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Portfolio Diversification
Range
Most Diversified
26 instruments
October 17, 2023
Least Diversified
0 instruments
November 12, 2025
Average
15.1 instruments
Most Consistent Holdings
Top 5
BTC80.24%
NVTKL.L76%
GLD70.65%
TIP62.68%
TSLA43.17%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares TIPS Bond ETF (TIP) | 13.66% | 0% | 62.68% | 4/3/2026 |
| SPDR Gold (GLD) | 8.1% | 0% | 70.65% | 4/3/2026 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 4.2% | 0% | 23.49% | 3/9/2026 |
 rubymza | 3.79% | 0% | 34.78% | 2/22/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 3.44% | 0% | 29.69% | 8/5/2024 |
 jaynemesis | 3.39% | 0% | 34.86% | 2/23/2024 |
| 3.05% | 0% | 32.32% | 1/24/2024 | |
 Richardstroud | 3.02% | 0% | 32.82% | 1/30/2024 |
| Bitcoin (BTC) | 2.86% | 0% | 80.24% | 4/3/2026 |
 MarianoPardo | 2.57% | 0% | 31.04% | 1/9/2024 |
 HarryH1993 | 2.5% | 0% | 31.04% | 1/9/2024 |
 JeppeKirkBonde | 2.32% | 0% | 23.92% | 10/17/2023 |
 liborvasa | 1.91% | 0% | 19% | 8/16/2023 |
 Gold (Non Expiry) (GOLD) | 1.77% | 0% | 10.26% | 5/7/2025 |
 CryptoPortfolio | 1.63% | 0% | 35.11% | 2/26/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.57% | 0% | 8.82% | 2/9/2026 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.4% | 0% | 7.63% | 3/9/2026 |
 Vanguard S&P 500 ETF (VOO) | 1.1% | 0% | 7.29% | 4/2/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.84% | 0% | 4.5% | 4/3/2026 |
 NVIDIA (NVDA) | 0.84% | 0% | 35.54% | 9/8/2025 |
| 0.83% | 0% | 7.63% | 4/3/2023 | |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.74% | 0% | 15.86% | 3/9/2026 |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 0.72% | 0% | 8.4% | 6/13/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.72% | 0% | 4.66% | 10/14/2024 |
 Southern Co (SO) | 0.67% | 0% | 5.34% | 11/10/2025 |
 Johnson & Johnson (JNJ) | 0.58% | 0% | 9.16% | 4/3/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.56% | 0% | 11.79% | 2/9/2026 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.56% | 0% | 11.7% | 11/10/2025 |
 Micron (MU) | 0.51% | 0% | 23.49% | 2/9/2026 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.51% | 0% | 10.6% | 3/9/2026 |
 Disney (DIS) | 0.49% | 0% | 35.71% | 3/4/2024 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.47% | 0% | 9.75% | 4/3/2026 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.44% | 0% | 9.16% | 4/3/2026 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 0.43% | 0% | 2.46% | 5/14/2025 |
 Broadcom (AVGO) | 0.41% | 0% | 23.07% | 11/10/2025 |
 Altria (MO) | 0.4% | 0% | 3.48% | 6/17/2025 |
| Tesla (TSLA) | 0.36% | 0% | 43.17% | 4/10/2025 |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.36% | 0% | 2.37% | 5/7/2025 |
 Fortinet (FTNT) | 0.36% | 0% | 19.76% | 4/10/2025 |
 iShares U.S. Real Estate ETF (IYR) | 0.35% | 0% | 7.63% | 8/5/2025 |
 PDD Holdings (PDD) | 0.32% | 0% | 16.62% | 8/5/2024 |
 Warner Bros Discovery (WBD) | 0.31% | 0% | 13.49% | 2/9/2026 |
 Crowdstrike (CRWD) | 0.3% | 0% | 12.13% | 3/4/2024 |
 Build and Build (BNB) | 0.3% | 0% | 21.8% | 1/6/2025 |
 Coca-Cola (KO) | 0.29% | 0% | 4.75% | 3/9/2026 |
 Lam Research (LRCX) | 0.29% | 0% | 12.98% | 2/9/2026 |
 Alphabet (GOOGL) | 0.29% | 0% | 15.61% | 2/9/2026 |
 Walgreens (WBA) | 0.29% | 0% | 2.29% | 9/1/2025 |
 Zscaler (ZS) | 0.28% | 0% | 12.13% | 3/4/2024 |
 AMD (AMD) | 0.28% | 0% | 12.89% | 2/9/2026 |
 Alphabet (GOOG) | 0.27% | 0% | 14.25% | 10/6/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.26% | 0% | 5.34% | 3/9/2026 |
 Intel (INTC) | 0.25% | 0% | 12.3% | 1/5/2026 |
 PayPal (PYPL) | 0.25% | 0% | 19.59% | 1/6/2025 |
