Portfolio Diversification
Range
Most Diversified
170 instruments
August 17, 2023
Least Diversified
0 instruments
March 26, 2022
Average
51.2 instruments
Most Consistent Holdings
Top 5
MSFT61.68%
PEP53.68%
AAPL52.3%
MAIN51.74%
CAT51.66%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 26, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Amazon (AMZN) | 3.48% | 15% | 39.53% | - |
 Alphabet (GOOG) | 3.38% | 18.53% | 33.63% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.12% | 0% | 29.75% | 2/18/2025 |
 Mastercard (MA) | 2.19% | 8.06% | 43.82% | - |
 VICI Properties (VICI) | 2.05% | 5.38% | 42.36% | - |
 Visa (V) | 1.87% | 9.11% | 35% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.74% | 0% | 15.76% | 1/31/2025 |
| Microsoft (MSFT) | 1.71% | 6.08% | 61.68% | - |
 S&P Global (SPGI) | 1.67% | 2.85% | 44.22% | - |
| PepsiCo (PEP) | 1.49% | 0% | 53.68% | 2/20/2025 |
 Meta (META) | 1.44% | 11.67% | 20.21% | - |
 ASML (ASML) | 1.36% | 8.91% | 37.75% | - |
 Unilever (ULVR.L) | 1.36% | 0% | 37.43% | 2/8/2024 |
| Caterpillar (CAT) | 1.33% | 0% | 51.66% | 8/20/2024 |
 UnitedHealth (UNH) | 1.28% | 5.68% | 47.62% | - |
 Booking (BKNG) | 1.18% | 0% | 22.31% | 6/30/2025 |
 Paramount (PSKY) | 1.05% | 0% | 30.48% | 12/8/2023 |
| Apple (AAPL) | 1.05% | 0% | 52.3% | 8/20/2024 |
| Main Street Capital (MAIN) | 0.96% | 0% | 51.74% | 7/25/2025 |
 AT&T (T) | 0.84% | 0% | 38.97% | 3/1/2024 |
 Uber (UBER) | 0.83% | 3.01% | 13.02% | - |
 Kroger (KR) | 0.83% | 0% | 33.71% | 1/2/2024 |
 Cisco (CSCO) | 0.81% | 0% | 47.78% | 6/20/2024 |
 Johnson & Johnson (JNJ) | 0.74% | 0% | 44.62% | 7/25/2025 |
 Target (TGT) | 0.72% | 0% | 46.08% | 8/20/2024 |
 Merck (MRK) | 0.72% | 0% | 42.6% | 8/9/2024 |
 Coca-Cola (KO) | 0.71% | 0% | 47.7% | 8/5/2024 |
 Samsung (SMSN.L) | 0.68% | 0% | 38.8% | 3/13/2024 |
 Aramco (SAOC) | 0.64% | 0% | 34.52% | 4/14/2024 |
 CNBM (3323.HK) | 0.64% | 0% | 32.42% | 1/5/2024 |
 T. Rowe Price (TROW) | 0.63% | 0% | 39.13% | 5/17/2024 |
 Waste Management (WM) | 0.62% | 0% | 31.29% | 8/20/2024 |
 Sinopec (0386.HK) | 0.57% | 0% | 33.23% | 1/15/2024 |
 ING (INGA.NV) | 0.55% | 0% | 36.78% | 2/27/2024 |
 Stryker (SYK) | 0.52% | 0% | 39.29% | 8/9/2024 |
 Medical Properties Trust (MPW) | 0.51% | 0% | 36.7% | 2/26/2024 |
