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Portfolio Diversification
Range
Most Diversified
72 instruments
November 14, 2023
Least Diversified
0 instruments
April 4, 2026
Average
26 instruments
Most Consistent Holdings
Top 5
AAPL83.05%
AMZN79.92%
NVDA79.41%
MSFT77.03%
KO74.83%
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 |
|---|---|---|---|---|
 Bank of America (BAC) | 5.81% | 0% | 67.97% | 12/30/2025 |
 AGNC (AGNC) | 5.62% | 0% | 28.56% | 12/11/2023 |
| Apple (AAPL) | 5.56% | 0% | 83.05% | 12/30/2025 |
| Microsoft (MSFT) | 5.21% | 0% | 77.03% | 12/30/2025 |
| NVIDIA (NVDA) | 4.82% | 2.07% | 79.41% | - |
 Citi (C) | 4.24% | 0% | 69.49% | 12/30/2025 |
 ZIM (ZIM) | 4.23% | 0% | 40% | 10/24/2025 |
| Coca-Cola (KO) | 4.21% | 3.52% | 74.83% | - |
 American Express (AXP) | 3.89% | 0% | 72.97% | 3/23/2026 |
 TSMC (TSM) | 3.03% | 2.34% | 60.17% | - |
| Amazon (AMZN) | 2.97% | 2.75% | 79.92% | - |
 Chevron (CVX) | 2.93% | 4.43% | 67.54% | - |
 Alphabet (GOOG) | 2.84% | 0% | 71.19% | 12/30/2025 |
 Kraft Heinz (KHC) | 2.24% | 0% | 51.61% | 10/24/2025 |
 ARMOUR Residential REIT (ARR) | 2.04% | 0% | 21.36% | 12/12/2023 |
 Petrobras (PBR.A) | 1.88% | 0% | 27.29% | 4/1/2025 |
 Occidental (OXY) | 1.87% | 1.4% | 55.34% | - |
 Star Bulk (SBLK) | 1.66% | 0% | 20.93% | 12/5/2023 |
 ExxonMobil (XOM) | 1.39% | 3.57% | 25.42% | - |
 Pfizer (PFE) | 1.28% | 0% | 30.85% | 3/23/2026 |
 Tesla (TSLA) | 1.16% | 2.19% | 57.8% | - |
 Sirius XM (SIRI) | 1.12% | 0% | 29.24% | 10/24/2025 |
 AMD (AMD) | 1.08% | 3.17% | 34.92% | - |
 Meta (META) | 1.07% | 2.06% | 59.83% | - |
 IBM (IBM) | 0.93% | 0% | 21.61% | 2/21/2024 |
 Netflix (NFLX) | 0.81% | 0% | 54.32% | 12/29/2025 |
 Frontline (FRO) | 0.8% | 3.8% | 16.78% | - |
 MPC (MPCC.OL) | 0.8% | 0% | 21.36% | 10/27/2025 |
 Petrobras (PBR) | 0.8% | 0% | 23.05% | 10/24/2025 |
 PepsiCo (PEP) | 0.78% | 0% | 39.58% | 7/11/2025 |
 Golden Ocean (GOGL.OL) | 0.77% | 0% | 3.9% | 3/17/2023 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.64% | 0% | 19.32% | 6/5/2025 |
 Kroger (KR) | 0.6% | 0% | 28.22% | 3/23/2026 |
 Intel (INTC) | 0.56% | 0% | 35.34% | 11/18/2024 |
 Hoegh Autoliners ASA (HAUTO.OL) | 0.55% | 0% | 15.93% | 10/27/2025 |
 Ecopetrol (EC) | 0.54% | 0% | 12.88% | 10/22/2025 |
 Nu (NU) | 0.52% | 0% | 33.05% | 3/25/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.5% | 0% | 27.8% | 10/9/2024 |
 LVMH (MC.PA) | 0.48% | 0% | 20.34% | 7/12/2024 |
 Visa (V) | 0.46% | 0% | 42.2% | 3/25/2025 |
