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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
TLT99.8%
IVV53.29%
IAU51.74%
QQQ50.74%
SOXX24.43%
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) | 50.15% | 25.39% | 99.8% | - |
| iShares Gold Trust (IAU) | 7.06% | 0% | 51.74% | 5/7/2025 |
| iShares Core S&P 500 ETF (IVV) | 5.83% | 0% | 53.29% | 10/1/2024 |
| Invesco QQQ (QQQ) | 5.77% | 0% | 50.74% | 7/30/2025 |
| iShares Semiconductor ETF (SOXX) | 5.16% | 0% | 24.43% | 10/1/2024 |
 Vanguard Real Estate ETF (VNQ) | 3.73% | 0% | 18.32% | 1/2/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 2.63% | 0% | 16.85% | 10/7/2025 |
 Vanguard Mid-Cap ETF (VO) | 2.38% | 0% | 12.01% | 7/1/2024 |
 KraneShares CSI China Internet (KWEB) | 1.79% | 18.64% | 10.94% | - |
 Invesco China Technology ETF (CQQQ) | 1.58% | 18.9% | 9.73% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 1.42% | 0% | 7.18% | 1/17/2025 |
 iShares Silver Trust (SLV) | 1.23% | 0% | 11.14% | 12/9/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 1.17% | 0% | 5.97% | 4/1/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 1.13% | 0% | 12.21% | 7/16/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.67% | 0% | 4.03% | 9/29/2025 |
 ProShares UltraPro S&P 500 (UPRO) | 0.64% | 10.24% | 6.51% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.62% | 9.54% | 6.51% | - |
 iShares TIPS Bond ETF (TIP) | 0.6% | 0% | 5.84% | 4/1/2022 |
 USD/CHF (USDCHF) | 0.34% | 0% | 8.59% | 1/27/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 0.34% | 2.27% | 5.77% | - |
 Ishares Russell 2000 ETF (IWM) | 0.24% | 12.65% | 2.08% | - |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.21% | 0% | 2.82% | 5/23/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.2% | 0% | 3.76% | 1/23/2026 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.16% | 0% | 4.9% | 10/2/2025 |
 Oil (Non Expiry) (OIL) | 0.14% | 0% | 2.75% | 7/29/2025 |
 Gold (Non Expiry) (GOLD) | 0.14% | 0% | 4.09% | 7/22/2025 |
 USD/CNH (USDCNH) | 0.08% | 0% | 1.68% | 8/28/2025 |
 Bitcoin (BTC) | 0.08% | 2.38% | 2.89% | - |
 EUR/USD (EURUSD) | 0.07% | 0% | 4.16% | 11/18/2025 |
 USD/JPY (USDJPY) | 0.06% | 0% | 3.76% | 10/6/2025 |
 Copper (Expiring Future) (COPPER.FUT) | 0.04% | 0% | 1.68% | 2/23/2026 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.02% | 0% | 1.74% | 10/30/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.01% | 0% | 0.4% | 8/6/2025 |
 ARK Innovation ETF (ARKK) | 0% | 0% | 0.2% | 1/3/2022 |
 Ishares Nasdaq Biotechnology (IBB) | 0% | 0% | 0.2% | 1/3/2022 |
 iShares MSCI China ETF (MCHI) | 0% | 0% | 0.2% | 1/3/2022 |
 US Global Jets ETF (JETS) | 0% | 0% | 0.2% | 1/3/2022 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0% | 0% | 0.2% | 1/3/2022 |
Exposure over time
Exposure by Sector
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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