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Portfolio Diversification
Range
Most Diversified
49 instruments
January 13, 2025
Least Diversified
0 instruments
November 16, 2025
Average
24.2 instruments
Most Consistent Holdings
Top 5
XRP99.75%
O80.27%
PBA70.94%
AMLP64.78%
CAH64.03%
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 |
|---|---|---|---|---|
| XRP (XRP) | 40.18% | 53.37% | 99.75% | - |
| Realty Income (O) | 5.04% | 1.85% | 80.27% | - |
| Pembina (PBA) | 4.12% | 0% | 70.94% | 10/10/2025 |
 STAG (STAG) | 3.04% | 3.4% | 54.95% | - |
 Main Street Capital (MAIN) | 2.68% | 3.15% | 45.46% | - |
| Cardinal Health (CAH) | 2.18% | 0% | 64.03% | 10/17/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.91% | 1.56% | 46.46% | - |
 Omega Healthcare (OHI) | 1.8% | 0% | 63.45% | 10/15/2025 |
 Amcor (AMCR) | 1.63% | 0% | 55.04% | 7/16/2025 |
| Alerian MLP ETF (AMLP) | 1.61% | 1.51% | 64.78% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.58% | 0% | 60.03% | 8/11/2025 |
 PepsiCo (PEP) | 1.44% | 0% | 54.12% | 10/15/2025 |
 EPR (EPR) | 1.44% | 3.24% | 24.48% | - |
 abrdn (ABDN.L) | 1.41% | 0% | 38.97% | 7/15/2024 |
 Altria (MO) | 1.35% | 0% | 55.87% | 10/17/2025 |
 Itau Unibanco (ITUB) | 1.25% | 0% | 24.98% | 7/16/2024 |
 BP (BP.L) | 1.15% | 0.45% | 32.47% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 1.11% | 3% | 39.55% | - |
 Hedera Hashgraph (HBAR) | 1.09% | 2.66% | 39.97% | - |
 Glencore (GLEN.L) | 1.02% | 0% | 22.15% | 4/9/2024 |
 Procter & Gamble (PG) | 1.01% | 0% | 23.06% | 4/30/2025 |
 Vanguard FTSE Europe ETF (VGK) | 0.95% | 1.55% | 45.55% | - |
 Kraft Heinz (KHC) | 0.85% | 0% | 22.56% | 10/6/2023 |
 Leggett & Platt (LEG) | 0.81% | 0% | 22.56% | 10/6/2023 |
 Barrick (B) | 0.77% | 0% | 21.82% | 4/8/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.74% | 1.52% | 37.8% | - |
 3M (MMM) | 0.69% | 0% | 22.56% | 10/6/2023 |
 Shell (SHEL.L) | 0.68% | 0% | 20.9% | 12/18/2023 |
 ARK Innovation ETF (ARKK) | 0.66% | 1.36% | 36.22% | - |
 iShares Silver Trust (SLV) | 0.65% | 2.01% | 23.4% | - |
 Scotiabank (BNS) | 0.63% | 0% | 40.05% | 10/17/2025 |
 Ethereum (ETH) | 0.61% | 0% | 37.05% | 11/4/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.59% | 0% | 31.64% | 10/17/2025 |
 Verizon (VZ) | 0.58% | 0% | 35.14% | 10/17/2025 |
 Stellar (XLM) | 0.56% | 0.99% | 25.9% | - |
 Tesla (TSLA) | 0.5% | 0% | 37.8% | 2/25/2026 |
 Bitcoin (BTC) | 0.48% | 0% | 29.39% | 8/30/2025 |
 Chevron (CVX) | 0.45% | 0% | 31.56% | 10/15/2025 |
 D-Wave (QBTS) | 0.42% | 1.57% | 39.05% | - |
 AT&T (T) | 0.41% | 0% | 29.06% | 10/15/2025 |
 Kinder Morgan (KMI) | 0.4% | 0% | 27.31% | 8/11/2025 |
 Apple (AAPL) | 0.4% | 0% | 34.55% | 8/8/2025 |
 Rigetti (RGTI) | 0.38% | 1.45% | 33.31% | - |
 TRON (TRX) | 0.37% | 0% | 14.57% | 10/27/2025 |
 iShares Global Healthcare ETF (IXJ) | 0.35% | 0% | 22.48% | 8/11/2025 |
 NVIDIA (NVDA) | 0.34% | 0% | 27.06% | 10/15/2025 |
 Chainlink (LINK) | 0.29% | 2.73% | 23.31% | - |
 Games Workshop (GAW.L) | 0.29% | 0% | 15.4% | 10/13/2025 |
 SPDR Gold (GLD) | 0.29% | 0% | 4.66% | 9/3/2024 |
 Amazon (AMZN) | 0.28% | 0% | 24.73% | 2/25/2026 |
 TSMC (TSM) | 0.26% | 0% | 22.23% | 10/15/2025 |
