Portfolio Diversification
Range
Most Diversified
12 instruments
March 11, 2025
Least Diversified
0 instruments
February 2, 2023
Average
5.5 instruments
Most Consistent Holdings
Top 5
GDXJ71.05%
SLV69.72%
SPY58.02%
TLT56.57%
UNG49.94%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 6.57% | 0% | 58.02% | 3/11/2025 |
| VanEck Vectors Junior Gold Miners ETF (GDXJ) | 5.27% | 11.18% | 71.05% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.98% | 5.23% | 56.57% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 4.49% | 10.42% | 38.84% | - |
| iShares Silver Trust (SLV) | 4.2% | 5.76% | 69.72% | - |
 iShares Global Energy ETF (IXC) | 1.81% | 3.24% | 45.96% | - |
 Invesco DB Agriculture Fund (DBA) | 1.62% | 2.8% | 39.2% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.44% | 0% | 21.35% | 2/6/2025 |
 iShares Gold Trust (IAU) | 0.69% | 0% | 10.13% | 9/6/2023 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.6% | 24.33% | 4.83% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.55% | 5.78% | 8.2% | - |
 MicroStrategy (MSTR) | 0.43% | 1.27% | 20.02% | - |
| US Natural Gas (UNG) | 0.27% | 0% | 49.94% | 2/18/2025 |
 Tesla (TSLA) | 0.22% | 0% | 9.17% | 1/30/2025 |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.21% | 3.74% | 7.24% | - |
 United States Oil Fund (USO) | 0.16% | 0% | 3.62% | 9/5/2023 |
 iShares MSCI China ETF (MCHI) | 0.13% | 0.73% | 9.53% | - |
 Industrial Select Sector SPDR (XLI) | 0.11% | 0% | 2.9% | 8/4/2023 |
 iShares MSCI India ETF (INDA) | 0.1% | 0% | 3.5% | 8/23/2023 |
 Invesco QQQ (QQQ) | 0.09% | 0% | 2.53% | 8/3/2023 |
 Real Estate Select Sector SPDR (XLRE) | 0.07% | 0% | 1.93% | 8/2/2023 |
 Apple (AAPL) | 0.06% | 0% | 1.33% | 7/10/2023 |
 Energy Select Sector SPDR (XLE) | 0.06% | 0% | 3.86% | 8/23/2023 |
 NVIDIA (NVDA) | 0.05% | 0% | 1.57% | 6/14/2023 |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 0.05% | 4.37% | 1.45% | - |
 Materials Select Sector SPDR (XLB) | 0.04% | 0% | 3.14% | 11/15/2023 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.04% | 0% | 1.21% | 8/17/2023 |
 ARK Innovation ETF (ARKK) | 0.02% | 0% | 1.21% | 7/21/2023 |
 Meta (META) | 0.02% | 0% | 1.45% | 10/27/2023 |
 Global X Uranium ETF (URA) | 0.01% | 0% | 2.05% | 8/18/2023 |
 Legend Biotech (LEGN) | 0.01% | 0% | 0.84% | 8/14/2023 |
 Microsoft (MSFT) | 0.01% | 0% | 0.24% | 7/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 13.38% | 14% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 13.38% | 13.19% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 6.69% | 6.64% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.69% | 6.56% |
| VanEck Vectors Junior Gold Miners ETF (GDXJ) | 6.69% | 6.36% |
| Invesco DB Agriculture Fund (DBA) | 4.68% | 4.99% |
| iShares Global Energy ETF (IXC) | 4.68% | 4.17% |
| iShares Silver Trust (SLV) | 3.35% | 3.91% |
| Tesla (TSLA) | 2.01% | 2.54% |
| MicroStrategy (MSTR) | 2.01% | 1.46% |
| US Natural Gas (UNG) | 0.67% | 0.55% |