 Maersk (MAERSKB.CO) | 0.5% | 0% | 30.64% | 3/4/2024 |
 Plus500 (PLUS.L) | 0.49% | 0% | 34.52% | 2/8/2024 |
 Costco (COST) | 0.49% | 0% | 19.89% | 8/5/2024 |
 Pfizer (PFE) | 0.48% | 0% | 39.05% | 5/16/2024 |
 Petrobras (PBR) | 0.48% | 0% | 36.05% | 4/9/2024 |
 MSCI (MSCI) | 0.48% | 0% | 20.45% | 9/9/2025 |
 HP (HPQ) | 0.47% | 0% | 38.88% | 5/22/2024 |
 Realty Income (O) | 0.47% | 0% | 16.33% | 8/13/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.43% | 0% | 13.82% | 2/5/2025 |
 AbbVie (ABBV) | 0.41% | 0% | 39.13% | 8/5/2024 |
 BAT (BATS.L) | 0.41% | 0% | 34.44% | 2/27/2024 |
 McDonald's (MCD) | 0.4% | 0% | 30.15% | 8/5/2024 |
 Golden Ocean (GOGL.OL) | 0.39% | 0% | 34.68% | 2/1/2024 |
 Starbucks (SBUX) | 0.38% | 0% | 40.99% | 8/13/2024 |
 Procter & Gamble (PG) | 0.36% | 0% | 28.29% | 8/5/2024 |
 ABC (1288.HK) | 0.35% | 0% | 26.52% | 11/1/2023 |
 SBM Offshore (SBMO.NV) | 0.34% | 0% | 25.63% | 4/29/2024 |
 CVS Health (CVS) | 0.34% | 0% | 28.94% | 1/11/2024 |
 Domino's (DPZ) | 0.33% | 0% | 12.85% | 8/20/2024 |
 ZIM (ZIM) | 0.33% | 0% | 31.69% | 1/11/2024 |
 L3Harris (LHX) | 0.33% | 0% | 25.55% | 5/21/2024 |
 3M (MMM) | 0.32% | 0% | 34.52% | 6/10/2024 |
 Netflix (NFLX) | 0.32% | 0% | 12.61% | 5/13/2025 |
 IBM (IBM) | 0.31% | 0% | 26.76% | 5/21/2024 |
 Broadcom (AVGO) | 0.31% | 0% | 13.5% | 7/22/2024 |
 Bank of America (BAC) | 0.3% | 0% | 22.72% | 4/23/2024 |
 Chevron (CVX) | 0.29% | 0% | 33.31% | 8/9/2024 |
 Iron Mountain (IRM) | 0.29% | 0% | 35.08% | 2/29/2024 |
 NextEra (NEE) | 0.28% | 0% | 11.24% | 8/1/2024 |
 American Express (AXP) | 0.28% | 0% | 8.65% | 8/16/2024 |
 ABN AMRO (ABN.NV) | 0.27% | 0% | 31.12% | 1/11/2024 |
 Petrobras (PBR.A) | 0.27% | 0% | 26.35% | 11/7/2023 |
 Union Pacific (UNP) | 0.27% | 0% | 7.92% | 7/25/2025 |
 TSMC (TSM) | 0.25% | 0% | 31.69% | 1/18/2024 |
 NextEra Energy Partners (XIFR) | 0.25% | 0% | 15.84% | 5/10/2024 |
 Kenon (KEN) | 0.24% | 0% | 28.94% | 1/11/2024 |
 Volkswagen (VOW3.DE) | 0.24% | 0% | 24.17% | 2/1/2024 |
 Vale (VALE) | 0.24% | 0% | 38.72% | 4/9/2024 |
 Verizon (VZ) | 0.24% | 0% | 34.28% | 2/26/2024 |
 MPC (MPCC.OL) | 0.23% | 0% | 32.98% | 1/11/2024 |
 Texas Instruments (TXN) | 0.23% | 0% | 8.57% | 6/20/2024 |
 Disney (DIS) | 0.23% | 0% | 23.04% | 8/20/2024 |
