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Portfolio Diversification
Range
Most Diversified
22 instruments
March 6, 2024
Least Diversified
0 instruments
February 15, 2026
Average
17.6 instruments
Most Consistent Holdings
Top 5
T99.93%
MO99.93%
KMI99.93%
0700.HK99.93%
VOO99.93%
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) | 14.07% | 13.94% | 92.7% | - |
| Kinder Morgan (KMI) | 13.96% | 11.56% | 99.93% | - |
| AT&T (T) | 11.4% | 11.28% | 99.93% | - |
| Altria (MO) | 10.21% | 4.25% | 99.93% | - |
 Annaly (NLY) | 8.32% | 7.94% | 99.93% | - |
 Cardano (ADA) | 8.21% | 2.42% | 99.93% | - |
 Ares Capital (ARCC) | 7.32% | 9.71% | 79.35% | - |
| Vanguard S&P 500 ETF (VOO) | 6.09% | 7.3% | 99.93% | - |
 BW LPG (BWLPG.OL) | 3.66% | 9.11% | 49.2% | - |
 Verizon (VZ) | 2.49% | 7.66% | 53.32% | - |
 IBM (IBM) | 2.3% | 0.91% | 98.27% | - |
 Realty Income (O) | 2.1% | 3.79% | 53.72% | - |
 Xiaomi (1810.HK) | 1.62% | 0% | 82.87% | 7/4/2025 |
 Brandywine (BDN) | 1.28% | 2.98% | 47.74% | - |
 Shiba (in millions) (SHIBxM) | 1.08% | 0.26% | 99.93% | - |
 Lumen (LUMN) | 1.04% | 0% | 58.17% | 6/26/2024 |
| Tencent (0700.HK) | 0.98% | 0.81% | 99.93% | - |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 0.77% | 0% | 52.19% | 3/27/2024 |
 Hercules Capital (HTGC) | 0.76% | 2.43% | 39.44% | - |
 A2A (A2A.MI) | 0.76% | 0% | 28.29% | 7/3/2024 |
 Warner Bros Discovery (WBD) | 0.68% | 0.9% | 93.23% | - |
 Red Electrica (RED.MC) | 0.21% | 0% | 7.7% | 1/4/2024 |
 Bitcoin (BTC) | 0.1% | 0.29% | 26.56% | - |
 Gestamp (GEST.MC) | 0.08% | 0% | 4.52% | 3/14/2024 |
 Imperial Brands (IMB.L) | 0.07% | 0% | 9.16% | 5/31/2024 |
 UPS (UPS) | 0.05% | 0.35% | 14.28% | - |
 Meituan (03690.HK) | 0.02% | 0.01% | 71.51% | - |
 DNB (DNB.OL) | 0.02% | 0.7% | 2.66% | - |
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) | 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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