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Portfolio Diversification
Range
Most Diversified
73 instruments
July 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
41.3 instruments
Most Consistent Holdings
Top 5
QIWI99.48%
NIO84.4%
WU83.7%
AGNC81.96%
NLY81.96%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 XRP (XRP) | 10.55% | 0% | 59.69% | 2/2/2026 |
 Merck (MRK) | 3.52% | 0% | 26.1% | 12/23/2025 |
 Icahn Enterprises (IEP) | 2.7% | 3.23% | 71.58% | - |
 Pfizer (PFE) | 2.62% | 0% | 64.27% | 6/29/2026 |
| AGNC (AGNC) | 2.31% | 0% | 81.96% | 1/30/2026 |
| Nio (NIO) | 2.29% | 0% | 84.4% | 1/30/2026 |
 ARMOUR Residential REIT (ARR) | 2.25% | 0% | 81.96% | 1/30/2026 |
 TRON (TRX) | 2.19% | 0% | 28.02% | 5/24/2023 |
 Nike (NKE) | 2.06% | 2.63% | 58% | - |
 Intel (INTC) | 1.87% | 0% | 50.75% | 10/23/2025 |
 Global X SuperDividend ETF (SDIV) | 1.76% | 0% | 76.1% | 1/26/2026 |
 NYMT (ADAM) | 1.69% | 0% | 77.96% | 1/30/2026 |
 Realty Income (O) | 1.61% | 2.74% | 34.4% | - |
 Space Exploration Technologies Corp (SPCX) | 1.59% | 8.8% | 7.37% | - |
 Main Street Capital (MAIN) | 1.58% | 0% | 38.34% | 10/20/2026 |
 Microsoft (MSFT) | 1.52% | 0% | 16.76% | 7/24/2026 |
| Annaly (NLY) | 1.33% | 0% | 81.96% | 1/30/2026 |
 Netflix (NFLX) | 1.29% | 12.49% | 19.78% | - |
 ProShares UltraPro QQQ (TQQQ) | 1.24% | 0% | 26.22% | 7/27/2026 |
 Invesco QQQ (QQQ) | 1.12% | 0% | 17.58% | 6/8/2026 |
 Cardano (ADA) | 1.12% | 0% | 59.4% | 11/22/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.08% | 0% | 12.99% | 12/23/2025 |
 Prospect Capital (PSEC) | 1.03% | 0% | 48.67% | 1/30/2026 |
 Dow (DOW) | 0.96% | 0% | 27.49% | 1/30/2026 |
 Tesla (TSLA) | 0.89% | 0% | 21.35% | 9/16/2026 |
 iShares Core Dividend Growth ETF (DGRO) | 0.81% | 0% | 24.07% | 10/9/2026 |
| Qiwi Plc-ADR (QIWI) | 0.8% | 0.33% | 99.48% | - |
 Clorox (CLX) | 0.79% | 2.23% | 25.23% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.78% | 0% | 35.56% | 10/14/2026 |
 Verizon (VZ) | 0.77% | 0% | 44.2% | 1/14/2026 |
 3M (MMM) | 0.76% | 0% | 31.32% | 7/26/2024 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.73% | 0% | 27.49% | 6/15/2026 |
 SL Green (SLG) | 0.69% | 0% | 20.24% | 1/26/2026 |
 Citi (C) | 0.68% | 0% | 37.24% | 1/30/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.65% | 0% | 6.84% | 10/12/2026 |
 Coca-Cola (KO) | 0.65% | 0% | 18.39% | 1/8/2026 |
 Direxion Daily Semiconductor Bull 3X ETF (SOXL) | 0.64% | 23.92% | 29.41% | - |
 Kraft Heinz (KHC) | 0.64% | 0% | 36.25% | 8/13/2026 |
 PepsiCo (PEP) | 0.63% | 0% | 17.05% | 10/15/2026 |
 Oracle (ORCL) | 0.63% | 8.28% | 12.18% | - |
 Lululemon (LULU) | 0.62% | 0% | 14.62% | 7/2/2026 |
 Bitcoin (BTC) | 0.61% | 0% | 16.65% | 6/15/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 0.59% | 0% | 6.67% | 10/15/2026 |
 Stellar (XLM) | 0.59% | 0% | 58.7% | 11/20/2024 |
 Bank of America (BAC) | 0.58% | 0% | 17.17% | 10/20/2026 |
 Gold (Non Expiry) (GOLD) | 0.57% | 0% | 7.77% | 1/29/2026 |
 Walgreens (WBA) | 0.55% | 0% | 54.64% | 9/1/2025 |
 Apple (AAPL) | 0.54% | 0% | 14.5% | 4/30/2026 |
| Western Union (WU) | 0.53% | 0% | 83.7% | 1/23/2026 |
 NVIDIA (NVDA) | 0.53% | 0% | 9.28% | 10/19/2026 |
