Portfolio Diversification
Range
Most Diversified
57 instruments
December 7, 2023
Least Diversified
0 instruments
February 2, 2025
Average
51.6 instruments
Most Consistent Holdings
Top 5
MSFT99.9%
INTC99.9%
JNJ99.9%
PG99.9%
GS99.9%
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 |
|---|---|---|---|---|
 Global X SuperDividend ETF (SDIV) | 3.76% | 3.52% | 99.9% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.64% | 3.61% | 99.9% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.49% | 3.06% | 95.8% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.33% | 4.67% | 99.9% | - |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 3.13% | 4.14% | 99.06% | - |
 Vanguard S&P 500 ETF (VOO) | 2.96% | 3.09% | 96.54% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.78% | 2.91% | 93.81% | - |
 Amazon (AMZN) | 2.45% | 2.42% | 99.69% | - |
| Microsoft (MSFT) | 2.2% | 3.42% | 99.9% | - |
 Coca-Cola (KO) | 2.2% | 2.49% | 99.79% | - |
 McDonald's (MCD) | 1.78% | 2.37% | 92.65% | - |
 General Dynamics (GD) | 1.71% | 1.94% | 99.79% | - |
| Procter & Gamble (PG) | 1.71% | 1.59% | 99.9% | - |
 IBM (IBM) | 1.63% | 2.91% | 99.06% | - |
| Goldman Sachs (GS) | 1.52% | 2.8% | 99.9% | - |
 Raytheon (RTX) | 1.46% | 2.22% | 67.79% | - |
 PepsiCo (PEP) | 1.45% | 1.98% | 89.61% | - |
| Johnson & Johnson (JNJ) | 1.44% | 1.74% | 99.9% | - |
 IAG (IAG.L) | 1.41% | 1.51% | 98.85% | - |
 Visa (V) | 1.39% | 1.77% | 99.79% | - |
 Alphabet (GOOG) | 1.35% | 0.58% | 99.79% | - |
 Caterpillar (CAT) | 1.29% | 1.43% | 64.74% | - |
 Berkshire Hathaway (BRK.B) | 1.21% | 1.05% | 88.88% | - |
 ADM (ADM) | 1.19% | 1.2% | 99.9% | - |
 CNRL (CNQ) | 1.13% | 1.93% | 99.9% | - |
 BlackRock (BLK) | 1.1% | 3.89% | 52.57% | - |
 ExxonMobil (XOM) | 1.08% | 2.06% | 66.42% | - |
 Roper (ROP) | 1.07% | 1.23% | 99.9% | - |
 Realty Income (O) | 1% | 0.91% | 99.9% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.97% | 3.39% | 41.45% | - |
 ZIM (ZIM) | 0.92% | 2.65% | 67.58% | - |
 Bristol-Myers Squibb (BMY) | 0.91% | 2.13% | 54.14% | - |
 Take-Two (TTWO) | 0.9% | 0% | 82.37% | 3/7/2025 |
 JPMorgan (JPM) | 0.89% | 1.24% | 83.11% | - |
 NVIDIA (NVDA) | 0.78% | 1.6% | 65.58% | - |
| Intel (INTC) | 0.77% | 0.92% | 99.9% | - |
 Adobe (ADBE) | 0.75% | 0.8% | 99.79% | - |
 PayPal (PYPL) | 0.75% | 0.65% | 99.9% | - |
 Samsung (SMSN.L) | 0.73% | 1.27% | 88.67% | - |
 EA (EA) | 0.72% | 1.31% | 69.36% | - |
 Norwegian Cruise Line (NCLH) | 0.71% | 0% | 69.57% | 11/4/2024 |
 Disney (DIS) | 0.71% | 0.73% | 99.79% | - |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.7% | 2.04% | 68% | - |
 Target (TGT) | 0.69% | 1.47% | 43.86% | - |
 SPDR Gold (GLD) | 0.69% | 0% | 53.1% | 11/12/2024 |
 MercadoLibre (MELI) | 0.69% | 0% | 66.21% | 10/2/2024 |
 AMD (AMD) | 0.58% | 0% | 45.02% | 3/13/2024 |
 Barrick (B) | 0.57% | 2.92% | 38.2% | - |
 Ethereum (ETH) | 0.51% | 0.55% | 99.9% | - |
 Rolls-Royce (RR.L) | 0.49% | 0% | 51.94% | 7/19/2024 |
 Roche (ROG.ZU) | 0.49% | 0.42% | 99.79% | - |
 Block Inc. (XYZ) | 0.48% | 0.47% | 99.9% | - |
 Vanguard Total Bond Market ETF (BND) | 0.37% | 2.27% | 21.09% | - |
