Portfolio Diversification
Range
Most Diversified
58 instruments
December 16, 2023
Least Diversified
0 instruments
February 2, 2025
Average
45.3 instruments
Most Consistent Holdings
Top 5
KO99.91%
MCD99.91%
T99.91%
RTX99.91%
VZ99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Raytheon (RTX) | 7.58% | 0% | 99.91% | 2/1/2025 |
 Realty Income (O) | 6.12% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 5.56% | 0% | 98.91% | 2/1/2025 |
| McDonald's (MCD) | 4.6% | 0% | 99.91% | 2/1/2025 |
| Coca-Cola (KO) | 4.42% | 0% | 99.91% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.84% | 0% | 48.91% | 2/1/2025 |
 Meta (META) | 3.23% | 0% | 96.08% | 2/1/2025 |
 Main Street Capital (MAIN) | 3.1% | 0% | 99.91% | 2/1/2025 |
| Verizon (VZ) | 2.83% | 0% | 99.91% | 2/1/2025 |
| AT&T (T) | 2.78% | 0% | 99.91% | 2/1/2025 |
 Citi (C) | 2.73% | 0% | 73.18% | 2/1/2025 |
 Apple (AAPL) | 2.49% | 0% | 55.38% | 9/28/2023 |
 PayPal (PYPL) | 2.18% | 0% | 88.05% | 2/1/2025 |
 Alibaba (BABA) | 2.04% | 0% | 87.59% | 2/1/2025 |
 Petrobras (PBR) | 1.97% | 0% | 82.76% | 2/1/2025 |
 Nike (NKE) | 1.64% | 0% | 75.18% | 2/1/2025 |
 Riot (RIOT) | 1.61% | 0% | 72.81% | 2/1/2025 |
 Qualcomm (QCOM) | 1.6% | 0% | 55.11% | 2/1/2025 |
 Cardano (ADA) | 1.59% | 0% | 80.02% | 2/1/2025 |
 Ethereum Classic (ETC) | 1.35% | 0% | 74.09% | 2/1/2025 |
 Disney (DIS) | 1.34% | 0% | 68.25% | 2/1/2025 |
 3M (MMM) | 1.34% | 0% | 90.69% | 2/1/2025 |
 Bitcoin (BTC) | 1.29% | 0% | 83.03% | 2/1/2025 |
 Coinbase (COIN) | 1.28% | 0% | 32.12% | 2/1/2025 |
 Alphabet (GOOG) | 1.2% | 0% | 74.73% | 2/1/2025 |
 TRON (TRX) | 1.15% | 0% | 79.56% | 2/1/2025 |
 Best Buy (BBY) | 1.13% | 0% | 64.05% | 8/29/2024 |
 HP (HPQ) | 1.13% | 0% | 82.39% | 2/1/2025 |
 Intel (INTC) | 1.11% | 0% | 97.17% | 2/1/2025 |
 Rio Tinto (RIO) | 1.1% | 0% | 76.92% | 2/1/2025 |
 Bank of America (BAC) | 1.09% | 0% | 72.26% | 2/1/2025 |
 Nestle (NESN.ZU) | 1.01% | 0% | 49.64% | 2/1/2025 |
 Microsoft (MSFT) | 0.97% | 0% | 98.27% | 2/1/2025 |
 Cisco (CSCO) | 0.92% | 0% | 82.39% | 2/1/2025 |
 Ethereum (ETH) | 0.91% | 0% | 68.98% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.91% | 0% | 36.59% | 3/13/2023 |
 ING (INGA.NV) | 0.89% | 0% | 67.06% | 2/1/2025 |
 JPMorgan (JPM) | 0.86% | 0% | 22.99% | 3/13/2023 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.85% | 0% | 45.71% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.84% | 0% | 55.11% | 2/1/2025 |
