Portfolio Diversification
Range
Most Diversified
115 instruments
January 17, 2024
Least Diversified
5 instruments
January 2, 2023
Average
53.8 instruments
Most Consistent Holdings
Top 5
VXX100%
GOLD.BARRICK100%
MBG.DE85.95%
NLY65.06%
MO64.18%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Onegirl | 10.9% | 0% | 34.94% | 10/11/2023 |
 TeamViewer (TMV.DE) | 9.86% | 0% | 56.33% | 5/7/2024 |
 jaynemesis | 5.43% | 0% | 35.06% | 10/12/2023 |
 AGNC (AGNC) | 5.21% | 5.55% | 54.18% | - |
 DividendGrowth | 4.05% | 0% | 56.33% | 1/2/2025 |
 iShares Core S&P 500 ETF (IVV) | 3.34% | 0% | 35.57% | 5/6/2024 |
| Barrick (GOLD.BARRICK) | 3% | 1.98% | 100% | - |
 OilWorldWide | 2.34% | 0% | 56.46% | 1/2/2025 |
 YieldGrowth | 2.31% | 0% | 52.66% | 1/2/2025 |
 Core-Income | 2.24% | 0% | 31.14% | 1/2/2025 |
| Mercedes-Benz (MBG.DE) | 2.07% | 1.83% | 85.95% | - |
 Main Street Capital (MAIN) | 1.91% | 4.17% | 54.56% | - |
 FoodDrink | 1.84% | 0% | 47.72% | 1/3/2025 |
 TheBigBanks | 1.83% | 0% | 46.46% | 1/2/2025 |
 Realty Income (O) | 1.64% | 6.26% | 62.66% | - |
 CryptoPortfolio | 1.5% | 0% | 28.1% | 12/18/2024 |
 AussieEconomy | 1.5% | 0% | 30.38% | 7/1/2024 |
 AbbVie (ABBV) | 1.36% | 0% | 47.22% | 4/18/2024 |
 AgriWorldWIde | 1.35% | 0% | 34.56% | 10/10/2024 |
 AsianDragons | 1.31% | 0% | 28.99% | 7/2/2024 |
 RealEstateTrusts | 1.19% | 0% | 31.9% | 1/2/2025 |
| 1.15% | 0% | 21.14% | 12/16/2024 | |
 Icahn Enterprises (IEP) | 1.04% | 4.12% | 52.78% | - |
| Annaly (NLY) | 1.02% | 1.36% | 65.06% | - |
 Torm PLC (TRMD-A.CO) | 0.97% | 3.11% | 26.2% | - |
 GlobalLogistics | 0.95% | 0% | 21.9% | 6/10/2024 |
 Netflix (NFLX) | 0.94% | 0% | 21.65% | 9/21/2023 |
 iShares Core High Dividend ETF (HDV) | 0.87% | 0% | 49.24% | 1/27/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.84% | 0% | 15.95% | 11/7/2023 |
| Altria (MO) | 0.84% | 2.67% | 64.18% | - |
 Vail Resorts (MTN) | 0.81% | 1.36% | 56.2% | - |
 Driverless | 0.76% | 0% | 21.52% | 10/14/2024 |
 Frontline (FRO) | 0.67% | 2.94% | 26.58% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.64% | 0% | 9.75% | 1/8/2024 |
 Pernod Ricard (RI.PA) | 0.63% | 0.94% | 59.87% | - |
 Maersk (MAERSKB.CO) | 0.61% | 0% | 48.35% | 2/26/2025 |
 YieldKing | 0.6% | 0% | 17.97% | 1/3/2025 |
 AT&T (T) | 0.59% | 4.69% | 51.65% | - |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.58% | 0.19% | 100% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.57% | 0% | 26.71% | 1/2/2025 |
 Verizon (VZ) | 0.56% | 1.57% | 54.18% | - |
 Philip Morris (PM) | 0.55% | 0% | 61.01% | 2/14/2025 |
 Rio Tinto (RIO) | 0.54% | 1.23% | 50.76% | - |
 DWS (DWS.DE) | 0.53% | 0% | 31.27% | 2/7/2025 |
 Utilities | 0.52% | 0% | 15.95% | 12/23/2024 |
 Pfizer (PFE) | 0.52% | 6.51% | 62.66% | - |
 Two Harbors (TWO) | 0.46% | 1.42% | 43.29% | - |
 ARMOUR Residential REIT (ARR) | 0.46% | 0% | 15.32% | 5/9/2024 |
