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Portfolio Diversification
Range
Most Diversified
10 instruments
October 29, 2025
Least Diversified
0 instruments
January 1, 2024
Average
2.1 instruments
Most Consistent Holdings
Top 5
MSFT20.9%
HESM20.9%
QQQ20.9%
SCHD20.9%
MO17.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 7.01% | 32.35% | 20.9% | - |
 iShares Core Dividend Growth ETF (DGRO) | 2.56% | 13.63% | 17.7% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.29% | 0% | 9.03% | 1/12/2026 |
 Global X SuperDividend ETF (SDIV) | 1.28% | 0% | 9.03% | 1/12/2026 |
| Hess Midstream (HESM) | 1.14% | 7.65% | 20.9% | - |
| Altria (MO) | 1.13% | 7.82% | 17.7% | - |
| Invesco QQQ (QQQ) | 0.95% | 5.27% | 20.9% | - |
 MPLX (MPLX) | 0.92% | 6.76% | 13.9% | - |
| Microsoft (MSFT) | 0.9% | 6.4% | 20.9% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.8% | 6.32% | 11.88% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.78% | 6.47% | 11.76% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.58% | 0% | 3.21% | 11/24/2025 |
 iShares Select Dividend ETF (DVY) | 0.51% | 0% | 3.21% | 11/24/2025 |
 Realty Income (O) | 0.49% | 7.3% | 9.38% | - |
 Ethereum (ETH) | 0.28% | 0% | 10.81% | 1/31/2026 |
 TSMC (TSM) | 0.12% | 0% | 7.01% | 12/26/2025 |
 Bitcoin (BTC) | 0% | 0% | 0.48% | 11/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 34.01% | 34.04% |
| iShares Core Dividend Growth ETF (DGRO) | 15.6% | 15.58% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 14.35% | 14.71% |
| Global X SuperDividend ETF (SDIV) | 14.35% | 14.48% |
| Invesco QQQ (QQQ) | 5.03% | 4.98% |
| Hess Midstream (HESM) | 3.27% | 3.39% |
| Altria (MO) | 3.27% | 3.23% |
| Microsoft (MSFT) | 3.02% | 3% |
| MPLX (MPLX) | 3.02% | 2.92% |
| Ethereum (ETH) | 3.27% | 2.87% |
Cash & Instruments Over Time
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