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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
XRP99.68%
O80.74%
PBA68.11%
AMLP65.87%
CAH61.47%
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) | 40.61% | 4.43% | 99.68% | - |
| Realty Income (O) | 4.9% | 0% | 80.74% | 6/14/2026 |
| Pembina (PBA) | 3.95% | 0% | 68.11% | 10/10/2025 |
 STAG (STAG) | 3.03% | 0% | 56.35% | 6/14/2026 |
 Main Street Capital (MAIN) | 2.68% | 0% | 47.48% | 6/14/2026 |
| Cardinal Health (CAH) | 2.09% | 0% | 61.47% | 10/17/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.89% | 0% | 48.44% | 6/14/2026 |
 Omega Healthcare (OHI) | 1.73% | 0% | 60.91% | 10/15/2025 |
| Alerian MLP ETF (AMLP) | 1.6% | 0% | 65.87% | 6/14/2026 |
 Amcor (AMCR) | 1.56% | 0% | 52.84% | 7/16/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.51% | 0% | 57.63% | 8/11/2025 |
 EPR (EPR) | 1.5% | 0% | 27.18% | 6/14/2026 |
 PepsiCo (PEP) | 1.39% | 0% | 51.96% | 10/15/2025 |
 abrdn (ABDN.L) | 1.35% | 0% | 37.41% | 7/15/2024 |
 Altria (MO) | 1.3% | 0% | 53.64% | 10/17/2025 |
 Itau Unibanco (ITUB) | 1.2% | 0% | 23.98% | 7/16/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 1.18% | 0% | 41.81% | 6/14/2026 |
 Hedera Hashgraph (HBAR) | 1.12% | 0% | 42.13% | 6/14/2026 |
 BP (BP.L) | 1.11% | 0% | 32.29% | 5/13/2026 |
 Glencore (GLEN.L) | 0.98% | 0% | 21.26% | 4/9/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.97% | 0% | 47.4% | 6/14/2026 |
 Procter & Gamble (PG) | 0.97% | 0% | 22.14% | 4/30/2025 |
 Kraft Heinz (KHC) | 0.82% | 0% | 21.66% | 10/6/2023 |
 Leggett & Platt (LEG) | 0.78% | 0% | 21.66% | 10/6/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.77% | 0% | 39.81% | 6/14/2026 |
 Barrick (B) | 0.74% | 0% | 20.94% | 4/8/2024 |
 iShares Silver Trust (SLV) | 0.7% | 0% | 26.14% | 6/14/2026 |
 ARK Innovation ETF (ARKK) | 0.69% | 1.45% | 38.69% | - |
 3M (MMM) | 0.66% | 0% | 21.66% | 10/6/2023 |
 Shell (SHEL.L) | 0.65% | 0% | 20.06% | 12/18/2023 |
 Scotiabank (BNS) | 0.6% | 0% | 38.45% | 10/17/2025 |
 Stellar (XLM) | 0.59% | 0.75% | 27.82% | - |
 Ethereum (ETH) | 0.59% | 0% | 35.57% | 11/4/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.57% | 0% | 30.38% | 10/17/2025 |
 Verizon (VZ) | 0.56% | 0% | 33.73% | 10/17/2025 |
 Tesla (TSLA) | 0.48% | 0% | 36.29% | 2/25/2026 |
 D-Wave (QBTS) | 0.48% | 0% | 40.93% | 6/13/2026 |
 Bitcoin (BTC) | 0.46% | 0% | 28.22% | 8/30/2025 |
 Rigetti (RGTI) | 0.43% | 0% | 35.65% | 6/14/2026 |
 Chevron (CVX.US) | 0.43% | 0% | 30.3% | 10/15/2025 |
 AT&T (T.US) | 0.4% | 0% | 27.9% | 10/15/2025 |
 Kinder Morgan (KMI) | 0.39% | 0% | 26.22% | 8/11/2025 |
 Apple (AAPL) | 0.39% | 0% | 33.17% | 8/8/2025 |
 Chainlink (LINK) | 0.38% | 0.51% | 26.3% | - |
 TRON (TRX) | 0.36% | 0% | 13.99% | 10/27/2025 |
 iShares Global Healthcare ETF (IXJ) | 0.33% | 0% | 21.58% | 8/11/2025 |
