Portfolio Diversification
Range
Most Diversified
7 instruments
November 2, 2024
Least Diversified
0 instruments
November 30, 2023
Average
5 instruments
Most Consistent Holdings
Top 5
BIL93.98%
TLT88.32%
GLD88.14%
QQQ83.03%
SPY76.82%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 24.03% | 0% | 93.98% | 5/2/2025 |
| SPDR Gold (GLD) | 16.85% | 6.13% | 88.14% | - |
| Invesco QQQ (QQQ) | 14.24% | 18.87% | 83.03% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 12.74% | 19.24% | 88.32% | - |
| SPDR S&P 500 ETF (SPY) | 11.36% | 20.32% | 76.82% | - |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 4.1% | 23.99% | 28.1% | - |
 Energy Select Sector SPDR (XLE) | 1.96% | 0% | 27.55% | 5/2/2025 |
 Utilities Select Sector SPDR (XLU) | 0.64% | 11.35% | 5.66% | - |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.4% | 0% | 5.29% | 4/1/2025 |
 United States Oil Fund (USO) | 0.38% | 0% | 5.66% | 12/2/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 27.8% | 26.55% |
| SPDR Gold (GLD) | 12.1% | 11.68% |
| Invesco QQQ (QQQ) | 10.54% | 11.19% |
| Invesco DB US Dollar Index Bullish Fund (UUP) | 9.96% | 10.13% |
| SPDR S&P 500 ETF (SPY) | 8.88% | 9.29% |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 3.54% | 3.59% |