Portfolio Diversification
Range
Most Diversified
117 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
100.5 instruments
Most Consistent Holdings
Top 5
CVX99.93%
AAL99.93%
DAL99.93%
ARR99.93%
DOT99.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Ethereum (ETH) | 5.8% | 24.39% | 74.63% | - |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 3.79% | 1.71% | 99.85% | - |
 Bitcoin (BTC) | 3.65% | 0% | 55.48% | 2/28/2024 |
 Global X SuperDividend ETF (SDIV) | 3.54% | 3.56% | 99.85% | - |
 SPDR S&P 500 ETF (SPY) | 2.93% | 4.25% | 99.78% | - |
| Chevron (CVX) | 2.57% | 1.88% | 99.93% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.38% | 4.47% | 99.78% | - |
 iShares Core High Dividend ETF (HDV) | 2.25% | 2.04% | 99.85% | - |
 iShares China Large-Cap ETF (FXI) | 2.12% | 2.14% | 99.85% | - |
| Polkadot (DOT) | 1.81% | 0.89% | 99.93% | - |
 Cosmos (ATOM) | 1.79% | 1.56% | 99.85% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.65% | 1.33% | 99.85% | - |
 Barrick (B) | 1.55% | 2.1% | 99.85% | - |
 SPDR Gold (GLD) | 1.5% | 0% | 80.63% | 2/10/2025 |
 Coca-Cola (KO) | 1.49% | 1.23% | 99.78% | - |
 iShares Silver Trust (SLV) | 1.47% | 1.4% | 99.85% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.29% | 1.24% | 99.78% | - |
 Procter & Gamble (PG) | 1.26% | 0.98% | 99.85% | - |
 Vanguard S&P 500 ETF (VOO) | 1.25% | 1.04% | 91.3% | - |
 Vanguard FTSE Emerging Markets (VWO) | 1.18% | 1.17% | 99.78% | - |
 Alibaba (BABA) | 1.18% | 1.44% | 99.85% | - |
 ConEd (ED) | 1.16% | 0.83% | 99.85% | - |
 Walmart (WMT) | 1.12% | 0% | 80.41% | 2/7/2025 |
 Boeing (BA) | 1.07% | 0.8% | 99.85% | - |
 Global SuperDividend US ETF (DIV) | 1.05% | 0.72% | 99.78% | - |
 BP (BP.L) | 1% | 0.74% | 99.78% | - |
 ExxonMobil (XOM) | 1% | 0.59% | 99.78% | - |
| Delta (DAL) | 0.98% | 0.91% | 99.93% | - |
 Xiaomi (1810.HK) | 0.96% | 0% | 80.63% | 2/10/2025 |
 Tencent (0700.HK) | 0.9% | 0% | 99.63% | 10/30/2025 |
 Teucrium Wheat Fund (WEAT) | 0.89% | 0.39% | 99.78% | - |
 Vanguard Real Estate ETF (VNQ) | 0.87% | 0.71% | 99.78% | - |
 Rio Tinto (RIO) | 0.85% | 0.76% | 99.85% | - |
 Vanguard Total Bond Market ETF (BND) | 0.79% | 0.55% | 99.78% | - |
 ARK Innovation ETF (ARKK) | 0.74% | 1.14% | 99.85% | - |
 iShares TIPS Bond ETF (TIP) | 0.74% | 0.61% | 99.78% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.63% | 0.67% | 75% | - |
 Abrdn Palladium ETF Trust (PALL) | 0.63% | 1.51% | 45.76% | - |
 TRON (TRX) | 0.62% | 0% | 74.93% | 11/23/2024 |
 United States Oil Fund (USO) | 0.61% | 0.54% | 87.35% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.61% | 0% | 56.8% | 3/18/2024 |
 Lufthansa (LHA.DE) | 0.57% | 0% | 36.7% | 6/12/2023 |
 Sinopec (0386.HK) | 0.54% | 0.37% | 99.85% | - |
 Invesco S&P 500 Low Volatility (SPLV) | 0.53% | 0.4% | 99.78% | - |
 Renault (RNO.PA) | 0.53% | 0% | 56.8% | 3/18/2024 |
 Norsk Hydro (NHY.OL) | 0.52% | 0.36% | 99.78% | - |
 Vanguard Value ETF (VTV) | 0.5% | 0.43% | 99.85% | - |
 Sinopec (02386.HK) | 0.5% | 0.57% | 99.78% | - |
 ICBC (1398.HK) | 0.47% | 0.44% | 99.78% | - |
 Invesco QQQ (QQQ) | 0.46% | 0% | 54.39% | 2/13/2024 |
 Take-Two (TTWO) | 0.45% | 0.51% | 99.78% | - |
 Severn Trent (SVT.L) | 0.44% | 0.32% | 99.78% | - |
 Vanguard Small-Cap ETF (VB) | 0.43% | 0.36% | 99.85% | - |
 GE (GE) | 0.42% | 0% | 49.85% | 12/13/2023 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 0.42% | 0.3% | 99.78% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 0.42% | 0.33% | 99.78% | - |
 Sprott Physical Silver Trust (PSLV) | 0.42% | 0.52% | 99.85% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.41% | 0.4% | 99.78% | - |
