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Portfolio Diversification
Range
Most Diversified
16 instruments
February 14, 2026
Least Diversified
0 instruments
January 1, 2024
Average
2.6 instruments
Most Consistent Holdings
Top 5
PG17.41%
UNH17.41%
VZ17.41%
PEP17.41%
AGNC17.41%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Realty Income (O) | 2.73% | 12.33% | 17.41% | - |
 Target (TGT) | 2.18% | 15.08% | 17.41% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 2.05% | 12.87% | 17.41% | - |
| UnitedHealth (UNH) | 1.88% | 13.64% | 17.41% | - |
| AGNC (AGNC) | 1.6% | 8.05% | 17.41% | - |
 choose3395 | 1.39% | 0% | 30.1% | 1/6/2026 |
| Procter & Gamble (PG) | 1.1% | 9.82% | 17.41% | - |
 Bitcoin (BTC) | 1.06% | 7.81% | 17.41% | - |
 Energy Transfer (ET) | 0.64% | 3.14% | 17.41% | - |
| PepsiCo (PEP) | 0.63% | 3.56% | 17.41% | - |
 Coca-Cola (KO) | 0.61% | 0% | 10.82% | 1/23/2026 |
| Verizon (VZ) | 0.59% | 2.24% | 17.41% | - |
 Scotiabank (BNS) | 0.37% | 0% | 2.61% | 11/18/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.34% | 2.01% | 15.42% | - |
 American Tower (AMT) | 0.19% | 3.86% | 4.85% | - |
 UnitedHealth (UNH.RTH) | 0.14% | 1.75% | 7.46% | - |
 Vanguard S&P 500 ETF (VOO) | 0.1% | 0% | 9.45% | 2/26/2026 |
 Microsoft (MSFT) | 0.07% | 1.82% | 3.98% | - |
 Apple (AAPL) | 0.04% | 2.02% | 3.98% | - |
 British American Tobacco (BTI) | 0.01% | 0% | 1.24% | 1/16/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Realty Income (O) | 17.62% | 16.82% |
| Target (TGT) | 11.06% | 11.57% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 10.22% | 11.16% |
| AGNC (AGNC) | 8.77% | 9.94% |
| UnitedHealth (UNH) | 8.51% | 9.66% |
| Bitcoin (BTC) | 7.07% | 5.97% |
| Coca-Cola (KO) | 5.53% | 5.57% |
| Procter & Gamble (PG) | 5.55% | 5% |
| choose3395 | 4.59% | 4.17% |
| Energy Transfer (ET) | 4.43% | 3.97% |
| PepsiCo (PEP) | 3.13% | 3.23% |
| Verizon (VZ) | 3.21% | 3.01% |
| ProShares UltraPro QQQ (TQQQ) | 1.66% | 1.65% |
| Vanguard S&P 500 ETF (VOO) | 1.11% | 1.09% |
Cash & Instruments Over Time
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