Portfolio Diversification
Range
Most Diversified
30 instruments
April 23, 2025
Least Diversified
22 instruments
June 21, 2024
Average
24.5 instruments
Most Consistent Holdings
Top 5
PYPL100%
SGMO100%
NDX1.DE100%
ARKK100%
PGX100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Realty Income (O) | 10.27% | 9.61% | 100% | - |
 iShares Preferred & Income Sec (PFF) | 9.37% | 9.67% | 100% | - |
 Global X SuperDividend ETF (SDIV) | 9.3% | 8.07% | 100% | - |
| Invesco Preferred ETF (PGX) | 9.25% | 9.34% | 100% | - |
 Cardano (ADA) | 8.7% | 11.2% | 100% | - |
 IIPR (IIPR) | 8.68% | 4.8% | 100% | - |
 Sabra Health Care REIT (SBRA) | 7.05% | 6.57% | 81.26% | - |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 5.72% | 4.98% | 100% | - |
| Nordex (NDX1.DE) | 4.35% | 5.09% | 100% | - |
 TRON (TRX) | 2.99% | 0% | 64.2% | 7/15/2024 |
 Nel (NEL.OL) | 2.98% | 1.42% | 100% | - |
 Gevo (GEVO) | 2.61% | 2.26% | 100% | - |
 Plug Power (PLUG) | 2.23% | 0.51% | 100% | - |
| PayPal (PYPL) | 2.09% | 1.87% | 100% | - |
 Stellar (XLM) | 2.08% | 0% | 81.38% | 11/23/2024 |
 Invesco Solar ETF (TAN) | 2.04% | 1.16% | 100% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.64% | 2.71% | 50% | - |
| ARK Innovation ETF (ARKK) | 1.3% | 1.34% | 100% | - |
 ZAR/JPY (ZARJPY) | 0.74% | 0% | 25.3% | 10/24/2023 |
 iShares MSCI Germany ETF (EWG) | 0.74% | 0% | 35.56% | 4/23/2025 |
| Sangamo (SGMO) | 0.67% | 0.3% | 100% | - |
 Nio (NIO) | 0.63% | 0.21% | 100% | - |
 Volkswagen (VOW3.DE) | 0.62% | 3.06% | 28.04% | - |
 The Graph (GRT) | 0.53% | 0.29% | 100% | - |
 iShares MSCI South Korea ETF (EWY) | 0.45% | 2.98% | 26.73% | - |
 TeamViewer (TMV.DE) | 0.36% | 0.28% | 100% | - |
 AUD/CHF (AUDCHF) | 0.25% | 0% | 8.83% | 9/29/2023 |
 USD/TRY (USDTRY) | 0.22% | 0% | 7.52% | 3/30/2023 |
 Ideanomics (IDEXQ) | 0.18% | 0% | 62.29% | 4/22/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.17% | 1.55% | 10.74% | - |
 Hannon Armstrong (HASI) | 0.1% | 3.37% | 4.18% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.07% | 3.85% | 2.51% | - |
 Dash (DASH) | 0.05% | 0% | 4.18% | 2/6/2023 |
 Amp (AMP) | 0.03% | 0% | 4.18% | 12/14/2023 |
 Enel (ENEL.MI) | 0.03% | 0% | 2.51% | 3/24/2025 |
 Cavendish Hydrogen (CAVEN.OL) | 0.03% | 0% | 37.35% | 4/23/2025 |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.02% | 0% | 33.77% | 10/18/2023 |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 0.01% | 1.81% | 0.6% | - |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.36% | 2/6/2023 |
 Fortum (FORTUM.HE) | 0.01% | 1.49% | 0.72% | - |
 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
2025
| Instrument | Invested | Value |
|---|---|---|
| Cardano (ADA) | 20.96% | 16.2% |
| iShares Preferred & Income Sec (PFF) | 6.78% | 10.92% |
| Invesco Preferred ETF (PGX) | 6.78% | 10.55% |
| Realty Income (O) | 6.78% | 9.78% |
| Global X SuperDividend ETF (SDIV) | 6.78% | 8.89% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 5.93% | 6.52% |
| IIPR (IIPR) | 6.78% | 6.47% |
| Gevo (GEVO) | 6.78% | 4.3% |
| Nordex (NDX1.DE) | 3.39% | 4.23% |
| Volkswagen (VOW3.DE) | 1.7% | 3.34% |
| Sabra Health Care REIT (SBRA) | 1.7% | 3.17% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.69% | 3.13% |
| PayPal (PYPL) | 3.39% | 2.64% |
| Nel (NEL.OL) | 3.39% | 2.09% |
| ARK Innovation ETF (ARKK) | 1.36% | 1.62% |
| iShares MSCI South Korea ETF (EWY) | 0.85% | 1.5% |
| Plug Power (PLUG) | 5.09% | 1.47% |
| Invesco Solar ETF (TAN) | 2.37% | 1.4% |
| The Graph (GRT) | 1.77% | 0.64% |
| Sangamo (SGMO) | 2.37% | 0.41% |
| TeamViewer (TMV.DE) | 0.68% | 0.31% |
| Nio (NIO) | 1.7% | 0.24% |
| Cavendish Hydrogen (CAVEN.OL) | 0% | 0.05% |
| Ideanomics (IDEXQ) | 0.85% | 0% |
| Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% |