 NYMT (NYMT) | 0.84% | 0% | 64.51% | 2/1/2025 |
 Suncor (SU) | 0.8% | 0% | 80.93% | 2/1/2025 |
 Philip Morris (PM) | 0.77% | 0% | 72.26% | 2/1/2025 |
 TotalEnergies (TTE.PA) | 0.72% | 0% | 52.83% | 2/1/2025 |
 Filecoin (FIL) | 0.72% | 0% | 58.3% | 2/1/2025 |
 TSMC (TSM) | 0.71% | 0% | 53.19% | 2/1/2025 |
 BMW (BMW.DE) | 0.7% | 0% | 41.06% | 2/1/2025 |
 Polkadot (DOT) | 0.62% | 0% | 75.55% | 2/1/2025 |
 UnitedHealth (UNH) | 0.57% | 0% | 55.11% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.55% | 0% | 35.68% | 3/13/2023 |
 Uniswap (UNI) | 0.54% | 0% | 43.43% | 2/1/2025 |
 Organon (OGN.US) | 0.5% | 0% | 49.54% | 2/1/2025 |
 ZIM (ZIM) | 0.42% | 0% | 58.12% | 7/29/2024 |
 Algorand (ALGO) | 0.41% | 0% | 59.4% | 2/1/2025 |
 Medtronic (MDT.US) | 0.37% | 0% | 11.68% | 5/27/2022 |
 BHP (BHP) | 0.37% | 0% | 22.17% | 5/30/2023 |
 Tingyi (00322.HK) | 0.36% | 0% | 24.45% | 2/1/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.32% | 0% | 19.71% | 3/16/2023 |
 Terra Classic (LUNC) | 0.3% | 0% | 87.32% | 2/1/2025 |
 Vanguard Growth ETF (VUG) | 0.28% | 0% | 19.43% | 3/13/2023 |
 Aramco (SAOC) | 0.26% | 0% | 44.62% | 2/1/2025 |
 NVIDIA (NVDA) | 0.26% | 0% | 32.76% | 2/1/2025 |
 Walmart (WMT) | 0.25% | 0% | 19.62% | 6/25/2024 |
 Solana (SOL) | 0.23% | 0% | 9.95% | 7/18/2022 |
 LVMH (MC.PA) | 0.22% | 0% | 37.5% | 2/1/2025 |
 Litecoin (LTC) | 0.21% | 0% | 4.74% | 2/21/2022 |
 Kenon (KEN) | 0.21% | 0% | 12.77% | 4/27/2023 |
 ApeCoin (APE) | 0.19% | 0% | 42.61% | 2/1/2025 |
 Nio (NIO) | 0.19% | 0% | 44.16% | 2/1/2025 |
 XRP (XRP) | 0.18% | 0% | 5.47% | 3/1/2022 |
 Dash (DASH) | 0.17% | 0% | 5.47% | 3/1/2022 |
 Aurora Cannabis (ACB) | 0.12% | 0% | 42.97% | 2/1/2025 |
 Novartis (NVS) | 0.12% | 0% | 10.68% | 1/11/2024 |
 LTC Properties (LTC.US) | 0.09% | 0% | 3.01% | 2/2/2022 |
 Axie Infinity (AXS) | 0.09% | 0% | 6.39% | 5/11/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.09% | 0% | 20.07% | 6/1/2023 |
 Global X SuperDividend ETF (SDIV) | 0.09% | 0% | 20.07% | 6/1/2023 |
 Tesla (TSLA) | 0.08% | 0% | 6.11% | 4/5/2022 |
 Novonesis B (NSIS-B.CO) | 0.07% | 0% | 9.4% | 5/31/2023 |
 China Everbright Environment (00257.HK) | 0.07% | 0% | 9.31% | 6/1/2023 |
 iShares Global REIT ETF (REET) | 0.07% | 0% | 10.22% | 3/16/2023 |
 Chiliz (CHZ) | 0.05% | 0% | 3.92% | 5/11/2022 |
 StoneCo (STNE) | 0.05% | 0% | 10.4% | 4/11/2023 |
 Shopify (SHOP) | 0.05% | 0% | 10.22% | 4/27/2023 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.04% | 0% | 2.37% | 3/29/2022 |
