Portfolio Diversification
Range
Most Diversified
170 instruments
August 17, 2023
Least Diversified
0 instruments
March 26, 2022
Average
53.7 instruments
Most Consistent Holdings
Top 5
MSFT59.1%
PEP57.29%
AAPL55.82%
CAT55.13%
MAIN52.89%
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 |
|---|---|---|---|---|
 Schwab US Dividend Equity ETF (SCHD) | 3.33% | 0% | 31.75% | 2/18/2025 |
 Amazon (AMZN) | 2.7% | 14.35% | 35.46% | - |
 Alphabet (GOOG) | 2.54% | 13.36% | 29.16% | - |
 Mastercard (MA) | 1.87% | 3.02% | 40.03% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.85% | 0% | 16.82% | 1/31/2025 |
 VICI Properties (VICI) | 1.78% | 6.49% | 38.48% | - |
| PepsiCo (PEP) | 1.59% | 0% | 57.29% | 2/20/2025 |
| Microsoft (MSFT) | 1.59% | 1.58% | 59.1% | - |
 S&P Global (SPGI) | 1.57% | 3.74% | 40.47% | - |
 Unilever (ULVR.L) | 1.45% | 0% | 39.95% | 2/8/2024 |
| Caterpillar (CAT) | 1.42% | 0% | 55.13% | 8/20/2024 |
 Visa (V) | 1.36% | 8.6% | 30.63% | - |
 Booking (BKNG) | 1.24% | 8.87% | 23.64% | - |
 Paramount (PARA) | 1.12% | 0% | 32.53% | 12/8/2023 |
| Apple (AAPL) | 1.12% | 0% | 55.82% | 8/20/2024 |
 UnitedHealth (UNH) | 1.04% | 4.57% | 44.09% | - |
| Main Street Capital (MAIN) | 0.98% | 1.54% | 52.89% | - |
 AT&T (T) | 0.9% | 0% | 41.59% | 3/1/2024 |
 ASML (ASML) | 0.9% | 7.02% | 33.56% | - |
 Kroger (KR) | 0.88% | 0% | 35.98% | 1/2/2024 |
 Cisco (CSCO) | 0.87% | 0% | 50.99% | 6/20/2024 |
 Target (TGT) | 0.77% | 0% | 49.18% | 8/20/2024 |
 Merck (MRK) | 0.76% | 0% | 45.47% | 8/9/2024 |
 Meta (META) | 0.76% | 9.91% | 14.84% | - |
 Coca-Cola (KO) | 0.75% | 0% | 50.91% | 8/5/2024 |
 Uber (UBER) | 0.75% | 0% | 9.4% | 6/27/2025 |
 Johnson & Johnson (JNJ) | 0.74% | 1.51% | 45.3% | - |
 Samsung (SMSN.L) | 0.73% | 0% | 41.42% | 3/13/2024 |
 Aramco (SAOC) | 0.69% | 0% | 36.84% | 4/14/2024 |
 CNBM (3323.HK) | 0.68% | 0% | 34.6% | 1/5/2024 |
 T. Rowe Price (TROW) | 0.68% | 0% | 41.76% | 5/17/2024 |
 Waste Management (WM) | 0.66% | 0% | 33.39% | 8/20/2024 |
 Sinopec (0386.HK) | 0.61% | 0% | 35.46% | 1/15/2024 |
 ING (INGA.NV) | 0.58% | 0% | 39.26% | 2/27/2024 |
 Stryker (SYK) | 0.56% | 0% | 41.93% | 8/9/2024 |
 Medical Properties Trust (MPW) | 0.55% | 0% | 39.17% | 2/26/2024 |
 Maersk (MAERSKB.CO) | 0.53% | 0% | 32.7% | 3/4/2024 |
 Plus500 (PLUS.L) | 0.52% | 0% | 36.84% | 2/8/2024 |
 Costco (COST) | 0.52% | 0% | 21.23% | 8/5/2024 |
 Pfizer (PFE) | 0.52% | 0% | 41.67% | 5/16/2024 |
 Petrobras (PBR) | 0.51% | 0% | 38.48% | 4/9/2024 |
 HP (HPQ) | 0.51% | 0% | 41.5% | 5/22/2024 |