 Algorand (ALGO) | 0.25% | 0% | 15.07% | 12/14/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.23% | 0% | 8.99% | 5/6/2024 |
 Intel (INTC) | 0.23% | 0% | 22.56% | 10/6/2023 |
 Fetch.ai (FET) | 0.23% | 0% | 12.41% | 3/31/2026 |
 Fidelity MSCI Real Estate Index ETF (FREL) | 0.22% | 0% | 15.82% | 7/16/2025 |
 AGNC (AGNC) | 0.2% | 3.53% | 10.16% | - |
 Archer Aviation (ACHR) | 0.17% | 0% | 25.31% | 12/26/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.17% | 0% | 5.25% | 1/3/2025 |
 Nio (NIO) | 0.16% | 0% | 5.16% | 1/21/2025 |
 McDonald's (MCD) | 0.16% | 0% | 6.74% | 10/6/2023 |
 Alphabet (GOOG) | 0.15% | 0% | 15.82% | 10/15/2025 |
 Vale (VALE) | 0.15% | 0% | 10.07% | 1/3/2025 |
 Prospect Capital (PSEC) | 0.15% | 0% | 2.58% | 2/2/2023 |
 iShares MSCI India ETF (INDA) | 0.14% | 0% | 7.83% | 10/6/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.14% | 0% | 7.83% | 10/6/2023 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.13% | 0% | 7.74% | 1/3/2025 |
 Rio Tinto (RIO) | 0.12% | 0% | 7.33% | 5/25/2023 |
 Hormel (HRL) | 0.12% | 0% | 2.25% | 5/6/2024 |
 Microsoft (MSFT) | 0.11% | 0% | 12.57% | 4/7/2025 |
 iShares UK Property UCITS ETF (IUKP.L) | 0.11% | 0% | 8.24% | 7/14/2023 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.11% | 0% | 8.08% | 7/12/2023 |
 Alphabet (GOOGL) | 0.09% | 0% | 8.66% | 2/25/2026 |
 Cardano (ADA) | 0.08% | 0% | 7.41% | 11/3/2025 |
 Ballard Power (BLDP) | 0.07% | 0% | 13.49% | 12/24/2025 |
 XDC Network (XDC) | 0.07% | 0.44% | 7.99% | - |
 United Utilities (UU.L) | 0.07% | 0% | 5.75% | 6/14/2023 |
 Iluka Resources (ILU.ASX) | 0.07% | 0% | 4.91% | 4/6/2023 |
 Plug Power (PLUG) | 0.06% | 0% | 10.99% | 2/25/2026 |
 Transocean (RIG) | 0.06% | 0.89% | 8.24% | - |
 Invesco QQQ (QQQ) | 0.06% | 1.62% | 3.58% | - |
 Vaneck Rare Earth and Strategic Metals (REMX) | 0.05% | 1.61% | 3.25% | - |
 Vanguard Information Technology (VGT) | 0.05% | 1.67% | 3.25% | - |
 AdaptHealth (AHCO) | 0.05% | 1.12% | 9.58% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.05% | 0% | 3.58% | 9/13/2024 |
 Amp (AMP) | 0.05% | 0% | 5.66% | 3/2/2025 |
 Joby Aviation (JOBY) | 0.05% | 0% | 4% | 12/8/2025 |
 Veren (VRN) | 0.05% | 0% | 12.16% | 5/19/2025 |
 Southern Copper (SCCO) | 0.05% | 0% | 4.66% | 5/25/2023 |
 Bradesco (BBD) | 0.05% | 0% | 0.92% | 4/8/2024 |
 ABF (ABF.L) | 0.05% | 0% | 4.83% | 6/20/2025 |
 IOTA (MIOTA) | 0.04% | 0% | 4.08% | 9/19/2025 |
 Kinross Gold (KGC) | 0.04% | 0% | 4.16% | 1/2/2025 |
 iShares Gold Trust (IAU) | 0.04% | 0% | 2.41% | 9/13/2024 |
 Anavex (AVXL) | 0.04% | 0% | 9.83% | 2/5/2026 |
 Unilever (ULVR.L) | 0.04% | 0% | 4% | 6/10/2025 |
 US Silica (SLCA) | 0.04% | 0% | 1.92% | 2/28/2023 |
 Invivyd (IVVD) | 0.03% | 0% | 5.41% | 1/27/2026 |
 QuantumScape (QS) | 0.03% | 0% | 4.41% | 12/8/2025 |
 Immunic (IMUX) | 0.03% | 0.77% | 4.66% | - |
 iShares Preferred & Income Sec (PFF) | 0.03% | 0% | 3% | 5/5/2023 |
 Renewables Infrastructure Group (TRIG.L) | 0.03% | 0.4% | 2.16% | - |
 Ionq (IONQ) | 0.02% | 0% | 3.66% | 3/6/2025 |
 ARBE Robotics (ARBE) | 0.02% | 0% | 6% | 2/27/2026 |
 Visa (V) | 0.02% | 0% | 2.25% | 1/24/2025 |
 Mastercard (MA) | 0.02% | 0% | 2.25% | 1/24/2025 |
