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Portfolio Diversification
Range
Most Diversified
10 instruments
October 29, 2025
Least Diversified
0 instruments
January 1, 2024
Average
2.8 instruments
Most Consistent Holdings
Top 5
MSFT27.93%
HESM27.93%
QQQ27.93%
SCHD27.93%
MO25.13%
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) | 9.19% | 31.26% | 27.93% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.53% | 12.83% | 25.13% | - |
| Altria (MO) | 1.74% | 7.45% | 25.13% | - |
| Hess Midstream (HESM) | 1.71% | 8.28% | 27.93% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.43% | 8.36% | 19.66% | - |
 MPLX (MPLX.US) | 1.41% | 6.34% | 21.59% | - |
| Microsoft (MSFT) | 1.36% | 7.55% | 27.93% | - |
| Invesco QQQ (QQQ) | 1.35% | 5.05% | 27.93% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.27% | 6.14% | 19.76% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.16% | 0% | 8.16% | 1/12/2026 |
 Global X SuperDividend ETF (SDIV) | 1.16% | 0% | 8.16% | 1/12/2026 |
 Realty Income (O) | 1.05% | 6.85% | 17.51% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.53% | 0% | 2.9% | 11/24/2025 |
 iShares Select Dividend ETF (DVY) | 0.46% | 0% | 2.9% | 11/24/2025 |
 Ethereum (ETH) | 0.25% | 0% | 9.77% | 1/31/2026 |
 TSMC (TSM) | 0.11% | 0% | 6.34% | 12/26/2025 |
 Bitcoin (BTC) | 0% | 0% | 0.43% | 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.US) | 3.02% | 2.92% |
| Ethereum (ETH) | 3.27% | 2.87% |
Cash & Instruments Over Time
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