Portfolio Diversification
Range
Most Diversified
10 instruments
February 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
7.3 instruments
Most Consistent Holdings
Top 5
AGNC99.9%
QYLD99.9%
ARR99.9%
TWO99.9%
STAG99.79%
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) | 43.36% | 12.96% | 99.9% | - |
| AGNC (AGNC) | 25.15% | 10.43% | 99.9% | - |
| ARMOUR Residential REIT (ARR) | 16.81% | 23.07% | 99.9% | - |
| STAG (STAG) | 3.65% | 0.97% | 99.79% | - |
 Hercules Capital (HTGC) | 3.02% | 7.26% | 41.01% | - |
 InfraCap MLP ETF (AMZA) | 2.5% | 12.4% | 71.8% | - |
| Two Harbors (TWO) | 1.7% | 3.52% | 99.9% | - |
 Moneylion (ML.US) | 1.56% | 0% | 44.32% | 3/13/2024 |
 Global X SuperDividend ETF (SDIV) | 1.23% | 0% | 59.3% | 7/21/2025 |
 Enterprise Products (EPD) | 0.13% | 0% | 5.89% | 3/21/2024 |
 Energy Transfer (ET) | 0.13% | 0% | 4.96% | 3/21/2024 |
 Plains All American (PAA) | 0.09% | 0% | 5.99% | 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% |