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Portfolio Diversification
Range
Most Diversified
57 instruments
December 7, 2023
Least Diversified
0 instruments
February 2, 2025
Average
52 instruments
Most Consistent Holdings
Top 5
MSFT99.51%
JNJ99.51%
PG99.51%
GS99.51%
PYPL99.51%
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) | 3.66% | 0% | 99.51% | 5/19/2026 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.59% | 0% | 99.51% | 5/19/2026 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.57% | 0% | 99.51% | 5/19/2026 |
 Vanguard Total Stock Market ETF (VTI) | 3.4% | 0% | 96.33% | 5/19/2026 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 3.27% | 0% | 98.86% | 5/19/2026 |
 Vanguard S&P 500 ETF (VOO) | 3% | 0% | 96.9% | 5/19/2026 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.76% | 0% | 94.78% | 5/19/2026 |
 Amazon (AMZN) | 2.4% | 0% | 99.35% | 5/19/2026 |
| Microsoft (MSFT) | 2.26% | 0% | 99.51% | 5/19/2026 |
 Coca-Cola (KO) | 2.21% | 0% | 99.43% | 5/19/2026 |
 IBM (IBM) | 1.85% | 0% | 98.86% | 5/19/2026 |
 McDonald's (MCD) | 1.85% | 0% | 93.88% | 5/19/2026 |
| Goldman Sachs (GS) | 1.84% | 0% | 99.51% | 5/19/2026 |
 General Dynamics (GD) | 1.76% | 0% | 99.43% | 5/19/2026 |
 Raytheon (RTX) | 1.66% | 0% | 74.53% | 5/19/2026 |
| Procter & Gamble (PG) | 1.64% | 0% | 99.51% | 5/19/2026 |
| Johnson & Johnson (JNJ) | 1.54% | 0% | 99.51% | 5/19/2026 |
 PepsiCo (PEP) | 1.52% | 0% | 91.51% | 5/19/2026 |
 BlackRock (BLK) | 1.5% | 0% | 60.57% | 5/19/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 1.46% | 0% | 54.04% | 5/19/2026 |
 Caterpillar (CAT) | 1.46% | 0% | 72.16% | 5/19/2026 |
 Visa (V) | 1.42% | 0% | 99.43% | 5/19/2026 |
 ZIM (ZIM) | 1.41% | 0% | 74.37% | 5/19/2026 |
 CNRL (CNQ) | 1.36% | 0% | 99.51% | 5/19/2026 |
 ExxonMobil (XOM) | 1.33% | 0% | 73.47% | 5/19/2026 |
 IAG (IAG.L) | 1.33% | 0% | 93.47% | 5/19/2026 |
 Alphabet (GOOG) | 1.28% | 0% | 99.43% | 5/19/2026 |
 Barrick (B) | 1.23% | 0% | 50.37% | 5/19/2026 |
 ADM (ADM) | 1.2% | 0% | 99.51% | 5/19/2026 |
 Bristol-Myers Squibb (BMY) | 1.17% | 0% | 63.92% | 5/19/2026 |
 Berkshire Hathaway (BRK.B) | 1.15% | 0% | 90.94% | 5/19/2026 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 1% | 0% | 74.69% | 5/19/2026 |
 JPMorgan (JPM) | 0.99% | 0% | 86.45% | 5/19/2026 |
 Realty Income (O) | 0.96% | 0% | 99.51% | 5/19/2026 |
 Roper (ROP) | 0.95% | 0% | 99.51% | 5/19/2026 |
 NVIDIA (NVDA) | 0.94% | 0% | 72.82% | 5/19/2026 |
 Samsung (SMSN.L) | 0.87% | 0% | 86.94% | 5/19/2026 |
 Intel (INTC) | 0.86% | 0% | 99.18% | 5/15/2026 |
 EA (EA) | 0.86% | 0% | 75.76% | 5/19/2026 |
 Target (TGT) | 0.84% | 0% | 55.92% | 5/19/2026 |
 Vanguard Total Bond Market ETF (BND) | 0.79% | 0% | 38.2% | 5/19/2026 |
 Adobe (ADBE) | 0.72% | 0% | 99.43% | 5/19/2026 |
 Take-Two (TTWO) | 0.7% | 0% | 64.08% | 3/7/2025 |
| PayPal (PYPL) | 0.69% | 0% | 99.51% | 5/19/2026 |
 Disney (DIS) | 0.69% | 0% | 99.43% | 5/19/2026 |
 Norwegian Cruise Line (NCLH) | 0.55% | 0% | 54.12% | 11/4/2024 |
 SPDR Gold (GLD) | 0.53% | 0% | 41.31% | 11/12/2024 |
 MercadoLibre (MELI) | 0.53% | 0% | 51.51% | 10/2/2024 |
 Roche (ROP.ZU) | 0.5% | 0% | 99.43% | 5/19/2026 |
 Ethereum (ETH) | 0.47% | 0% | 99.51% | 5/19/2026 |
 Block Inc. (XYZ) | 0.46% | 0% | 99.51% | 5/19/2026 |
 AMD (AMD) | 0.45% | 0% | 35.02% | 3/13/2024 |
 Rolls-Royce (RR.L) | 0.38% | 0% | 40.41% | 7/19/2024 |
 Nestle (NESN.ZU) | 0.37% | 0% | 72.9% | 5/19/2026 |