 Vale (VALE) | 0.02% | 0% | 1.92% | 6/9/2022 |
 Chainlink (LINK) | 0.02% | 0% | 1.55% | 1/17/2022 |
 Terra 2.0 (LUNA2) | 0.01% | 0% | 65.97% | 2/1/2025 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.01% | 0% | 1.37% | 2/2/2022 |
 Vanguard Total World Stock ETF (VT.US) | 0% | 0% | 1.09% | 2/2/2022 |
 Sandoz (SDZNY) | 0% | 0% | 4.29% | 11/21/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 8.22% | 6.52% |
| Visa (V) | 3.97% | 5.13% |
| Citi (C) | 3.68% | 5.03% |
| Coinbase (COIN) | 2.98% | 4.04% |
| Realty Income (O) | 5.2% | 3.9% |
| Raytheon (RTX) | 3.24% | 3.76% |
| Cardano (ADA) | 2.16% | 3.56% |
| Coca-Cola (KO) | 3.38% | 3.03% |
| BMW (BMW.DE) | 3.51% | 2.98% |
| McDonald's (MCD) | 2.62% | 2.91% |
| Main Street Capital (MAIN) | 2.53% | 2.85% |
| Riot (RIOT) | 3.39% | 2.69% |
| Petrobras (PBR) | 3.32% | 2.54% |
| Qualcomm (QCOM) | 2.14% | 2.49% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 3.74% | 2.4% |
| PayPal (PYPL) | 2.03% | 2.08% |
| Disney (DIS) | 2.06% | 2.07% |
| Alibaba (BABA) | 2.35% | 2.06% |
| TRON (TRX) | 0.56% | 1.92% |
| Ethereum Classic (ETC) | 1.62% | 1.83% |
| Uniswap (UNI) | 0.77% | 1.82% |
| TotalEnergies (TTE.PA) | 1.99% | 1.68% |
| Bank of America (BAC) | 1.44% | 1.64% |
| Ethereum (ETH) | 0.88% | 1.56% |
| TSMC (TSM) | 0.91% | 1.52% |
| Meta (META) | 0.9% | 1.45% |
| Nestle (NESN.ZU) | 2.31% | 1.42% |
| ING (INGA.NV) | 1.2% | 1.31% |
| Verizon (VZ) | 1.8% | 1.3% |
| Bitcoin (BTC) | 0.28% | 1.27% |
| Alphabet (GOOG) | 0.88% | 1.27% |
| Nike (NKE) | 1.62% | 1.23% |
| NYMT (NYMT) | 2.03% | 1.17% |
| Johnson & Johnson (JNJ) | 1.44% | 1.17% |
| AT&T (T) | 1.09% | 1.11% |
| HP (HPQ) | 1.19% | 1.06% |
| Philip Morris (PM) | 0.89% | 0.98% |
| Cisco (CSCO) | 0.82% | 0.96% |
| Rio Tinto (RIO) | 1.18% | 0.95% |
| NVIDIA (NVDA) | 0.94% | 0.9% |
| 3M (MMM) | 0.96% | 0.85% |
| UnitedHealth (UNH) | 0.94% | 0.84% |
| Filecoin (FIL) | 1% | 0.79% |
| Algorand (ALGO) | 0.62% | 0.77% |
| Suncor (SU) | 0.81% | 0.77% |
| Organon (OGN.US) | 1.22% | 0.73% |
| Polkadot (DOT) | 0.7% | 0.64% |
| Microsoft (MSFT) | 0.37% | 0.61% |
| LVMH (MC.PA) | 0.66% | 0.49% |
| Aramco (SAOC) | 0.68% | 0.48% |
| ApeCoin (APE) | 0.41% | 0.39% |
| Intel (INTC) | 0.68% | 0.33% |
| Nio (NIO) | 0.64% | 0.28% |
| Aurora Cannabis (ACB) | 0.28% | 0.2% |
| Terra Classic (LUNC) | 0.22% | 0.19% |
| Terra 2.0 (LUNA2) | 0.02% | 0.01% |