 NVIDIA (NVDA) | 0.33% | 0% | 25.98% | 10/15/2025 |
 AGNC (AGNC) | 0.31% | 0.97% | 13.67% | - |
 Games Workshop (GAW.L) | 0.28% | 0% | 14.79% | 10/13/2025 |
 SPDR Gold (GLD) | 0.28% | 0% | 4.48% | 9/3/2024 |
 Amazon (AMZN) | 0.27% | 0% | 23.74% | 2/25/2026 |
 TSMC (TSM) | 0.25% | 0% | 21.34% | 10/15/2025 |
 Algorand (ALGO) | 0.24% | 0% | 14.47% | 12/14/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.23% | 0% | 8.63% | 5/6/2024 |
 Fetch.ai (FET) | 0.22% | 0% | 12.55% | 6/7/2026 |
 Intel (INTC) | 0.22% | 0% | 21.66% | 10/6/2023 |
 Fidelity MSCI Real Estate Index ETF (FREL) | 0.21% | 0% | 15.19% | 7/16/2025 |
 Archer Aviation (ACHR) | 0.18% | 0% | 27.1% | 6/14/2026 |
 Vale (VALE) | 0.16% | 0% | 12.39% | 6/5/2026 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.16% | 0% | 5.04% | 1/3/2025 |
 Nio (NIO) | 0.15% | 0% | 4.96% | 1/21/2025 |
 McDonald's (MCD) | 0.15% | 0% | 6.47% | 10/6/2023 |
 Alphabet (GOOG) | 0.15% | 0% | 15.19% | 10/15/2025 |
 Prospect Capital (PSEC) | 0.14% | 0% | 2.48% | 2/2/2023 |
 iShares MSCI India ETF (INDA) | 0.13% | 0% | 7.51% | 10/6/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.13% | 0% | 7.51% | 10/6/2023 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.12% | 0% | 7.43% | 1/3/2025 |
 Invesco QQQ (QQQ) | 0.12% | 0% | 7.27% | 6/14/2026 |
 Vanguard Information Technology (VGT) | 0.12% | 0% | 6.95% | 6/14/2026 |
 Rio Tinto (RIO) | 0.11% | 0% | 7.03% | 5/25/2023 |
 Vaneck Rare Earth and Strategic Metals (REMX) | 0.11% | 0% | 6.95% | 6/14/2026 |
 Hormel (HRL) | 0.11% | 0% | 2.16% | 5/6/2024 |
 Microsoft (MSFT) | 0.11% | 0% | 12.07% | 4/7/2025 |
 iShares UK Property UCITS ETF (IUKP.L) | 0.1% | 0% | 7.91% | 7/14/2023 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.1% | 0% | 7.75% | 7/12/2023 |
 Transocean (RIG) | 0.09% | 0% | 11.03% | 6/5/2026 |
 Alphabet (GOOGL) | 0.09% | 0% | 8.31% | 2/25/2026 |
 AdaptHealth (AHCO) | 0.08% | 0% | 12.31% | 6/5/2026 |
 Cardano (ADA) | 0.08% | 0% | 7.11% | 11/3/2025 |
 Immunic (IMUX) | 0.07% | 0% | 8.31% | 6/14/2026 |
 Ballard Power (BLDP) | 0.07% | 0% | 12.95% | 12/24/2025 |
 XDC Network (XDC) | 0.07% | 0% | 8.07% | 5/1/2026 |
 United Utilities (UU.L) | 0.07% | 0% | 5.52% | 6/14/2023 |
 Iluka Resources (ILU.ASX) | 0.06% | 0% | 4.72% | 4/6/2023 |
 Plug Power (PLUG) | 0.06% | 0% | 10.55% | 2/25/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.05% | 0% | 3.44% | 9/13/2024 |
 Amp (AMP) | 0.05% | 0% | 5.44% | 3/2/2025 |
 Joby Aviation (JOBY) | 0.05% | 0% | 3.84% | 12/8/2025 |
 Veren (VRN) | 0.05% | 0% | 11.67% | 5/19/2025 |
 Southern Copper (SCCO) | 0.04% | 0% | 4.48% | 5/25/2023 |
 Bradesco (BBD) | 0.04% | 0% | 0.88% | 4/8/2024 |
 ABF (ABF.L) | 0.04% | 0% | 4.64% | 6/20/2025 |
 IOTA (MIOTA) | 0.04% | 0% | 3.92% | 9/19/2025 |
 Kinross Gold (KGC) | 0.04% | 0% | 4% | 1/2/2025 |
 iShares Gold Trust (IAU) | 0.04% | 0% | 2.32% | 9/13/2024 |
