2025 |
 iShares MSCI France ETF (EWQ) | 0.58% | 0% | 18.45% | 3/3/2025 |
 Vanguard Growth ETF (VUG) | 0.58% | 0% | 17.22% | 5/13/2025 |
 Berkshire Hathaway (BRK.B) | 0.56% | 0% | 33.61% | 11/8/2024 |
 ExxonMobil (XOM) | 0.55% | 0% | 33.61% | 11/8/2024 |
 Mastercard (MA) | 0.55% | 0% | 33.61% | 11/8/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.55% | 0% | 33.61% | 11/8/2024 |
 Tesla (TSLA) | 0.54% | 0% | 29.28% | 11/8/2024 |
 Visa (V) | 0.53% | 0% | 33.61% | 11/8/2024 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.53% | 0% | 13.2% | 5/9/2026 |
 StanleyDruck13F | 0.49% | 0% | 18.76% | 5/12/2025 |
 iShares MSCI Hong Kong ETF (EWH) | 0.46% | 0% | 11.75% | 3/5/2025 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.46% | 0% | 11.55% | 3/3/2025 |
 Alibaba (BABA) | 0.45% | 0% | 14.54% | 2/21/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.45% | 0% | 12.99% | 3/17/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.44% | 0% | 26.7% | 11/8/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.42% | 0% | 26.7% | 11/8/2024 |
 Core-Dynamic | 0.41% | 0% | 11.34% | 3/4/2025 |
 SimonAPedersen | 0.4% | 0% | 15.36% | 11/8/2024 |
 LuxFutureInvest | 0.38% | 0% | 14.95% | 11/11/2024 |
 HP (HPQ) | 0.37% | 0% | 8.87% | 12/15/2023 |
 Vanguard Information Technology (VGT) | 0.37% | 0% | 26.7% | 11/8/2024 |
 American Express (AXP) | 0.34% | 0% | 8.87% | 12/15/2023 |
 Maersk (MAERSKB.CO) | 0.32% | 0% | 8.56% | 12/15/2023 |
 Chevron (CVX.US) | 0.3% | 0% | 7.53% | 12/15/2023 |
 TheBigBanks | 0.3% | 0% | 8.66% | 3/4/2025 |
 Cancer-Med | 0.26% | 0% | 10.41% | 11/8/2024 |
 eBay (EBAY) | 0.23% | 0% | 8.87% | 12/15/2023 |
 Marriott Vacations (VAC) | 0.21% | 0% | 7.11% | 2/22/2024 |
 Elevance Health (ELV) | 0.21% | 0% | 3.51% | 11/6/2023 |
 Union Pacific (UNP) | 0.21% | 0% | 3.51% | 11/6/2023 |
 Philip Morris (PM) | 0.2% | 0% | 8.87% | 3/11/2024 |
 EA (EA) | 0.2% | 0% | 4.85% | 11/6/2023 |
 Oracle (ORCL) | 0.19% | 0% | 6.91% | 2/20/2024 |
 Costco (COST) | 0.18% | 0% | 6.91% | 2/20/2024 |
 Caterpillar (CAT) | 0.18% | 0% | 6.91% | 2/20/2024 |
 Honda (HMC) | 0.18% | 0% | 8.87% | 12/15/2023 |
 CME Group (CME) | 0.17% | 0% | 6.91% | 2/20/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.17% | 0% | 6.91% | 2/20/2024 |
 PayPal (PYPL) | 0.15% | 0% | 8.76% | 12/14/2023 |
 Ford (F) | 0.15% | 0% | 8.87% | 12/15/2023 |
 AstraZeneca (AZN) | 0.13% | 0% | 7.53% | 12/15/2023 |
 Coinbase (COIN) | 0.12% | 0% | 4.85% | 11/6/2023 |
 AT&T (T.US) | 0.12% | 0% | 4.85% | 11/6/2023 |
 Schlumberger (SLB) | 0.11% | 0% | 7.53% | 12/15/2023 |
 Citi (C) | 0.08% | 0% | 6.29% | 11/20/2023 |
 IBM (IBM) | 0.07% | 0% | 3.92% | 3/4/2024 |
 iShares Global clean energy ETF (ICLN) | 0.05% | 0% | 3.61% | 9/11/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.05% | 0% | 3.51% | 9/11/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.05% | 0% | 3.51% | 9/11/2025 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.02% | 0% | 0.41% | 5/9/2026 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.02% | 0% | 1.44% | 8/22/2025 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.02% | 0% | 0.41% | 5/9/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.02% | 0% | 0.41% | 5/9/2026 |
 T-Mobile (TMUS) | 0.01% | 0% | 0.21% | 9/21/2023 |
 United States Oil Fund (USO) | 0% | 0% | 0.31% | 8/25/2025 |
 GE Vernova (GEV) | 0% | 0% | 22.37% | 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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