Portfolio Diversification
Range
Most Diversified
61 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
51.5 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
MSFT99.89%
AMZN99.89%
CVX99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 8.85% | 18.36% | 99.89% | - |
 Tesla (TSLA) | 7.89% | 0% | 99.66% | 6/5/2025 |
| Apple (AAPL) | 6.55% | 3.24% | 99.89% | - |
 Vanguard S&P 500 ETF (VOO) | 6.24% | 5.01% | 99.89% | - |
| Microsoft (MSFT) | 6.15% | 9.53% | 99.89% | - |
 Invesco QQQ (QQQ) | 4.58% | 4.08% | 99.89% | - |
 ARMOUR Residential REIT (ARR) | 4.46% | 0% | 82.23% | 1/2/2025 |
| Alphabet (GOOG) | 4.4% | 2.28% | 99.89% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.04% | 3.47% | 99.89% | - |
 ExxonMobil (XOM) | 3.63% | 1.64% | 99.89% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 3.22% | 5.85% | 99.89% | - |
 AGNC (AGNC) | 2.92% | 3.14% | 99.89% | - |
 Energy Transfer (ET) | 2.41% | 4.48% | 99.89% | - |
 Arbor Realty (ABR) | 2.04% | 0% | 82.23% | 1/2/2025 |
 Global X SuperDividend ETF (SDIV) | 1.94% | 0% | 77.11% | 11/18/2024 |
 Main Street Capital (MAIN) | 1.84% | 0% | 83.49% | 1/13/2025 |
| Amazon (AMZN) | 1.76% | 3.87% | 99.89% | - |
 Icahn Enterprises (IEP) | 1.74% | 0% | 58.88% | 6/10/2024 |
 AMD (AMD) | 1.56% | 1.07% | 99.89% | - |
| Chevron (CVX) | 1.42% | 0.74% | 99.89% | - |
 Vanguard Growth ETF (VUG) | 1.37% | 1.08% | 99.89% | - |
 Rio Tinto (RIO) | 1.32% | 0% | 46.58% | 2/21/2024 |
 MPLX (MPLX) | 1.14% | 1.38% | 99.89% | - |
 Enbridge (ENB) | 1.05% | 0% | 45.79% | 2/14/2024 |
 Annaly (NLY) | 0.97% | 0% | 83.49% | 1/13/2025 |
 Eli Lilly (LLY) | 0.86% | 1.84% | 70.5% | - |
 Imperial Brands (IMB.L) | 0.73% | 0% | 47.38% | 2/28/2024 |
 Evraz PLC (EVR.L) | 0.73% | 0.51% | 99.89% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.72% | 0% | 83.14% | 1/10/2025 |
 Altria (MO) | 0.7% | 0% | 44.99% | 2/7/2024 |
 Meta (META) | 0.7% | 2.62% | 66.97% | - |
 IBM (IBM) | 0.53% | 0.67% | 99.89% | - |
 AppLovin (APP) | 0.53% | 2.36% | 52.51% | - |
 TSMC (TSM) | 0.43% | 1.98% | 37.81% | - |
 AbbVie (ABBV) | 0.41% | 0% | 76.31% | 11/11/2024 |
 AT&T (T) | 0.34% | 0% | 27.9% | 9/7/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.31% | 0% | 82.23% | 1/2/2025 |
 Broadcom (AVGO) | 0.29% | 2.24% | 40.21% | - |
 ASML (ASML) | 0.28% | 0.75% | 42.26% | - |
 GigaCloud (GCT) | 0.27% | 0% | 47.84% | 3/4/2025 |
 BAT (BATS.L) | 0.27% | 0% | 43.62% | 1/26/2024 |
 Legal & General (LGEN.L) | 0.26% | 0% | 27.11% | 8/31/2023 |
 Petrobras (PBR) | 0.25% | 0% | 61.39% | 7/2/2024 |
 Supermicro (SMCI) | 0.24% | 0.1% | 41.46% | - |
 Crowdstrike (CRWD) | 0.22% | 0.58% | 99.89% | - |