 Realty Income (O) | 0.5% | 0% | 17.43% | 8/13/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.46% | 0% | 14.75% | 2/5/2025 |
 AbbVie (ABBV) | 0.44% | 0% | 41.76% | 8/5/2024 |
 BAT (BATS.L) | 0.44% | 0% | 36.76% | 2/27/2024 |
 McDonald's (MCD) | 0.42% | 0% | 32.18% | 8/5/2024 |
 MSCI (MSCI) | 0.42% | 0.79% | 15.53% | - |
 Golden Ocean (GOGL.OL) | 0.41% | 0% | 37.01% | 2/1/2024 |
 Starbucks (SBUX) | 0.4% | 0% | 43.74% | 8/13/2024 |
 Procter & Gamble (PG) | 0.38% | 0% | 30.2% | 8/5/2024 |
 ABC (1288.HK) | 0.38% | 0% | 28.3% | 11/1/2023 |
 SBM Offshore (SBMO.NV) | 0.37% | 0% | 27.35% | 4/29/2024 |
 CVS Health (CVS) | 0.36% | 0% | 30.89% | 1/11/2024 |
 Domino's (DPZ) | 0.36% | 0% | 13.72% | 8/20/2024 |
 ZIM (ZIM) | 0.35% | 0% | 33.82% | 1/11/2024 |
 L3Harris (LHX) | 0.35% | 0% | 27.26% | 5/21/2024 |
 3M (MMM) | 0.35% | 0% | 36.84% | 6/10/2024 |
 Netflix (NFLX) | 0.35% | 0% | 13.46% | 5/13/2025 |
 IBM (IBM) | 0.33% | 0% | 28.56% | 5/21/2024 |
 Broadcom (AVGO) | 0.33% | 0% | 14.41% | 7/22/2024 |
 Bank of America (BAC) | 0.32% | 0% | 24.25% | 4/23/2024 |
 Chevron (CVX) | 0.31% | 0% | 35.55% | 8/9/2024 |
 Iron Mountain (IRM) | 0.31% | 0% | 37.45% | 2/29/2024 |
 NextEra (NEE) | 0.3% | 0% | 11.99% | 8/1/2024 |
 American Express (AXP) | 0.3% | 0% | 9.23% | 8/16/2024 |
 ABN AMRO (ABN.NV) | 0.29% | 0% | 33.22% | 1/11/2024 |
 Petrobras (PBR.A) | 0.29% | 0% | 28.13% | 11/7/2023 |
 TSMC (TSM) | 0.27% | 0% | 33.82% | 1/18/2024 |
 NextEra Energy Partners (XIFR) | 0.27% | 0% | 16.91% | 5/10/2024 |
 Kenon (KEN) | 0.26% | 0% | 30.89% | 1/11/2024 |
 Volkswagen (VOW3.DE) | 0.26% | 0% | 25.8% | 2/1/2024 |
 Vale (VALE) | 0.25% | 0% | 41.33% | 4/9/2024 |
 Verizon (VZ) | 0.25% | 0% | 36.58% | 2/26/2024 |
 MPC (MPCC.OL) | 0.25% | 0% | 35.2% | 1/11/2024 |
 Texas Instruments (TXN) | 0.25% | 0% | 9.15% | 6/20/2024 |
 Disney (DIS) | 0.24% | 0% | 24.59% | 8/20/2024 |
 Seanergy (SHIP) | 0.24% | 0% | 17.95% | 7/7/2023 |
 ARMOUR Residential REIT (ARR) | 0.24% | 0% | 35.63% | 2/29/2024 |
 Ally (ALLY) | 0.23% | 0% | 23.04% | 3/13/2024 |
 Citi (C) | 0.23% | 0% | 18.72% | 3/4/2024 |
 Union Pacific (UNP) | 0.23% | 2.37% | 6.13% | - |
 American States Water (AWR) | 0.23% | 0% | 8.89% | 3/10/2025 |
 Walgreens (WBA) | 0.22% | 0% | 26.32% | 3/27/2024 |
 Global X Uranium ETF (URA) | 0.22% | 0% | 14.32% | 8/22/2023 |
 Paccar (PCAR) | 0.22% | 0% | 28.13% | 12/18/2023 |
 RTL Group (RRTL.DE) | 0.21% | 0% | 35.2% | 1/11/2024 |
 Goldman Sachs (GS) | 0.21% | 0% | 34.17% | 1/22/2024 |
 Bayer (BAYN.DE) | 0.21% | 0% | 30.37% | 2/20/2024 |
