Portfolio Diversification
Range
Most Diversified
10 instruments
February 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
6.9 instruments
Most Consistent Holdings
Top 5
ARR94.72%
STAG93.59%
AGNC92.93%
QYLD92.93%
TWO92.93%
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 |
|---|---|---|---|---|
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 39.84% | 0% | 92.93% | 9/24/2025 |
| AGNC (AGNC) | 23.16% | 0% | 92.93% | 9/24/2025 |
| ARMOUR Residential REIT (ARR) | 17.19% | 0% | 94.72% | 10/13/2025 |
 Volkswagen (VOW3.DE) | 4.07% | 97.75% | 4.15% | - |
| STAG (STAG) | 3.37% | 0% | 93.59% | 10/2/2025 |
 Hercules Capital (HTGC) | 3% | 0% | 39.96% | 10/2/2025 |
 InfraCap MLP ETF (AMZA) | 2.74% | 0% | 68.05% | 10/2/2025 |
| Two Harbors (TWO) | 1.62% | 0% | 92.93% | 9/24/2025 |
 Moneylion (ML.US) | 1.42% | 0% | 40.43% | 3/13/2024 |
 Global X SuperDividend ETF (SDIV) | 1.12% | 0% | 54.1% | 7/21/2025 |
 Enterprise Products (EPD) | 0.12% | 0% | 5.37% | 3/21/2024 |
 Energy Transfer (ET) | 0.11% | 0% | 4.52% | 3/21/2024 |
 Plains All American (PAA) | 0.08% | 0% | 5.47% | 3/21/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 35.75% | 38.72% |
| AGNC (AGNC) | 30.25% | 28.93% |
| ARMOUR Residential REIT (ARR) | 19.93% | 17.91% |
| Hercules Capital (HTGC) | 4.78% | 5.46% |
| Global X SuperDividend ETF (SDIV) | 2.39% | 2.37% |
| Two Harbors (TWO) | 2.66% | 2.28% |
| STAG (STAG) | 2.03% | 1.93% |
| InfraCap MLP ETF (AMZA) | 0.99% | 1.1% |