 Mastercard (MA) | 0.44% | 0% | 40.08% | 3/25/2025 |
 NYCB (FLG) | 0.43% | 0% | 15.34% | 11/27/2023 |
 Chubb (CB) | 0.43% | 0% | 19.07% | 2/12/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.4% | 0% | 0.93% | 3/15/2023 |
 Capital One (COF) | 0.38% | 0% | 33.56% | 3/25/2025 |
 Awilco LNG ASA (ALNG.OL) | 0.38% | 0% | 10.68% | 8/12/2025 |
 Ralph Lauren (RL) | 0.37% | 0% | 24.66% | 3/23/2026 |
 Rheinmetall (RHM.DE) | 0.36% | 0% | 23.9% | 10/7/2024 |
 Walmart (WMT) | 0.36% | 0% | 21.02% | 3/23/2026 |
 Valero (VLO) | 0.34% | 3.63% | 8.05% | - |
 Marathon Petroleum (MPC) | 0.34% | 3.54% | 8.05% | - |
 Micron (MU) | 0.34% | 3.28% | 24.32% | - |
 Palantir (PLTR) | 0.33% | 2.22% | 13.73% | - |
 Scorpio Tankers (STNG) | 0.32% | 4.53% | 8.14% | - |
 NextEra Energy Partners (XIFR) | 0.32% | 0% | 8.14% | 10/15/2025 |
 ASML (ASML) | 0.29% | 3.2% | 17.71% | - |
 Nordic American Tankers (NAT) | 0.29% | 4.54% | 12.03% | - |
 Merck (MRK) | 0.29% | 0% | 19.83% | 7/11/2025 |
 ConocoPhillips (COP) | 0.28% | 2.31% | 8.14% | - |
 McDonald's (MCD) | 0.27% | 0% | 34.15% | 5/7/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.26% | 0% | 10.76% | 3/18/2025 |
 EOG Resources (EOG) | 0.25% | 0% | 7.12% | 3/23/2026 |
 Phillips 66 (PSX) | 0.24% | 0% | 7.12% | 3/23/2026 |
 Bancolombia (CIB) | 0.23% | 0% | 7.46% | 12/12/2023 |
 BW LPG (BWLPG.OL) | 0.23% | 0% | 22.97% | 10/27/2025 |
 Hercules Capital (HTGC) | 0.22% | 0% | 8.31% | 12/5/2023 |
 Itau Unibanco (ITUB) | 0.21% | 0% | 6.1% | 6/5/2025 |
 Eli Lilly (LLY) | 0.21% | 0% | 16.95% | 11/13/2024 |
 Arbor Realty (ABR) | 0.2% | 0% | 7.8% | 12/5/2023 |
 Devon Energy (DVN) | 0.2% | 0.73% | 10.51% | - |
 Crowdstrike (CRWD) | 0.19% | 0% | 17.97% | 7/19/2024 |
 NRZ (RITM) | 0.19% | 0% | 7.46% | 12/5/2023 |
 EUR/USD (EURUSD) | 0.19% | 0% | 0.51% | 3/22/2023 |
 SL Green (SLG) | 0.18% | 0% | 6.36% | 12/5/2023 |
 OneMain (OMF) | 0.16% | 0% | 9.83% | 1/16/2024 |
 Mitsubishi UFJ (MUFG) | 0.16% | 0% | 21.95% | 9/27/2024 |
 Procter & Gamble (PG) | 0.16% | 0% | 4.41% | 3/23/2026 |
 L'Oréal (OR.PA) | 0.16% | 0% | 9.32% | 3/25/2024 |
 EQT (EQT) | 0.16% | 0% | 7.12% | 3/23/2026 |
 JPMorgan (JPM) | 0.16% | 0% | 5.42% | 12/29/2025 |
 Blackstone Mortgage Trust (BXMT) | 0.15% | 0% | 6.1% | 11/27/2023 |
 Halliburton (HAL) | 0.15% | 0% | 6.53% | 3/23/2026 |
 Schlumberger (SLB) | 0.15% | 0% | 6.53% | 3/23/2026 |
 Salesforce (CRM) | 0.14% | 0% | 17.12% | 7/9/2024 |
 Brandywine (BDN) | 0.14% | 0% | 5.17% | 11/16/2023 |