 ProShares UltraShort Bloomberg Crude Oil (SCO) | 0.51% | 1.8% | 6.03% | - |
 PayPal (PYPL) | 0.48% | 0% | 31.79% | 5/29/2026 |
 Papa John's (PZZA) | 0.48% | 0% | 39.33% | 1/30/2026 |
 Lumen (LUMN) | 0.47% | 0% | 42.69% | 8/1/2024 |
 Twitter (TWTR) | 0.47% | 0% | 16.53% | 10/27/2022 |
 Apple Hospitality (APLE) | 0.44% | 0% | 27.78% | 1/30/2026 |
 Procter & Gamble (PG) | 0.43% | 0% | 13.98% | 9/11/2026 |
 General Mills (GIS) | 0.42% | 0% | 37.82% | 1/30/2026 |
 AT&T (T.US) | 0.39% | 0% | 66.42% | 3/26/2025 |
 Dollar Tree (DLTR) | 0.39% | 0% | 29.99% | 7/21/2025 |
 Ethereum (ETH) | 0.39% | 0% | 11.54% | 6/15/2026 |
 AMD (AMD) | 0.38% | 0% | 12.7% | 2/6/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.38% | 0% | 10.03% | 10/15/2026 |
 McDonald's (MCD) | 0.37% | 2.21% | 10.5% | - |
 Intuit (INTU) | 0.37% | 3.49% | 9.4% | - |
 Target (TGT) | 0.36% | 0% | 27.49% | 1/30/2026 |
 Salesforce (CRM) | 0.36% | 0% | 9.05% | 7/7/2026 |
 Meta (META) | 0.36% | 0% | 10.5% | 8/26/2026 |
 Adobe (ADBE) | 0.34% | 0% | 10.03% | 7/7/2026 |
 Moderna (MRNA) | 0.34% | 0% | 31.5% | 1/30/2026 |
 Virtu Financial (VIRT) | 0.34% | 0% | 21.87% | 3/11/2024 |
 UnitedHealth (UNH) | 0.33% | 0% | 15.78% | 2/13/2026 |
 Lemonade (LMND) | 0.31% | 0% | 15.78% | 10/12/2022 |
 Polkadot (DOT) | 0.31% | 0% | 27.78% | 11/18/2024 |
 Chipotle (CMG) | 0.3% | 0% | 12.76% | 6/9/2026 |
 Leggett & Platt (LEG) | 0.3% | 0% | 51.62% | 1/30/2026 |
 Disney (DIS) | 0.29% | 0% | 15.08% | 7/16/2026 |
 Abbott (ABT.US) | 0.28% | 0% | 8.06% | 7/16/2026 |
 VF Corp (VFC) | 0.27% | 0% | 41.3% | 1/29/2025 |
 Comcast (CMCSA) | 0.27% | 0% | 18.79% | 5/20/2026 |
 Star Bulk (SBLK) | 0.27% | 0% | 26.62% | 1/16/2026 |
 Golden Ocean (GOGL.US) | 0.27% | 0% | 27.32% | 6/5/2025 |
 ProShares Ultra Bloomberg Crude Oil (UCO) | 0.27% | 0% | 15.26% | 1/26/2026 |
 Kimberly-Clark (KMB) | 0.27% | 0% | 11.6% | 10/15/2026 |
 T. Rowe Price (TROW) | 0.26% | 0% | 12.59% | 8/12/2025 |
 Elevance Health (ELV) | 0.26% | 0% | 27.09% | 1/30/2026 |
 ZIM (ZIM) | 0.25% | 0% | 26.86% | 3/28/2025 |
 Warner Bros Discovery (WBD) | 0.25% | 0% | 67.29% | 9/12/2025 |
 Ecopetrol (EC) | 0.25% | 0% | 11.31% | 8/15/2025 |
 Dogecoin (DOGE) | 0.25% | 0% | 47.22% | 9/9/2024 |
 Altria (MO) | 0.23% | 0% | 11.77% | 3/1/2024 |
 Constellation Brands (STZ) | 0.23% | 0% | 9.4% | 10/7/2026 |
 Keurig Dr Pepper (KDP) | 0.22% | 0% | 10.5% | 1/30/2026 |
 Polygon Ecosystem (ex Matic) (POL) | 0.22% | 0% | 14.44% | 11/23/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.22% | 0% | 11.6% | 1/2/2024 |
 Rivian (RIVN) | 0.21% | 0% | 11.19% | 8/22/2025 |
 American Tower (AMT) | 0.2% | 0% | 12.41% | 10/6/2026 |
 Sirius XM (SIRI) | 0.19% | 0% | 12.82% | 7/3/2024 |
 Starbucks (SBUX) | 0.18% | 0% | 15.14% | 10/15/2025 |
 Johnson & Johnson (JNJ) | 0.18% | 0% | 7.71% | 5/15/2025 |
 Kellanova (K) | 0.17% | 0% | 21.35% | 8/5/2024 |
 eToro Group LTD (ETOR) | 0.17% | 0% | 12.12% | 8/21/2026 |
 CVS Health (CVS) | 0.17% | 0% | 18.5% | 12/30/2024 |
 UPS (UPS) | 0.17% | 0% | 10.09% | 10/28/2025 |
 Simplify Volatility Premium (SVOL) | 0.17% | 0% | 3.65% | 4/29/2026 |
 Ford (F) | 0.16% | 0% | 15.55% | 5/15/2025 |