 Leggett & Platt (LEG) | 0.2% | 0% | 35.72% | 3/28/2024 |
 Ahold (AD.NV) | 0.2% | 0% | 24.5% | 2/14/2024 |
 BHP (BHP) | 0.2% | 0% | 33.13% | 1/23/2024 |
 ExxonMobil (XOM) | 0.2% | 0% | 25.02% | 2/26/2024 |
 Western Union (WU) | 0.2% | 0% | 34.69% | 1/12/2024 |
 Hapag-Lloyd (HLAG.DE) | 0.2% | 0% | 26.14% | 3/4/2024 |
 Invesco QQQ (QQQ) | 0.2% | 0% | 15.96% | 9/25/2024 |
 Philip Morris (PM) | 0.19% | 0% | 26.32% | 4/25/2024 |
 Novo-Nordisk (NVO) | 0.19% | 0% | 23.21% | 5/21/2024 |
 Aviva (AV.L) | 0.19% | 0% | 34.43% | 1/11/2024 |
 Southern Copper (SCCO) | 0.19% | 0% | 27.09% | 12/18/2023 |
 Eutelsat (ETL.PA) | 0.18% | 0% | 33.22% | 1/11/2024 |
 Cameco (CCJ) | 0.18% | 0% | 20.71% | 2/1/2024 |
 Walmart (WMT) | 0.18% | 0% | 6.73% | 5/16/2024 |
 Rio Tinto (RIO) | 0.18% | 0% | 29.34% | 11/14/2023 |
 Persimmon (PSN.L) | 0.18% | 0% | 31.49% | 12/6/2023 |
 FTAI Aviation (FTAI) | 0.18% | 0% | 24.68% | 10/31/2023 |
 Legal & General (LGEN.L) | 0.18% | 0% | 34.17% | 1/8/2024 |
 Nike (NKE) | 0.17% | 0% | 7.08% | 8/20/2024 |
 Antofagasta (ANTO.L) | 0.17% | 0% | 22.09% | 8/17/2023 |
 Deere (DE) | 0.17% | 0% | 15.36% | 3/27/2024 |
 Golden Ocean (GOGL.US) | 0.16% | 0% | 29.42% | 11/21/2023 |
 MCC (1618.HK) | 0.16% | 0% | 19.67% | 7/20/2023 |
 Anglo American (AAL.L) | 0.16% | 0% | 34.34% | 1/10/2024 |
 Moody's (MCO) | 0.16% | 0% | 14.5% | 1/6/2025 |
 iShares Core High Dividend ETF (HDV) | 0.16% | 0% | 4.14% | 10/14/2024 |
 Roche (ROG.ZU) | 0.15% | 0% | 22.86% | 2/8/2024 |
 Arbor Realty (ABR) | 0.15% | 0% | 23.47% | 9/13/2023 |
 Enbridge (ENB) | 0.15% | 0% | 20.53% | 3/13/2024 |
 SuRo Capital (SSSS) | 0.15% | 0% | 18.81% | 7/24/2023 |
 FirstEnergy (FE) | 0.14% | 0% | 30.2% | 1/11/2024 |
 Ferrexpo (FXPO.L) | 0.14% | 0% | 33.74% | 1/10/2024 |
 Ares Capital (ARCC) | 0.14% | 0% | 22.61% | 9/7/2023 |
 VF Corp (VFC) | 0.14% | 0% | 25.63% | 4/9/2024 |
 Accenture (ACN) | 0.14% | 0% | 8.97% | 7/12/2024 |
 Digital Realty (DLR) | 0.14% | 0% | 22.52% | 9/6/2023 |
 Rockwool (ROCKB.CO) | 0.14% | 0% | 17.77% | 6/28/2023 |
 Nestle (NESN.ZU) | 0.14% | 0% | 20.28% | 3/13/2024 |
 Philips (PHG) | 0.13% | 0% | 20.88% | 12/19/2023 |
 Coterra (CTRA) | 0.13% | 0% | 20.97% | 8/18/2023 |
 Barrick (B) | 0.13% | 0% | 22.26% | 1/11/2024 |
 Dunelm (DNLM.L) | 0.13% | 0% | 16.13% | 6/19/2023 |
 Intel (INTC) | 0.13% | 0% | 13.03% | 2/8/2024 |
 Altria (MO) | 0.13% | 0% | 21.74% | 3/6/2024 |
 Aroundtown (AT1.DE) | 0.13% | 0% | 30.37% | 12/6/2023 |
 Wells Fargo (WFC) | 0.13% | 0% | 17.95% | 12/13/2023 |
 IIPR (IIPR) | 0.13% | 0% | 32.96% | 1/5/2024 |
