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Portfolio Diversification
Range
Most Diversified
18 instruments
March 28, 2026
Least Diversified
0 instruments
January 1, 2024
Average
4.5 instruments
Most Consistent Holdings
Top 5
PG30.5%
UNH30.5%
VZ30.5%
AGNC30.5%
O30.5%
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) | 4.04% | 10.37% | 30.5% | - |
 Target (TGT) | 4.03% | 15.99% | 30.39% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.65% | 11.61% | 30.5% | - |
| UnitedHealth (UNH) | 3.43% | 10.86% | 30.5% | - |
| Procter & Gamble (PG) | 2.78% | 11.57% | 30.5% | - |
| AGNC (AGNC) | 2.57% | 7.39% | 30.5% | - |
 Bitcoin (BTC) | 1.92% | 6.13% | 30.5% | - |
 choose3395 | 1.16% | 0% | 25.1% | 1/6/2026 |
| Verizon (VZ) | 0.97% | 3.73% | 30.5% | - |
 PepsiCo (PEP) | 0.77% | 2.24% | 30.39% | - |
 American Tower (AMT) | 0.76% | 4.16% | 20.02% | - |
 Energy Transfer (ET) | 0.67% | 0% | 19.5% | 5/6/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.55% | 3.36% | 27.18% | - |
 Coca-Cola (KO) | 0.51% | 0% | 9.02% | 1/23/2026 |
 Microsoft (MSFT) | 0.32% | 0% | 18.05% | 8/12/2026 |
 Scotiabank (BNS) | 0.31% | 0% | 2.18% | 11/18/2025 |
 Apple (AAPL) | 0.18% | 1.41% | 10.89% | - |
 UnitedHealth (UNH.RTH) | 0.18% | 0% | 9.85% | 4/23/2026 |
 Vanguard S&P 500 ETF (VOO) | 0.14% | 0% | 14.94% | 8/4/2026 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.11% | 1.76% | 10.37% | - |
 Lockheed Martin (LMT) | 0.09% | 1.4% | 6.43% | - |
 NVIDIA (NVDA) | 0.04% | 0% | 2.49% | 4/22/2026 |
 British American Tobacco (BTI) | 0.03% | 1.23% | 2.28% | - |
 Alphabet (GOOG) | 0.02% | 0% | 1.87% | 4/15/2026 |
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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