 Devon Energy (DVN) | 0.45% | 0% | 24.81% | 4/25/2024 |
 Brandywine (BDN) | 0.44% | 1.97% | 42.28% | - |
 Intel (INTC) | 0.43% | 4.48% | 8.61% | - |
 Johnson & Johnson (JNJ) | 0.43% | 5.64% | 18.73% | - |
 Wells Fargo (WFC) | 0.4% | 3.34% | 8.61% | - |
 Core-Equity | 0.35% | 0% | 10.63% | 1/2/2025 |
 Siemens (SIE.DE) | 0.32% | 0% | 23.29% | 12/18/2024 |
 Estee Lauder (EL) | 0.3% | 2% | 19.24% | - |
 CloudComputing | 0.3% | 0% | 4.3% | 11/14/2023 |
 CyberSecurity | 0.3% | 0% | 4.3% | 11/14/2023 |
 Yara (YAR.OL) | 0.29% | 0% | 21.39% | 9/27/2024 |
 Repsol (REP.MC) | 0.28% | 0% | 22.41% | 4/18/2024 |
 Equinor (EQNR.OL) | 0.27% | 2.09% | 16.58% | - |
 Deere (DE) | 0.27% | 0% | 35.95% | 10/10/2024 |
 Allianz (ALV.DE) | 0.25% | 0% | 38.1% | 8/15/2024 |
 Enel (ENEL.MI) | 0.23% | 0% | 26.84% | 8/23/2024 |
 Salesforce (CRM) | 0.23% | 0% | 33.54% | 10/10/2024 |
 Equinix (EQIX) | 0.23% | 0% | 36.08% | 8/27/2024 |
 Porsche (PAH3.DE) | 0.23% | 0.82% | 36.08% | - |
 Veolia (VIE.PA) | 0.22% | 0% | 17.47% | 5/30/2024 |
 GTT (GTT.PA) | 0.22% | 0% | 16.84% | 4/23/2024 |
 Valero (VLO) | 0.2% | 0% | 23.04% | 4/19/2024 |
 Procter & Gamble (PG) | 0.17% | 1.83% | 20.51% | - |
 SGS (SGSN.ZU) | 0.17% | 0% | 11.52% | 4/10/2024 |
 TUI AG (TUI.L) | 0.16% | 0% | 26.2% | 4/25/2024 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.15% | 0% | 30% | 1/22/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.15% | 2.13% | 8.99% | - |
 Global X SuperDividend ETF (SDIV) | 0.14% | 1.3% | 8.99% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.13% | 0% | 10.51% | 1/22/2025 |
 DEUTZ (DEZ.DE) | 0.13% | 0% | 27.72% | 8/23/2024 |
 Chevron (CVX) | 0.13% | 1.39% | 8.61% | - |
 Vanguard Short-Term Corporate (VCSH) | 0.12% | 1.76% | 8.61% | - |
 Adyen (ADYEN.NV) | 0.11% | 0% | 35.06% | 12/9/2024 |
 Texas Instruments (TXN) | 0.11% | 0% | 19.62% | 10/10/2024 |
 Lumen (LUMN) | 0.11% | 1.57% | 8.61% | - |
 Crypto-currency | 0.11% | 0% | 2.28% | 12/29/2023 |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 0.11% | 0.89% | 8.61% | - |
 Volkswagen (VOW3.DE) | 0.11% | 0% | 29.87% | 12/9/2024 |
 VAALCO (EGY) | 0.1% | 1.17% | 10.25% | - |
 Oxford Square (OXSQ) | 0.1% | 0.73% | 30% | - |
 AFC Gamma (AFCG) | 0.1% | 1.24% | 10.25% | - |
 Befesa (BFSA.DE) | 0.1% | 0% | 13.42% | 5/30/2024 |
 L3Harris (LHX) | 0.09% | 0% | 7.47% | 1/5/2024 |
 BAE Systems (BA.L) | 0.09% | 0% | 22.03% | 4/23/2024 |
 FS KKR (FSK) | 0.09% | 0.21% | 58.23% | - |
 Raytheon (RTX) | 0.09% | 0% | 10.25% | 1/5/2024 |
 Prospect Capital (PSEC) | 0.09% | 1.73% | 6.08% | - |
 ManpowerGroup (MAN) | 0.09% | 0.15% | 58.23% | - |
 MSC (MSM) | 0.09% | 0.15% | 62.66% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.09% | 1.61% | 6.2% | - |
 BMO (BMO) | 0.08% | 0% | 21.52% | 10/14/2024 |
 Lear (LEA) | 0.08% | 0.14% | 58.23% | - |
