Portfolio Diversification
Range
Most Diversified
46 instruments
October 11, 2022
Least Diversified
0 instruments
October 20, 2025
Average
36.6 instruments
Most Consistent Holdings
Top 5
DIS99.93%
INTC99.93%
PFE99.93%
T99.93%
AGNC99.93%
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 |
|---|---|---|---|---|
 ProShares UltraPro QQQ (TQQQ) | 3.82% | 0% | 86.87% | 10/19/2025 |
 Main Street Capital (MAIN) | 3.26% | 0% | 99.93% | 10/19/2025 |
 Global SuperDividend US ETF (DIV) | 2.89% | 0% | 99.93% | 10/19/2025 |
| AT&T (T) | 2.73% | 0% | 99.93% | 10/19/2025 |
 Global X SuperDividend ETF (SDIV) | 2.6% | 0% | 99.93% | 10/19/2025 |
 GSK (GSK.L) | 2.54% | 0% | 68.07% | 8/12/2024 |
| AGNC (AGNC) | 2.41% | 0% | 99.93% | 10/19/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 2.37% | 0% | 99.93% | 10/19/2025 |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 1.99% | 0% | 99.93% | 10/19/2025 |
 Bitcoin (BTC) | 1.96% | 0% | 49.63% | 12/4/2023 |
 Legal & General (LGEN.L) | 1.96% | 0% | 99.48% | 10/19/2025 |
| Intel (INTC) | 1.93% | 0% | 99.93% | 10/19/2025 |
 Unilever (ULVR.L) | 1.91% | 0% | 68.07% | 8/12/2024 |
 Alibaba (9988.HK) | 1.9% | 0% | 99.93% | 10/19/2025 |
| Pfizer (PFE) | 1.85% | 0% | 99.93% | 10/19/2025 |
 EPR (EPR) | 1.82% | 0% | 99.56% | 10/19/2025 |
 Amazon (AMZN) | 1.81% | 0% | 54.06% | 2/2/2024 |
 iShares MSCI China ETF (MCHI) | 1.78% | 0% | 99.93% | 10/19/2025 |
 ARMOUR Residential REIT (ARR) | 1.73% | 0% | 99.93% | 10/19/2025 |
 SL Green (SLG) | 1.7% | 0% | 49.48% | 8/27/2024 |
 iShares Preferred & Income Sec (PFF) | 1.58% | 0% | 99.93% | 10/19/2025 |
| Disney (DIS) | 1.55% | 0% | 99.93% | 10/19/2025 |
 Medical Properties Trust (MPW) | 1.45% | 0% | 99.93% | 10/19/2025 |
 LTC Properties (LTC.US) | 1.43% | 0% | 98.38% | 10/19/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 1.39% | 0% | 99.93% | 10/19/2025 |
 Pembina (PBA) | 1.29% | 0% | 51.25% | 12/26/2023 |
 Prospect Capital (PSEC) | 1.28% | 0% | 76.33% | 10/19/2025 |
 Cardano (ADA) | 1.2% | 0% | 99.93% | 10/19/2025 |
 Microsoft (MSFT) | 1.16% | 0% | 53.54% | 1/26/2024 |
 Walmart (WMT) | 1.14% | 0% | 53.54% | 1/26/2024 |
 Energy Transfer (ET) | 1.14% | 0% | 24.48% | 12/20/2022 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.09% | 0% | 69.17% | 8/27/2024 |
 InfraCap MLP ETF (AMZA) | 1.06% | 0% | 24.48% | 12/20/2022 |
 Meta (META) | 1.01% | 0% | 50.88% | 12/21/2023 |
 Invesco Preferred ETF (PGX) | 0.95% | 0% | 80.01% | 10/19/2025 |
 IAG (IAG.L) | 0.92% | 0% | 59% | 4/10/2024 |
 BP (BP.L) | 0.89% | 0% | 32.6% | 4/12/2023 |
 Alphabet (GOOG) | 0.87% | 0% | 45.58% | 10/10/2023 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.81% | 0% | 53.61% | 8/27/2024 |
