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Portfolio Diversification
Range
Most Diversified
10 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
6.9 instruments
Most Consistent Holdings
Top 5
IVV99.68%
VOO99.68%
QQQ99.62%
XLK99.62%
TLT96.64%
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 |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 22.07% | 23.15% | 99.62% | - |
| iShares Core S&P 500 ETF (IVV) | 21.24% | 17.6% | 99.68% | - |
| Vanguard S&P 500 ETF (VOO) | 19.21% | 19.07% | 99.68% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 12.56% | 3.09% | 96.64% | - |
| State Street Technology Select Sector SPDR ETF (XLK) | 7.16% | 6.66% | 99.62% | - |
 Vanguard Total International Stock ETF (VXUS) | 5.18% | 1.55% | 96% | - |
 iShares Silver Trust (SLV) | 3.5% | 22.23% | 40.74% | - |
 iShares MSCI Hong Kong ETF (EWH) | 1.23% | 0% | 15.42% | 9/24/2024 |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.82% | 0% | 22.14% | 6/23/2025 |
 Apple (AAPL) | 0.26% | 0% | 5.08% | 3/22/2022 |
 Direxion Daily S&P 500 Bull 3X ETF (SPXL) | 0.09% | 0% | 1.02% | 12/27/2024 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.08% | 0% | 1.71% | 1/27/2022 |
 Direxion Daily Small Cap Bull 3X ETF (TNA) | 0.06% | 0% | 1.33% | 12/23/2024 |
 Alibaba (9988.HK) | 0.05% | 0% | 2.54% | 2/9/2022 |
 Invesco Solar ETF (TAN) | 0.05% | 0% | 2.47% | 2/8/2022 |
 ARK Innovation ETF (ARKK) | 0.03% | 0% | 2.47% | 2/8/2022 |
 iShares Gold Trust (IAU) | 0.03% | 0% | 0.89% | 2/24/2022 |
 Alibaba (BABA) | 0.02% | 0% | 2.47% | 2/8/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 31.6% | 32.61% |
| Vanguard S&P 500 ETF (VOO) | 17.08% | 19.47% |
| iShares Core S&P 500 ETF (IVV) | 16.07% | 17.96% |
| iShares Silver Trust (SLV) | 10.51% | 14.12% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 17.61% | 8.05% |
| State Street Technology Select Sector SPDR ETF (XLK) | 5.26% | 5.85% |
| Vanguard Total International Stock ETF (VXUS) | 1.31% | 1.53% |
Cash & Instruments Over Time
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