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Portfolio Diversification
Range
Most Diversified
22 instruments
October 28, 2025
Least Diversified
19 instruments
January 2, 2023
Average
20.9 instruments
Most Consistent Holdings
Top 5
MSFT100%
DIS100%
JNJ100%
KO100%
MCD100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 12.9% | 18.44% | 100% | - |
| Microsoft (MSFT) | 9.01% | 7.03% | 100% | - |
| McDonald's (MCD) | 8.82% | 7.44% | 100% | - |
 Realty Income (O) | 6.46% | 5.39% | 100% | - |
 iShares MSCI Mexico ETF (EWW) | 5.18% | 5.87% | 93.4% | - |
| Coca-Cola (KO) | 5.12% | 5.24% | 100% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 4.91% | 4.84% | 100% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.47% | 4.64% | 100% | - |
 Main Street Capital (MAIN) | 4.13% | 3.6% | 100% | - |
 LTC Properties (LTC.US) | 3.96% | 3.27% | 100% | - |
| Johnson & Johnson (JNJ) | 3.92% | 4.26% | 100% | - |
 Procter & Gamble (PG) | 3.83% | 2.8% | 100% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.83% | 3.27% | 100% | - |
 iShares Core High Dividend ETF (HDV) | 3.77% | 4.93% | 87.14% | - |
 AT&T (T) | 3.27% | 3.39% | 100% | - |
 Digital Realty (DLR) | 3.25% | 3% | 100% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.14% | 2.34% | 100% | - |
 iShares Global clean energy ETF (ICLN) | 3.11% | 3.05% | 100% | - |
| Disney (DIS) | 2.64% | 1.97% | 100% | - |
 ExxonMobil (XOM) | 2.05% | 2.06% | 100% | - |
 ARMOUR Residential REIT (ARR) | 1.49% | 0.95% | 100% | - |
 Alphabet (GOOG) | 0.16% | 1.3% | 11.38% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.43% | 19.99% |
| Microsoft (MSFT) | 7.32% | 8.6% |
| McDonald's (MCD) | 7.67% | 7.17% |
| iShares MSCI Mexico ETF (EWW) | 6.12% | 5.7% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 4.41% | 5.05% |
| Coca-Cola (KO) | 5.6% | 4.91% |
| Realty Income (O) | 7.76% | 4.84% |
| iShares Core High Dividend ETF (HDV) | 4.68% | 4.55% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 5.47% | 4.4% |
| Main Street Capital (MAIN) | 3.58% | 3.92% |
| Johnson & Johnson (JNJ) | 4.1% | 3.79% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.89% | 3.13% |
| AT&T (T) | 4.04% | 3.04% |
| LTC Properties (LTC.US) | 4.11% | 3.03% |
| iShares Global clean energy ETF (ICLN) | 4.29% | 2.97% |
| Digital Realty (DLR) | 3.65% | 2.73% |
| Procter & Gamble (PG) | 3.74% | 2.7% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.59% | 2.45% |
| Disney (DIS) | 3.83% | 2.28% |
| ExxonMobil (XOM) | 1.92% | 1.69% |
| Alphabet (GOOG) | 1.43% | 1.42% |
| ARMOUR Residential REIT (ARR) | 3.58% | 0.98% |
Cash & Instruments Over Time
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