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
AGNC99.89%
STAG99.89%
QYLD99.89%
ARR99.89%
TWO99.89%
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) | 44.69% | 34.91% | 99.89% | - |
| AGNC (AGNC) | 25.2% | 27.03% | 99.89% | - |
| ARMOUR Residential REIT (ARR) | 16.66% | 13.91% | 99.89% | - |
| STAG (STAG) | 3.9% | 1.73% | 99.89% | - |
 Hercules Capital (HTGC) | 2.37% | 11.75% | 34.97% | - |
 InfraCap MLP ETF (AMZA) | 1.79% | 6.71% | 68.91% | - |
 Moneylion (ML.US) | 1.72% | 0% | 48.86% | 3/13/2024 |
| Two Harbors (TWO) | 1.62% | 1.69% | 99.89% | - |
 Global X SuperDividend ETF (SDIV) | 1.25% | 2.06% | 60.36% | - |
 Enterprise Products (EPD) | 0.14% | 0% | 6.49% | 3/21/2024 |
 Energy Transfer (ET) | 0.14% | 0% | 5.47% | 3/21/2024 |
 Plains All American (PAA) | 0.1% | 0% | 6.61% | 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% |