 Broadcom (AVGO) | 0.08% | 0% | 37.97% | 8/27/2024 |
 Sandoz (SDZNY) | 0.08% | 0% | 36.46% | 8/15/2024 |
 Ethereum (ETH) | 0.08% | 0.73% | 8.48% | - |
 SPDR Portfolio Short Term Corporate Bond ETF (SPSB) | 0.08% | 1.49% | 6.2% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.08% | 1.46% | 6.2% | - |
 Hercules Capital (HTGC) | 0.08% | 0.24% | 37.59% | - |
 IIPR (IIPR) | 0.08% | 0% | 32.66% | 8/27/2024 |
 Agnico Eagle (AEM) | 0.08% | 0% | 20.89% | 1/28/2025 |
 Linde (LIN) | 0.07% | 0% | 38.99% | 10/10/2024 |
 MTU Aero Engines (MTX.DE) | 0.07% | 0% | 20.13% | 4/25/2024 |
 PUMA (PUM.DE) | 0.07% | 0% | 11.14% | 4/23/2024 |
 CME Group (CME) | 0.07% | 0% | 43.42% | 10/10/2024 |
 JinkoSolar (JKS) | 0.07% | 0.13% | 58.23% | - |
 Cable One (CABO) | 0.07% | 0.1% | 58.23% | - |
 Dafne17 | 0.07% | 0% | 2.53% | 10/31/2024 |
 Darden (DRI) | 0.07% | 0% | 44.05% | 12/18/2024 |
 FedEx (FDX) | 0.07% | 0% | 39.49% | 10/14/2024 |
 National Grid (NGG) | 0.07% | 0% | 39.49% | 10/14/2024 |
 Snap-on (SNA) | 0.07% | 0% | 43.67% | 10/29/2024 |
 LCI (LCII) | 0.07% | 0% | 39.11% | 10/11/2024 |
 AvalonBay (AVB) | 0.07% | 0% | 37.97% | 8/27/2024 |
 OneMain (OMF) | 0.06% | 1.06% | 6.08% | - |
 Dogecoin (DOGE) | 0.06% | 0.61% | 7.47% | - |
 VICI Properties (VICI) | 0.06% | 0% | 34.94% | 10/10/2024 |
 iShares Floating Rate Bond ETF (FLOT) | 0.06% | 0.9% | 8.61% | - |
 Intuitive Surgical (ISRG) | 0.06% | 0% | 25.19% | 5/27/2024 |
 MAA (MAA) | 0.06% | 0% | 26.71% | 5/30/2024 |
 British American Tobacco (BTI) | 0.06% | 0% | 36.46% | 8/15/2024 |
 3M (MMM) | 0.06% | 0% | 35.82% | 8/27/2024 |
 ExxonMobil (XOM) | 0.06% | 0% | 25.06% | 5/27/2024 |
 BAT (BATS.L) | 0.06% | 0% | 36.46% | 8/15/2024 |
 Merck (MRK) | 0.06% | 0% | 28.48% | 7/18/2024 |
 Munich Re (MUV2.DE) | 0.06% | 0% | 27.34% | 6/4/2024 |
 Kimberly-Clark (KMB) | 0.06% | 0% | 32.03% | 8/15/2024 |
 Shell (SHEL.L) | 0.06% | 0% | 2.91% | 10/23/2023 |
 Transdigm (TDG) | 0.05% | 0% | 26.33% | 7/1/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.05% | 0.93% | 6.2% | - |
 Huntington Ingalls (HII) | 0.05% | 0% | 23.16% | 6/6/2024 |
 Goldman Sachs (GS) | 0.05% | 0% | 12.28% | 9/3/2024 |
 Hannover Re (HNR1.DE) | 0.05% | 0% | 26.71% | 5/30/2024 |
 Qualcomm (QCOM) | 0.05% | 0% | 22.41% | 4/25/2024 |
 Unilever (ULVR.L) | 0.05% | 0% | 27.47% | 6/5/2024 |
 First Citizens (FCNCA) | 0.04% | 0% | 23.16% | 6/6/2024 |
 Sonic Healthcare (SHL.ASX) | 0.04% | 0% | 49.62% | 11/27/2024 |
 Bitcoin (BTC) | 0.04% | 0% | 5.19% | 1/6/2025 |
 Fortis (FTS) | 0.04% | 0% | 27.59% | 6/6/2024 |
 Hubbell (HUBB) | 0.04% | 0% | 17.97% | 4/25/2024 |
 Walgreens (WBA) | 0.04% | 0.05% | 62.66% | - |
 PCA (PKG) | 0.04% | 0% | 36.46% | 8/15/2024 |
 LVMH (MC.PA) | 0.04% | 0% | 22.41% | 4/25/2024 |
 Cummins (CMI) | 0.04% | 0% | 17.97% | 4/25/2024 |
 TotalEnergies (TTE.PA) | 0.04% | 0% | 2.41% | 10/30/2023 |