 Apple (AAPL) | 0.23% | 0% | 16.45% | 8/5/2024 |
 Charles Schwab (SCHW) | 0.21% | 0% | 1.78% | 7/8/2025 |
 Berkshire Hathaway (BRK.B) | 0.2% | 0% | 4.66% | 1/5/2026 |
 Qualcomm (QCOM) | 0.2% | 0% | 10.52% | 8/5/2024 |
 McDonald's (MCD) | 0.19% | 0% | 4.5% | 4/3/2026 |
 Coinbase (COIN) | 0.18% | 0% | 7.63% | 1/6/2025 |
 Starbucks (SBUX) | 0.18% | 0% | 11.79% | 1/6/2025 |
 Illumina (ILMN) | 0.18% | 0% | 11.79% | 1/6/2025 |
 Dash (DASH) | 0.16% | 0% | 7.63% | 1/6/2025 |
 Ethereum (ETH) | 0.15% | 0% | 35.11% | 2/26/2024 |
 Amgen (AMGN) | 0.14% | 0% | 7.38% | 1/8/2024 |
 DoorDash (DASH.US) | 0.14% | 0% | 8.4% | 6/13/2024 |
 UPS (UPS) | 0.13% | 0% | 2.97% | 2/9/2026 |
 Take-Two (TTWO) | 0.13% | 0% | 7.97% | 4/10/2025 |
 Xcel Energy (XEL) | 0.13% | 0% | 7.63% | 1/6/2025 |
 Gilead Sciences (GILD) | 0.13% | 0% | 7.63% | 1/6/2025 |
 ADP (ADP) | 0.13% | 0% | 7.63% | 1/6/2025 |
 Simon (SPG) | 0.13% | 0% | 2.97% | 2/9/2026 |
 Atlassian (TEAM) | 0.12% | 0% | 7.97% | 4/10/2025 |
 Interpump (IP.MI) | 0.12% | 0% | 10.18% | 6/14/2024 |
 eBay (EBAY) | 0.12% | 0% | 5.26% | 10/6/2025 |
 AppLovin (APP) | 0.12% | 0% | 7.97% | 4/10/2025 |
 Bank of America (BAC) | 0.12% | 0% | 2.97% | 2/9/2026 |
 Amazon (AMZN) | 0.11% | 0% | 7.97% | 4/10/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.11% | 0% | 2.12% | 4/3/2026 |
 FedEx (FDX) | 0.1% | 0% | 2.29% | 12/9/2025 |
 Diamondback (FANG) | 0.1% | 0% | 6.02% | 6/13/2024 |
 Dogecoin (DOGE) | 0.1% | 0% | 35.11% | 2/26/2024 |
 Union Pacific (UNP) | 0.1% | 0% | 2.29% | 1/5/2026 |
 ExxonMobil (XOM) | 0.1% | 0% | 2.29% | 12/9/2025 |
 Marvell (MRVL) | 0.09% | 0% | 7.97% | 4/10/2025 |
 Paccar (PCAR) | 0.09% | 0% | 6.02% | 6/13/2024 |
 Duke Energy (DUK) | 0.09% | 0% | 2.12% | 4/3/2026 |
 Hawaiian Electric (HE) | 0.09% | 0% | 9.75% | 12/15/2023 |
 DexCom (DXCM) | 0.08% | 0% | 4.66% | 3/4/2024 |
 Moderna (MRNA) | 0.06% | 0% | 4.5% | 8/5/2024 |
 T-Mobile (TMUS) | 0.06% | 0% | 4.16% | 10/7/2024 |
 Intuitive Surgical (ISRG) | 0.06% | 0% | 4.16% | 10/7/2024 |
 Regeneron (REGN) | 0.05% | 0% | 4.16% | 10/7/2024 |
 Charter (CHTR) | 0.05% | 0% | 4.16% | 10/7/2024 |
 Shiba (in millions) (SHIBxM) | 0.05% | 0% | 35.11% | 2/26/2024 |
 GE HealthCare (GEHC) | 0.04% | 0% | 2.37% | 4/2/2024 |
 Applied Materials (AMAT) | 0.04% | 0% | 2.37% | 4/2/2024 |
 Stellantis (STLAM.MI) | 0.04% | 0% | 0.17% | 11/28/2024 |
 KLA (KLAC) | 0.04% | 0% | 2.37% | 4/2/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.03% | 0% | 0.59% | 4/9/2025 |
 MicroStrategy (MSTR) | 0.02% | 0% | 2.12% | 2/12/2024 |
 UniCredit (UCG.MI) | 0.01% | 0% | 0.08% | 11/12/2024 |
 Meituan (03690.HK) | 0% | 0% | 4.5% | 5/22/2023 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
| NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 19.55% | 18.4% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 19.55% | 18.32% |
| SPDR Gold (GLD) | 13.61% | 16.24% |
| State Street Industrial Select Sector SPDR ETF (XLI) | 5.14% | 4.88% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 5.14% | 4.81% |
| State Street Technology Select Sector SPDR ETF (XLK) | 5.14% | 4.71% |
| Johnson & Johnson (JNJ) | 4.46% | 4.27% |
| Berkshire Hathaway (BRK.B) | 4.42% | 4.19% |
| Union Pacific (UNP) | 4.46% | 4.15% |
| Bitcoin (BTC) | 3.35% | 3.31% |
| Micron (MU) | 1.27% | 2.64% |
| Warner Bros Discovery (WBD) | 1.72% | 2.44% |
| Lam Research (LRCX) | 2.25% | 2.41% |
| Alphabet (GOOGL) | 2.47% | 2.32% |
| Intel (INTC) | 2.25% | 2.14% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
| NOVATEK OAO (NVTKL.L) | 0.15% | 0% |
Cash & Instruments Over Time
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