 Seanergy (SHIP) | 0.23% | 0% | 16.81% | 7/7/2023 |
 ARMOUR Residential REIT (ARR) | 0.22% | 0% | 33.39% | 2/29/2024 |
 Ally (ALLY) | 0.22% | 0% | 21.58% | 3/13/2024 |
 Citi (C) | 0.22% | 0% | 17.54% | 3/4/2024 |
 American States Water (AWR) | 0.21% | 0% | 8.33% | 3/10/2025 |
 Walgreens (WBA) | 0.21% | 0% | 24.66% | 3/27/2024 |
 Global X Uranium ETF (URA) | 0.21% | 0% | 13.42% | 8/22/2023 |
 Paccar (PCAR) | 0.2% | 0% | 26.35% | 12/18/2023 |
 RTL Group (RRTL.DE) | 0.2% | 0% | 32.98% | 1/11/2024 |
 Goldman Sachs (GS) | 0.2% | 0% | 32.01% | 1/22/2024 |
 Bayer (BAYN.DE) | 0.2% | 0% | 28.46% | 2/20/2024 |
 Leggett & Platt (LEG) | 0.19% | 0% | 33.47% | 3/28/2024 |
 Ahold (AD.NV) | 0.19% | 0% | 22.96% | 2/14/2024 |
 BHP (BHP) | 0.19% | 0% | 31.04% | 1/23/2024 |
 ExxonMobil (XOM) | 0.19% | 0% | 23.44% | 2/26/2024 |
 Western Union (WU) | 0.18% | 0% | 32.5% | 1/12/2024 |
 Hapag-Lloyd (HLAG.DE) | 0.18% | 0% | 24.49% | 3/4/2024 |
 Invesco QQQ (QQQ) | 0.18% | 0% | 14.96% | 9/25/2024 |
 Philip Morris (PM) | 0.18% | 0% | 24.66% | 4/25/2024 |
 Novo-Nordisk (NVO) | 0.18% | 0% | 21.75% | 5/21/2024 |
 Aviva (AV.L) | 0.18% | 0% | 32.26% | 1/11/2024 |
 Southern Copper (SCCO) | 0.17% | 0% | 25.38% | 12/18/2023 |
 Eutelsat (ETL.PA) | 0.17% | 0% | 31.12% | 1/11/2024 |
 Cameco (CCJ) | 0.17% | 0% | 19.4% | 2/1/2024 |
 Walmart (WMT) | 0.17% | 0% | 6.31% | 5/16/2024 |
 Rio Tinto (RIO) | 0.17% | 0% | 27.49% | 11/14/2023 |
 Persimmon (PSN.L) | 0.17% | 0% | 29.51% | 12/6/2023 |
 FTAI Aviation (FTAI) | 0.17% | 0% | 23.12% | 10/31/2023 |
 Legal & General (LGEN.L) | 0.17% | 0% | 32.01% | 1/8/2024 |
 Nike (NKE) | 0.16% | 0% | 6.63% | 8/20/2024 |
 Antofagasta (ANTO.L) | 0.16% | 0% | 20.7% | 8/17/2023 |
 Deere (DE) | 0.16% | 0% | 14.39% | 3/27/2024 |
 Golden Ocean (GOGL.US) | 0.15% | 0% | 27.57% | 11/21/2023 |
 MCC (1618.HK) | 0.15% | 0% | 18.43% | 7/20/2023 |
 Anglo American (AAL.L) | 0.15% | 0% | 32.17% | 1/10/2024 |
 Moody's (MCO) | 0.15% | 0% | 13.58% | 1/6/2025 |
 iShares Core High Dividend ETF (HDV) | 0.15% | 0% | 3.88% | 10/14/2024 |
 Roche (ROG.ZU) | 0.14% | 0% | 21.42% | 2/8/2024 |
 Arbor Realty (ABR) | 0.14% | 0% | 21.99% | 9/13/2023 |
 Enbridge (ENB) | 0.14% | 0% | 19.24% | 3/13/2024 |
 SuRo Capital (SSSS) | 0.14% | 0% | 17.62% | 7/24/2023 |
