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Portfolio Diversification
Range
Most Diversified
32 instruments
July 21, 2026
Least Diversified
0 instruments
April 4, 2026
Average
25.4 instruments
Most Consistent Holdings
Top 5
SGMOQ99.38%
PGX99.38%
PFF99.38%
NIO99.38%
IIPR99.38%
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) | 9.6% | 8.97% | 99.22% | - |
| iShares Preferred & Income Sec (PFF) | 8.98% | 7.61% | 99.38% | - |
| Invesco Preferred ETF (PGX) | 8.63% | 5.05% | 99.38% | - |
 Global X SuperDividend ETF (SDIV) | 8.13% | 0% | 90.68% | 3/24/2026 |
 Cardano (ADA) | 7.98% | 2.18% | 99.3% | - |
| IIPR (IIPR) | 7.05% | 4.43% | 99.38% | - |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 5.11% | 0% | 94.25% | 5/13/2026 |
 Sabra Health Care REIT (SBRA) | 4.86% | 0% | 56.68% | 6/16/2025 |
 Jpm Nasdaq Equity Premium (JEPQ) | 3.21% | 10.27% | 35.95% | - |
 Nordex (NDX1.DE) | 2.96% | 0% | 67.47% | 5/29/2025 |
 Gevo (GEVO) | 2.68% | 2.6% | 99.38% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 2.55% | 9.35% | 31.91% | - |
 Hannon Armstrong (HASI) | 2.35% | 9.86% | 36.88% | - |
 Nel (NEL.OL) | 2.28% | 0.76% | 99.38% | - |
 Renewables Infrastructure Group (TRIG.L) | 1.96% | 9.13% | 32.53% | - |
 TRON (TRX) | 1.94% | 0% | 41.77% | 7/15/2024 |
 Invesco Solar ETF (TAN) | 1.86% | 1.64% | 99.3% | - |
 PayPal (PYPL) | 1.85% | 1.25% | 99.15% | - |
 Plug Power (PLUG) | 1.84% | 1.12% | 99.38% | - |
 Stellar (XLM) | 1.36% | 0% | 52.95% | 11/23/2024 |
 iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 1.22% | 0% | 22.67% | 3/17/2026 |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 1.19% | 0% | 25.47% | 3/17/2026 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.18% | 0% | 36.02% | 6/12/2025 |
 ARK Innovation ETF (ARKK) | 1.05% | 0.48% | 99.22% | - |
 Ethereum (ETH) | 0.86% | 9.04% | 9.16% | - |
 Volkswagen (VOW3.DE) | 0.56% | 0% | 26.55% | 8/13/2025 |
| Nio (NIO) | 0.49% | 0.19% | 99.38% | - |
| Sangamo (SGMOQ) | 0.48% | 0.02% | 99.38% | - |
 ZAR/JPY (ZARJPY) | 0.48% | 0% | 16.46% | 10/24/2023 |
 iShares MSCI Germany ETF (EWG) | 0.48% | 0% | 23.14% | 4/23/2025 |
 The Graph (GRT) | 0.39% | 0.04% | 99.15% | - |
 iShares MSCI South Korea ETF (EWY) | 0.34% | 0% | 20.73% | 3/19/2026 |
 Brookfield Renewable Corp (BEPC) | 0.27% | 2.92% | 9.55% | - |
 TeamViewer (TMV.DE) | 0.27% | 0.09% | 99.38% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.22% | 3.71% | 8.31% | - |
 AUD/CHF (AUDCHF) | 0.16% | 0% | 5.75% | 9/29/2023 |
 USD/TRY (USDTRY) | 0.14% | 0% | 4.89% | 3/30/2023 |
 Enbridge (ENB) | 0.14% | 2.41% | 6.37% | - |
 Amp (AMP) | 0.14% | 0.1% | 30.59% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.12% | 0% | 8.07% | 5/12/2025 |
 Clearway Energy (CWEN) | 0.12% | 2.03% | 5.43% | - |
 Ideanomics (IDEXQ) | 0.12% | 0% | 42.16% | 11/21/2025 |
 ING (INGA.NV) | 0.09% | 0% | 5.67% | 8/22/2025 |
 Digital Realty (DLR) | 0.08% | 1.08% | 7.07% | - |
 Intesa Sanpaolo (ISP.MI) | 0.06% | 1.3% | 4.97% | - |
 Fortum (FORTUM.HE) | 0.06% | 0% | 3.8% | 6/10/2025 |
 Hoegh Autoliners ASA (HAUTO.OL) | 0.05% | 1.27% | 4.97% | - |
 YieldMax MSTR Option Income Strategy ETF (MSTY) | 0.05% | 0.6% | 6.44% | - |
 Dash (DASH) | 0.03% | 0% | 2.72% | 2/6/2023 |
 Clearway Energy (CWEN.A) | 0.02% | 0% | 0.93% | 5/4/2026 |
 Enel (ENEL.MI) | 0.02% | 0% | 1.63% | 3/24/2025 |
 Cavendish Hydrogen (CAVEN.OL) | 0.02% | 0% | 24.3% | 4/23/2025 |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.01% | 0% | 21.97% | 10/18/2023 |
 SonicShares Global Shipping ETF (BOAT) | 0.01% | 0% | 0.85% | 3/24/2026 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.23% | 2/6/2023 |
 Signify (LIGHT.NV) | 0% | 0% | 0.39% | 3/25/2026 |
 Bitcoin (BTC) | 0% | 0% | 0.16% | 3/13/2026 |
 Oil (Non Expiry) (OIL) | 0% | 0.54% | 0.16% | - |
 AUS200 Index (Non Expiry) (AUS200) | 0% | 0% | 0.08% | 5/5/2026 |
 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 (SGMOQ) | 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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