Portfolio Diversification
Range
Most Diversified
13 instruments
January 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
9.8 instruments
Most Consistent Holdings
Top 5
IWM99.9%
TIP99.9%
PEP97.91%
XOM92.39%
JNJ90.82%
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 |
|---|---|---|---|---|
| PepsiCo (PEP) | 17.72% | 19.75% | 97.91% | - |
| ExxonMobil (XOM) | 11.1% | 12.91% | 92.39% | - |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 10.76% | 12.76% | 89.78% | - |
| iShares TIPS Bond ETF (TIP) | 10.2% | 11.13% | 99.9% | - |
| Ishares Russell 2000 ETF (IWM) | 9.84% | 12.15% | 99.9% | - |
| Johnson & Johnson (JNJ) | 4.95% | 6.27% | 90.82% | - |
 SPDR S&P 500 ETF (SPY) | 3.87% | 0% | 37.43% | 1/2/2024 |
 Honeywell (HON) | 3.51% | 6.58% | 58.71% | - |
 McDonald's (MCD) | 3.39% | 6.25% | 59.96% | - |
 Technology Select Sector SPDR (XLK) | 3.35% | 0% | 21.06% | 11/8/2023 |
 Nike (NKE) | 3.21% | 0% | 75.6% | 4/3/2025 |
 Caterpillar (CAT) | 1.89% | 0% | 30.66% | 1/17/2024 |
 Adobe (ADBE) | 1.56% | 2.2% | 57.77% | - |
 Tesla (TSLA) | 0.78% | 0% | 11.89% | 4/28/2023 |
 NVIDIA (NVDA) | 0.7% | 0% | 7.61% | 3/17/2023 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.69% | 0% | 8.13% | 2/7/2024 |
 SPDR Gold (GLD) | 0.45% | 0% | 7.51% | 7/11/2024 |
 USD/JPY (USDJPY) | 0.41% | 0% | 8.76% | 5/1/2025 |
 Bitcoin (BTC) | 0.34% | 0% | 14.91% | 2/8/2024 |
 Gold (Non Expiry) (GOLD) | 0.09% | 0% | 2.71% | 8/5/2024 |
 Teucrium Wheat Fund (WEAT) | 0.06% | 0% | 1.67% | 1/25/2024 |
 AUD/CAD (AUDCAD) | 0.02% | 0% | 0.73% | 2/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| PepsiCo (PEP) | 22.41% | 20.69% |
| Invesco DB US Dollar Index Bullish Fund (UUP) | 12.33% | 13.83% |
| ExxonMobil (XOM) | 11.21% | 12.65% |
| Ishares Russell 2000 ETF (IWM) | 11.21% | 11.6% |
| iShares TIPS Bond ETF (TIP) | 11.21% | 10.82% |
| Honeywell (HON) | 5.6% | 6.77% |
| McDonald's (MCD) | 5.6% | 5.86% |
| Johnson & Johnson (JNJ) | 5.6% | 5.2% |
| Nike (NKE) | 5.6% | 3.66% |
| Adobe (ADBE) | 3.36% | 2.79% |