 FirstEnergy (FE) | 0.14% | 0% | 28.29% | 1/11/2024 |
 Ferrexpo (FXPO.L) | 0.13% | 0% | 31.61% | 1/10/2024 |
 Ares Capital (ARCC) | 0.13% | 0% | 21.18% | 9/7/2023 |
 VF Corp (VFC) | 0.13% | 0% | 24.01% | 4/9/2024 |
 Accenture (ACN) | 0.13% | 0% | 8.41% | 7/12/2024 |
 Digital Realty (DLR) | 0.13% | 0% | 21.1% | 9/6/2023 |
 Rockwool (ROCKB.CO) | 0.13% | 0% | 16.65% | 6/28/2023 |
 Nestle (NESN.ZU) | 0.13% | 0% | 19% | 3/13/2024 |
 Philips (PHG) | 0.13% | 0% | 19.56% | 12/19/2023 |
 Coterra (CTRA) | 0.13% | 0% | 19.64% | 8/18/2023 |
 Barrick (B) | 0.13% | 0% | 20.86% | 1/11/2024 |
 Dunelm (DNLM.L) | 0.12% | 0% | 15.12% | 6/19/2023 |
 Intel (INTC) | 0.12% | 0% | 12.21% | 2/8/2024 |
 Altria (MO) | 0.12% | 0% | 20.37% | 3/6/2024 |
 Aroundtown (AT1.DE) | 0.12% | 0% | 28.46% | 12/6/2023 |
 Wells Fargo (WFC) | 0.12% | 0% | 16.81% | 12/13/2023 |
 IIPR (IIPR) | 0.12% | 0% | 30.88% | 1/5/2024 |
 Tyson Foods (TSN) | 0.12% | 0% | 28.29% | 1/11/2024 |
 BASF (BAS.DE) | 0.12% | 0% | 21.42% | 1/26/2024 |
 RWE (RWE.DE) | 0.12% | 0% | 17.22% | 3/1/2024 |
 Sanofi (SAN.PA) | 0.12% | 0% | 22.47% | 1/11/2024 |
 BP (BP.L) | 0.12% | 0% | 25.22% | 1/4/2024 |
 Invesco Mortgage Capital (IVR) | 0.12% | 0% | 28.94% | 1/11/2024 |
 Dominion Energy (D) | 0.12% | 0% | 25.22% | 1/11/2024 |
 CSL (CSL.ASX) | 0.12% | 0% | 19.16% | 2/1/2024 |
 BlackRock (BLK) | 0.11% | 0% | 20.29% | 12/1/2023 |
 BMW (BMW.DE) | 0.11% | 0% | 15.2% | 2/8/2024 |
 Siltronic (WAF.DE) | 0.11% | 0% | 18.27% | 12/18/2023 |
 TotalEnergies (TTE.PA) | 0.11% | 0% | 19.48% | 12/18/2023 |
 Newmont (NEM) | 0.11% | 0% | 23.61% | 1/11/2024 |
 Raytheon (RTX) | 0.11% | 0% | 17.54% | 1/16/2024 |
 Scotiabank (BNS) | 0.11% | 0% | 17.46% | 2/1/2024 |
 China Everbright Environment (00257.HK) | 0.1% | 0% | 15.52% | 1/8/2024 |
 Vanguard Information Technology (VGT) | 0.1% | 0% | 2.51% | 9/26/2024 |
 Northrop Grumman (NOC) | 0.1% | 0% | 13.34% | 11/21/2023 |
 American Tower (AMT) | 0.1% | 0% | 21.1% | 11/21/2023 |
 GlaxoSmithKline (GSK) | 0.1% | 0% | 18.92% | 1/3/2024 |
 Sibanye Stillwater (SBSW) | 0.1% | 0% | 22.47% | 1/11/2024 |
 Yum (YUM) | 0.1% | 0% | 15.2% | 2/15/2024 |
 PayPal (PYPL) | 0.1% | 0% | 8.25% | 4/30/2024 |
