Loading...
Portfolio Diversification
Range
Most Diversified
10 instruments
February 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
6.4 instruments
Most Consistent Holdings
Top 5
ARR87.09%
STAG86.05%
AGNC85.44%
QYLD85.44%
TWO85.44%
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) | 36.63% | 0% | 85.44% | 9/24/2025 |
| AGNC (AGNC) | 21.3% | 0% | 85.44% | 9/24/2025 |
| ARMOUR Residential REIT (ARR) | 15.8% | 0% | 87.09% | 10/13/2025 |
 Volkswagen (VOW3.DE) | 8.29% | 0% | 8.49% | 1/30/2026 |
| STAG (STAG) | 3.1% | 0% | 86.05% | 10/2/2025 |
 Hercules Capital (HTGC) | 2.76% | 0% | 36.74% | 10/2/2025 |
 InfraCap MLP ETF (AMZA) | 2.52% | 0% | 62.56% | 10/2/2025 |
| Two Harbors (TWO) | 1.49% | 0% | 85.44% | 9/24/2025 |
 Moneylion (ML.US) | 1.31% | 0% | 37.18% | 3/13/2024 |
 Global X SuperDividend ETF (SDIV) | 1.03% | 0% | 49.74% | 7/21/2025 |
 Bitcoin (BTC) | 0.26% | 98.84% | 0.26% | - |
 Enterprise Products (EPD) | 0.11% | 0% | 4.94% | 3/21/2024 |
 Energy Transfer (ET) | 0.11% | 0% | 4.16% | 3/21/2024 |
 Plains All American (PAA) | 0.08% | 0% | 5.03% | 3/21/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Volkswagen (VOW3.DE) | 97.56% | 96.93% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.