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Portfolio Diversification
Range
Most Diversified
16 instruments
February 11, 2026
Least Diversified
0 instruments
February 2, 2025
Average
10.2 instruments
Most Consistent Holdings
Top 5
IWM99.58%
TIP99.5%
PEP97.91%
XOM93.57%
JNJ92.32%
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) | 17.9% | 18.68% | 97.91% | - |
| ExxonMobil (XOM) | 11.74% | 16.67% | 93.57% | - |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 10.98% | 11.57% | 91.24% | - |
| Ishares Russell 2000 ETF (IWM) | 10.31% | 12.99% | 99.58% | - |
| iShares TIPS Bond ETF (TIP) | 10.24% | 10.11% | 99.5% | - |
| Johnson & Johnson (JNJ) | 5.36% | 7.24% | 92.32% | - |
 Honeywell (HON) | 4% | 5.9% | 66.61% | - |
 McDonald's (MCD) | 3.88% | 5.44% | 67.61% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.1% | 0% | 29.97% | 1/2/2024 |
 State Street Technology Select Sector SPDR ETF (XLK) | 2.7% | 0.42% | 22.7% | - |
 Nike (NKE) | 2.57% | 0% | 60.52% | 4/3/2025 |
 Adobe (ADBE) | 1.59% | 1.09% | 65.69% | - |
 Caterpillar (CAT) | 1.51% | 0% | 24.54% | 1/17/2024 |
 NVIDIA (NVDA) | 0.69% | 2.27% | 12.52% | - |
 Bitcoin (BTC) | 0.66% | 2.29% | 27.3% | - |
 Tesla (TSLA) | 0.62% | 0% | 9.52% | 4/28/2023 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.55% | 0% | 6.51% | 2/7/2024 |
 SPDR Gold (GLD) | 0.54% | 1.07% | 15.69% | - |
 USD/JPY (USDJPY) | 0.33% | 0% | 7.01% | 5/1/2025 |
 SPDR S&P U.S. Technology Select Sector UCITS ETF (EUR) (ZPDT.DE) | 0.13% | 2.33% | 6.43% | - |
 Gold (Non Expiry) (GOLD) | 0.07% | 0% | 2.17% | 8/5/2024 |
 Solstice Advanced Materi (SOLS) | 0.06% | 0.55% | 13.94% | - |
 Amazon (AMZN) | 0.06% | 1.07% | 6.18% | - |
 Teucrium Wheat Fund (WEAT) | 0.05% | 0% | 1.34% | 1/25/2024 |
 AUD/CAD (AUDCAD) | 0.02% | 0% | 0.58% | 2/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| PepsiCo (PEP) | 22.64% | 19% |
| ExxonMobil (XOM) | 11.32% | 13.76% |
| Ishares Russell 2000 ETF (IWM) | 11.32% | 12.58% |
| Invesco DB US Dollar Index Bullish Fund (UUP) | 12.45% | 12.37% |
| iShares TIPS Bond ETF (TIP) | 11.32% | 10.86% |
| Johnson & Johnson (JNJ) | 5.66% | 7.25% |
| McDonald's (MCD) | 5.66% | 6.02% |
| Honeywell (HON) | 5.66% | 5.69% |
| Bitcoin (BTC) | 3.4% | 2.78% |
| Adobe (ADBE) | 3.4% | 2.13% |
| Solstice Advanced Materi (SOLS) | 0% | 0.35% |
Cash & Instruments Over Time
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