 AbbVie (ABBV) | 0.7% | 0% | 30.68% | 3/17/2023 |
 Star Bulk (SBLK) | 0.69% | 0% | 64.23% | 10/19/2025 |
 Warner Bros Discovery (WBD) | 0.63% | 0% | 92.48% | 10/19/2025 |
 Realty Income (O) | 0.61% | 0% | 54.35% | 10/19/2025 |
 Berkshire Hathaway (BRK.B) | 0.58% | 0% | 28.61% | 2/16/2023 |
 Broadcom (AVGO) | 0.52% | 0% | 30.68% | 3/17/2023 |
 CommScope (COMM) | 0.44% | 0% | 78.32% | 12/30/2024 |
 Principal Financial (PFG) | 0.42% | 0% | 23.6% | 12/6/2022 |
 Store Capital Corp. (STOR) | 0.39% | 0% | 25% | 12/27/2022 |
 BAT (BATS.L) | 0.28% | 0% | 10.03% | 5/17/2022 |
 Horizon Technology (HRZN) | 0.26% | 0% | 30.68% | 10/19/2025 |
 Walgreens (WBA) | 0.21% | 0% | 41.81% | 9/1/2025 |
 Ellington Financial (EFC) | 0.18% | 0% | 28.61% | 10/19/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.16% | 0% | 17.26% | 10/19/2025 |
 iShares Floating Rate Bond ETF (FLOT) | 0.13% | 0% | 15.19% | 8/27/2024 |
 Apple (AAPL) | 0.08% | 0% | 6.05% | 3/24/2022 |
 Close Brothers (CBG.L) | 0.06% | 0% | 5.31% | 4/11/2024 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.04% | 0% | 15.27% | 8/27/2024 |
 Coca-Cola (KO) | 0.04% | 0% | 4.06% | 2/24/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.03% | 0% | 2.95% | 2/9/2022 |
 MPLX (MPLX) | 0.03% | 0% | 4.57% | 10/13/2022 |
 Chevron (CVX) | 0.01% | 0% | 0.52% | 1/7/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.07% | 2/15/2022 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Main Street Capital (MAIN) | 1.56% | 3.01% |
| AT&T (T) | 2.34% | 2.13% |
| Global SuperDividend US ETF (DIV) | 1.86% | 2.05% |
| Legal & General (LGEN.L) | 1.81% | 1.76% |
| EPR (EPR) | 1.55% | 1.75% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.81% | 1.7% |
| Global X SuperDividend ETF (SDIV) | 2.54% | 1.51% |
| AGNC (AGNC) | 2.2% | 1.46% |
| SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 1.35% | 1.36% |
| LTC Properties (LTC.US) | 1.18% | 1.33% |
| Pfizer (PFE) | 1.36% | 1.17% |
| Cardano (ADA) | 1.35% | 1.16% |
| iShares MSCI China ETF (MCHI) | 1.63% | 1.13% |
| Prospect Capital (PSEC) | 1.55% | 1.09% |
| Medical Properties Trust (MPW) | 2.03% | 1.07% |
| ARMOUR Residential REIT (ARR) | 1.99% | 1.05% |
| Disney (DIS) | 1.4% | 1.04% |
| iShares Preferred & Income Sec (PFF) | 1.1% | 1.03% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.98% | 1.03% |
| Alibaba (9988.HK) | 1.74% | 0.99% |
| Realty Income (O) | 0.77% | 0.9% |
| Intel (INTC) | 1.82% | 0.88% |
| Invesco Preferred ETF (PGX) | 0.79% | 0.85% |
| Horizon Technology (HRZN) | 0.77% | 0.73% |
| Warner Bros Discovery (WBD) | 0.83% | 0.61% |
| Star Bulk (SBLK) | 0.58% | 0.54% |
| Walgreens (WBA) | 0.58% | 0.41% |
| Ellington Financial (EFC) | 0.39% | 0.4% |