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Portfolio Diversification
Range
Most Diversified
30 instruments
April 23, 2025
Least Diversified
22 instruments
June 21, 2024
Average
25.1 instruments
Most Consistent Holdings
Top 5
SGMO100%
ARKK100%
PGX100%
SDIV100%
TAN100%
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 |
|---|---|---|---|---|
 Realty Income (O) | 9.81% | 9.17% | 100% | - |
 iShares Preferred & Income Sec (PFF) | 9.17% | 8.33% | 100% | - |
| Invesco Preferred ETF (PGX) | 8.99% | 7.96% | 100% | - |
| Global X SuperDividend ETF (SDIV) | 8.98% | 8.46% | 100% | - |
 Cardano (ADA) | 8.62% | 3.48% | 100% | - |
 IIPR (IIPR) | 7.44% | 4.05% | 100% | - |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 5.5% | 4.04% | 100% | - |
 Sabra Health Care REIT (SBRA) | 5.43% | 0% | 63.42% | 6/16/2025 |
 Nordex (NDX1.DE) | 3.31% | 0% | 75.5% | 5/29/2025 |
 Gevo (GEVO) | 2.69% | 3.41% | 100% | - |
 Nel (NEL.OL) | 2.46% | 0.77% | 100% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 2.45% | 10.44% | 29.02% | - |
 TRON (TRX) | 2.17% | 0% | 46.74% | 7/15/2024 |
 PayPal (PYPL) | 1.96% | 1.12% | 99.91% | - |
 Plug Power (PLUG) | 1.9% | 1.12% | 100% | - |
| Invesco Solar ETF (TAN) | 1.88% | 1.73% | 100% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 1.8% | 8.22% | 24.5% | - |
 Hannon Armstrong (HASI) | 1.55% | 7.63% | 30.23% | - |
 Stellar (XLM) | 1.52% | 0% | 59.25% | 11/23/2024 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.32% | 0% | 40.31% | 6/12/2025 |
 iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 1.31% | 6.88% | 24.5% | - |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 1.29% | 5.13% | 27.63% | - |
 Renewables Infrastructure Group (TRIG.L) | 1.25% | 6.34% | 25.28% | - |
| ARK Innovation ETF (ARKK) | 1.12% | 0.48% | 100% | - |
 Volkswagen (VOW3.DE) | 0.62% | 0% | 29.71% | 8/13/2025 |
 ZAR/JPY (ZARJPY) | 0.54% | 0% | 18.42% | 10/24/2023 |
 iShares MSCI Germany ETF (EWG) | 0.54% | 0% | 25.89% | 4/23/2025 |
| Sangamo (SGMO) | 0.53% | 0.12% | 100% | - |
 Nio (NIO) | 0.52% | 0.21% | 100% | - |
 The Graph (GRT) | 0.43% | 0.06% | 99.91% | - |
 iShares MSCI South Korea ETF (EWY) | 0.38% | 0% | 22.68% | 6/4/2025 |
 TeamViewer (TMV.DE) | 0.29% | 0.06% | 100% | - |
 AUD/CHF (AUDCHF) | 0.18% | 0% | 6.43% | 9/29/2023 |
 USD/TRY (USDTRY) | 0.16% | 0% | 5.47% | 3/30/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.14% | 0% | 9.04% | 5/12/2025 |
 Ideanomics (IDEXQ) | 0.13% | 0% | 47.18% | 11/21/2025 |
 Amp (AMP) | 0.13% | 0.35% | 23.02% | - |
 ING (INGA.NV) | 0.1% | 0% | 6.34% | 8/22/2025 |
 Fortum (FORTUM.HE) | 0.07% | 0% | 4.26% | 6/10/2025 |
 Dash (DASH) | 0.03% | 0% | 3.04% | 2/6/2023 |
 Enel (ENEL.MI) | 0.02% | 0% | 1.82% | 3/24/2025 |
 Cavendish Hydrogen (CAVEN.OL) | 0.02% | 0% | 27.19% | 4/23/2025 |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.02% | 0% | 24.59% | 10/18/2023 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.26% | 2/6/2023 |
 Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Jpm Nasdaq Equity Premium (JEPQ) | 5.84% | 11.13% |
| iShares Preferred & Income Sec (PFF) | 5.84% | 8.64% |
| Realty Income (O) | 5.84% | 8.32% |
| Global X SuperDividend ETF (SDIV) | 5.84% | 8.32% |
| Invesco Preferred ETF (PGX) | 5.84% | 8.27% |
| Jpmorgan Equity Premium Inco (JEPI) | 4.38% | 7.93% |
| Renewables Infrastructure Group (TRIG.L) | 4.38% | 6.74% |
| Hannon Armstrong (HASI) | 3.21% | 6.27% |
| iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 2.92% | 5.75% |
| iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 2.92% | 5.44% |
| Cardano (ADA) | 17.68% | 4.65% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 3.65% | 4.18% |
| IIPR (IIPR) | 5.84% | 3.68% |
| Gevo (GEVO) | 5.84% | 3.32% |
| Invesco Solar ETF (TAN) | 2.04% | 1.66% |
| PayPal (PYPL) | 2.92% | 1.45% |
| Plug Power (PLUG) | 4.38% | 1.08% |
| Nel (NEL.OL) | 2.92% | 1.05% |
| ARK Innovation ETF (ARKK) | 0.58% | 0.53% |
| Amp (AMP) | 0.55% | 0.49% |
| Nio (NIO) | 1.46% | 0.23% |
| Sangamo (SGMO) | 2.04% | 0.14% |
| The Graph (GRT) | 1.52% | 0.09% |
| TeamViewer (TMV.DE) | 0.58% | 0.08% |
| Ideanomics (IDEXQ) | 0.73% | 0% |
| Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% |
Cash & Instruments Over Time
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