 Northrop Grumman (NOC) | 0.04% | 0% | 7.34% | 1/18/2024 |
 Bellway (BWY.L) | 0.04% | 0% | 18.35% | 4/29/2024 |
 Dior (CDI.PA) | 0.04% | 0% | 17.85% | 4/25/2024 |
 Elisa (ELISA.HE) | 0.04% | 0% | 22.91% | 4/29/2024 |
 Berkshire Hathaway (BRK.B) | 0.04% | 0% | 21.52% | 4/18/2024 |
 Viscofan (VIS.MC) | 0.04% | 0% | 22.15% | 4/23/2024 |
 Ahold (AD.NV) | 0.04% | 0% | 22.41% | 4/25/2024 |
 UBS (UBSG.ZU) | 0.03% | 0% | 17.85% | 4/25/2024 |
 Kering (KER.PA) | 0.03% | 0% | 3.8% | 2/1/2024 |
 Siemens Energy (ENR.DE) | 0.03% | 0% | 13.04% | 4/18/2024 |
 NNN (NNN) | 0.03% | 0% | 27.59% | 6/6/2024 |
 STAG (STAG) | 0.03% | 0.48% | 8.99% | - |
 Gladstone Investment (GAIN) | 0.03% | 0.44% | 8.99% | - |
 AXA (CS.PA) | 0.03% | 0% | 14.56% | 8/23/2024 |
 Smurfit Kappa (SWR.L) | 0.03% | 0% | 26.46% | 5/27/2024 |
 Fastenal (FAST) | 0.03% | 0% | 26.71% | 5/30/2024 |
 EUR/USD (EURUSD) | 0.03% | 0% | 1.14% | 4/17/2024 |
 Buckle (BKE) | 0.03% | 0% | 44.05% | 12/18/2024 |
 Iron Mountain (IRM) | 0.03% | 0% | 22.41% | 4/25/2024 |
 Tyson Foods (TSN) | 0.03% | 0% | 22.41% | 4/25/2024 |
 Watsco (WSO) | 0.03% | 0% | 22.41% | 4/25/2024 |
 Public Storage (PSA) | 0.03% | 0% | 22.15% | 4/23/2024 |
 Stanley Black & Decker (SWK) | 0.03% | 0% | 22.41% | 4/25/2024 |
 KBC (KBC.BR) | 0.02% | 0% | 22.03% | 5/29/2024 |
 Svitzer (SVITZR.CO) | 0.02% | 0% | 33.67% | 1/23/2025 |
 Stellantis (STLAM.MI) | 0.02% | 0.06% | 33.29% | - |
 Sodexo (SW.PA) | 0.02% | 0% | 2.03% | 1/5/2024 |
 Deutsche Post (DHL.DE) | 0.02% | 0% | 10.13% | 1/18/2024 |
 freenet (FNTN.DE) | 0.02% | 0% | 12.28% | 8/15/2024 |
 PepsiCo (PEP) | 0.02% | 0% | 7.47% | 2/1/2024 |
 Coca-Cola (KO) | 0.01% | 0% | 10.13% | 1/18/2024 |
 Lindt (LISP.ZU) | 0.01% | 0% | 5.06% | 5/29/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.01% | 0% | 1.65% | 2/6/2024 |
 Bayer (BAYN.DE) | 0.01% | 0% | 6.08% | 1/22/2024 |
 UPS (UPS) | 0.01% | 0% | 10.13% | 1/18/2024 |
 Evergy (EVRG) | 0.01% | 0% | 10.63% | 1/22/2024 |
 BlackRock (BLK) | 0.01% | 0% | 8.48% | 1/5/2024 |
 McDonald's (MCD) | 0.01% | 0% | 5.7% | 1/18/2024 |
 Medtronic (MDT.US) | 0.01% | 0% | 8.48% | 1/5/2024 |
 Union Pacific (UNP) | 0.01% | 0% | 5.7% | 1/18/2024 |
 Smucker (SJM) | 0.01% | 0% | 7.97% | 1/18/2024 |
 Cigna (CI) | 0.01% | 0% | 4.05% | 1/5/2024 |
 Phillips 66 (PSX) | 0.01% | 0% | 6.33% | 1/5/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.01% | 0.17% | 6.08% | - |
 Solventum (SOLV) | 0.01% | 0% | 37.22% | 1/23/2025 |
 Coca-Cola Europacific (CCEP) | 0.01% | 0% | 6.33% | 1/5/2024 |
 iShares TIPS Bond ETF (TIP) | 0.01% | 0.15% | 6.08% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.01% | 0.15% | 6.08% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.01% | 0.15% | 6.08% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.01% | 0.15% | 6.08% | - |
 iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) | 0.01% | 0.15% | 6.08% | - |
