Portfolio Diversification
Range
Most Diversified
21 instruments
June 2, 2023
Least Diversified
19 instruments
January 2, 2023
Average
20.7 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) | 10.94% | 16.9% | 100% | - |
| McDonald's (MCD) | 9.28% | 7.74% | 100% | - |
| Microsoft (MSFT) | 9.08% | 9.27% | 100% | - |
 Realty Income (O) | 6.87% | 5.4% | 100% | - |
| Coca-Cola (KO) | 5.15% | 5.52% | 100% | - |
 iShares MSCI Mexico ETF (EWW) | 5.05% | 5.52% | 91.4% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 4.9% | 4.92% | 100% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.45% | 4.76% | 100% | - |
 LTC Properties (LTC.US) | 4.2% | 3.41% | 100% | - |
 Main Street Capital (MAIN) | 4.16% | 4.11% | 100% | - |
 Procter & Gamble (PG) | 4.12% | 3.34% | 100% | - |
| Johnson & Johnson (JNJ) | 4.03% | 3.12% | 100% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.02% | 3.4% | 100% | - |
 iShares Core High Dividend ETF (HDV) | 3.61% | 4.08% | 83.26% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.36% | 2.51% | 100% | - |
 Digital Realty (DLR) | 3.32% | 3.38% | 100% | - |
 AT&T (T) | 3.26% | 3.77% | 100% | - |
 iShares Global clean energy ETF (ICLN) | 3.17% | 2.61% | 100% | - |
| Disney (DIS) | 2.74% | 2.59% | 100% | - |
 ExxonMobil (XOM) | 2.16% | 1.68% | 100% | - |
 ARMOUR Residential REIT (ARR) | 1.66% | 1.02% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.57% | 16.95% |
| Microsoft (MSFT) | 7.56% | 8.82% |
| McDonald's (MCD) | 7.91% | 8% |
| Realty Income (O) | 8.01% | 5.38% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 4.55% | 5.26% |
| Coca-Cola (KO) | 5.78% | 5.15% |
| iShares MSCI Mexico ETF (EWW) | 6.32% | 4.54% |
| Main Street Capital (MAIN) | 3.69% | 4.48% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.85% | 4.43% |
| iShares Core High Dividend ETF (HDV) | 3.96% | 4.19% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.02% | 3.71% |
| Procter & Gamble (PG) | 3.86% | 3.71% |
| Digital Realty (DLR) | 3.76% | 3.68% |
| LTC Properties (LTC.US) | 4.25% | 3.59% |
| AT&T (T) | 4.17% | 3.28% |
| Johnson & Johnson (JNJ) | 4.23% | 3.12% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.71% | 2.97% |
| Disney (DIS) | 3.96% | 2.63% |
| iShares Global clean energy ETF (ICLN) | 4.43% | 2.42% |
| ExxonMobil (XOM) | 1.98% | 1.78% |
| ARMOUR Residential REIT (ARR) | 3.69% | 1.23% |