 Bristol-Myers Squibb (BMY) | 0.16% | 0% | 10.61% | 10/30/2025 |
 LTC Properties (LTC.US) | 0.16% | 0% | 6.15% | 8/4/2025 |
 Toyota (TM) | 0.16% | 0% | 8.87% | 6/26/2026 |
 Sony (SONY) | 0.16% | 0% | 7.19% | 7/2/2026 |
 Crown Castle (CCI) | 0.15% | 0% | 10.09% | 8/24/2026 |
 Palantir (PLTR) | 0.15% | 0% | 11.6% | 7/13/2026 |
 Alexandria (ARE) | 0.15% | 0% | 6.96% | 1/30/2026 |
 Alphabet (GOOGL) | 0.14% | 3.11% | 6.67% | - |
 Foot Locker (FL) | 0.14% | 0% | 13.86% | 3/5/2025 |
 Direxion Daily S&P 500 Bull 3X ETF (SPXL) | 0.14% | 0% | 5.97% | 9/17/2026 |
 Snowflake (SNOW) | 0.14% | 0% | 10.44% | 11/21/2024 |
 Beyond Meat (BYND) | 0.14% | 0% | 41.07% | 7/24/2024 |
 VICI Properties (VICI) | 0.13% | 0% | 11.89% | 8/20/2026 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.13% | 0% | 3.89% | 5/2/2025 |
 Paycom (PAYC) | 0.13% | 0% | 9.28% | 10/31/2024 |
 Two Harbors (TWO) | 0.13% | 0% | 12.18% | 2/15/2024 |
 Cisco (CSCO) | 0.13% | 0% | 6.21% | 8/15/2024 |
 Copart (CPRT) | 0.13% | 0% | 14.39% | 1/30/2026 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.13% | 0% | 8.87% | 1/2/2024 |
 ConAgra (CAG) | 0.12% | 0% | 15.89% | 1/30/2026 |
 Molson Coors (TAP) | 0.12% | 0% | 12.47% | 10/16/2025 |
 Colgate (CL) | 0.12% | 0% | 10.56% | 1/22/2026 |
 Humana (HUM) | 0.12% | 0% | 14.91% | 7/30/2025 |
 ProShares Short S&P500 (SH) | 0.12% | 0% | 1.8% | 10/13/2026 |
 Vanguard S&P 500 ETF (VOO) | 0.11% | 0% | 7.66% | 12/27/2022 |
 Lowe's (LOW) | 0.11% | 0% | 3.07% | 10/16/2026 |
 Omnicom (OMC) | 0.11% | 0% | 23.67% | 1/30/2026 |
 Diageo (DEO) | 0.11% | 0% | 9.34% | 2/26/2026 |
 Accenture (ACN) | 0.11% | 0% | 2.9% | 7/29/2026 |
 Agree Realty (ADC) | 0.11% | 0% | 6.55% | 6/4/2024 |
 SPDR Gold (GLD) | 0.1% | 0% | 1.74% | 10/9/2026 |
 Chainlink (LINK) | 0.1% | 0% | 20.59% | 5/24/2023 |
 NextEra (NEE) | 0.1% | 0% | 4.41% | 10/9/2026 |
 VAULTA (A) | 0.1% | 0% | 28.02% | 5/24/2023 |
 Rocket Lab (RKLB) | 0.1% | 2.26% | 3.71% | - |
 Honeywell (HON) | 0.1% | 0% | 3.77% | 10/22/2026 |
 EPR (EPR) | 0.1% | 0% | 7.02% | 7/30/2024 |
 Campbell Soup (CPB) | 0.1% | 0% | 7.19% | 12/13/2023 |
 Direxion Daily Technology Bull 3X ETF (TECL) | 0.1% | 0% | 7.83% | 3/9/2026 |
 Amazon (AMZN) | 0.09% | 0% | 5.05% | 2/17/2026 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.09% | 0% | 4.12% | 12/23/2025 |
 DraftKings (DKNG) | 0.09% | 0% | 26.16% | 5/5/2023 |
 ICE (ICE) | 0.09% | 0% | 3.07% | 7/23/2026 |
 MAA (MAA) | 0.09% | 0% | 9.98% | 1/26/2026 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.09% | 0% | 1.51% | 8/6/2026 |
 Monster Beverage (MNST) | 0.09% | 0% | 8.41% | 10/16/2024 |
 CME Group (CME) | 0.09% | 0% | 3.25% | 7/23/2026 |
 Home Depot (HD) | 0.09% | 0% | 2.61% | 10/15/2026 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.08% | 0% | 7.95% | 8/15/2024 |
 Broadcom (AVGO) | 0.08% | 0% | 3.94% | 10/6/2026 |
 Yum China (YUMC) | 0.08% | 0% | 3.48% | 7/23/2026 |
 Las Vegas Sands (LVS) | 0.08% | 0% | 8% | 9/24/2024 |
 EA (EA) | 0.08% | 0% | 2.96% | 1/31/2025 |
 Wendy's (WEN) | 0.08% | 0% | 8.06% | 10/10/2024 |
 Alibaba (BABA) | 0.08% | 0% | 9.4% | 5/2/2024 |
 Circle Internet Group Inc (CRCL) | 0.08% | 0% | 4.35% | 7/21/2026 |
