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Portfolio Diversification
Range
Most Diversified
13 instruments
November 15, 2025
Least Diversified
0 instruments
October 21, 2025
Average
8.2 instruments
Most Consistent Holdings
Top 5
LTC.US99.68%
MPT99.68%
BTC99.68%
WPC97.21%
BAS.DE95.32%
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) | 37.81% | 44.02% | 99.68% | - |
| Medical Properties Trust (MPT) | 10.16% | 6.2% | 99.68% | - |
| LTC Properties (LTC.US) | 8.54% | 6.38% | 99.68% | - |
| WP Carey (WPC) | 7.83% | 5.87% | 97.21% | - |
 Allianz (ALV.DE) | 6.49% | 0% | 85.78% | 11/24/2025 |
 Fresenius (FRE.DE) | 6.31% | 0% | 73.51% | 5/15/2025 |
| BASF (BAS.DE) | 5.01% | 4.25% | 95.32% | - |
 Phillips 66 (PSX) | 2.59% | 0% | 21.56% | 4/17/2026 |
 Store Capital Corp. (STOR) | 2.3% | 0% | 22.08% | 2/6/2023 |
 Realty Income (O) | 1.43% | 11.36% | 17.66% | - |
 Apple Hospitality (APLE) | 0.39% | 2.8% | 15.65% | - |
 Kraft Heinz (KHC) | 0.34% | 3.31% | 17.99% | - |
 XRP (XRP) | 0.18% | 1.64% | 11.88% | - |
 Net Lease Office Properties (NLOP) | 0.09% | 0% | 51.17% | 1/5/2026 |
 Disney (DIS) | 0.05% | 0% | 5.13% | 2/2/2026 |
 Deutsche Bank (DB) | 0.03% | 0% | 0.91% | 3/22/2022 |
 Bayer (BAYN.DE) | 0.02% | 0.56% | 3.7% | - |
 Ellington Financial (EFC) | 0.01% | 10.17% | 0.13% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 25.58% | 49.27% |
| Phillips 66 (PSX) | 13.37% | 11.86% |
| Realty Income (O) | 12% | 10.06% |
| Medical Properties Trust (MPT) | 21.31% | 6.91% |
| LTC Properties (LTC.US) | 6.69% | 5.7% |
| WP Carey (WPC) | 7.13% | 5.15% |
| BASF (BAS.DE) | 4.46% | 3.5% |
| Apple Hospitality (APLE) | 3.12% | 2.56% |
| Kraft Heinz (KHC) | 3.1% | 2.45% |
| XRP (XRP) | 2.01% | 1.31% |
| Disney (DIS) | 1.1% | 0.99% |
| Net Lease Office Properties (NLOP) | 0% | 0.14% |
Cash & Instruments Over Time
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