Portfolio Diversification
Range
Most Diversified
118 instruments
February 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
111.2 instruments
Most Consistent Holdings
Top 5
BAC99.57%
HD99.57%
JNJ99.57%
T99.57%
XOM99.57%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 1.6% | 1.75% | 99.5% | - |
 ProShares UltraPro QQQ (TQQQ) | 1.45% | 1.71% | 84.36% | - |
 Vistra (VST) | 1.39% | 1.65% | 99.21% | - |
 ZIM (ZIM) | 1.37% | 2.06% | 91.14% | - |
 Realty Income (O) | 1.27% | 1.1% | 99.57% | - |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 1.26% | 2.91% | 83.64% | - |
 Citi (C) | 1.23% | 1.68% | 99.57% | - |
 Vale (VALE) | 1.21% | 2.06% | 99.57% | - |
 Petrobras (PBR) | 1.2% | 1.96% | 95.79% | - |
 Pan American Silver (PAAS) | 1.19% | 1.64% | 98.79% | - |
 Global Net Lease (GNL) | 1.14% | 1.4% | 99.29% | - |
| AT&T (T) | 1.14% | 1.07% | 99.57% | - |
 Annaly (NLY) | 1.13% | 1.92% | 99.36% | - |
 CVS Health (CVS) | 1.12% | 0.56% | 99.57% | - |
 Pfizer (PFE) | 1.12% | 0.54% | 99.5% | - |
 Direxion Daily S&P Biotech Bull 3X Shares (LABU.US) | 1.11% | 1.84% | 83.57% | - |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 1.1% | 1.68% | 83.93% | - |
 Verizon (VZ) | 1.05% | 0.84% | 91.14% | - |
| Bank of America (BAC) | 1.04% | 0.94% | 99.57% | - |
 Target (TGT) | 1.03% | 0.44% | 99.5% | - |
 Clearway Energy (CWEN) | 1.03% | 0.58% | 99.5% | - |
 Rio Tinto (RIO) | 1.03% | 1.76% | 99.5% | - |
 Golden Ocean (GOGL.US) | 1.03% | 0% | 91.86% | 8/22/2025 |
 BHP (BHP) | 1.02% | 1.67% | 99.57% | - |
 BT (BT.L) | 1% | 1.12% | 95.71% | - |
 Eutelsat (ETL.PA) | 0.98% | 0.6% | 99.57% | - |
 AGNC (AGNC) | 0.98% | 1.9% | 86.64% | - |
 Walgreens (WBA) | 0.96% | 0% | 93.29% | 9/1/2025 |
 Arbor Realty (ABR) | 0.96% | 1.16% | 86.36% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.95% | 1.28% | 84.36% | - |
 Intel (INTC) | 0.94% | 1.13% | 95.64% | - |
 Nestle (NESN.ZU) | 0.93% | 0.75% | 97.36% | - |
 UGI (UGI) | 0.92% | 0.72% | 92.93% | - |
 Southwest (LUV) | 0.92% | 0.59% | 99.5% | - |
 Telefonica (TEF) | 0.92% | 0.8% | 99.57% | - |
 Microsoft (MSFT) | 0.91% | 0.71% | 99.5% | - |
 Persimmon (PSN.L) | 0.91% | 0.78% | 99.5% | - |
| Johnson & Johnson (JNJ) | 0.9% | 0.66% | 99.57% | - |
 Barrick (B) | 0.89% | 2.2% | 95.71% | - |
 Leggett & Platt (LEG) | 0.87% | 0.54% | 91.07% | - |
 Accenture (ACN) | 0.86% | 0.46% | 99.5% | - |
 Nexstar (NXST) | 0.86% | 0.56% | 92.93% | - |
 Union Pacific (UNP) | 0.86% | 0.54% | 99.57% | - |
 Digital Realty (DLR) | 0.86% | 0.52% | 99.5% | - |
 Newmont (NEM) | 0.85% | 0.89% | 95.71% | - |
 Qifu Technology (QFIN) | 0.84% | 0.61% | 98.64% | - |
 NextEra (NEE) | 0.83% | 0.56% | 99.5% | - |
 Apple (AAPL) | 0.83% | 0.73% | 99.5% | - |
 General Dynamics (GD) | 0.82% | 0.46% | 95.71% | - |
 AES (AES) | 0.82% | 0.57% | 99.29% | - |