 Tyson Foods (TSN) | 0.13% | 0% | 30.2% | 1/11/2024 |
 BASF (BAS.DE) | 0.13% | 0% | 22.86% | 1/26/2024 |
 RWE (RWE.DE) | 0.13% | 0% | 18.38% | 3/1/2024 |
 Sanofi (SAN.PA) | 0.13% | 0% | 23.99% | 1/11/2024 |
 BP (BP.L) | 0.13% | 0% | 26.92% | 1/4/2024 |
 Invesco Mortgage Capital (IVR) | 0.12% | 0% | 30.89% | 1/11/2024 |
 Dominion Energy (D) | 0.12% | 0% | 26.92% | 1/11/2024 |
 CSL (CSL.ASX) | 0.12% | 0% | 20.45% | 2/1/2024 |
 BlackRock (BLK) | 0.12% | 0% | 21.66% | 12/1/2023 |
 BMW (BMW.DE) | 0.12% | 0% | 16.22% | 2/8/2024 |
 Siltronic (WAF.DE) | 0.12% | 0% | 19.5% | 12/18/2023 |
 TotalEnergies (TTE.PA) | 0.12% | 0% | 20.79% | 12/18/2023 |
 Newmont (NEM) | 0.12% | 0% | 25.19% | 1/11/2024 |
 Raytheon (RTX) | 0.11% | 0% | 18.72% | 1/16/2024 |
 Scotiabank (BNS) | 0.11% | 0% | 18.64% | 2/1/2024 |
 China Everbright Environment (00257.HK) | 0.11% | 0% | 16.57% | 1/8/2024 |
 Vanguard Information Technology (VGT) | 0.11% | 0% | 2.67% | 9/26/2024 |
 Northrop Grumman (NOC) | 0.11% | 0% | 14.24% | 11/21/2023 |
 American Tower (AMT) | 0.11% | 0% | 22.52% | 11/21/2023 |
 GlaxoSmithKline (GSK) | 0.11% | 0% | 20.19% | 1/3/2024 |
 Sibanye Stillwater (SBSW) | 0.11% | 0% | 23.99% | 1/11/2024 |
 Yum (YUM) | 0.11% | 0% | 16.22% | 2/15/2024 |
 PayPal (PYPL) | 0.1% | 0% | 8.8% | 4/30/2024 |
 Fortune Brands (FBIN) | 0.1% | 0% | 17.95% | 8/18/2023 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.1% | 0% | 2.5% | 11/6/2024 |
 TDS (TDS) | 0.1% | 0% | 18.98% | 10/31/2023 |
 ADO Properties (ADJ.DE) | 0.1% | 0% | 33.22% | 1/11/2024 |
 Dover (DOV) | 0.1% | 0% | 4.92% | 4/25/2024 |
 LVMH (MC.PA) | 0.1% | 0% | 20.19% | 8/14/2024 |
 Vodafone (VOD) | 0.1% | 0% | 20.53% | 1/5/2024 |
 Texas Roadhouse (TXRH) | 0.1% | 0% | 7.77% | 5/13/2025 |
 BoCom (3328.HK) | 0.1% | 0% | 20.53% | 1/9/2024 |
 Eli Lilly (LLY) | 0.1% | 0% | 5.52% | 3/28/2024 |
 Universal Corp (UVV) | 0.09% | 0% | 14.24% | 11/15/2023 |
 Atlantica (AY) | 0.09% | 0% | 12.6% | 1/11/2024 |
 Colgate (CL) | 0.09% | 0% | 19.15% | 3/13/2024 |
 Equinor (EQNR) | 0.09% | 0% | 13.11% | 1/3/2024 |
 Star Bulk (SBLK) | 0.09% | 0% | 18.12% | 12/1/2023 |
 Quidel (QDEL) | 0.09% | 0% | 14.93% | 7/24/2023 |
 JPMorgan (JPM) | 0.09% | 0% | 6.38% | 3/1/2024 |
 Lockheed Martin (LMT) | 0.09% | 0% | 19.15% | 1/11/2024 |
 Garmin (GRMN) | 0.09% | 0% | 13.11% | 6/15/2023 |
 TKH Group (TWEKA.NV) | 0.08% | 0% | 15.88% | 2/1/2024 |
 Lumen (LUMN) | 0.08% | 0% | 30.89% | 1/11/2024 |
 BNP Paribas (BNP.PA) | 0.08% | 0% | 14.24% | 12/6/2023 |
 SPDR S&P 500 ETF (SPY) | 0.08% | 0% | 3.28% | 2/5/2025 |