 Jasmy (JASMY) | 0.02% | 0% | 2.16% | 7/28/2025 |
 iRobot (IRBTQ) | 0.02% | 0% | 7.83% | 2/17/2026 |
 Cronos (CRO) | 0.02% | 0% | 3.25% | 10/11/2025 |
 Pacific Biosciences (PACB) | 0.02% | 0% | 3.41% | 1/2/2025 |
 Suncor (SU) | 0.02% | 0% | 0.67% | 2/3/2023 |
 American Express (AXP) | 0.02% | 0% | 2% | 1/31/2025 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 1.67% | 9/23/2024 |
 Protalix (PLX) | 0.02% | 0% | 3.66% | 3/16/2026 |
 Bigbear.Ai (BBAI) | 0.02% | 0% | 1.67% | 6/10/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.01% | 0% | 0.75% | 1/10/2023 |
 Ford (F) | 0.01% | 0% | 1.58% | 3/16/2026 |
 Caribou Biosciences (CRBU) | 0.01% | 0% | 4.75% | 3/16/2026 |
 Virgin Galactic (SPCE) | 0.01% | 0% | 2.25% | 7/2/2025 |
 Absci (ABSI) | 0.01% | 0% | 3.5% | 1/20/2026 |
 Ocugen (OCGN) | 0.01% | 0% | 3.91% | 11/4/2025 |
 BlackRock (BLK) | 0.01% | 0% | 1.75% | 1/24/2025 |
 BlackStone (BX) | 0.01% | 0% | 1.33% | 1/24/2025 |
 Cleanspark (CLSK) | 0.01% | 0% | 2.91% | 7/11/2025 |
 Novartis (NVS) | 0.01% | 0% | 1.17% | 2/4/2025 |
 Taysha Gene Therapies (TSHA) | 0.01% | 0% | 2.41% | 1/21/2025 |
 Richtech Robotics Inc (RR) | 0.01% | 0% | 2.33% | 2/27/2026 |
 AbCellera (ABCL) | 0.01% | 0% | 2.5% | 2/4/2025 |
 Seanergy (SHIP) | 0.01% | 0% | 2% | 1/16/2025 |
 Rolls-Royce (RR.L) | 0.01% | 0.44% | 1.42% | - |
 JPMorgan (JPM) | 0.01% | 0% | 0.83% | 1/31/2025 |
 eToro Group LTD (ETOR) | 0.01% | 0% | 1% | 7/2/2025 |
 Ankr (ANKR) | 0.01% | 0% | 0.5% | 12/22/2024 |
 Canaan (CAN) | 0.01% | 0% | 1.42% | 3/16/2026 |
 Amplify Energy (AMPY) | 0% | 0% | 1.25% | 1/7/2025 |
 Quantum-Si (QSI) | 0% | 0% | 1.58% | 10/20/2025 |
 Gilat (GILT) | 0% | 0% | 0.5% | 2/5/2026 |
 Ginkgo Bioworks (DNA) | 0% | 0% | 1.17% | 7/16/2025 |
 Dogecoin (DOGE) | 0% | 0% | 0.5% | 10/27/2025 |
 Curve (CRV) | 0% | 0% | 0.42% | 8/12/2025 |
 Bitfarms (BITF) | 0% | 0% | 0.58% | 1/15/2025 |
 Arrowhead Pharmaceuticals (ARWR) | 0% | 0% | 0.42% | 12/4/2024 |
 Atai (ATAI) | 0% | 0% | 0.58% | 6/11/2025 |
 Solana (SOL) | 0% | 0% | 0.08% | 8/1/2024 |
 Gala V2 (GALA) | 0% | 0% | 0.25% | 1/20/2025 |
 VeChain (VET) | 0% | 0% | 0.17% | 7/28/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0% | 0% | 0.08% | 1/10/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.08% | 10/28/2025 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| XRP (XRP) | 73.05% | 73.86% |
| VanEck Vectors Gold Miners ETF (GDX) | 2.49% | 3.76% |
| iShares Silver Trust (SLV) | 2.49% | 3.34% |
| Vanguard FTSE Europe ETF (VGK) | 2.49% | 2.04% |
| D-Wave (QBTS) | 0.5% | 2.01% |
| EPR (EPR) | 2.48% | 2% |
| State Street SPDR S&P 500 ETF (SPY) | 2.49% | 2% |
| Rigetti (RGTI) | 1.46% | 1.97% |
| ARK Innovation ETF (ARKK) | 2.49% | 1.89% |
| AGNC (AGNC) | 2.15% | 1.72% |
| STAG (STAG) | 1.86% | 1.47% |
| Invivyd (IVVD) | 0.83% | 0.69% |
| Plug Power (PLUG) | 0.76% | 0.55% |
| XDC Network (XDC) | 0.6% | 0.51% |
| Chainlink (LINK) | 0.62% | 0.49% |
| Hedera Hashgraph (HBAR) | 0.56% | 0.43% |
| Absci (ABSI) | 0.53% | 0.42% |
| Stellar (XLM) | 0.54% | 0.4% |
| AdaptHealth (AHCO) | 0.51% | 0.4% |
| iRobot (IRBTQ) | 1.11% | 0.03% |
Cash & Instruments Over Time
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