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Portfolio Diversification
Range
Most Diversified
39 instruments
October 4, 2025
Least Diversified
0 instruments
February 6, 2022
Average
24.4 instruments
Most Consistent Holdings
Top 5
MO87.75%
BEN87.2%
O87.2%
BLK87.14%
AAPL81.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 6, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Altria (MO) | 16.97% | 17.91% | 87.75% | - |
 Energy Transfer (ET) | 15.04% | 16.95% | 78.98% | - |
 Tesla (TSLA) | 12.13% | 0% | 12.25% | 8/31/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 10.91% | 11.05% | 75.26% | - |
| Realty Income (O) | 6.61% | 4.69% | 87.2% | - |
| Franklin Resources (BEN) | 5.29% | 6.5% | 87.2% | - |
 Johnson & Johnson (JNJ) | 2.98% | 6.55% | 59.78% | - |
| BlackRock (BLK) | 2.93% | 0.54% | 87.14% | - |
| Apple (AAPL) | 2.88% | 1.83% | 81.29% | - |
 Petrobras (PBR.A) | 2.49% | 2.54% | 78.12% | - |
 Uniti (UNIT) | 1.79% | 2.94% | 74.34% | - |
 Invesco QQQ (QQQ) | 1.71% | 5.59% | 31.99% | - |
 Petrobras (PBR) | 1.65% | 1.27% | 78.67% | - |
 Walgreens (WBA) | 1.48% | 0% | 65.02% | 9/1/2025 |
 Coca-Cola (KO) | 1.38% | 1.57% | 71.85% | - |
 AT&T (T.US) | 1.01% | 0.88% | 73.8% | - |
 Vanguard Information Technology (VGT) | 0.81% | 1.27% | 65.69% | - |
 NVIDIA (NVDA) | 0.8% | 2.76% | 31.81% | - |
 Global SuperDividend US ETF (DIV) | 0.78% | 1.35% | 63.5% | - |
 Bitcoin (BTC) | 0.75% | 3.45% | 45.7% | - |
 Microsoft (MSFT) | 0.68% | 0.2% | 33.82% | - |
 Starbucks (SBUX) | 0.61% | 0.53% | 70.26% | - |
 Star Bulk (SBLK) | 0.55% | 0.48% | 77.64% | - |
 Verizon (VZ) | 0.51% | 0.43% | 73.98% | - |
 Vanguard S&P 500 ETF (VOO) | 0.5% | 1.21% | 38.27% | - |
 CSN (SID) | 0.36% | 0.12% | 76.66% | - |
 Gerdau (GGB) | 0.33% | 0.25% | 78.49% | - |
 Alteryx Inc. (AYX) | 0.32% | 0% | 13.47% | 3/21/2024 |
 FS KKR (FSK) | 0.32% | 0.45% | 40.16% | - |
 Ethereum (ETH) | 0.3% | 1.19% | 20.72% | - |
 Camden (CPT) | 0.27% | 0.27% | 63.62% | - |
 Medical Properties Trust (MPT) | 0.26% | 0.17% | 67.09% | - |
 Enterprise Products (EPD) | 0.21% | 0.33% | 70.02% | - |
 Crown Castle (CCI) | 0.19% | 0.13% | 63.32% | - |
 Procter & Gamble (PG) | 0.14% | 0.31% | 37.48% | - |
 Extra Space (EXR) | 0.14% | 0.24% | 41.99% | - |
 Robinhood Markets Inc. (HOOD) | 0.11% | 0.57% | 20.17% | - |
 CubeSmart (CUBE) | 0.08% | 0.14% | 41.26% | - |
 Rexford Industrial (REXR) | 0.07% | 0.13% | 40.65% | - |
 3M (MMM) | 0.06% | 0% | 0.18% | 9/12/2022 |
 Big Yellow (BYG.L) | 0.06% | 0.04% | 66.42% | - |
 Essential Properties (EPRT) | 0.03% | 0.05% | 41.5% | - |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Altria (MO) | 17.46% | 18.91% |
| Energy Transfer (ET) | 15.57% | 16.33% |
| Schwab US Dividend Equity ETF (SCHD) | 11.08% | 10.96% |
| Johnson & Johnson (JNJ) | 5.12% | 6.21% |
| Invesco QQQ (QQQ) | 5.5% | 6.01% |
| Franklin Resources (BEN) | 6.71% | 5.65% |
| Realty Income (O) | 6.35% | 5.46% |
| NVIDIA (NVDA) | 2.06% | 2.82% |
| Uniti (UNIT) | 2.22% | 2.55% |
| Bitcoin (BTC) | 2.9% | 2.09% |
| Petrobras (PBR.A) | 2.25% | 1.97% |
| Apple (AAPL) | 1.23% | 1.96% |
| Ethereum (ETH) | 2.69% | 1.79% |
| Coca-Cola (KO) | 1.51% | 1.57% |
| Global SuperDividend US ETF (DIV) | 1.7% | 1.48% |
| Vanguard S&P 500 ETF (VOO) | 1.36% | 1.35% |
| Vanguard Information Technology (VGT) | 0.82% | 1.24% |
| AT&T (T.US) | 0.85% | 1.07% |
| Petrobras (PBR) | 1.03% | 0.94% |
| Robinhood Markets Inc. (HOOD) | 1% | 0.67% |
| FS KKR (FSK) | 1.02% | 0.67% |
| BlackRock (BLK) | 0.43% | 0.64% |
| Starbucks (SBUX) | 0.71% | 0.54% |
| Verizon (VZ) | 0.45% | 0.44% |
| Procter & Gamble (PG) | 0.49% | 0.38% |
| Star Bulk (SBLK) | 0.46% | 0.36% |
| Camden (CPT) | 0.34% | 0.35% |
| Enterprise Products (EPD) | 0.34% | 0.35% |
| Extra Space (EXR) | 0.42% | 0.28% |
| Medical Properties Trust (MPT) | 0.4% | 0.27% |
| Gerdau (GGB) | 0.31% | 0.24% |
| Microsoft (MSFT) | 0.21% | 0.24% |
| CSN (SID) | 0.35% | 0.19% |
| Crown Castle (CCI) | 0.23% | 0.19% |
| Rexford Industrial (REXR) | 0.22% | 0.17% |
| CubeSmart (CUBE) | 0.24% | 0.16% |
| Essential Properties (EPRT) | 0.08% | 0.06% |
| Big Yellow (BYG.L) | 0.07% | 0.06% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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