 Constellation Brands (STZ) | 0.08% | 0% | 12.86% | 6/20/2023 |
 Nintendo (NTDOY) | 0.08% | 0% | 12.25% | 11/9/2023 |
 Iberdrola (IBE.MC) | 0.08% | 0% | 19.84% | 1/4/2024 |
 Gerdau (GGB) | 0.08% | 0% | 18.46% | 2/6/2024 |
 Sabra Health Care REIT (SBRA) | 0.08% | 0% | 14.5% | 9/6/2023 |
 Akzo Nobel (AKZA.NV) | 0.08% | 0% | 12.77% | 1/26/2024 |
 Agree Realty (ADC) | 0.08% | 0% | 2.76% | 5/6/2024 |
 Vinci (DG.PA) | 0.08% | 0% | 18.55% | 11/29/2023 |
 FDJ (FDJU.PA) | 0.07% | 0% | 21.05% | 1/11/2024 |
 Lynas (LYC.ASX) | 0.07% | 0% | 19.84% | 1/4/2024 |
 Signify (LIGHT.NV) | 0.07% | 0% | 11.73% | 12/14/2023 |
 Fortescue (FMG.ASX) | 0.07% | 0% | 10.61% | 10/26/2023 |
 Wharf REIC (1997.HK) | 0.07% | 0% | 22.69% | 1/9/2024 |
 Aalberts (AALB.NV) | 0.07% | 0% | 18.64% | 1/11/2024 |
 Adobe (ADBE) | 0.06% | 0% | 6.82% | 6/14/2024 |
 Tingyi (00322.HK) | 0.06% | 0% | 18.98% | 1/8/2024 |
 Henderson Land (12.HK) | 0.06% | 0% | 17.86% | 1/9/2024 |
 Hormel (HRL) | 0.06% | 0% | 5.18% | 4/30/2024 |
 Coinbase (COIN) | 0.06% | 0% | 10.09% | 6/26/2023 |
 DSM-Firmenich (DSFIR.NV) | 0.06% | 0% | 14.06% | 1/11/2024 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.06% | 0% | 9.66% | 6/15/2023 |
 AES (AES) | 0.05% | 0% | 10.61% | 12/14/2023 |
 Nokia (NOK) | 0.05% | 0% | 15.79% | 1/8/2024 |
 Danone (BN.PA) | 0.05% | 0% | 11.22% | 11/14/2023 |
 Wereldhave (WHA.NV) | 0.05% | 0% | 10.96% | 8/23/2023 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.05% | 0% | 2.59% | 9/26/2024 |
 Enterprise Products (EPD) | 0.05% | 0% | 9.4% | 10/11/2023 |
 New World Development (00017.HK) | 0.05% | 0% | 17.26% | 1/11/2024 |
 Pagegroup (PAGE.L) | 0.05% | 0% | 13.11% | 11/15/2023 |
 Hershey (HSY) | 0.05% | 0% | 16.05% | 1/11/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.05% | 0% | 7.94% | 1/31/2024 |
 Playa Hotels (PLYA) | 0.05% | 0% | 13.55% | 12/19/2023 |
 Adyen (ADYEN.NV) | 0.04% | 0% | 8.28% | 11/24/2023 |
 Schlumberger (SLB) | 0.04% | 0% | 8.02% | 8/29/2023 |
 ArcelorMittal (MTS.MC) | 0.04% | 0% | 11.82% | 12/18/2023 |
 BlackStone (BX) | 0.04% | 0% | 7.94% | 7/25/2023 |
 Diageo (DGE.L) | 0.04% | 0% | 4.06% | 1/29/2024 |
 Danaos (DAC) | 0.04% | 0% | 4.49% | 6/15/2023 |
 Tencent (0700.HK) | 0.04% | 0% | 11.3% | 1/9/2024 |
 Amgen (AMGN) | 0.03% | 0% | 4.66% | 11/1/2023 |
 Aegon (AGN.NV) | 0.03% | 0% | 8.46% | 11/14/2023 |
 Securitas (SECU-B.ST) | 0.03% | 0% | 6.3% | 8/17/2023 |
 Randstad (RAND.NV) | 0.03% | 0% | 6.3% | 8/17/2023 |
 Baidu (BIDU) | 0.03% | 0% | 5.09% | 6/15/2023 |
 SolarEdge (SEDG) | 0.03% | 0% | 15.19% | 1/9/2024 |