 Sumitomo Mitsui (SMFG) | 0.14% | 0% | 17.88% | 9/27/2024 |
 Colgate (CL) | 0.13% | 0% | 4.41% | 3/23/2026 |
 MFA Financial (MFA) | 0.13% | 0% | 5.17% | 11/16/2023 |
 Costco (COST) | 0.12% | 0% | 5.76% | 2/20/2024 |
 FS KKR (FSK) | 0.12% | 0% | 5.76% | 1/16/2024 |
 Global X SuperDividend ETF (SDIV) | 0.12% | 0% | 1.44% | 4/3/2023 |
 UMC (UMC) | 0.11% | 0% | 5.51% | 1/5/2024 |
 Var Energi ASA (VAR.OL) | 0.11% | 0% | 5.34% | 10/27/2025 |
 Rio Tinto (RIO) | 0.1% | 0% | 8.14% | 1/16/2024 |
 Chimera (CIM) | 0.1% | 0% | 3.98% | 11/2/2023 |
 Host Hotels (HST) | 0.09% | 0% | 9.92% | 2/20/2024 |
 Barrick (B) | 0.08% | 0% | 7.71% | 1/16/2024 |
 CSN (SID) | 0.08% | 0% | 6.19% | 12/18/2023 |
 Solana (SOL) | 0.07% | 8.91% | 1.02% | - |
 iShares MSCI China ETF (MCHI) | 0.07% | 0% | 2.29% | 4/24/2023 |
 SPDR Gold (GLD) | 0.07% | 0% | 2.29% | 4/24/2023 |
 Omega Healthcare (OHI) | 0.07% | 0% | 5.68% | 11/28/2023 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 0.06% | 0% | 1.36% | 4/12/2023 |
 Uniti (UNIT) | 0.06% | 0% | 5.68% | 12/27/2023 |
 Bitcoin (BTC) | 0.06% | 7.43% | 1.02% | - |
 iShares MSCI India ETF (INDA) | 0.06% | 0% | 2.29% | 4/24/2023 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.06% | 0% | 2.29% | 4/24/2023 |
 Ares (ARES) | 0.06% | 0% | 7.03% | 1/16/2024 |
 Hannon Armstrong (HASI) | 0.06% | 0% | 5.76% | 12/28/2023 |
 Coinbase (COIN) | 0.06% | 7.09% | 1.02% | - |
 Clearway Energy (CWEN) | 0.06% | 0% | 5.68% | 12/27/2023 |
 Evolv (EVLV) | 0.06% | 0% | 5.76% | 10/22/2025 |
 Sony (SONY) | 0.06% | 0% | 5.51% | 2/21/2024 |
 Oracle (ORCL) | 0.06% | 0% | 2.37% | 11/21/2025 |
 Nike (NKE) | 0.05% | 0% | 5.93% | 2/21/2024 |
 Adobe (ADBE) | 0.05% | 0% | 5.93% | 2/20/2024 |
 Norsk Hydro (NHY.OL) | 0.05% | 0% | 6.27% | 1/17/2024 |
 Verizon (VZ) | 0.05% | 0% | 5.17% | 12/18/2023 |
 Applied Digital (APLD) | 0.05% | 0% | 1.69% | 10/22/2025 |
 Prospect Capital (PSEC) | 0.05% | 0% | 4.83% | 12/5/2023 |
 ARM (ARM) | 0.05% | 0% | 3.14% | 11/21/2025 |
 Telenor (TEL.OL) | 0.05% | 0% | 0.25% | 1/4/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.05% | 0% | 1.95% | 4/24/2023 |
 Enbridge (ENB) | 0.05% | 0% | 5.25% | 12/18/2023 |
 Invesco QQQ (QQQ) | 0.04% | 0% | 1.69% | 4/24/2023 |
 Seanergy (SHIP) | 0.04% | 0% | 4.41% | 12/27/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.04% | 0% | 1.36% | 4/12/2023 |
 XRP (XRP) | 0.04% | 5.12% | 0.76% | - |
 Supermicro (SMCI) | 0.03% | 0% | 1.27% | 2/16/2024 |