 Nu (NU) | 0.08% | 0% | 5.51% | 10/1/2026 |
 Silver (Non Expiry) (SILVER) | 0.08% | 0% | 0.99% | 1/29/2026 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.07% | 0% | 4.93% | 6/11/2026 |
 Shopify (SHOP) | 0.07% | 0% | 7.08% | 5/6/2026 |
 BWX Technologies (BWXT) | 0.07% | 1.87% | 3.65% | - |
 Filecoin (FIL) | 0.07% | 0% | 22.27% | 2/22/2023 |
 Boston Scientific (BSX.US) | 0.07% | 0% | 3.19% | 7/23/2026 |
 Spotify (SPOT) | 0.07% | 0% | 3.36% | 5/21/2026 |
 Alphabet (GOOG) | 0.07% | 0% | 3.83% | 5/12/2025 |
 Rio Tinto (RIO) | 0.07% | 0% | 6.79% | 11/25/2024 |
 ON Semiconductor (ON) | 0.07% | 0% | 8.24% | 9/25/2026 |
 Ares Capital (ARCC) | 0.07% | 0% | 3.36% | 6/21/2026 |
 Molina (MOH) | 0.07% | 0% | 12.18% | 1/30/2026 |
 Tyson Foods (TSN) | 0.07% | 0% | 4.23% | 8/6/2025 |
 FIS (FIS.US) | 0.06% | 0% | 2.61% | 7/7/2026 |
 Hedera Hashgraph (HBAR) | 0.06% | 0% | 6.9% | 11/15/2024 |
 Decentraland (MANA) | 0.06% | 0% | 8.18% | 7/26/2024 |
 Occidental (OXY) | 0.06% | 0% | 6.44% | 12/30/2025 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.06% | 0% | 1.51% | 10/12/2026 |
 Fastly (FSLY) | 0.06% | 0% | 40.78% | 1/30/2026 |
 Quantum Computing Inc (QUBT) | 0.06% | 2.43% | 6.26% | - |
 Vale (VALE) | 0.06% | 0% | 6.26% | 9/24/2024 |
 Solana (SOL) | 0.06% | 0% | 2.73% | 3/4/2026 |
 MicroStrategy (MSTR) | 0.06% | 0% | 1.97% | 6/10/2026 |
 Robinhood Markets Inc. (HOOD) | 0.05% | 0% | 5.16% | 5/26/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.05% | 0% | 1.91% | 9/25/2026 |
 Gambling.com (GRSD) | 0.05% | 0% | 9.63% | 1/30/2026 |
 Stanley Black & Decker (SWK) | 0.05% | 0% | 7.08% | 7/1/2025 |
 Paramount (PSKY) | 0.05% | 0% | 4.12% | 7/23/2026 |
 BioNano (BNGO) | 0.05% | 0% | 20.19% | 4/1/2024 |
 The Graph (GRT) | 0.05% | 0% | 22.27% | 2/22/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.05% | 0% | 2.03% | 9/25/2026 |
 Whirlpool (WHR) | 0.05% | 0% | 3.13% | 6/26/2024 |
 Supermicro (SMCI) | 0.05% | 0% | 5.39% | 4/24/2026 |
 CoStar (CSGP) | 0.05% | 0% | 2.09% | 7/23/2026 |
 Oil (Non Expiry) (OIL) | 0.05% | 0% | 1.16% | 12/17/2025 |
 PG&E (PCG) | 0.05% | 0% | 6.03% | 1/30/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0.05% | 0% | 1.45% | 6/24/2025 |
 Dell (DELL) | 0.04% | 0% | 2.96% | 1/9/2026 |
 Walmart (WMT) | 0.04% | 0% | 1.62% | 8/28/2026 |
 Chiliz (CHZ) | 0.04% | 0% | 8.29% | 9/27/2024 |
 Rigetti (RGTI) | 0.04% | 4.58% | 1.8% | - |
 Domino's (DPZ) | 0.04% | 0% | 0.75% | 2/19/2026 |
 ARK Next Generation Internet ETF (ARKW) | 0.04% | 0% | 1.22% | 1/21/2022 |
 TJX (TJX) | 0.04% | 0% | 3.02% | 10/13/2026 |
 Dominion Energy (D) | 0.04% | 0% | 3.02% | 10/8/2026 |
 Kenvue (KVUE) | 0.04% | 0% | 3.94% | 9/14/2026 |
 Exelon (EXC) | 0.04% | 0% | 4.7% | 3/6/2024 |
 ProShares UltraShort S&P500 (SDS) | 0.04% | 0% | 0.81% | 8/18/2026 |
 Blackstone Secured Lending Fund (BXSL) | 0.04% | 0% | 4.29% | 5/29/2026 |
 Micron (MU) | 0.03% | 0% | 1.51% | 10/19/2026 |
 Viatris (VTRS) | 0.03% | 0% | 5.34% | 5/8/2025 |
 Lockheed Martin (LMT) | 0.03% | 0% | 2.32% | 5/6/2026 |
 Amkor (AMKR) | 0.03% | 0% | 7.71% | 7/2/2025 |
 EUR/GBP (EURGBP) | 0.03% | 0% | 1.04% | 12/19/2024 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.03% | 0% | 1.8% | 2/11/2022 |
