Portfolio Diversification
Range
Most Diversified
116 instruments
January 20, 2023
Least Diversified
0 instruments
February 2, 2025
Average
87.1 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
MSFT99.87%
AMZN99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 13.03% | 0% | 99.87% | 2/1/2025 |
 Ethereum (ETH) | 10.44% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 5.53% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 4.27% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 4.03% | 0% | 67.33% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.63% | 0% | 99.87% | 2/1/2025 |
 STAG (STAG) | 3.57% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 2.6% | 0% | 99.87% | 2/1/2025 |
 Volvo (VOLV-A.ST) | 2.41% | 0% | 99.87% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 2.38% | 0% | 99.87% | 2/1/2025 |
 Cisco (CSCO) | 1.89% | 0% | 99.87% | 2/1/2025 |
 AbbVie (ABBV) | 1.85% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 1.84% | 0% | 99.87% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 1.7% | 0% | 99.87% | 2/1/2025 |
 Altria (MO) | 1.43% | 0% | 99.87% | 2/1/2025 |
 Bristol-Myers Squibb (BMY) | 1.4% | 0% | 99.87% | 2/1/2025 |
 AT&T (T) | 1.22% | 0% | 99.87% | 2/1/2025 |
 ExxonMobil (XOM) | 1.22% | 0% | 99.87% | 2/1/2025 |
 Wells Fargo (WFC) | 1.09% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 1.07% | 0% | 99.87% | 2/1/2025 |
 Chevron (CVX) | 1.01% | 0% | 99.87% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 0.99% | 0% | 49.4% | 2/1/2025 |
 Intel (INTC) | 0.98% | 0% | 78.88% | 8/26/2024 |
| Apple (AAPL) | 0.97% | 0% | 99.87% | 2/1/2025 |
 Vanguard FTSE Europe ETF (VGK) | 0.95% | 0% | 51.26% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.92% | 0% | 99.87% | 2/1/2025 |
 GE (GE) | 0.89% | 0% | 99.87% | 2/1/2025 |
 FTAI Aviation (FTAI) | 0.83% | 0% | 99.87% | 2/1/2025 |
 SoFi (SOFI) | 0.81% | 0% | 99.87% | 2/1/2025 |
 Cardinal Health (CAH) | 0.78% | 0% | 99.87% | 2/1/2025 |
 UPS (UPS) | 0.7% | 0% | 99.87% | 2/1/2025 |
 Coca-Cola (KO) | 0.67% | 0% | 99.87% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.65% | 0% | 99.87% | 2/1/2025 |
 Citi (C) | 0.63% | 0% | 99.87% | 2/1/2025 |
 PepsiCo (PEP) | 0.62% | 0% | 99.87% | 2/1/2025 |
 Allianz (ALV.DE) | 0.62% | 0% | 99.87% | 2/1/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.61% | 0% | 99.87% | 2/1/2025 |
 EOG Resources (EOG) | 0.57% | 0% | 99.87% | 2/1/2025 |
 CVS Health (CVS) | 0.56% | 0% | 66% | 5/20/2024 |
 Procter & Gamble (PG) | 0.54% | 0% | 99.87% | 2/1/2025 |
