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Portfolio Diversification
Range
Most Diversified
22 instruments
March 6, 2024
Least Diversified
12 instruments
January 1, 2022
Average
17.6 instruments
Most Consistent Holdings
Top 5
T100%
MO100%
KMI100%
0700.HK100%
VOO100%
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) | 14.1% | 13.91% | 92.52% | - |
| Kinder Morgan (KMI) | 14.05% | 10.75% | 100% | - |
| AT&T (T) | 11.41% | 10.45% | 100% | - |
| Altria (MO) | 10.41% | 3.95% | 100% | - |
 Cardano (ADA) | 8.4% | 2.97% | 100% | - |
 Annaly (NLY) | 8.33% | 8.77% | 100% | - |
 Ares Capital (ARCC) | 7.24% | 10.81% | 78.74% | - |
| Vanguard S&P 500 ETF (VOO) | 6.05% | 7.73% | 100% | - |
 BW LPG (BWLPG.OL) | 3.47% | 9.21% | 47.6% | - |
 IBM (IBM) | 2.35% | 1.13% | 98.29% | - |
 Verizon (VZ) | 2.34% | 6.2% | 51.85% | - |
 Realty Income (O) | 2.04% | 3.68% | 52.26% | - |
 Xiaomi (1810.HK) | 1.67% | 0% | 85.6% | 7/4/2025 |
 Brandywine (BDN) | 1.22% | 2.95% | 46.09% | - |
 Shiba (in millions) (SHIBxM) | 1.11% | 0.33% | 100% | - |
 Lumen (LUMN) | 1.08% | 0% | 60.08% | 6/26/2024 |
| Tencent (0700.HK) | 0.99% | 0.91% | 100% | - |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 0.8% | 0% | 53.91% | 3/27/2024 |
 A2A (A2A.MI) | 0.78% | 0% | 29.22% | 7/3/2024 |
 Hercules Capital (HTGC) | 0.71% | 3.17% | 37.52% | - |
 Warner Bros Discovery (WBD) | 0.67% | 0.92% | 93.07% | - |
 Red Electrica (RED.MC) | 0.22% | 0% | 7.96% | 1/4/2024 |
 Bitcoin (BTC) | 0.09% | 0.34% | 24.28% | - |
 Gestamp (GEST.MC) | 0.08% | 0% | 4.66% | 3/14/2024 |
 Imperial Brands (IMB.L) | 0.07% | 0% | 9.47% | 5/31/2024 |
 UPS (UPS) | 0.04% | 0.39% | 11.52% | - |
 Meituan (03690.HK) | 0.02% | 0.01% | 70.64% | - |
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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