 Costco (COST) | 0.82% | 0.57% | 99.5% | - |
 Nike (NKE) | 0.81% | 0.35% | 99.57% | - |
 Waste Management (WM) | 0.81% | 0.58% | 99.5% | - |
 Chevron (CVX) | 0.81% | 0.59% | 99.5% | - |
 Oracle (ORCL) | 0.8% | 0.72% | 95.64% | - |
| ExxonMobil (XOM) | 0.79% | 0.47% | 99.57% | - |
 PPL (PPL) | 0.79% | 0.56% | 99.57% | - |
 Gerdau (GGB) | 0.79% | 0.83% | 91.14% | - |
 Sony (SONY) | 0.78% | 0.74% | 99.5% | - |
 Devon Energy (DVN) | 0.78% | 0.93% | 75.86% | - |
 Clorox (CLX) | 0.78% | 0.36% | 99.5% | - |
 Algonquin (AQN) | 0.77% | 0.79% | 86.36% | - |
 Cardinal Health (CAH) | 0.77% | 0.97% | 95.79% | - |
 SuRo Capital (SSSS) | 0.77% | 0.86% | 99.57% | - |
 Disney (DIS) | 0.77% | 0.56% | 88.86% | - |
 Sinopec (0386.HK) | 0.76% | 0.89% | 98.64% | - |
 Amgen (AMGN) | 0.76% | 0.63% | 91.07% | - |
 UPS (UPS) | 0.76% | 0.45% | 91.07% | - |
 Cemig (CIG) | 0.76% | 1.1% | 75.86% | - |
 SAP (SAP.DE) | 0.74% | 0.81% | 97.36% | - |
 Visa (V) | 0.74% | 0.45% | 99.5% | - |
 Lumen (LUMN) | 0.73% | 0.7% | 99.57% | - |
 CCU (CCU) | 0.72% | 0.79% | 92.93% | - |
 Boeing (BA) | 0.72% | 0.82% | 95.71% | - |
 AbbVie (ABBV) | 0.72% | 0.54% | 99.5% | - |
 Medtronic (MDT.US) | 0.71% | 0.55% | 99.5% | - |
 Prologis (PLD) | 0.7% | 0.51% | 99.57% | - |
 TotalEnergies (TTE.PA) | 0.7% | 0.78% | 99.5% | - |
 Linde (LIN) | 0.69% | 0.39% | 99.57% | - |
 Country Garden (2007.HK) | 0.69% | 0.71% | 82.57% | - |
 Main Street Capital (MAIN) | 0.68% | 0.63% | 99.5% | - |
 American Express (AXP) | 0.68% | 0.61% | 99.5% | - |
 UnitedHealth (UNH) | 0.68% | 0.53% | 88.79% | - |
 IBM (IBM) | 0.68% | 0.63% | 99.5% | - |
 Energizer (ENR) | 0.68% | 0.39% | 98.79% | - |
 Lowe's (LOW) | 0.67% | 0.57% | 99.5% | - |
 Caterpillar (CAT) | 0.67% | 0.75% | 95.71% | - |
| Home Depot (HD) | 0.67% | 0.49% | 99.57% | - |
 Honda (HMC) | 0.66% | 0.5% | 95.71% | - |
 Coca-Cola (KO) | 0.65% | 0.58% | 99.5% | - |
 Philip Morris (PM) | 0.65% | 0.49% | 99.5% | - |
 BP (BP.L) | 0.65% | 0.81% | 95.79% | - |
 Adidas (ADS.DE) | 0.65% | 0.68% | 97.29% | - |
 McDonald's (MCD) | 0.65% | 0.57% | 99.5% | - |
 Omega Healthcare (OHI) | 0.64% | 0.7% | 91.14% | - |
 Comcast (CMCSA) | 0.63% | 0.49% | 91.14% | - |
 Starbucks (SBUX) | 0.63% | 0.58% | 88.86% | - |
 Coterra (CTRA) | 0.62% | 0.77% | 75.86% | - |
 Shell (SHEL) | 0.61% | 0.58% | 95.71% | - |
 American Water (AWK) | 0.6% | 0.46% | 95.79% | - |
 JPMorgan (JPM) | 0.59% | 0.59% | 95.57% | - |
 Unilever (ULVR.L) | 0.59% | 0.7% | 97.36% | - |
 VICI Properties (VICI) | 0.59% | 0.51% | 95.71% | - |
 Interpublic Group (IPG) | 0.59% | 0.41% | 99.14% | - |
 Southern Copper (SCCO) | 0.58% | 0.79% | 91.07% | - |
 Goldman Sachs (GS) | 0.58% | 0.7% | 88.79% | - |
 Air Products (APD) | 0.58% | 0.52% | 92.93% | - |
 Merck (MRK) | 0.57% | 0.79% | 88.79% | - |