 Medical Properties Trust (MPW) | 0.54% | 0% | 89.91% | 2/1/2025 |
 Vestas (VWS.CO) | 0.54% | 0% | 99.2% | 1/27/2025 |
 PayPal (PYPL) | 0.53% | 0% | 66.8% | 2/1/2025 |
 Amcor (AMCR) | 0.51% | 0% | 99.2% | 1/27/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.5% | 0% | 99.87% | 2/1/2025 |
 BHP (BHP) | 0.5% | 0% | 99.87% | 2/1/2025 |
 IBM (IBM) | 0.5% | 0% | 99.87% | 2/1/2025 |
 Energy Transfer (ET) | 0.49% | 0% | 97.48% | 2/1/2025 |
 Lockheed Martin (LMT) | 0.48% | 0% | 99.87% | 2/1/2025 |
 NewRiver REIT (NRR.L) | 0.48% | 0% | 98.41% | 1/21/2025 |
 Franklin Resources (BEN) | 0.46% | 0% | 69.59% | 6/17/2024 |
 SQM (SQM) | 0.45% | 0% | 69.59% | 6/17/2024 |
 3M (MMM) | 0.45% | 0% | 69.59% | 6/17/2024 |
 Johnson & Johnson (JNJ) | 0.45% | 0% | 99.2% | 1/27/2025 |
 freenet (FNTN.DE) | 0.44% | 0% | 99.87% | 2/1/2025 |
 Duke Energy (DUK) | 0.41% | 0% | 99.87% | 2/1/2025 |
 McDonald's (MCD) | 0.41% | 0% | 99.87% | 2/1/2025 |
 Huntington Ingalls (HII) | 0.4% | 0% | 98.41% | 1/21/2025 |
 Fresenius (FRE.DE) | 0.4% | 0% | 69.72% | 6/18/2024 |
 Ryder (R) | 0.39% | 0% | 99.87% | 2/1/2025 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.38% | 0% | 99.87% | 2/1/2025 |
 PPL (PPL) | 0.38% | 0% | 99.87% | 2/1/2025 |
 Ford (F) | 0.34% | 0% | 66% | 5/20/2024 |
 Bank of America (BAC) | 0.32% | 0% | 98.41% | 1/21/2025 |
 Disney (DIS) | 0.32% | 0% | 66% | 5/20/2024 |
 General Dynamics (GD) | 0.32% | 0% | 99.87% | 2/1/2025 |
 Main Street Capital (MAIN) | 0.29% | 0% | 69.59% | 6/17/2024 |
 Uber (UBER) | 0.27% | 0% | 99.87% | 2/1/2025 |
 LTC Properties (LTC.US) | 0.25% | 0% | 51.66% | 2/1/2024 |
 Weyerhaeuser (WY) | 0.25% | 0% | 66% | 5/20/2024 |
 Pfizer (PFE) | 0.23% | 0% | 51.66% | 2/1/2024 |
 Welltower (WELL) | 0.23% | 0% | 69.59% | 6/17/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.21% | 0% | 44.22% | 12/7/2023 |
 Leggett & Platt (LEG) | 0.19% | 0% | 51.66% | 2/1/2024 |
 Diageo (DEO) | 0.19% | 0% | 51.66% | 2/1/2024 |
 Geely (00175.HK) | 0.19% | 0% | 66.14% | 5/21/2024 |
 GE HealthCare (GEHC) | 0.18% | 0% | 99.47% | 2/1/2025 |
 Lowe's (LOW) | 0.18% | 0% | 51.66% | 2/1/2024 |
 Porsche (PAH3.DE) | 0.17% | 0% | 44.22% | 12/7/2023 |
 VICI Properties (VICI) | 0.17% | 0% | 51.66% | 2/1/2024 |
 Rexford Industrial (REXR) | 0.17% | 0% | 33.86% | 2/1/2025 |
 iShares Preferred & Income Sec (PFF) | 0.16% | 0% | 44.22% | 12/7/2023 |
 Deutsche Euroshop (DEQ.DE) | 0.16% | 0% | 66% | 5/20/2024 |
 Warner Bros Discovery (WBD) | 0.16% | 0% | 51.66% | 2/1/2024 |
 BASF (BAS.DE) | 0.15% | 0% | 51.79% | 2/2/2024 |