 Alibaba (BABA) | 0.03% | 0% | 3.02% | 2/27/2024 |
 NVIDIA (NVDA) | 0.03% | 0% | 4.4% | 2/22/2024 |
 Genuine Parts (GPC) | 0.03% | 0% | 1.9% | 3/21/2024 |
 Hasbro (HAS) | 0.02% | 0% | 4.66% | 8/15/2023 |
 MPLX (MPLX) | 0.02% | 0% | 2.67% | 9/20/2023 |
 Carvana (CVNA) | 0.02% | 0% | 4.49% | 9/12/2023 |
 AstraZeneca (AZN.L) | 0.02% | 0% | 2.5% | 9/29/2023 |
 Zoetis (ZTS) | 0.02% | 0% | 2.42% | 5/7/2024 |
 Siemens (SIE.DE) | 0.02% | 0% | 2.5% | 1/11/2024 |
 Riot (RIOT) | 0.02% | 0% | 3.11% | 6/20/2023 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 2.59% | 8/17/2023 |
 Kratos (KTOS) | 0.02% | 0% | 3.11% | 7/5/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.02% | 0% | 0.69% | 9/12/2024 |
 NetEase (NTES) | 0.02% | 0% | 3.45% | 7/25/2023 |
 Varta (VAR1.DE) | 0.01% | 0% | 2.76% | 7/18/2023 |
 Silicon Motion (SIMO) | 0.01% | 0% | 2.24% | 7/26/2023 |
 AMD (AMD) | 0.01% | 0% | 2.67% | 8/31/2023 |
 Pilbara Minerals (PLS.ASX) | 0.01% | 0% | 2.76% | 7/18/2023 |
 Elevance Health (ELV) | 0.01% | 0% | 0.86% | 5/10/2024 |
 Tesla (TSLA) | 0.01% | 0% | 2.24% | 2/27/2024 |
 Icahn Enterprises (IEP) | 0.01% | 0% | 1.12% | 12/20/2022 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 2.24% | 2/2/2024 |
 Origin Materials (ORGN) | 0.01% | 0% | 2.07% | 6/15/2023 |
 Royalty Pharma (RPRX) | 0.01% | 0% | 0.86% | 2/15/2024 |
 ASML (ASML.NV) | 0.01% | 0% | 2.59% | 8/24/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 2.42% | 10/12/2023 |
 GM (GM) | 0.01% | 0% | 1.98% | 11/29/2023 |
 Lowe's (LOW) | 0.01% | 0% | 1.04% | 8/19/2024 |
 Host Hotels (HST) | 0.01% | 0% | 1.38% | 7/28/2023 |
 Energy Transfer (ET) | 0.01% | 0% | 0.52% | 12/20/2022 |
 Weyerhaeuser (WY) | 0.01% | 0% | 1.12% | 7/3/2023 |
 Harley-Davidson (HOG) | 0.01% | 0% | 1.21% | 7/27/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0% | 0% | 0.43% | 2/5/2024 |
 Boeing (BA) | 0% | 0% | 1.04% | 2/6/2024 |
 UPS (UPS) | 0% | 0% | 1.38% | 12/13/2023 |
 Prosus (PRX.NV) | 0% | 0% | 0.95% | 8/29/2023 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0% | 0% | 0.35% | 2/12/2024 |
 Enphase (ENPH) | 0% | 0% | 0.52% | 7/18/2023 |
 Liberty Media Formula One (FWONA) | 0% | 0% | 0.35% | 2/9/2024 |
 Qualcomm (QCOM) | 0% | 0% | 0.35% | 2/5/2024 |
 Micron (MU) | 0% | 0% | 0.43% | 8/29/2023 |
 Paychex (PAYX) | 0% | 0% | 0.26% | 7/13/2023 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.35% | 12/11/2023 |
 Vopak (VPK.NV) | 0% | 0% | 0.35% | 9/29/2023 |
 Comstock Resources (CRK) | 0% | 0% | 0.17% | 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% |