 AppLovin (APP) | 0.03% | 0% | 0.99% | 8/28/2026 |
 iShares Bitcoin Trust (IBIT) | 0.03% | 0% | 1.86% | 2/12/2024 |
 SPDR Gold MiniShares Trust (GLDM) | 0.03% | 0% | 2.26% | 10/13/2023 |
 Fox (FOX.US) | 0.03% | 0% | 2.49% | 3/20/2024 |
 Uniswap (UNI) | 0.03% | 0% | 4.81% | 10/10/2024 |
 ARK Innovation ETF (ARKK) | 0.03% | 0% | 1.22% | 1/21/2022 |
 Caterpillar (CAT) | 0.03% | 3.35% | 0.93% | - |
 Constellation Energy (CEG) | 0.03% | 0% | 0.81% | 2/9/2026 |
 Vanguard Real Estate ETF (VNQ) | 0.03% | 0% | 2.84% | 10/6/2026 |
 American Airlines (AAL) | 0.03% | 0% | 2.49% | 8/30/2024 |
 Uber (UBER) | 0.03% | 0% | 5.45% | 6/16/2026 |
 RBI (QSR) | 0.03% | 0% | 4.29% | 2/12/2025 |
 Nucor (NUE) | 0.03% | 0% | 2.44% | 9/13/2024 |
 Nasdaq (NDAQ) | 0.03% | 0% | 0.87% | 2/25/2026 |
 Costco (COST) | 0.03% | 0% | 0.64% | 9/20/2026 |
 NuScale Power (SMR) | 0.03% | 0% | 4.47% | 1/30/2026 |
 FedEx (FDX) | 0.02% | 0% | 2.03% | 6/9/2025 |
 JPMorgan (JPM) | 0.02% | 0% | 0.87% | 10/20/2026 |
 ARK 21Shares Bitcoin ETF (ARKB) | 0.02% | 0% | 1.68% | 2/9/2024 |
 Charles Schwab (SCHW) | 0.02% | 0% | 2.55% | 9/17/2024 |
 Unity (U) | 0.02% | 0% | 6.73% | 9/16/2024 |
 Qualcomm (QCOM) | 0.02% | 0% | 7.48% | 2/11/2026 |
 Caesars (CZR) | 0.02% | 0% | 2.32% | 6/12/2024 |
 Unilever (UL.US) | 0.02% | 0% | 0.7% | 6/23/2026 |
 D-Wave (QBTS) | 0.02% | 2.2% | 1.04% | - |
 Boeing (BA) | 0.02% | 0% | 1.45% | 10/21/2026 |
 Medical Properties Trust (MPT) | 0.02% | 0% | 2.2% | 2/12/2024 |
 United States Oil Fund (USO) | 0.02% | 0% | 1.45% | 1/8/2026 |
 STAG (STAG) | 0.02% | 0% | 3.36% | 1/23/2025 |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.02% | 0% | 0.64% | 8/19/2026 |
 Kroger (KR) | 0.02% | 0% | 3.19% | 12/18/2023 |
 Hershey (HSY) | 0.02% | 0% | 1.1% | 1/3/2024 |
 Duke Energy (DUK) | 0.02% | 0% | 0.81% | 10/7/2026 |
 Vodafone (VOD) | 0.02% | 0% | 5.97% | 3/4/2024 |
 Franklin Resources (BEN) | 0.02% | 0% | 1.97% | 7/5/2024 |
 Cadence (CDNS) | 0.02% | 0% | 0.7% | 9/20/2026 |
 Riot (RIOT) | 0.02% | 0% | 3.19% | 10/2/2024 |
 Crowdstrike (CRWD) | 0.02% | 0% | 1.62% | 8/19/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.02% | 0% | 0.41% | 1/24/2025 |
 Shiba (in millions) (SHIBxM) | 0.02% | 0% | 1.91% | 2/7/2022 |
 Dollar General (DG.US) | 0.02% | 0% | 0.64% | 5/20/2026 |
 Smucker (SJM) | 0.02% | 0% | 1.86% | 7/15/2024 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.52% | 2/3/2025 |
 Blink Charging (BLNK) | 0.01% | 0% | 1.04% | 1/18/2022 |
 Applied Materials (AMAT) | 0.01% | 2.47% | 4.7% | - |
 Bed Bath & Beyond Inc (BBBYQ) | 0.01% | 0% | 5.74% | 1/6/2023 |
 Discovery Inc (DISCA) | 0.01% | 0% | 1.39% | 1/24/2022 |
 Sherwin-Williams (SHW) | 0.01% | 0% | 0.41% | 6/5/2026 |
 Ionq (IONQ) | 0.01% | 1.63% | 0.99% | - |
 ServiceNow (NOW) | 0.01% | 0% | 1.04% | 4/24/2026 |
 Cara (TVRD) | 0.01% | 0% | 3.89% | 3/9/2022 |
 AEP (AEP) | 0.01% | 0% | 0.64% | 9/29/2026 |
 Thermo Fisher (TMO) | 0.01% | 0% | 1.1% | 7/1/2025 |
 Charter (CHTR) | 0.01% | 0% | 0.99% | 9/5/2025 |
 Baxter (BAX) | 0.01% | 0% | 1.57% | 1/2/2025 |
 Five Below (FIVE) | 0.01% | 0% | 1.91% | 8/19/2024 |
 Wells Fargo (WFC) | 0.01% | 0% | 1.22% | 10/26/2023 |