 Fortune Brands (FBIN) | 0.1% | 0% | 16.81% | 8/18/2023 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.1% | 0% | 2.34% | 11/6/2024 |
 TDS (TDS) | 0.1% | 0% | 17.78% | 10/31/2023 |
 ADO Properties (ADJ.DE) | 0.1% | 0% | 31.12% | 1/11/2024 |
 Dover (DOV) | 0.1% | 0% | 4.61% | 4/25/2024 |
 LVMH (MC.PA) | 0.09% | 0% | 18.92% | 8/14/2024 |
 Vodafone (VOD) | 0.09% | 0% | 19.24% | 1/5/2024 |
 Texas Roadhouse (TXRH) | 0.09% | 0% | 7.28% | 5/13/2025 |
 BoCom (3328.HK) | 0.09% | 0% | 19.24% | 1/9/2024 |
 Eli Lilly (LLY) | 0.09% | 0% | 5.17% | 3/28/2024 |
 Universal Corp (UVV) | 0.09% | 0% | 13.34% | 11/15/2023 |
 Atlantica (AY) | 0.09% | 0% | 11.8% | 1/11/2024 |
 Colgate (CL) | 0.09% | 0% | 17.95% | 3/13/2024 |
 Equinor (EQNR) | 0.09% | 0% | 12.29% | 1/3/2024 |
 Star Bulk (SBLK) | 0.08% | 0% | 16.98% | 12/1/2023 |
 Duolingo (DUOL) | 0.08% | 3.4% | 3.15% | - |
 Quidel (QDEL) | 0.08% | 0% | 13.99% | 7/24/2023 |
 JPMorgan (JPM) | 0.08% | 0% | 5.98% | 3/1/2024 |
 Lockheed Martin (LMT) | 0.08% | 0% | 17.95% | 1/11/2024 |
 Garmin (GRMN) | 0.08% | 0% | 12.29% | 6/15/2023 |
 TKH Group (TWEKA.NV) | 0.08% | 0% | 14.87% | 2/1/2024 |
 Lumen (LUMN) | 0.08% | 0% | 28.94% | 1/11/2024 |
 BNP Paribas (BNP.PA) | 0.08% | 0% | 13.34% | 12/6/2023 |
 SPDR S&P 500 ETF (SPY) | 0.08% | 0% | 3.07% | 2/5/2025 |
 Constellation Brands (STZ) | 0.08% | 0% | 12.05% | 6/20/2023 |
 Nintendo (NTDOY) | 0.08% | 0% | 11.48% | 11/9/2023 |
 Iberdrola (IBE.MC) | 0.08% | 0% | 18.59% | 1/4/2024 |
 Gerdau (GGB) | 0.08% | 0% | 17.3% | 2/6/2024 |
 Sabra Health Care REIT (SBRA) | 0.07% | 0% | 13.58% | 9/6/2023 |
 Akzo Nobel (AKZA.NV) | 0.07% | 0% | 11.96% | 1/26/2024 |
 Agree Realty (ADC) | 0.07% | 0% | 2.59% | 5/6/2024 |
 Vinci (DG.PA) | 0.07% | 0% | 17.38% | 11/29/2023 |
 FDJ (FDJU.PA) | 0.07% | 0% | 19.73% | 1/11/2024 |
 Lynas (LYC.ASX) | 0.07% | 0% | 18.59% | 1/4/2024 |
 Signify (LIGHT.NV) | 0.07% | 0% | 10.99% | 12/14/2023 |
 Fortescue (FMG.ASX) | 0.07% | 0% | 9.94% | 10/26/2023 |
 Wharf REIC (1997.HK) | 0.07% | 0% | 21.26% | 1/9/2024 |
 Aalberts (AALB.NV) | 0.06% | 0% | 17.46% | 1/11/2024 |
 Adobe (ADBE) | 0.06% | 0% | 6.39% | 6/14/2024 |
 Tingyi (00322.HK) | 0.06% | 0% | 17.78% | 1/8/2024 |
 Henderson Land (12.HK) | 0.06% | 0% | 16.73% | 1/9/2024 |
 Hormel (HRL) | 0.06% | 0% | 4.85% | 4/30/2024 |