 Walmart (WMT) | 0.57% | 0.7% | 88.86% | - |
 ConocoPhillips (COP) | 0.56% | 0.59% | 75.79% | - |
 Enel (ENEL.MI) | 0.54% | 0.9% | 86.36% | - |
 eBay (EBAY) | 0.53% | 0.5% | 88.79% | - |
 China Mobile (0941.HK) | 0.52% | 0% | 76.21% | 2/5/2025 |
 Kimberly-Clark (KMB) | 0.51% | 0.55% | 88.86% | - |
 Travelers (TRV) | 0.48% | 0.46% | 88.86% | - |
 ProShares UltraPro Dow30 (UDOW) | 0.29% | 1.12% | 34.07% | - |
 Direxion Daily Energy Bull 2X Shares (ERX) | 0.28% | 1.03% | 33.64% | - |
 NuStar Energy LP (NS) | 0.26% | 0% | 23.71% | 12/20/2022 |
 Energy Transfer (ET) | 0.26% | 0% | 23.71% | 12/20/2022 |
 Proximus (PROX.BR) | 0.21% | 0.92% | 20.93% | - |
 Brookfield Infrastructure (BIP) | 0.19% | 0% | 19.93% | 12/20/2022 |
 Sunoco (SUN) | 0.16% | 0% | 17.07% | 12/20/2022 |
 American Campus Communities Inc (ACC) | 0.14% | 0% | 11.86% | 8/10/2022 |
 Alibaba (BABA) | 0.13% | 0.69% | 21.07% | - |
 Citrix Systems Inc (CTXS) | 0.13% | 0% | 13.07% | 8/30/2022 |
 Ecopetrol (EC) | 0.01% | 0.87% | 1.71% | - |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.43% | 4/18/2022 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vistra (VST) | 0.53% | 2.04% |
| NVIDIA (NVDA) | 0.53% | 2.01% |
| ZIM (ZIM) | 1.44% | 1.82% |
| Vale (VALE) | 2.36% | 1.81% |
| Citi (C) | 1.38% | 1.78% |
| Walgreens (WBA) | 2.63% | 1.6% |
| AGNC (AGNC) | 1.58% | 1.54% |
| Direxion Daily FTSE China Bull 3X Shares (YINN) | 1.51% | 1.5% |
| AT&T (T) | 1.31% | 1.48% |
| Rio Tinto (RIO) | 1.58% | 1.47% |
| Petrobras (PBR) | 1.58% | 1.47% |
| Annaly (NLY) | 1.58% | 1.42% |
| BT (BT.L) | 1.31% | 1.4% |
| Qifu Technology (QFIN) | 0.79% | 1.37% |
| Realty Income (O) | 1.38% | 1.34% |
| UGI (UGI) | 1.31% | 1.3% |
| Verizon (VZ) | 1.31% | 1.28% |
| Gerdau (GGB) | 1.58% | 1.24% |
| Cemig (CIG) | 1.31% | 1.23% |
| BHP (BHP) | 1.31% | 1.22% |
| Pfizer (PFE) | 1.71% | 1.21% |
| Telefonica (TEF) | 1.31% | 1.2% |
| Bank of America (BAC) | 1.05% | 1.2% |
| Devon Energy (DVN) | 1.64% | 1.19% |
| UPS (UPS) | 1.38% | 1.19% |
| Pan American Silver (PAAS) | 1.05% | 1.15% |
| Coterra (CTRA) | 1.05% | 1.15% |
| Golden Ocean (GOGL.US) | 1.31% | 1.12% |
| Boeing (BA) | 1.05% | 1.1% |
| CCU (CCU) | 1.12% | 1.09% |
| Arbor Realty (ABR) | 1.05% | 1.08% |
| Barrick (B) | 1.31% | 1.07% |
| Global Net Lease (GNL) | 1.38% | 1.06% |
| Nestle (NESN.ZU) | 1.32% | 0.99% |
| ProShares UltraPro QQQ (TQQQ) | 0.79% | 0.98% |
| Nike (NKE) | 1.25% | 0.98% |
| Starbucks (SBUX) | 0.79% | 0.96% |
| Clearway Energy (CWEN) | 1.12% | 0.95% |
| SuRo Capital (SSSS) | 0.92% | 0.95% |
| Microsoft (MSFT) | 0.79% | 0.94% |
| Southwest (LUV) | 0.85% | 0.93% |
| Disney (DIS) | 0.79% | 0.93% |
| Algonquin (AQN) | 1.44% | 0.92% |
| Oracle (ORCL) | 0.53% | 0.92% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 0.79% | 0.91% |