 New Age Inc (NBEVQ) | 0.01% | 0% | 5.63% | 4/21/2022 |
 Bancolombia (CIB) | 0.01% | 0% | 1.22% | 4/28/2023 |
 American Express (AXP) | 0.01% | 0% | 0.46% | 10/6/2026 |
 Airbnb (ABNB) | 0.01% | 0% | 1.51% | 8/8/2025 |
 Mattel (MAT) | 0.01% | 0% | 1.97% | 7/22/2024 |
 iRobot (IRBTQ) | 0.01% | 0% | 3.6% | 4/1/2024 |
 Roku (ROKU) | 0.01% | 0% | 2.03% | 6/26/2024 |
 T-Mobile (TMUS) | 0.01% | 0% | 0.35% | 6/21/2026 |
 Under Armour (UAA) | 0.01% | 0% | 1.16% | 2/2/2022 |
 Yum (YUM) | 0.01% | 0% | 0.35% | 9/14/2026 |
 Flowers Foods (FLO) | 0.01% | 0% | 1.97% | 8/1/2024 |
 Reddit Inc (RDDT) | 0.01% | 0% | 0.87% | 4/26/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.01% | 0% | 0.41% | 5/27/2026 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.01% | 0% | 0.46% | 2/17/2026 |
 Arch Capital (ACGL) | 0.01% | 0% | 1.22% | 1/5/2024 |
 IIPR (IIPR) | 0.01% | 0% | 1.04% | 12/3/2025 |
 Marsh & McLennan (MRSH) | 0.01% | 0% | 0.87% | 10/3/2025 |
 GBP/JPY (GBPJPY) | 0.01% | 0% | 0.75% | 7/3/2024 |
 EUR/JPY (EURJPY) | 0.01% | 0% | 0.58% | 7/3/2024 |
 Amcor (AMCR) | 0.01% | 0% | 1.28% | 8/29/2025 |
 Brent Oil (Non Expiry) (EuroOIL) | 0.01% | 0% | 0.29% | 8/2/2023 |
 Global Payments (GPN) | 0.01% | 0% | 1.22% | 7/3/2024 |
 Roblox (RBLX) | 0.01% | 0% | 0.64% | 8/3/2026 |
 Autodesk (ADSK) | 0.01% | 0% | 0.35% | 9/14/2026 |
 ADM (ADM) | 0.01% | 0% | 0.46% | 1/30/2024 |
 NRZ (RITM) | 0.01% | 0% | 0.29% | 5/27/2026 |
 Qorvo (QRVO) | 0.01% | 0% | 4.41% | 1/7/2025 |
 Iris Energy (IREN) | 0.01% | 0% | 0.35% | 8/31/2026 |
 Ares (ARES) | 0.01% | 0% | 0.23% | 3/2/2026 |
 Pinterest (PINS) | 0.01% | 0% | 1.91% | 11/6/2025 |
 Target Corp (TGT.RTH) | 0.01% | 0% | 0.99% | 12/1/2025 |
 USD/JPY (USDJPY) | 0.01% | 0% | 0.58% | 7/3/2024 |
 Baidu (BIDU) | 0.01% | 0% | 1.04% | 9/17/2024 |
 FICO (FICO) | 0.01% | 0% | 0.7% | 8/18/2025 |
 Jazz Pharmaceuticals (JAZZ) | 0.01% | 0% | 0.52% | 1/25/2024 |
 Skyworks (SWKS) | 0.01% | 0% | 1.28% | 11/7/2024 |
 Cronos (CRON) | 0.01% | 0% | 1.28% | 2/1/2022 |
 Paccar (PCAR) | 0.01% | 0% | 0.23% | 5/26/2026 |
 ProShares Short QQQ ETF (PSQ) | 0.01% | 0% | 0.12% | 8/6/2026 |
 Ares Commercial Real Estate (ACRE) | 0.01% | 0% | 1.22% | 6/13/2024 |
 SoFi (SOFI) | 0.01% | 0% | 0.23% | 5/26/2026 |
 Equitrans (ETRN) | 0.01% | 0% | 0.64% | 4/28/2023 |
 Tattooed Chef Inc (TTCFQ) | 0.01% | 0% | 2.49% | 1/6/2023 |
 Cooper (COO) | 0.01% | 0% | 1.04% | 6/30/2025 |
 Arcadium Lithium Plc (ALTM) | 0% | 0% | 1.57% | 9/26/2024 |
 Sea (SE) | 0% | 0% | 0.93% | 1/22/2024 |
 Block Inc. (XYZ) | 0% | 0% | 0.41% | 11/20/2025 |
 ExxonMobil (XOM) | 0% | 0% | 0.93% | 1/25/2024 |
 Energizer (ENR) | 0% | 0% | 0.7% | 5/14/2024 |
 DIDI (DIDIY) | 0% | 0% | 1.16% | 4/12/2022 |
 US Natural Gas (UNG) | 0% | 0% | 0.52% | 4/12/2023 |
 Energy Transfer (ET) | 0% | 0% | 0.52% | 12/23/2025 |
 Visa (V) | 0% | 0% | 0.52% | 8/2/2024 |
 iShares Semiconductor ETF (SOXX) | 0% | 0% | 0.46% | 12/11/2024 |
 Edison (EIX) | 0% | 0% | 0.29% | 8/22/2025 |
 McCormick (MKC) | 0% | 0% | 0.64% | 9/29/2025 |
 Xcel Energy (XEL) | 0% | 0% | 0.58% | 3/11/2024 |
 Physicians Realty Trust (DOC.Acquired) | 0% | 0% | 0.41% | 3/4/2024 |
