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Portfolio Diversification
Range
Most Diversified
22 instruments
March 6, 2024
Least Diversified
0 instruments
February 15, 2026
Average
17.8 instruments
Most Consistent Holdings
Top 5
T.US99.56%
MO99.56%
KMI99.56%
VOO99.56%
NLY99.56%
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 |
|---|---|---|---|---|
 Energy Transfer (ET) | 14% | 13.93% | 92.76% | - |
| Kinder Morgan (KMI) | 13.72% | 11.31% | 99.56% | - |
| AT&T (T.US) | 11.27% | 9.01% | 99.56% | - |
| Altria (MO) | 9.84% | 4.47% | 99.56% | - |
| Annaly (NLY) | 8.24% | 7.93% | 99.56% | - |
 Cardano (ADA) | 7.82% | 1.38% | 99.56% | - |
 Ares Capital (ARCC) | 7.39% | 9.37% | 80.21% | - |
| Vanguard S&P 500 ETF (VOO) | 6.13% | 8.15% | 99.56% | - |
 BW LPG (BWLPG.OL) | 4.04% | 11.73% | 51.87% | - |
 Verizon (VZ) | 2.72% | 6.94% | 55.74% | - |
 IBM (IBM) | 2.21% | 0.94% | 97.75% | - |
 Realty Income (O) | 2.16% | 3.6% | 56.05% | - |
 Xiaomi (1810.HK) | 1.52% | 0% | 77.9% | 7/4/2025 |
 Brandywine (BDN) | 1.36% | 3.15% | 50.5% | - |
 Shiba (in millions) (SHIBxM) | 1.03% | 0.2% | 99.56% | - |
 Lumen (LUMN) | 0.98% | 0% | 54.68% | 6/26/2024 |
 Tencent (0700.HK) | 0.96% | 0.63% | 99.44% | - |
 Hercules Capital (HTGC) | 0.87% | 3.09% | 42.7% | - |
 Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) | 0.73% | 0% | 49.06% | 3/27/2024 |
 A2A (A2A.MI) | 0.71% | 0% | 26.59% | 7/3/2024 |
 Warner Bros Discovery (WBD) | 0.69% | 0.88% | 93.26% | - |
 Red Electrica (RED.MC) | 0.2% | 0% | 7.24% | 1/4/2024 |
 Bitcoin (BTC) | 0.11% | 0.25% | 30.21% | - |
 DNB (DNB.OL) | 0.09% | 1.52% | 8.11% | - |
 Gestamp (GEST.MC) | 0.07% | 0% | 4.24% | 3/14/2024 |
 UPS (UPS) | 0.07% | 0.39% | 19.04% | - |
 Imperial Brands (IMB.L) | 0.06% | 0% | 8.61% | 5/31/2024 |
 Meituan (03690.HK) | 0.02% | 0.01% | 72.85% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Energy Transfer (ET) | 9.58% | 13.06% |
| Ares Capital (ARCC) | 10.95% | 11.16% |
| AT&T (T.US) | 9.17% | 10.92% |
| Kinder Morgan (KMI) | 6.19% | 10.4% |
| BW LPG (BWLPG.OL) | 10.63% | 8.65% |
| Annaly (NLY) | 9.46% | 8.62% |
| Vanguard S&P 500 ETF (VOO) | 5.82% | 8% |
| Verizon (VZ) | 6.64% | 6.72% |
| Altria (MO) | 3.28% | 4.01% |
| Realty Income (O) | 3.34% | 3.62% |
| Hercules Capital (HTGC) | 3.4% | 3.37% |
| Brandywine (BDN) | 4.69% | 3.19% |
| Cardano (ADA) | 12.95% | 3.12% |
| IBM (IBM) | 0.53% | 1.14% |
| Warner Bros Discovery (WBD) | 0.83% | 1.02% |
| Tencent (0700.HK) | 1.14% | 0.93% |
| UPS (UPS) | 0.33% | 0.39% |
| Bitcoin (BTC) | 0.42% | 0.37% |
| Shiba (in millions) (SHIBxM) | 0.36% | 0.33% |
| Meituan (03690.HK) | 0% | 0.02% |
Cash & Instruments Over Time
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