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Portfolio Diversification
Range
Most Diversified
8 instruments
February 28, 2026
Least Diversified
0 instruments
October 20, 2025
Average
4.8 instruments
Most Consistent Holdings
Top 5
IAU99.06%
VIG74.77%
TLT52.82%
VUG44.36%
BIL37.25%
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 Gold Trust (IAU) | 18.17% | 0% | 99.06% | 2/18/2026 |
| Vanguard Dividend Appreciation ETF (VIG) | 16.06% | 0% | 74.77% | 5/12/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 9.9% | 0% | 52.82% | 1/24/2025 |
 Ishares Global 100 Etf (IOO) | 7.28% | 0% | 12.62% | 2/18/2026 |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 7.11% | 0% | 37.25% | 5/7/2025 |
| Vanguard Growth ETF (VUG) | 7.08% | 0% | 44.36% | 3/20/2025 |
 Vanguard Total Stock Market ETF (VTI) | 4.88% | 0% | 25.1% | 3/1/2024 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 4.39% | 0% | 24.09% | 1/17/2023 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 3.21% | 0% | 16.44% | 2/18/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.59% | 0% | 6.38% | 8/12/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 2.18% | 13.39% | 21.01% | - |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 1.77% | 0% | 11.68% | 12/17/2024 |
 Vanguard Value ETF (VTV) | 0.67% | 0% | 3.76% | 2/15/2023 |
 Invesco QQQ (QQQ) | 0.64% | 0% | 3.76% | 3/19/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.52% | 0% | 9.4% | 2/18/2026 |
 Vanguard Total World Stock ETF (VT.US) | 0.47% | 32.59% | 0.87% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.43% | 0% | 13.89% | 10/4/2024 |
 iShares MSCI EM ESG Enhanced UCITS ETF USD Acc (EDM2.DE) | 0.2% | 0% | 4.09% | 8/12/2025 |
 Vanguard Short-Term Bond ETF (BSV) | 0.2% | 0% | 1.88% | 2/15/2023 |
 Vanguard Small-Cap ETF (VB) | 0.18% | 0% | 0.94% | 3/1/2023 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.13% | 0% | 2.35% | 5/9/2025 |
 Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 0.1% | 0% | 1.28% | 9/1/2025 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.09% | 0% | 0.94% | 10/6/2025 |
 Sprott Physical Gold Trust (PHYS) | 0.08% | 9.66% | 0.87% | - |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 0.08% | 9.54% | 0.87% | - |
 Ishares Msci Emr Mrk Ex Chna (EMXC) | 0.06% | 21.1% | 0.27% | - |
 Ishares Global Industrials E (EXI) | 0.05% | 0% | 0.6% | 8/22/2025 |
 Global X Uranium ETF (URA) | 0.04% | 4.75% | 0.87% | - |
 iShares Global Infrastructure ETF (IGF) | 0.04% | 0% | 0.47% | 8/20/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.04% | 4.5% | 0.87% | - |
 iShares USD Short Duration Corp Bond UCITS ETF (SDIA.L) | 0.04% | 4.44% | 0.81% | - |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.02% | 0% | 2.01% | 4/1/2024 |
 iShares Global Water UCITS ETF USD (IQQQ.DE) | 0.02% | 0% | 0.34% | 8/20/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.87% | 4/1/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Ishares Global 100 Etf (IOO) | 60.52% | 58.81% |
| iShares Gold Trust (IAU) | 18% | 21.65% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 9.63% | 8.65% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 6.22% | 5.62% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 5.43% | 5.09% |
Cash & Instruments Over Time
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