 Shiba (in millions) (SHIBxM) | 0.03% | 4.61% | 0.76% | - |
 Kronos (KRO) | 0.03% | 0% | 4.07% | 12/5/2023 |
 Piedmont (PDM) | 0.03% | 0% | 3.9% | 11/27/2023 |
 Dior (CDI.PA) | 0.03% | 0% | 2.88% | 1/17/2024 |
 EPR (EPR) | 0.03% | 0% | 4.24% | 12/5/2023 |
 3M (MMM) | 0.03% | 0% | 3.05% | 3/18/2025 |
 NuStar Energy LP (NS) | 0.03% | 0% | 4.58% | 12/5/2023 |
 Alibaba (BABA) | 0.03% | 3.25% | 0.85% | - |
 Rigetti (RGTI) | 0.03% | 0% | 1.36% | 10/22/2025 |
 Starwood Property Trust (STWD) | 0.03% | 0% | 4.58% | 12/5/2023 |
 Lululemon (LULU) | 0.02% | 0% | 2.46% | 1/16/2024 |
 Two Harbors (TWO) | 0.02% | 0% | 4.24% | 12/5/2023 |
 Celsius (CELH) | 0.02% | 0% | 0.93% | 9/21/2023 |
 Hive (HIVE) | 0.02% | 0% | 1.27% | 10/22/2025 |
 Hubbell (HUBB) | 0.02% | 0% | 0.93% | 9/21/2023 |
 Altria (MO) | 0.02% | 0% | 3.98% | 11/29/2023 |
 Vale (VALE) | 0.02% | 0% | 3.64% | 11/29/2023 |
 CVS Health (CVS) | 0.02% | 0% | 0.85% | 8/18/2023 |
 AT&T (T) | 0.02% | 0% | 3.47% | 11/27/2023 |
 Kopin (KOPN) | 0.02% | 0% | 1.27% | 10/22/2025 |
 D-Wave (QBTS) | 0.02% | 0% | 1.61% | 10/22/2025 |
 BCE (BCE) | 0.02% | 0% | 3.56% | 11/27/2023 |
 Realty Income (O) | 0.02% | 0% | 3.56% | 11/27/2023 |
 Main Street Capital (MAIN) | 0.02% | 0% | 3.56% | 11/27/2023 |
 Golden Ocean (GOGL.US) | 0.02% | 0% | 0.76% | 8/17/2023 |
 Global Net Lease (GNL) | 0.02% | 0% | 3.47% | 11/27/2023 |
 Freeport-McMoRan (FCX) | 0.02% | 0% | 2.03% | 2/3/2025 |
 NatWest (NWG) | 0.02% | 0% | 2.46% | 6/5/2025 |
 Vistra (VST) | 0.02% | 0% | 2.03% | 2/3/2025 |
 Redwood Trust (RWT) | 0.02% | 0% | 2.97% | 11/16/2023 |
 Annaly (NLY) | 0.02% | 0% | 2.97% | 11/16/2023 |
 New Horizon (HOVR) | 0.02% | 0% | 0.85% | 10/17/2025 |
 MicroStrategy (MSTR) | 0.02% | 2.42% | 0.68% | - |
 Invesco Mortgage Capital (IVR) | 0.01% | 0% | 2.97% | 11/16/2023 |
 SuRo Capital (SSSS) | 0.01% | 0% | 1.36% | 10/14/2025 |
 Ethereum (ETH) | 0.01% | 2.03% | 0.68% | - |
 Humacyte (HUMA) | 0.01% | 0% | 0.85% | 10/17/2025 |
 Ford (F) | 0.01% | 0% | 2.37% | 11/27/2023 |
 Equity Residential (EQR) | 0.01% | 0% | 2.37% | 11/27/2023 |
 Medical Properties Trust (MPT) | 0.01% | 0% | 2.29% | 11/13/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.01% | 0% | 0.42% | 5/9/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.01% | 0% | 1.95% | 11/8/2023 |
 Microvast (MVST) | 0.01% | 0% | 0.59% | 10/22/2025 |
 NYMT (ADAM) | 0.01% | 0% | 1.78% | 11/2/2023 |
 Direxion Daily S&P Biotech Bull 3X Shares (LABU.US) | 0.01% | 0% | 0.34% | 4/3/2023 |
