Portfolio Diversification
Range
Most Diversified
37 instruments
April 18, 2025
Least Diversified
0 instruments
February 6, 2022
Average
20.4 instruments
Most Consistent Holdings
Top 5
MO84.71%
BLK84%
BEN84%
O84%
WBA83.69%
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) | 16.31% | 22.08% | 84.71% | - |
 Tesla (TSLA) | 15.61% | 0% | 15.76% | 8/31/2022 |
 Energy Transfer (ET) | 14.67% | 17.7% | 73.41% | - |
 Schwab US Dividend Equity ETF (SCHD) | 10.93% | 11.19% | 68.63% | - |
| Realty Income (O) | 6.98% | 5.66% | 84% | - |
| Franklin Resources (BEN) | 5.16% | 6.16% | 84% | - |
| BlackRock (BLK) | 3.61% | 0.67% | 84% | - |
 Apple (AAPL) | 3.19% | 1.74% | 76.47% | - |
 Petrobras (PBR.A) | 2.55% | 2.02% | 72.39% | - |
 Johnson & Johnson (JNJ) | 2.1% | 5.41% | 48.71% | - |
| Walgreens (WBA) | 1.91% | 0% | 83.69% | 9/1/2025 |
 Petrobras (PBR) | 1.81% | 0.99% | 73.41% | - |
 Uniti (UNIT) | 1.51% | 2.3% | 67.45% | - |
 Coca-Cola (KO) | 1.34% | 1.55% | 64.31% | - |
 AT&T (T) | 1.02% | 1.29% | 67.22% | - |
 Microsoft (MSFT) | 0.81% | 0.26% | 15.29% | - |
 Vanguard Information Technology (VGT) | 0.7% | 1.16% | 56.31% | - |
 Starbucks (SBUX) | 0.63% | 0.56% | 62.27% | - |
 Global SuperDividend US ETF (DIV) | 0.6% | 1.53% | 53.49% | - |
 Star Bulk (SBLK) | 0.6% | 0.36% | 71.76% | - |
 Invesco QQQ (QQQ) | 0.59% | 5.33% | 12.94% | - |
 Verizon (VZ) | 0.53% | 0.48% | 67.22% | - |
 CSN (SID) | 0.43% | 0.17% | 70.51% | - |
 Alteryx Inc. (AYX) | 0.42% | 0% | 17.33% | 3/21/2024 |
 Gerdau (GGB) | 0.36% | 0.2% | 72.86% | - |
 NVIDIA (NVDA) | 0.29% | 2.62% | 12.94% | - |
 Vanguard S&P 500 ETF (VOO) | 0.28% | 1.3% | 21.1% | - |
 FS KKR (FSK) | 0.26% | 0.83% | 23.84% | - |
 Camden (CPT) | 0.26% | 0.36% | 53.73% | - |
 Medical Properties Trust (MPW) | 0.26% | 0.25% | 58.12% | - |
 Crown Castle (CCI) | 0.19% | 0.21% | 53.73% | - |
 Bitcoin (BTC) | 0.18% | 2% | 30.59% | - |
 Enterprise Products (EPD) | 0.17% | 0.35% | 61.96% | - |
 Extra Space (EXR) | 0.1% | 0.31% | 25.8% | - |
 Procter & Gamble (PG) | 0.08% | 0.43% | 20% | - |
 3M (MMM) | 0.08% | 0% | 0.24% | 9/12/2022 |
 Big Yellow (BYG.L) | 0.06% | 0.05% | 57.65% | - |
 CubeSmart (CUBE) | 0.05% | 0.18% | 25.18% | - |
 Rexford Industrial (REXR) | 0.05% | 0.18% | 24.94% | - |
 Essential Properties (EPRT) | 0.02% | 0.07% | 25.18% | - |
 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
2025
| Instrument | Invested | Value |
|---|---|---|
| Energy Transfer (ET) | 19.35% | 24.27% |
| Altria (MO) | 19.76% | 19.86% |
| Schwab US Dividend Equity ETF (SCHD) | 12.99% | 12.89% |
| Realty Income (O) | 7.89% | 6.44% |
| Franklin Resources (BEN) | 8.34% | 5.99% |
| Johnson & Johnson (JNJ) | 6.09% | 5.17% |
| Uniti (UNIT) | 2.75% | 4.15% |
| Petrobras (PBR.A) | 2.8% | 2.59% |
| Apple (AAPL) | 1.53% | 2.25% |
| Coca-Cola (KO) | 1.88% | 1.75% |
| Global SuperDividend US ETF (DIV) | 1.83% | 1.68% |
| Vanguard S&P 500 ETF (VOO) | 1.69% | 1.45% |
| Vanguard Information Technology (VGT) | 1.02% | 1.28% |
| Petrobras (PBR) | 1.28% | 1.28% |
| FS KKR (FSK) | 1.27% | 1.23% |
| AT&T (T) | 1.06% | 1.23% |
| BlackRock (BLK) | 0.53% | 0.77% |
| Starbucks (SBUX) | 0.88% | 0.73% |
| Verizon (VZ) | 0.56% | 0.54% |
| Bitcoin (BTC) | 0.34% | 0.46% |
| Camden (CPT) | 0.43% | 0.46% |
| Procter & Gamble (PG) | 0.51% | 0.45% |
| Enterprise Products (EPD) | 0.43% | 0.42% |
| Extra Space (EXR) | 0.52% | 0.4% |
| Star Bulk (SBLK) | 0.57% | 0.35% |
| Walgreens (WBA) | 1.26% | 0.33% |
| Medical Properties Trust (MPW) | 0.5% | 0.27% |
| Crown Castle (CCI) | 0.29% | 0.24% |
| CubeSmart (CUBE) | 0.3% | 0.23% |
| Gerdau (GGB) | 0.38% | 0.23% |
| CSN (SID) | 0.43% | 0.22% |
| Rexford Industrial (REXR) | 0.28% | 0.21% |
| Essential Properties (EPRT) | 0.1% | 0.08% |
| Big Yellow (BYG.L) | 0.09% | 0.07% |