 Shell (SHEL) | 0.15% | 0% | 51.66% | 2/1/2024 |
 Huntington (HBAN) | 0.15% | 0% | 51.66% | 2/1/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.14% | 0% | 37.32% | 10/16/2023 |
 Linde (LIN) | 0.14% | 0% | 51.66% | 2/1/2024 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.14% | 0% | 44.22% | 12/7/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.14% | 0% | 44.22% | 12/7/2023 |
 Sony (SONY) | 0.12% | 0% | 66% | 5/20/2024 |
 Accenture (ACN) | 0.12% | 0% | 51.66% | 2/1/2024 |
 Alibaba (9988.HK) | 0.11% | 0% | 66.14% | 5/21/2024 |
 GE Vernova (GEV) | 0.11% | 0% | 40.11% | 2/1/2025 |
 HCA (HCA) | 0.1% | 0% | 51.66% | 2/1/2024 |
 Tritax (BBOX.L) | 0.1% | 0% | 32.93% | 9/12/2023 |
 Diamondback (FANG) | 0.09% | 0% | 32.93% | 9/12/2023 |
 FuelCell Energy (FCEL) | 0.08% | 0% | 98.41% | 1/21/2025 |
 Global Net Lease (GNL) | 0.08% | 0% | 32.93% | 9/12/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.08% | 0% | 32.93% | 9/12/2023 |
 iShares China Large-Cap ETF (FXI) | 0.08% | 0% | 44.22% | 12/7/2023 |
 Atkore (ATKR) | 0.07% | 0% | 20.98% | 2/1/2025 |
 Invesco Senior Loan ETF (BKLN) | 0.07% | 0% | 44.22% | 12/7/2023 |
 Vanguard Long-Term Bond ETF (BLV) | 0.07% | 0% | 44.22% | 12/7/2023 |
 AMC (AMC) | 0.07% | 0% | 18.59% | 2/1/2024 |
 Prospect Capital (PSEC) | 0.06% | 0% | 32.93% | 9/12/2023 |
 ProSiebenSat.1 (PSM.DE) | 0.06% | 0% | 17.4% | 5/15/2023 |
 Castellum (CAST.ST) | 0.05% | 0% | 17.4% | 5/15/2023 |
 Global X SuperDividend ETF (SDIV) | 0.04% | 0% | 32.93% | 9/12/2023 |
 Gevo (GEVO) | 0.03% | 0% | 17.4% | 5/15/2023 |
 LyondellBasell (LYB) | 0.03% | 0% | 17.4% | 5/15/2023 |
 Solana (SOL) | 0.03% | 0% | 23.37% | 2/1/2025 |
 WP Carey (WPC) | 0.03% | 0% | 17.4% | 5/15/2023 |
 Litecoin (LTC) | 0.03% | 0% | 17.13% | 5/13/2023 |
 Solventum (SOLV) | 0.03% | 0% | 40.24% | 2/1/2025 |
 TRON (TRX) | 0.02% | 0% | 17.13% | 5/13/2023 |
 Nebius Group NV (NBIS) | 0.02% | 0% | 98.41% | 1/21/2025 |
 Cardano (ADA) | 0.02% | 0% | 17.13% | 5/13/2023 |
 Snapchat (SNAP) | 0.01% | 0% | 17.4% | 5/15/2023 |
 XRP (XRP) | 0.01% | 0% | 17.13% | 5/13/2023 |
 Chainlink (LINK) | 0.01% | 0% | 17.13% | 5/13/2023 |
 Ethereum Classic (ETC) | 0.01% | 0% | 17.13% | 5/13/2023 |
 Uniswap (UNI) | 0.01% | 0% | 17.13% | 5/13/2023 |
 Nu (NU) | 0.01% | 0% | 1.46% | 2/1/2025 |
 Tezos (XTZ) | 0.01% | 0% | 17.13% | 5/13/2023 |
 Novo Nordisk (NOVO-B.CO) | 0% | 0% | 0.66% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 5.08% | 17.31% |
| Vanguard Total Stock Market ETF (VTI) | 14.33% | 10.58% |