| Intel (INTC) | 1.18% | 0.91% |
| Costco (COST) | 0.53% | 0.88% |
| Walmart (WMT) | 0.53% | 0.88% |
| Cardinal Health (CAH) | 0.53% | 0.87% |
| SAP (SAP.DE) | 0.53% | 0.87% |
| ProShares UltraPro Dow30 (UDOW) | 0.79% | 0.85% |
| Clorox (CLX) | 0.79% | 0.85% |
| Sony (SONY) | 0.79% | 0.85% |
| Home Depot (HD) | 0.79% | 0.85% |
| Energizer (ENR) | 0.79% | 0.84% |
| CVS Health (CVS) | 1.31% | 0.83% |
| Leggett & Platt (LEG) | 1.84% | 0.78% |
| Target (TGT) | 0.92% | 0.78% |
| BP (BP.L) | 0.79% | 0.77% |
| Goldman Sachs (GS) | 0.53% | 0.77% |
| Direxion Daily S&P Biotech Bull 3X Shares (LABU.US) | 0.85% | 0.76% |
| Comcast (CMCSA) | 0.79% | 0.76% |
| Honda (HMC) | 0.79% | 0.75% |
| Direxion Daily Energy Bull 2X Shares (ERX) | 0.79% | 0.74% |
| Nexstar (NXST) | 0.79% | 0.73% |
| Johnson & Johnson (JNJ) | 0.79% | 0.73% |
| Apple (AAPL) | 0.53% | 0.7% |
| Main Street Capital (MAIN) | 0.53% | 0.69% |
| AES (AES) | 0.99% | 0.68% |
| ExxonMobil (XOM) | 0.53% | 0.68% |
| Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.79% | 0.67% |
| Prologis (PLD) | 0.79% | 0.66% |
| Lumen (LUMN) | 0.85% | 0.66% |
| AbbVie (ABBV) | 0.53% | 0.66% |
| Visa (V) | 0.53% | 0.66% |
| Chevron (CVX) | 0.53% | 0.64% |
| Omega Healthcare (OHI) | 0.53% | 0.63% |
| Digital Realty (DLR) | 0.53% | 0.63% |
| Enel (ENEL.MI) | 0.53% | 0.6% |
| McDonald's (MCD) | 0.53% | 0.6% |
| Air Products (APD) | 0.53% | 0.59% |
| Waste Management (WM) | 0.53% | 0.58% |
| Newmont (NEM) | 0.79% | 0.57% |
| PPL (PPL) | 0.53% | 0.57% |
| VICI Properties (VICI) | 0.53% | 0.56% |
| Country Garden (2007.HK) | 1.51% | 0.56% |
| Persimmon (PSN.L) | 0.79% | 0.56% |
| General Dynamics (GD) | 0.53% | 0.56% |
| Adidas (ADS.DE) | 0.53% | 0.55% |
| Coca-Cola (KO) | 0.53% | 0.55% |
| Sinopec (0386.HK) | 0.53% | 0.54% |
| Shell (SHEL) | 0.53% | 0.54% |
| Kimberly-Clark (KMB) | 0.53% | 0.52% |
| American Express (AXP) | 0.26% | 0.52% |
| Eutelsat (ETL.PA) | 1.31% | 0.51% |
| Merck (MRK) | 0.53% | 0.51% |
| UnitedHealth (UNH) | 0.53% | 0.5% |
| Caterpillar (CAT) | 0.26% | 0.5% |
| Medtronic (MDT.US) | 0.59% | 0.49% |
| IBM (IBM) | 0.26% | 0.49% |
| ConocoPhillips (COP) | 0.53% | 0.48% |
| NextEra (NEE) | 0.53% | 0.47% |
| American Water (AWK) | 0.53% | 0.46% |
| Interpublic Group (IPG) | 0.53% | 0.45% |
| JPMorgan (JPM) | 0.26% | 0.45% |
| Linde (LIN) | 0.26% | 0.39% |
| China Mobile (0941.HK) | 0.26% | 0.39% |
| Southern Copper (SCCO) | 0.26% | 0.37% |
| Travelers (TRV) | 0.26% | 0.36% |
| Philip Morris (PM) | 0.26% | 0.34% |
| Lowe's (LOW) | 0.26% | 0.34% |
| TotalEnergies (TTE.PA) | 0.26% | 0.34% |
| eBay (EBAY) | 0.26% | 0.34% |
| Unilever (ULVR.L) | 0.26% | 0.31% |
| Union Pacific (UNP) | 0.26% | 0.31% |
| Accenture (ACN) | 0.26% | 0.31% |
| Amgen (AMGN) | 0.26% | 0.29% |