 Coinbase (COIN) | 0.05% | 0% | 9.46% | 6/26/2023 |
 DSM-Firmenich (DSFIR.NV) | 0.05% | 0% | 13.18% | 1/11/2024 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.05% | 0% | 9.05% | 6/15/2023 |
 AES (AES) | 0.05% | 0% | 9.94% | 12/14/2023 |
 Nokia (NOK) | 0.05% | 0% | 14.79% | 1/8/2024 |
 Danone (BN.PA) | 0.05% | 0% | 10.51% | 11/14/2023 |
 Wereldhave (WHA.NV) | 0.05% | 0% | 10.27% | 8/23/2023 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.05% | 0% | 2.43% | 9/26/2024 |
 Enterprise Products (EPD) | 0.05% | 0% | 8.81% | 10/11/2023 |
 New World Development (00017.HK) | 0.05% | 0% | 16.17% | 1/11/2024 |
 Pagegroup (PAGE.L) | 0.05% | 0% | 12.29% | 11/15/2023 |
 Hershey (HSY) | 0.04% | 0% | 15.04% | 1/11/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.04% | 0% | 7.44% | 1/31/2024 |
 Playa Hotels (PLYA) | 0.04% | 0% | 12.69% | 12/19/2023 |
 Adyen (ADYEN.NV) | 0.04% | 0% | 7.76% | 11/24/2023 |
 Schlumberger (SLB) | 0.04% | 0% | 7.52% | 8/29/2023 |
 ArcelorMittal (MTS.MC) | 0.04% | 0% | 11.08% | 12/18/2023 |
 BlackStone (BX) | 0.04% | 0% | 7.44% | 7/25/2023 |
 Diageo (DGE.L) | 0.04% | 0% | 3.8% | 1/29/2024 |
 Danaos (DAC) | 0.03% | 0% | 4.2% | 6/15/2023 |
 Tencent (0700.HK) | 0.03% | 0% | 10.59% | 1/9/2024 |
 Amgen (AMGN) | 0.03% | 0% | 4.37% | 11/1/2023 |
 Aegon (AGN.NV) | 0.03% | 0% | 7.92% | 11/14/2023 |
 Securitas (SECU-B.ST) | 0.03% | 0% | 5.9% | 8/17/2023 |
 Randstad (RAND.NV) | 0.03% | 0% | 5.9% | 8/17/2023 |
 Baidu (BIDU) | 0.03% | 0% | 4.77% | 6/15/2023 |
 SolarEdge (SEDG) | 0.02% | 0% | 14.23% | 1/9/2024 |
 Alibaba (BABA) | 0.02% | 0% | 2.83% | 2/27/2024 |
 NVIDIA (NVDA) | 0.02% | 0% | 4.12% | 2/22/2024 |
 Genuine Parts (GPC) | 0.02% | 0% | 1.78% | 3/21/2024 |
 Hasbro (HAS) | 0.02% | 0% | 4.37% | 8/15/2023 |
 MPLX (MPLX) | 0.02% | 0% | 2.51% | 9/20/2023 |
 Carvana (CVNA) | 0.02% | 0% | 4.2% | 9/12/2023 |
 AstraZeneca (AZN.L) | 0.02% | 0% | 2.34% | 9/29/2023 |
 Zoetis (ZTS) | 0.02% | 0% | 2.26% | 5/7/2024 |
 Siemens (SIE.DE) | 0.02% | 0% | 2.34% | 1/11/2024 |
 Riot (RIOT) | 0.02% | 0% | 2.91% | 6/20/2023 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 2.43% | 8/17/2023 |
 Kratos (KTOS) | 0.01% | 0% | 2.91% | 7/5/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.01% | 0% | 0.65% | 9/12/2024 |