| Ethereum (ETH) | 4.31% | 9.62% |
| Alphabet (GOOG) | 5.55% | 5.85% |
| Berkshire Hathaway (BRK.B) | 6.57% | 5.31% |
| Vanguard FTSE Emerging Markets (VWO) | 6.26% | 4.18% |
| Realty Income (O) | 5.96% | 3.67% |
| Amazon (AMZN) | 3.49% | 3.38% |
| iShares MSCI India ETF (INDA) | 4.63% | 3.16% |
| Vanguard Small-Cap ETF (VB) | 3.9% | 2.77% |
| STAG (STAG) | 4.16% | 2.63% |
| Cisco (CSCO) | 2.98% | 2.37% |
| Vanguard FTSE Europe ETF (VGK) | 3.46% | 2.2% |
| Meta (META) | 0.94% | 1.71% |
| SoFi (SOFI) | 1.04% | 1.56% |
| Volvo (VOLV-A.ST) | 1.43% | 1.45% |
| AbbVie (ABBV) | 1.29% | 1.21% |
| FTAI Aviation (FTAI) | 0.34% | 1.2% |
| Altria (MO) | 1.52% | 1.2% |
| Medical Properties Trust (MPW) | 1.78% | 0.98% |
| AT&T (T) | 1.53% | 0.88% |
| Wells Fargo (WFC) | 0.6% | 0.87% |
| Bristol-Myers Squibb (BMY) | 1.41% | 0.8% |
| PayPal (PYPL) | 0.81% | 0.76% |
| Apple (AAPL) | 0.46% | 0.73% |
| Microsoft (MSFT) | 0.57% | 0.71% |
| ExxonMobil (XOM) | 0.4% | 0.66% |
| GE (GE) | 0.4% | 0.66% |
| Citi (C) | 0.68% | 0.59% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.79% | 0.58% |
| Cardinal Health (CAH) | 0.44% | 0.54% |
| Chevron (CVX) | 0.56% | 0.52% |
| Vanguard S&P 500 ETF (VOO) | 0.43% | 0.5% |
| VanEck Vectors Gold Miners ETF (GDX) | 0.66% | 0.47% |
| Allianz (ALV.DE) | 0.41% | 0.41% |
| Energy Transfer (ET) | 0.38% | 0.39% |
| Coca-Cola (KO) | 0.45% | 0.38% |
| IBM (IBM) | 0.31% | 0.38% |
| Rexford Industrial (REXR) | 0.64% | 0.35% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.73% | 0.34% |
| GE Vernova (GEV) | 0% | 0.33% |
| Procter & Gamble (PG) | 0.4% | 0.33% |
| Ryder (R) | 0.2% | 0.32% |
| EOG Resources (EOG) | 0.24% | 0.32% |
| UPS (UPS) | 0.59% | 0.31% |
| Atkore (ATKR) | 0.55% | 0.3% |
| Vanguard FTSE Developed Market ETF (VEA) | 0.41% | 0.3% |
| PepsiCo (PEP) | 0.4% | 0.3% |
| Lockheed Martin (LMT) | 0.3% | 0.28% |
| freenet (FNTN.DE) | 0.25% | 0.27% |
| Amcor (AMCR) | 0.48% | 0.26% |
| Solana (SOL) | 0.42% | 0.25% |
| PPL (PPL) | 0.31% | 0.25% |
| Duke Energy (DUK) | 0.3% | 0.25% |
| NewRiver REIT (NRR.L) | 0.42% | 0.24% |
| Bank of America (BAC) | 0.25% | 0.24% |
| BHP (BHP) | 0.41% | 0.23% |
| McDonald's (MCD) | 0.25% | 0.23% |
| Johnson & Johnson (JNJ) | 0.37% | 0.23% |
| Vestas (VWS.CO) | 0.55% | 0.19% |
| General Dynamics (GD) | 0.15% | 0.19% |
| Huntington Ingalls (HII) | 0.3% | 0.18% |
| Uber (UBER) | 0.2% | 0.17% |
| GE HealthCare (GEHC) | 0% | 0.1% |
| Solventum (SOLV) | 0% | 0.05% |
| Nebius Group NV (NBIS) | 0.06% | 0.02% |
| FuelCell Energy (FCEL) | 0.51% | 0.01% |