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Portfolio Diversification
Range
Most Diversified
4 instruments
March 19, 2026
Least Diversified
0 instruments
January 1, 2024
Average
0.9 instruments
Most Consistent Holdings
Top 5
JEPQ19.42%
IAU19.42%
VOOG17.2%
GOLD16.43%
PLTY10.1%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Gold (Non Expiry) (GOLD) | 15.11% | 0% | 16.43% | 12/26/2025 |
| Vanguard S&P 500 Growth ETF (VOOG) | 6.28% | 0% | 17.2% | 4/15/2026 |
| iShares Gold Trust (IAU) | 5.02% | 0% | 19.42% | 6/21/2026 |
| Jpm Nasdaq Equity Premium (JEPQ) | 4.65% | 0% | 19.42% | 6/21/2026 |
| YieldMax PLTR Option Income Strategy ETF (PLTY) | 3.38% | 0% | 10.1% | 6/21/2026 |
 YieldMax MSTR Option Income Strategy ETF (MSTY) | 2.02% | 0% | 7.33% | 6/21/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 Growth ETF (VOOG) | 38.33% | 38.97% |
| Jpm Nasdaq Equity Premium (JEPQ) | 30.63% | 30.69% |
| iShares Gold Trust (IAU) | 31.05% | 30.34% |
Cash & Instruments Over Time
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