Portfolio Diversification
Range
Most Diversified
11 instruments
August 19, 2025
Least Diversified
3 instruments
January 1, 2022
Average
7.7 instruments
Most Consistent Holdings
Top 5
LTC.US100%
MPW100%
BTC100%
WPC97.1%
BAS.DE94.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 36.25% | 56.59% | 100% | - |
| Medical Properties Trust (MPW) | 10.83% | 5.47% | 100% | - |
| LTC Properties (LTC.US) | 9.03% | 5.38% | 100% | - |
| WP Carey (WPC) | 8.29% | 4.77% | 97.1% | - |
 Fresenius (FRE.DE) | 7.41% | 0% | 86.35% | 5/15/2025 |
 Allianz (ALV.DE) | 7.23% | 6.82% | 94.89% | - |
| BASF (BAS.DE) | 5.29% | 3.08% | 94.97% | - |
 Store Capital Corp. (STOR) | 2.7% | 0% | 25.93% | 2/6/2023 |
 Phillips 66 (PSX) | 0.89% | 10.78% | 8.62% | - |
 Realty Income (O) | 0.36% | 3.68% | 4.04% | - |
 Net Lease Office Properties (NLOP) | 0.09% | 0.14% | 51.03% | - |
 Deutsche Bank (DB) | 0.04% | 0% | 1.07% | 3/22/2022 |
 Apple Hospitality (APLE) | 0.03% | 2.51% | 1.37% | - |
 Kraft Heinz (KHC) | 0.03% | 0.65% | 4.04% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 34.42% | 63.03% |
| Fresenius (FRE.DE) | 10.16% | 9.19% |
| Allianz (ALV.DE) | 5.64% | 6.54% |
| LTC Properties (LTC.US) | 8.46% | 6.21% |
| WP Carey (WPC) | 9.03% | 4.72% |
| BASF (BAS.DE) | 5.64% | 3.67% |
| Medical Properties Trust (MPW) | 22.57% | 3.51% |
| Net Lease Office Properties (NLOP) | 0% | 0.18% |