 Anavex (AVXL) | 0.04% | 0% | 9.43% | 2/5/2026 |
 Unilever (ULVR.L) | 0.03% | 0% | 3.84% | 6/10/2025 |
 US Silica (SLCA) | 0.03% | 0% | 1.84% | 2/28/2023 |
 Invivyd (IVVD) | 0.03% | 0% | 5.2% | 1/27/2026 |
 QuantumScape (QS) | 0.03% | 0% | 4.24% | 12/8/2025 |
 Renewables Infrastructure Group (TRIG.L) | 0.03% | 0% | 3.2% | 5/13/2026 |
 iShares Preferred & Income Sec (PFF) | 0.03% | 0% | 2.88% | 5/5/2023 |
 Ionq (IONQ) | 0.02% | 0% | 3.52% | 3/6/2025 |
 ARBE Robotics (ARBE) | 0.02% | 0% | 5.76% | 2/27/2026 |
 Visa (V) | 0.02% | 0% | 2.16% | 1/24/2025 |
 Mastercard (MA) | 0.02% | 0% | 2.16% | 1/24/2025 |
 Jasmy (JASMY) | 0.02% | 0% | 2.08% | 7/28/2025 |
 iRobot (IRBTQ) | 0.02% | 0% | 7.51% | 2/17/2026 |
 Cronos (CRO) | 0.02% | 0% | 3.12% | 10/11/2025 |
 Pacific Biosciences (PACB) | 0.02% | 0% | 3.28% | 1/2/2025 |
 Suncor (SU) | 0.02% | 0% | 0.64% | 2/3/2023 |
 American Express (AXP) | 0.02% | 0% | 1.92% | 1/31/2025 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 1.6% | 9/23/2024 |
 Protalix (PLX) | 0.02% | 0% | 3.52% | 3/16/2026 |
 Bigbear.Ai (BBAI) | 0.01% | 0% | 1.6% | 6/10/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.01% | 0% | 0.72% | 1/10/2023 |
 Ford (F) | 0.01% | 0% | 1.52% | 3/16/2026 |
 Caribou Biosciences (CRBU) | 0.01% | 0% | 4.56% | 3/16/2026 |
 Virgin Galactic (SPCE) | 0.01% | 0% | 2.16% | 7/2/2025 |
 Absci (ABSI) | 0.01% | 0% | 3.36% | 1/20/2026 |
 Rolls-Royce (RR.L) | 0.01% | 0% | 2.72% | 5/13/2026 |
 Ocugen (OCGN) | 0.01% | 0% | 3.76% | 11/4/2025 |
 BlackRock (BLK) | 0.01% | 0% | 1.68% | 1/24/2025 |
 BlackStone (BX) | 0.01% | 0% | 1.28% | 1/24/2025 |
 Cleanspark (CLSK) | 0.01% | 0% | 2.8% | 7/11/2025 |
 Novartis (NVS) | 0.01% | 0% | 1.12% | 2/4/2025 |
 Taysha Gene Therapies (TSHA) | 0.01% | 0% | 2.32% | 1/21/2025 |
 Richtech Robotics Inc (RR) | 0.01% | 0% | 2.24% | 2/27/2026 |
 AbCellera (ABCL) | 0.01% | 0% | 2.4% | 2/4/2025 |
 Seanergy (SHIP) | 0.01% | 0% | 1.92% | 1/16/2025 |
 JPMorgan (JPM) | 0.01% | 0% | 0.8% | 1/31/2025 |
 eToro Group LTD (ETOR) | 0.01% | 0% | 0.96% | 7/2/2025 |
 Ankr (ANKR) | 0.01% | 0% | 0.48% | 12/22/2024 |
 Canaan (CAN) | 0.01% | 0% | 1.36% | 3/16/2026 |
 Amplify Energy (AMPY) | 0% | 0% | 1.2% | 1/7/2025 |
 Quantum-Si (QSI) | 0% | 0% | 1.52% | 10/20/2025 |
 Gilat (GILT) | 0% | 0% | 0.48% | 2/5/2026 |
 Ginkgo Bioworks (DNA) | 0% | 0% | 1.12% | 7/16/2025 |
 Dogecoin (DOGE) | 0% | 0% | 0.48% | 10/27/2025 |
 Curve (CRV) | 0% | 0% | 0.4% | 8/12/2025 |
 Bitfarms (KEEL) | 0% | 0% | 0.56% | 1/15/2025 |
 Arrowhead Pharmaceuticals (ARWR) | 0% | 0% | 0.4% | 12/4/2024 |
 Atai (ATAI) | 0% | 0% | 0.56% | 6/11/2025 |
 Solana (SOL) | 0% | 0% | 0.08% | 8/1/2024 |
 Gala V2 (GALA) | 0% | 0% | 0.24% | 1/20/2025 |
 VeChain (VET) | 0% | 0% | 0.16% | 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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