 D.R. Horton (DHI) | 0.01% | 0% | 0.85% | 2/14/2024 |
 Terawulf (WULF) | 0.01% | 0% | 0.59% | 10/22/2025 |
 e.l.f. (ELF) | 0.01% | 0% | 0.68% | 1/3/2024 |
 DNO (DNO.OL) | 0.01% | 0% | 1.1% | 10/26/2023 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.01% | 0% | 0.42% | 3/18/2025 |
 HF Company SA (ALHF.PA) | 0.01% | 0% | 0.59% | 8/25/2025 |
 AbbVie (ABBV) | 0.01% | 0% | 0.93% | 11/27/2023 |
 Iberdrola (IBE.MC) | 0% | 0% | 0.76% | 10/26/2023 |
 NuScale Power (SMR) | 0% | 0% | 0.42% | 10/22/2025 |
 Vertiv (VRT) | 0% | 0% | 0.68% | 7/17/2024 |
 Direxion Daily MSCI Brazil Bull 2X Shares (BRZU) | 0% | 0% | 0.08% | 3/30/2023 |
 BYD (01211.HK) | 0% | 0% | 0.59% | 11/8/2023 |
 Quantum-Si (QSI) | 0% | 0% | 0.25% | 10/17/2025 |
 Cardano (ADA) | 0% | 0% | 0.08% | 3/23/2023 |
 Equitrans (ETRN) | 0% | 0% | 0.25% | 9/14/2023 |
 BlackRock (BLK) | 0% | 0% | 0.25% | 12/21/2023 |
 Avance Gas Holding Ltd (AGAS.OL) | 0% | 0% | 0.25% | 4/25/2025 |
 Lenovo (0992.HK) | 0% | 0% | 0.25% | 3/31/2023 |
 China Everbright Environment (00257.HK) | 0% | 0% | 0.25% | 3/31/2023 |
 Berkshire Hathaway (BRK.B) | 0% | 0% | 0.17% | 12/14/2023 |
 Vertex (VRTX) | 0% | 0% | 0.17% | 1/10/2024 |
 Dell (DELL) | 0% | 0% | 0.17% | 12/21/2023 |
 OCI (OCI.NV) | 0% | 0% | 0.25% | 10/16/2023 |
 Saras (SRS.MI) | 0% | 0% | 0.25% | 10/16/2023 |
 UBS (UBSG.ZU) | 0% | 0% | 0.25% | 10/16/2023 |
 Dogecoin (DOGE) | 0% | 0% | 0.08% | 3/23/2023 |
 Hedera Hashgraph (HBAR) | 0% | 0% | 0.08% | 11/19/2024 |
 Nintendo (NTDOY) | 0% | 0% | 0.08% | 12/7/2023 |
 Ferrari (RACE) | 0% | 0% | 0.08% | 12/19/2023 |
 Global X Uranium ETF (URA) | 0% | 0% | 0.08% | 5/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 8.14% | 8.44% |
| Pfizer (PFE) | 6.16% | 6.05% |
| Chevron (CVX) | 5.64% | 5.57% |
| ExxonMobil (XOM) | 5.39% | 5.5% |
| Valero (VLO) | 3.07% | 2.98% |
| Marathon Petroleum (MPC) | 3.03% | 2.97% |
| ConocoPhillips (COP) | 2.91% | 2.9% |
| EOG Resources (EOG) | 2.88% | 2.88% |
| American Express (AXP) | 2.39% | 2.82% |
| Ralph Lauren (RL) | 2.77% | 2.81% |
| Scorpio Tankers (STNG) | 2.87% | 2.79% |
| Walmart (WMT) | 2.5% | 2.53% |
| Phillips 66 (PSX) | 2.37% | 2.36% |
| Kroger (KR) | 2.32% | 2.29% |
| Occidental (OXY) | 2.23% | 2.26% |
| Frontline (FRO) | 2.22% | 2.19% |
| Nordic American Tankers (NAT) | 2.26% | 2.19% |
| Devon Energy (DVN) | 2.01% | 2.01% |
| EQT (EQT) | 2% | 1.96% |
Cash & Instruments Over Time
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