 Mercedes-Benz (MBG.DE) | 0.29% | 0% | 25.39% | 5/19/2026 |
 Activision Blizzard, Inc. (ATVI) | 0.27% | 0% | 21.06% | 10/16/2023 |
 M&G (MNG.L) | 0.26% | 0% | 23.84% | 5/5/2026 |
 Palantir (PLTR) | 0.25% | 0% | 35.18% | 3/15/2024 |
 Oil (Non Expiry) (OIL) | 0.23% | 0% | 5.8% | 6/18/2025 |
 eToro Group LTD (ETOR) | 0.19% | 0% | 27.1% | 5/19/2026 |
 Global SuperDividend US ETF (DIV) | 0.15% | 0% | 10.78% | 8/5/2024 |
 Bitcoin (BTC) | 0.12% | 0% | 35.18% | 3/15/2024 |
 Sunrun (RUN) | 0.1% | 0% | 99.43% | 5/19/2026 |
 Polymetal International PLC (POLY.L) | 0.1% | 0% | 13.88% | 6/23/2023 |
 Cardano (ADA) | 0.05% | 0% | 99.43% | 5/19/2026 |
 Asensus (ASXC) | 0.02% | 0% | 48.41% | 8/25/2024 |
 Loopring (LRC) | 0.02% | 0% | 84.73% | 12/15/2025 |
 Shiba (in millions) (SHIBxM) | 0.02% | 0% | 34.45% | 3/6/2024 |
 BioNano (BNGO) | 0.01% | 0% | 40.41% | 6/4/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.98% | 8/26/2024 |
 Equitrans (ETRN) | 0% | 0% | 0.33% | 7/23/2024 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0% | 0% | 0.08% | 4/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Barrick (B) | 2.12% | 4.66% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.78% | 4.56% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 3.72% | 3.73% |
| BlackRock (BLK) | 3.19% | 3.4% |
| ZIM (ZIM) | 3.19% | 3.34% |
| Global X SuperDividend ETF (SDIV) | 4.78% | 3.3% |
| IBM (IBM) | 2.12% | 3.24% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.19% | 3.23% |
| Goldman Sachs (GS) | 2.12% | 3.12% |
| Schwab US Dividend Equity ETF (SCHD) | 3.19% | 3.08% |
| Vanguard S&P 500 ETF (VOO) | 2.66% | 3.01% |
| Vanguard Total Stock Market ETF (VTI) | 2.66% | 2.97% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.65% | 2.6% |
| Microsoft (MSFT) | 2.12% | 2.45% |
| Raytheon (RTX) | 1.59% | 2.37% |
| Amazon (AMZN) | 2.12% | 2.28% |
| Coca-Cola (KO) | 2.12% | 2.24% |
| Bristol-Myers Squibb (BMY) | 2.12% | 2.17% |
| McDonald's (MCD) | 2.12% | 2.11% |
| ExxonMobil (XOM) | 2.12% | 2.09% |
| Vanguard Total Bond Market ETF (BND) | 2.12% | 2.08% |
| CNRL (CNQ) | 2.12% | 2.01% |
| SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 2.12% | 1.89% |
| Samsung (SMSN.L) | 1.06% | 1.88% |
| General Dynamics (GD) | 1.59% | 1.88% |
| Johnson & Johnson (JNJ) | 1.59% | 1.84% |
| Caterpillar (CAT) | 1.06% | 1.77% |
| PepsiCo (PEP) | 2.12% | 1.72% |
| Visa (V) | 1.59% | 1.65% |
| NVIDIA (NVDA) | 1.06% | 1.55% |
| IAG (IAG.L) | 1.06% | 1.47% |
| EA (EA) | 1.06% | 1.42% |
| Target (TGT) | 2.12% | 1.33% |
| Procter & Gamble (PG) | 1.59% | 1.31% |
| JPMorgan (JPM) | 1.06% | 1.25% |
| Mercedes-Benz (MBG.DE) | 1.06% | 1.23% |
| M&G (MNG.L) | 1.04% | 1.12% |
| ADM (ADM) | 1.59% | 1.03% |
| Berkshire Hathaway (BRK.B) | 1.06% | 0.99% |
| Intel (INTC) | 1.06% | 0.83% |
| Alphabet (GOOG) | 0.53% | 0.83% |
| Realty Income (O) | 1.06% | 0.79% |
| Adobe (ADBE) | 1.06% | 0.72% |
| Disney (DIS) | 1.06% | 0.65% |
| eToro Group LTD (ETOR) | 1.06% | 0.57% |
| PayPal (PYPL) | 2.66% | 0.51% |
| Roche (ROP.ZU) | 0.53% | 0.51% |
| Roper (ROP) | 0.53% | 0.41% |
| Nestle (NESN.ZU) | 0.53% | 0.39% |
| Block Inc. (XYZ) | 1.59% | 0.37% |
| Ethereum (ETH) | 0.53% | 0.34% |
| Sunrun (RUN) | 0.53% | 0.11% |
| Cardano (ADA) | 0.11% | 0.03% |
| Loopring (LRC) | 0.11% | 0% |
| BioNano (BNGO) | 0.53% | 0% |
Cash & Instruments Over Time
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