 Micron (MU) | 0.19% | 0.69% | 58.66% | - |
 Axon (AXON) | 0.17% | 0.19% | 9.57% | - |
 Frontline (FRO) | 0.17% | 0% | 79.84% | 12/12/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.16% | 0% | 27.11% | 8/31/2023 |
 Zscaler (ZS) | 0.15% | 0% | 57.4% | 5/27/2024 |
 BP (BP.L) | 0.15% | 0% | 74.83% | 10/29/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.15% | 0% | 18.34% | 1/7/2025 |
 Visa (V) | 0.15% | 0.49% | 70.5% | - |
 Aflac (AFL) | 0.15% | 0.17% | 99.89% | - |
 MicroStrategy (MSTR) | 0.11% | 0.86% | 21.98% | - |
 ADP (ADP) | 0.1% | 0% | 62.07% | 7/8/2024 |
 Delek US (DK) | 0.09% | 0% | 58.88% | 6/10/2024 |
 Quanta Services (PWR) | 0.09% | 0.13% | 99.89% | - |
 US Bancorp (USB) | 0.08% | 0% | 27.11% | 8/31/2023 |
 ConEd (ED) | 0.07% | 0% | 62.07% | 7/8/2024 |
 Johnson & Johnson (JNJ) | 0.07% | 0% | 43.62% | 1/26/2024 |
 Intesa Sanpaolo (ISP.MI) | 0.07% | 0.16% | 58.09% | - |
 Aptiv (APTV) | 0.06% | 0% | 36.22% | 11/19/2024 |
 Arista (ANET) | 0.06% | 0.18% | 33.03% | - |
 WP Carey (WPC) | 0.05% | 0% | 29.73% | 9/25/2023 |
 STAG (STAG) | 0.04% | 0% | 44.99% | 2/7/2024 |
 Citi (C) | 0.04% | 0% | 27.11% | 8/31/2023 |
 Vanguard Mid-Cap ETF (VO) | 0.04% | 0% | 45.1% | 2/8/2024 |
 Global Net Lease (GNL) | 0.04% | 0% | 20.73% | 1/17/2025 |
 Aviva (AV.L) | 0.04% | 0% | 27.11% | 8/31/2023 |
 Mastercard (MA) | 0.04% | 0.06% | 70.5% | - |
 Snowflake (SNOW) | 0.04% | 0.27% | 16.4% | - |
 Netflix (NFLX) | 0.03% | 0.38% | 10.93% | - |
 MongoDB (MDB) | 0.03% | 0.19% | 16.17% | - |
 Abercrombie & Fitch (ANF) | 0.03% | 0% | 45.9% | 2/19/2025 |
 Photronics (PLAB) | 0.02% | 0% | 16.51% | 5/31/2024 |
 Pfizer (PFE) | 0.02% | 0% | 27.11% | 8/31/2023 |
 GM (GM) | 0.02% | 0% | 41.23% | 1/2/2025 |
 FARO (FARO) | 0.02% | 0.23% | 10.93% | - |
 Tesco (TSCO.L) | 0.02% | 0% | 6.61% | 3/1/2023 |
 Palantir (PLTR) | 0.02% | 0.13% | 11.73% | - |
 Unity (U) | 0.02% | 0% | 27.9% | 9/7/2023 |
 JPMorgan (JPM) | 0.02% | 0.15% | 12.98% | - |
 Ionq (IONQ) | 0.01% | 0.4% | 9.68% | - |
 Medical Properties Trust (MPW) | 0.01% | 0% | 25.74% | 8/18/2023 |
 GE Vernova (GEV) | 0.01% | 0.18% | 12.98% | - |
 Lucid (LCID) | 0.01% | 0% | 27.11% | 8/31/2023 |
 D-Wave (QBTS) | 0.01% | 0.7% | 2.73% | - |
 Okta (OKTA) | 0.01% | 0.1% | 10.93% | - |
 Commvault (CVLT) | 0.01% | 0.1% | 13.1% | - |
 Palo Alto Networks (PANW) | 0.01% | 0% | 9.79% | 5/23/2024 |
 Consumer Discret Select Sector SPDR (XLY) | 0.01% | 0% | 17.31% | 5/23/2024 |
 Cheniere (LNG) | 0.01% | 0% | 5.01% | 2/15/2023 |
 Lumen (LUMN) | 0.01% | 0% | 6.38% | 2/27/2023 |
 Shopify (SHOP) | 0% | 0% | 6.38% | 1/13/2025 |