 Airbus (AIR.PA) | 0.01% | 0% | 1.65% | 12/18/2024 |
 BMW (BMW.DE) | 0% | 0% | 2.53% | 12/2/2024 |
 South Bow Corp (SOBO) | 0% | 0% | 13.54% | 1/23/2025 |
Exposure over time
Exposure by Sector
- Copy Trading
- Finance
- Technology Services
- ETFs
- Non Energy Minerals
- Consumer Non Durables
- Other
Exposure by Country
- United States
- Germany
- Canada
- United Kingdom
- France
- Cyprus
- Other
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AGNC (AGNC) | 14.33% | 15.18% |
| Main Street Capital (MAIN) | 6.06% | 7.53% |
| Core-Income | 5.43% | 6% |
| Realty Income (O) | 5.62% | 5.78% |
| TheBigBanks | 3.96% | 5.05% |
| YieldGrowth | 4.5% | 4.88% |
| Torm PLC (TRMD-A.CO) | 5.25% | 3.92% |
| RealEstateTrusts | 2.87% | 3.36% |
| YieldKing | 2.98% | 3.31% |
| Core-Equity | 2.92% | 3.27% |
| FoodDrink | 2.95% | 3.21% |
| DividendGrowth | 2.82% | 3.18% |
| OilWorldWide | 2.89% | 3.1% |
| Frontline (FRO) | 3.13% | 2.13% |
| Altria (MO) | 1.54% | 1.85% |
| DWS (DWS.DE) | 1.74% | 1.73% |
| Equinor (EQNR.OL) | 1.41% | 1.52% |
| Estee Lauder (EL) | 1.76% | 1.51% |
| Icahn Enterprises (IEP) | 2.42% | 1.45% |
| Philip Morris (PM) | 1.01% | 1.26% |
| iShares Physical Gold ETC (PPFB.DE) | 1.17% | 1.25% |
| Maersk (MAERSKB.CO) | 1.24% | 1.24% |
| Ethereum (ETH) | 1.21% | 1.23% |
| Barrick (GOLD.BARRICK) | 1.67% | 1.22% |
| Bitcoin (BTC) | 1.2% | 1.21% |
| Vail Resorts (MTN) | 1.36% | 1.2% |
| Mercedes-Benz (MBG.DE) | 1.39% | 1.16% |
| Annaly (NLY) | 1.08% | 1.15% |
| Verizon (VZ) | 0.9% | 0.98% |
| VAALCO (EGY) | 0.88% | 0.96% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.86% | 0.91% |
| AFC Gamma (AFCG) | 0.88% | 0.9% |
| Two Harbors (TWO) | 0.91% | 0.88% |
| Brandywine (BDN) | 0.65% | 0.88% |
| Rio Tinto (RIO) | 0.92% | 0.84% |
| iShares US Aerospace & Defense ETF (ITA) | 0.7% | 0.77% |
| Pernod Ricard (RI.PA) | 1.01% | 0.73% |
| Porsche (PAH3.DE) | 0.7% | 0.55% |
| AT&T (T) | 0.36% | 0.52% |
| iShares Core High Dividend ETF (HDV) | 0.37% | 0.39% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.33% | 0.36% |
| Agnico Eagle (AEM) | 0.31% | 0.34% |
| Gladstone Investment (GAIN) | 0.29% | 0.32% |
| STAG (STAG) | 0.29% | 0.32% |
| Hercules Capital (HTGC) | 0.17% | 0.19% |
| FS KKR (FSK) | 0.12% | 0.14% |
| Pfizer (PFE) | 0.12% | 0.12% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 2.34% | 0.11% |
| MSC (MSM) | 0.12% | 0.1% |
| JinkoSolar (JKS) | 0.13% | 0.1% |
| ManpowerGroup (MAN) | 0.13% | 0.1% |
| Oxford Square (OXSQ) | 0.1% | 0.09% |
| Cable One (CABO) | 0.13% | 0.09% |
| Lear (LEA) | 0.13% | 0.09% |
| Global X SuperDividend ETF (SDIV) | 0.06% | 0.06% |
| Stellantis (STLAM.MI) | 0.06% | 0.05% |
| Svitzer (SVITZR.CO) | 0% | 0.04% |
| Walgreens (WBA) | 0.06% | 0.03% |
| Solventum (SOLV) | 0% | 0.02% |
| South Bow Corp (SOBO) | 0% | 0.01% |