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Portfolio Diversification
Range
Most Diversified
11 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
4.6 instruments
Most Consistent Holdings
Top 5
TLT99.35%
IVV46.9%
IAU45.54%
QQQ44.65%
SOXX21.5%
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 20+ Year Treasury Bond ETF (TLT) | 47.48% | 30.22% | 99.35% | - |
| iShares Gold Trust (IAU) | 6.22% | 0% | 45.54% | 5/7/2025 |
| iShares Core S&P 500 ETF (IVV) | 5.13% | 0% | 46.9% | 10/1/2024 |
| Invesco QQQ (QQQ) | 5.08% | 0% | 44.65% | 7/30/2025 |
| iShares Semiconductor ETF (SOXX) | 4.54% | 0% | 21.5% | 10/1/2024 |
 ProShares UltraPro QQQ (TQQQ) | 4.4% | 42.94% | 16.48% | - |
 Invesco China Technology ETF (CQQQ) | 3.53% | 16.64% | 20.08% | - |
 Vanguard Real Estate ETF (VNQ) | 3.28% | 0% | 16.13% | 1/2/2025 |
 KraneShares CSI China Internet (KWEB) | 2.4% | 0% | 14.18% | 5/22/2026 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 2.31% | 0% | 14.83% | 10/7/2025 |
 Vanguard Morningstar Mid-Cap ETF (VO) | 2.09% | 0% | 10.57% | 7/1/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 1.25% | 0% | 6.32% | 1/17/2025 |
 iShares Silver Trust (SLV) | 1.08% | 0% | 9.81% | 12/9/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 1.03% | 0% | 5.26% | 4/1/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.99% | 0% | 10.75% | 7/16/2025 |
 Bitcoin (BTC) | 0.8% | 10.24% | 14.06% | - |
 ProShares UltraPro S&P 500 (UPRO) | 0.72% | 0% | 7.32% | 3/30/2026 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.59% | 0% | 3.54% | 9/29/2025 |
 iShares TIPS Bond ETF (TIP) | 0.53% | 0% | 5.14% | 4/1/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.41% | 0% | 3.43% | 3/30/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 0.33% | 0% | 6.5% | 3/27/2026 |
 USD/CHF (USDCHF) | 0.3% | 0% | 7.56% | 1/27/2026 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.19% | 0% | 2.48% | 5/23/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.18% | 0% | 3.31% | 1/23/2026 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.14% | 0% | 4.31% | 10/2/2025 |
 Oil (Non Expiry) (OIL) | 0.13% | 0% | 2.42% | 7/29/2025 |
 Gold (Non Expiry) (GOLD) | 0.12% | 0% | 3.6% | 7/22/2025 |
 USD/CNH (USDCNH) | 0.07% | 0% | 1.48% | 8/28/2025 |
 EUR/USD (EURUSD) | 0.06% | 0% | 3.66% | 11/18/2025 |
 USD/JPY (USDJPY) | 0.05% | 0% | 3.31% | 10/6/2025 |
 Copper (Expiring Future) (COPPER.FUT) | 0.03% | 0% | 1.48% | 2/23/2026 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.02% | 0% | 1.54% | 10/30/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.01% | 0% | 0.35% | 8/6/2025 |
 ARK Innovation ETF (ARKK) | 0% | 0% | 0.18% | 1/3/2022 |
 Ishares Nasdaq Biotechnology (IBB) | 0% | 0% | 0.18% | 1/3/2022 |
 iShares MSCI China ETF (MCHI) | 0% | 0% | 0.18% | 1/3/2022 |
 US Global Jets ETF (JETS) | 0% | 0% | 0.18% | 1/3/2022 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0% | 0% | 0.18% | 1/3/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 22.48% | 23.58% |
| KraneShares CSI China Internet (KWEB) | 21.59% | 19.68% |
| Invesco China Technology ETF (CQQQ) | 18.47% | 18.27% |
| ProShares UltraPro S&P 500 (UPRO) | 9.24% | 9.76% |
| ProShares UltraPro QQQ (TQQQ) | 9.24% | 9.61% |
| State Street SPDR S&P 500 ETF (SPY) | 6.09% | 6.43% |
| USD/CHF (USDCHF) | 5.15% | 4.36% |
| SPX500 Index (Non Expiry) (SPX500) | 3.12% | 3.38% |
Cash & Instruments Over Time
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