 NetEase (NTES) | 0.01% | 0% | 3.23% | 7/25/2023 |
 Varta (VAR1.DE) | 0.01% | 0% | 2.59% | 7/18/2023 |
 Silicon Motion (SIMO) | 0.01% | 0% | 2.1% | 7/26/2023 |
 AMD (AMD) | 0.01% | 0% | 2.51% | 8/31/2023 |
 Pilbara Minerals (PLS.ASX) | 0.01% | 0% | 2.59% | 7/18/2023 |
 Elevance Health (ELV) | 0.01% | 0% | 0.81% | 5/10/2024 |
 Tesla (TSLA) | 0.01% | 0% | 2.1% | 2/27/2024 |
 Icahn Enterprises (IEP) | 0.01% | 0% | 1.05% | 12/20/2022 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 2.1% | 2/2/2024 |
 Origin Materials (ORGN) | 0.01% | 0% | 1.94% | 6/15/2023 |
 Royalty Pharma (RPRX) | 0.01% | 0% | 0.81% | 2/15/2024 |
 ASML (ASML.NV) | 0.01% | 0% | 2.43% | 8/24/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 2.26% | 10/12/2023 |
 GM (GM) | 0.01% | 0% | 1.86% | 11/29/2023 |
 Lowe's (LOW) | 0.01% | 0% | 0.97% | 8/19/2024 |
 Host Hotels (HST) | 0.01% | 0% | 1.29% | 7/28/2023 |
 Energy Transfer (ET) | 0.01% | 0% | 0.49% | 12/20/2022 |
 Weyerhaeuser (WY) | 0.01% | 0% | 1.05% | 7/3/2023 |
 Harley-Davidson (HOG) | 0% | 0% | 1.13% | 7/27/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0% | 0% | 0.4% | 2/5/2024 |
 Boeing (BA) | 0% | 0% | 0.97% | 2/6/2024 |
 UPS (UPS) | 0% | 0% | 1.29% | 12/13/2023 |
 Prosus (PRX.NV) | 0% | 0% | 0.89% | 8/29/2023 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0% | 0% | 0.32% | 2/12/2024 |
 Enphase (ENPH) | 0% | 0% | 0.49% | 7/18/2023 |
 Liberty Media Formula One (FWONA) | 0% | 0% | 0.32% | 2/9/2024 |
 Qualcomm (QCOM) | 0% | 0% | 0.32% | 2/5/2024 |
 Micron (MU) | 0% | 0% | 0.4% | 8/29/2023 |
 Paychex (PAYX) | 0% | 0% | 0.24% | 7/13/2023 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.32% | 12/11/2023 |
 Vopak (VPK.NV) | 0% | 0% | 0.32% | 9/29/2023 |
 Comstock Resources (CRK) | 0% | 0% | 0.16% | 7/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 20.62% | 19.8% |
| iShares Core Dividend Growth ETF (DGRO) | 14.39% | 13.94% |
| Amazon (AMZN) | 8.63% | 8.94% |
| Alphabet (GOOG) | 6.71% | 7.44% |
| Booking (BKNG) | 4.32% | 4.99% |
| VICI Properties (VICI) | 5.27% | 4.69% |
| Mastercard (MA) | 4.32% | 4.4% |
| S&P Global (SPGI) | 4.32% | 4.25% |
| Microsoft (MSFT) | 3.84% | 3.78% |
| Moody's (MCO) | 1.44% | 1.38% |
| PepsiCo (PEP) | 0.96% | 0.97% |
| ASML (ASML) | 0.96% | 0.96% |