 Nintendo (NTDOY) | 0% | 0% | 0.29% | 1/13/2023 |
 Hims & Hers (HIMS) | 0% | 0% | 0.12% | 5/20/2026 |
 Eli Lilly (LLY) | 0% | 0% | 0.23% | 8/11/2025 |
 Broadridge (BR) | 0% | 0% | 0.06% | 5/1/2026 |
 Arbor Realty (ABR) | 0% | 0% | 0.17% | 2/15/2024 |
 Tilray (TLRY) | 0% | 0% | 0.58% | 1/10/2022 |
 Mastercard (MA) | 0% | 0% | 0.41% | 7/31/2024 |
 Crocs (CROX) | 0% | 0% | 0.35% | 8/13/2025 |
 IBM (IBM) | 0% | 0% | 0.17% | 1/30/2023 |
 Hormel (HRL) | 0% | 0% | 0.46% | 7/17/2024 |
 Verisk (VRSK) | 0% | 0% | 0.06% | 2/11/2026 |
 Mosaic (MOS) | 0% | 0% | 0.75% | 6/24/2024 |
 Fox (FOXA) | 0% | 0% | 0.46% | 3/20/2024 |
 General Dynamics (GD) | 0% | 0% | 0.41% | 2/25/2025 |
 Medtronic (MDT.US) | 0% | 0% | 0.35% | 7/18/2024 |
 Public Storage (PSA) | 0% | 0% | 0.29% | 8/7/2023 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.12% | 2/3/2025 |
 Motorola (MSI) | 0% | 0% | 0.12% | 11/28/2025 |
 AstraZeneca (AZN) | 0% | 0% | 0.35% | 11/12/2024 |
 Align (ALGN) | 0% | 0% | 0.12% | 10/18/2024 |
 U.S. Steel (X) | 0% | 0% | 0.17% | 1/6/2025 |
 Church & Dwight (CHD) | 0% | 0% | 0.23% | 5/5/2025 |
 TreeHouse (THS) | 0% | 0% | 0.46% | 5/31/2024 |
 Avalanche (AVAX) | 0% | 0% | 0.41% | 9/8/2024 |
 MINISO (MNSO) | 0% | 0% | 0.46% | 9/24/2024 |
 Invesco Preferred ETF (PGX) | 0% | 0% | 0.06% | 5/20/2026 |
 Tractor Supply (TSCO) | 0% | 0% | 0.06% | 5/27/2026 |
 iShares Silver Trust (SLV) | 0% | 0% | 0.06% | 5/28/2026 |
 Texas Instruments (TXN) | 0% | 0% | 0.06% | 8/4/2026 |
 Axon (AXON) | 0% | 0% | 0.06% | 10/8/2026 |
 Goldman Sachs BDC (GSBD) | 0% | 0% | 0.06% | 10/20/2026 |
 ASML (ASML) | 0% | 0% | 0.17% | 10/22/2024 |
 Li Auto (LI) | 0% | 0% | 0.29% | 9/10/2024 |
 Tezos (XTZ) | 0% | 0% | 0.52% | 5/23/2022 |
 NZD/USD (NZDUSD) | 0% | 0% | 0.06% | 2/3/2025 |
 MercadoLibre (MELI) | 0% | 0% | 0.06% | 5/14/2026 |
 Equinix (EQIX) | 0% | 0% | 0.17% | 11/28/2025 |
 USD/CAD (USDCAD) | 0% | 0% | 0.12% | 2/3/2025 |
 Dick's (DKS) | 0% | 0% | 0.06% | 8/26/2026 |
 ARM (ARM) | 0% | 2.05% | 0.06% | - |
 Sysco (SYY) | 0% | 0% | 0.23% | 5/5/2025 |
 CSX (CSX) | 0% | 0% | 0.12% | 8/28/2025 |
 KLA (KLAC) | 0% | 1.91% | 0.06% | - |
 Spirit (SAVEQ) | 0% | 0% | 0.35% | 1/22/2024 |
 TMTG (DJT) | 0% | 0% | 0.52% | 9/27/2024 |
 Harley-Davidson (HOG) | 0% | 0% | 0.29% | 2/19/2025 |
 ConocoPhillips (COP) | 0% | 0% | 0.06% | 7/8/2025 |
 Terra Classic (LUNC) | 0% | 0% | 0.41% | 5/18/2022 |
 Realty Income Corp (O.RTH) | 0% | 0% | 0.06% | 11/11/2025 |
 Huntington Ingalls (HII) | 0% | 0% | 0.06% | 12/10/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.06% | 7/14/2023 |
 Union Pacific (UNP) | 0% | 0% | 0.06% | 7/30/2025 |
 Coinbase (COIN) | 0% | 0% | 0.06% | 5/12/2022 |
 AIG (AIG) | 0% | 0% | 0.06% | 1/14/2026 |
 Healthpeak (DOC) | 0% | 0% | 0.12% | 6/5/2025 |
 Marathon Digital (MARA) | 0% | 0% | 0.23% | 2/28/2025 |
 Chesapeake (EXE) | 0% | 0% | 0.12% | 8/27/2025 |
 JetBlue (JBLU) | 0% | 0% | 0.17% | 8/16/2024 |
 ONEOK (OKE) | 0% | 0% | 0.06% | 8/22/2025 |
 Duolingo (DUOL) | 0% | 0% | 0.06% | 1/9/2026 |
 Trade Desk (TTD) | 0% | 0% | 0.06% | 1/16/2026 |
 Marriott Vacations (VAC) | 0% | 0% | 0.06% | 12/1/2023 |
 Genuine Parts (GPC) | 0% | 0% | 0.06% | 10/23/2024 |