 Air Products (APD) | 0% | 0% | 3.53% | 2/2/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0% | 0% | 10.82% | 4/8/2024 |
 SoundHound (SOUN) | 0% | 0.16% | 2.62% | - |
 Navitas Semiconductor (NVTS) | 0% | 0.36% | 1.14% | - |
 CoreWeave Inc (CRWV) | 0% | 0.38% | 1.82% | - |
 Fiverr (FVRR) | 0% | 0% | 7.4% | 3/15/2024 |
 Salesforce (CRM) | 0% | 0% | 5.35% | 2/27/2025 |
 Pegasystems (PEGA) | 0% | 0% | 3.76% | 2/13/2025 |
 Rigetti (RGTI) | 0% | 0.08% | 2.05% | - |
 Uber (UBER) | 0% | 0% | 2.51% | 5/29/2025 |
 Dorian LPG (LPG) | 0% | 0% | 2.39% | 1/26/2024 |
 Vistra (VST) | 0% | 0.05% | 1.82% | - |
 SoFi (SOFI) | 0% | 0% | 1.03% | 2/6/2025 |
 Vertiv (VRT) | 0% | 0.09% | 0.46% | - |
 Oklo (OKLO) | 0% | 0.14% | 0.46% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.38% | 13.65% |
| Tesla (TSLA) | 11.57% | 11.63% |
| Microsoft (MSFT) | 7% | 6.9% |
| Apple (AAPL) | 5.46% | 6.73% |
| Vanguard S&P 500 ETF (VOO) | 5.66% | 5.98% |
| VanEck Vectors Semiconductor ETF (SMH) | 5.29% | 4.94% |
| Invesco QQQ (QQQ) | 4.27% | 4.66% |
| Alphabet (GOOG) | 3.98% | 4.51% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.95% | 3.52% |
| ARMOUR Residential REIT (ARR) | 5.55% | 3.14% |
| Energy Transfer (ET) | 2.56% | 3.14% |
| AGNC (AGNC) | 4.7% | 2.8% |
| Amazon (AMZN) | 2.39% | 2.53% |
| Axon (AXON) | 2.24% | 2.32% |
| Main Street Capital (MAIN) | 1.96% | 2.24% |
| Arbor Realty (ABR) | 3.24% | 2.23% |
| ExxonMobil (XOM) | 1.2% | 1.78% |
| AppLovin (APP) | 0.43% | 1.68% |
| Eli Lilly (LLY) | 1.84% | 1.48% |
| AMD (AMD) | 1.96% | 1.43% |
| Meta (META) | 1.15% | 1.19% |
| MPLX (MPLX) | 0.85% | 1.04% |
| TSMC (TSM) | 1.02% | 0.94% |
| Broadcom (AVGO) | 0.85% | 0.87% |
| Vanguard Growth ETF (VUG) | 0.77% | 0.85% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.68% | 0.69% |
| ASML (ASML) | 1.02% | 0.65% |
| Ishares Russell 2000 ETF (IWM) | 0.77% | 0.63% |
| Chevron (CVX) | 0.51% | 0.62% |
| Evraz PLC (EVR.L) | 3.16% | 0.58% |
| GigaCloud (GCT) | 0.98% | 0.52% |
| IBM (IBM) | 0.34% | 0.44% |
| Micron (MU) | 0.55% | 0.37% |
| Crowdstrike (CRWD) | 0.38% | 0.36% |
| Vanguard Total Stock Market ETF (VTI) | 0.34% | 0.35% |
| Visa (V) | 0.38% | 0.34% |
| MicroStrategy (MSTR) | 0.43% | 0.27% |
| Global Net Lease (GNL) | 0.34% | 0.25% |
| Arista (ANET) | 0.26% | 0.24% |
| Annaly (NLY) | 0.26% | 0.21% |
| Ionq (IONQ) | 0.17% | 0.17% |
| Aflac (AFL) | 0.09% | 0.14% |
| Quanta Services (PWR) | 0.04% | 0.1% |
| Intesa Sanpaolo (ISP.MI) | 0.09% | 0.1% |
| Palantir (PLTR) | 0.09% | 0.08% |
| Shopify (SHOP) | 0.09% | 0.07% |
| GM (GM) | 0.04% | 0.05% |
| Abercrombie & Fitch (ANF) | 0.04% | 0.05% |
| Mastercard (MA) | 0.04% | 0.05% |