 Nestle (NESN.ZU) | 0.35% | 0.42% | 65.69% | - |
 Activision Blizzard, Inc. (ATVI) | 0.34% | 0% | 27.07% | 10/16/2023 |
 Palantir (PLTR) | 0.32% | 0% | 45.23% | 3/15/2024 |
 Oil (Non Expiry) (OIL) | 0.3% | 0% | 7.45% | 6/18/2025 |
 Global SuperDividend US ETF (DIV) | 0.19% | 0% | 13.85% | 8/5/2024 |
 Bitcoin (BTC) | 0.15% | 0% | 45.23% | 3/15/2024 |
 Polymetal International PLC (POLY.L) | 0.12% | 0% | 17.84% | 6/23/2023 |
 Sunrun (RUN) | 0.1% | 0.1% | 99.79% | - |
 eToro Group LTD (ETOR) | 0.07% | 0.79% | 6.82% | - |
 Mercedes-Benz (MBG.DE) | 0.05% | 1.21% | 4.62% | - |
 Cardano (ADA) | 0.05% | 0.08% | 99.79% | - |
 M&G (MNG.L) | 0.04% | 1.14% | 3.99% | - |
 Asensus (ASXC) | 0.03% | 0% | 62.22% | 8/25/2024 |
 Loopring (LRC) | 0.02% | 0.01% | 99.79% | - |
 Shiba (in millions) (SHIBxM) | 0.02% | 0% | 44.28% | 3/6/2024 |
 BioNano (BNGO) | 0.02% | 0% | 51.94% | 6/4/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 1.26% | 8/26/2024 |
 Equitrans (ETRN) | 0% | 0% | 0.42% | 7/23/2024 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0% | 0% | 0.1% | 4/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 5.11% | 6.21% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 5.11% | 5.84% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 5.11% | 5.5% |
| Vanguard S&P 500 ETF (VOO) | 4.54% | 5.45% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.54% | 5.1% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 4.54% | 4.9% |
| Global X SuperDividend ETF (SDIV) | 5.11% | 3.29% |
| Caterpillar (CAT) | 2.27% | 2.99% |
| Raytheon (RTX) | 2.27% | 2.97% |
| IBM (IBM) | 2.27% | 2.79% |
| BlackRock (BLK) | 2.27% | 2.67% |
| Microsoft (MSFT) | 2.27% | 2.49% |
| Procter & Gamble (PG) | 2.27% | 2.43% |
| General Dynamics (GD) | 2.27% | 2.35% |
| Schwab US Dividend Equity ETF (SCHD) | 2.27% | 2.33% |
| Coca-Cola (KO) | 2.27% | 2.32% |
| ExxonMobil (XOM) | 2.27% | 2.17% |
| Target (TGT) | 2.27% | 2.13% |
| PepsiCo (PEP) | 2.27% | 2.12% |
| IAG (IAG.L) | 1.14% | 2.07% |
| Goldman Sachs (GS) | 1.14% | 1.62% |
| Bristol-Myers Squibb (BMY) | 1.14% | 1.6% |
| Johnson & Johnson (JNJ) | 1.7% | 1.49% |
| Amazon (AMZN) | 1.14% | 1.41% |
| Take-Two (TTWO) | 1.14% | 1.29% |
| JPMorgan (JPM) | 1.14% | 1.29% |
| Roper (ROP) | 1.14% | 1.25% |
| McDonald's (MCD) | 1.14% | 1.24% |
| EA (EA) | 1.14% | 1.18% |
| SPDR S&P Oil & Gas Exploration & Prod (XOP) | 1.14% | 1.06% |
| ADM (ADM) | 1.7% | 1.05% |
| ZIM (ZIM) | 1.14% | 1.02% |
| CNRL (CNQ) | 1.14% | 0.97% |
| Samsung (SMSN.L) | 1.14% | 0.96% |
| Barrick (B) | 1.14% | 0.93% |
| Realty Income (O) | 1.14% | 0.87% |
| PayPal (PYPL) | 2.84% | 0.87% |
| Intel (INTC) | 1.7% | 0.83% |
| Berkshire Hathaway (BRK.B) | 0.57% | 0.76% |
| Disney (DIS) | 1.14% | 0.74% |
| Visa (V) | 0.57% | 0.67% |
| Ethereum (ETH) | 0.8% | 0.65% |
| Alphabet (GOOG) | 0.57% | 0.59% |
| Block Inc. (XYZ) | 1.7% | 0.56% |
| Roche (ROG.ZU) | 0.57% | 0.45% |
| Nestle (NESN.ZU) | 0.57% | 0.45% |
| Adobe (ADBE) | 0.57% | 0.4% |
| Cardano (ADA) | 0.11% | 0.08% |
| Sunrun (RUN) | 0.57% | 0.06% |
| Loopring (LRC) | 0.11% | 0.02% |
| BioNano (BNGO) | 0.57% | 0% |