 The Sandbox (SAND) | 0% | 0% | 0.23% | 7/28/2024 |
 Palo Alto Networks (PANW) | 0% | 0% | 0.06% | 2/22/2024 |
 22nd Century Group (XXII) | 0% | 0% | 0.17% | 11/27/2023 |
 Xerox (XRX) | 0% | 0% | 0.17% | 7/29/2024 |
 Hilton Grand Vacations (HGV) | 0% | 0% | 0.06% | 12/1/2023 |
 Ventas (VTR) | 0% | 0% | 0.06% | 3/1/2024 |
 Eversource (ES) | 0% | 0% | 0.06% | 1/25/2024 |
 USD/CHF (USDCHF) | 0% | 0% | 0.06% | 12/28/2023 |
 Carrier (CARR) | 0% | 0% | 0.06% | 8/22/2025 |
 Invesco Mortgage Capital (IVR) | 0% | 0% | 0.06% | 1/10/2023 |
 Hertz (HTZ) | 0% | 0% | 0.06% | 3/19/2024 |
 Casino (CO.PA) | 0% | 0% | 0.06% | 8/2/2023 |
 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 |
|---|---|---|
| Tesla (TSLA) | 10.23% | 12.48% |
| Kimberly-Clark (KMB) | 4.15% | 4.94% |
| Clorox (CLX) | 4.28% | 4.23% |
| Lululemon (LULU) | 3.25% | 3.39% |
| ProShares Ultra Bloomberg Crude Oil (UCO) | 2.78% | 3.17% |
| Dow (DOW) | 4.5% | 3.12% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.53% | 3.11% |
| Nike (NKE) | 2.89% | 2.85% |
| Constellation Brands (STZ) | 2.53% | 2.85% |
| Kraft Heinz (KHC) | 2.55% | 2.82% |
| Chipotle (CMG) | 2.57% | 2.65% |
| Alexandria (ARE) | 2.8% | 2.56% |
| PayPal (PYPL) | 2.19% | 2.53% |
| Keurig Dr Pepper (KDP) | 2.14% | 2.41% |
| Pfizer (PFE) | 2.61% | 2.16% |
| American Tower (AMT) | 1.75% | 1.99% |
| Apple Hospitality (APLE) | 1.7% | 1.94% |
| eToro Group LTD (ETOR) | 1.84% | 1.91% |
| Icahn Enterprises (IEP) | 3.89% | 1.79% |
| UnitedHealth (UNH) | 1.65% | 1.77% |
| Silver (Non Expiry) (SILVER) | 1.37% | 1.65% |
| Crown Castle (CCI) | 1.41% | 1.58% |
| Colgate (CL) | 1.28% | 1.56% |
| Comcast (CMCSA) | 1.29% | 1.51% |
| Supermicro (SMCI) | 1.29% | 1.5% |
| SL Green (SLG) | 1.24% | 1.45% |
| Prospect Capital (PSEC) | 2.14% | 1.27% |
| Bitcoin (BTC) | 1.07% | 1.19% |
| Target (TGT) | 1.2% | 1.16% |
| ARMOUR Residential REIT (ARR) | 1.84% | 1.14% |
| Elevance Health (ELV) | 1.07% | 1.14% |
| Global X SuperDividend ETF (SDIV) | 1.01% | 1.14% |
| NYMT (ADAM) | 1.36% | 1.07% |
| Circle Internet Group Inc (CRCL) | 0.86% | 1.06% |
| MAA (MAA) | 0.86% | 1.06% |
| Procter & Gamble (PG) | 0.81% | 1.02% |
| AGNC (AGNC) | 0.97% | 1.01% |
| Copart (CPRT) | 0.93% | 0.88% |
| Moderna (MRNA) | 1.76% | 0.88% |
| Main Street Capital (MAIN) | 0.71% | 0.84% |
| ConAgra (CAG) | 0.86% | 0.84% |
| PG&E (PCG) | 0.64% | 0.77% |
| Papa John's (PZZA) | 1% | 0.74% |
| NuScale Power (SMR) | 0.86% | 0.72% |
| Quantum Computing Inc (QUBT) | 0.86% | 0.7% |
| Star Bulk (SBLK) | 0.54% | 0.63% |
| Annaly (NLY) | 0.61% | 0.61% |
| Molina (MOH) | 0.64% | 0.57% |
| Netflix (NFLX) | 0.43% | 0.54% |
| Gambling.com (GRSD) | 0.64% | 0.5% |
| General Mills (GIS) | 0.43% | 0.48% |
| Omnicom (OMC) | 0.43% | 0.46% |
| Leggett & Platt (LEG) | 0.69% | 0.44% |
| Jpmorgan Equity Premium Inco (JEPI) | 0.33% | 0.4% |
| Qiwi Plc-ADR (QIWI) | 0.51% | 0.37% |
| Nio (NIO) | 1.31% | 0.32% |
| Schwab US Dividend Equity ETF (SCHD) | 0.21% | 0.25% |
| Western Union (WU) | 0.37% | 0.19% |
| Fastly (FSLY) | 0.12% | 0.13% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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