 Yara (YAR.OL) | 0.41% | 0.27% | 99.78% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.4% | 0.29% | 99.78% | - |
 Bayer (BAYN.DE) | 0.38% | 0.17% | 99.78% | - |
 Intel (INTC) | 0.37% | 0% | 50.8% | 12/26/2023 |
 Rolls-Royce (RR.L) | 0.36% | 0% | 36.7% | 6/12/2023 |
 XRP (XRP) | 0.35% | 0% | 74.85% | 11/22/2024 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.35% | 0.26% | 97.95% | - |
 Verizon (VZ) | 0.34% | 0.23% | 99.78% | - |
 Baidu (BIDU) | 0.34% | 0.25% | 99.85% | - |
 WP Carey (WPC) | 0.34% | 0.24% | 97% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.33% | 0.28% | 89.62% | - |
 Realty Income (O) | 0.33% | 0.23% | 97% | - |
 Global X Cloud Computing ETF (CLOU) | 0.33% | 0.27% | 99.78% | - |
 American Tower (AMT) | 0.33% | 0.2% | 97% | - |
 STAG (STAG) | 0.32% | 0.25% | 97% | - |
 SushiSwap (SUSHI) | 0.31% | 0.11% | 99.78% | - |
 McDonald's (MCD) | 0.3% | 0% | 54.39% | 2/13/2024 |
 Uniswap (UNI) | 0.3% | 0% | 55.12% | 2/23/2024 |
 Invesco DB Agriculture Fund (DBA) | 0.3% | 0% | 54.39% | 2/13/2024 |
 AGNC (AGNC) | 0.3% | 0.2% | 99.78% | - |
| American Airlines (AAL) | 0.29% | 0.19% | 99.93% | - |
 Annaly (NLY) | 0.29% | 0.2% | 99.78% | - |
 Aramco (SAOC) | 0.29% | 0.23% | 79.61% | - |
 Visa (V) | 0.28% | 0% | 54.39% | 2/13/2024 |
 Microsoft (MSFT) | 0.28% | 0% | 54.39% | 2/13/2024 |
 Disney (DIS) | 0.27% | 0.2% | 99.78% | - |
 Vanguard FTSE Europe ETF (VGK) | 0.27% | 1.62% | 15.13% | - |
 Mastercard (MA) | 0.27% | 0% | 49.85% | 12/13/2023 |
 NEO (NEO) | 0.26% | 0.08% | 99.85% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.26% | 1.69% | 15.13% | - |
 JD (9618.HK) | 0.26% | 0.14% | 99.78% | - |
 Volvo (VOLV-A.ST) | 0.26% | 0% | 50.95% | 12/28/2023 |
 Hello Group (MOMO) | 0.26% | 0.17% | 99.78% | - |
 JD.com (JD.US) | 0.25% | 0.14% | 99.85% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.25% | 0.36% | 69.59% | - |
 ARK Fintech Innovation ETF (ARKF) | 0.24% | 0.34% | 99.85% | - |
 Sabra Health Care REIT (SBRA) | 0.23% | 0% | 54.02% | 3/18/2024 |
 Pinterest (PINS) | 0.23% | 0.18% | 99.78% | - |
 Corsair (CRSR) | 0.23% | 0.1% | 99.78% | - |
 Activision Blizzard, Inc. (ATVI) | 0.23% | 0% | 45.61% | 10/16/2023 |
 Illumina (ILMN) | 0.22% | 0.14% | 90.42% | - |
 Tesla (TSLA) | 0.21% | 0% | 67.25% | 12/16/2024 |
 Coinbase (COIN) | 0.21% | 0.32% | 99.85% | - |
| ARMOUR Residential REIT (ARR) | 0.21% | 0.09% | 99.93% | - |
 iShares MSCI Germany ETF (EWG) | 0.2% | 0% | 47.44% | 3/18/2024 |
 GE HealthCare (GEHC) | 0.2% | 0.19% | 74.56% | - |
 iShares MSCI Eurozone ETF (EZU) | 0.19% | 0% | 41.59% | 12/28/2023 |
 MicroStrategy (MSTR) | 0.15% | 0% | 54.39% | 2/13/2024 |
 QuantumScape (QS) | 0.13% | 0.2% | 99.78% | - |
 Cardano (ADA) | 0.12% | 0% | 32.16% | 4/10/2023 |
 Cigna (CI) | 0.11% | 0% | 16.37% | 8/16/2022 |
 Sky (prev. Maker) (SKY) | 0.11% | 0% | 56.8% | 3/18/2024 |
 Invesco Solar ETF (TAN) | 0.09% | 0% | 16.37% | 8/16/2022 |
 Beyond Meat (BYND) | 0.09% | 0.01% | 99.34% | - |
 Stellar (XLM) | 0.08% | 0% | 16.23% | 8/14/2022 |
 ZCASH (ZEC) | 0.07% | 0% | 32.16% | 4/10/2023 |
 Immutable X (IMX) | 0.06% | 0.16% | 22.44% | - |
 Meta (META) | 0.06% | 0% | 47.08% | 12/13/2023 |
 Optimism (OP) | 0.06% | 0.09% | 22.3% | - |
 Aave (AAVE) | 0.05% | 0% | 32.16% | 4/10/2023 |
 Yearn.finance (YFI) | 0.05% | 0% | 32.16% | 4/10/2023 |
 VAULTA (A) | 0.05% | 0% | 32.16% | 4/10/2023 |
 Enjin (ENJ) | 0.05% | 0% | 32.16% | 4/10/2023 |
 Compound (COMP) | 0.04% | 0% | 32.16% | 4/10/2023 |
 ZKsync (ZK) | 0.03% | 0.14% | 12.06% | - |
 Workhorse (WKHS) | 0.03% | 0% | 15.86% | 8/8/2022 |
 1inch (1INCH) | 0.03% | 0% | 32.16% | 4/10/2023 |
 Meituan (03690.HK) | 0.02% | 0.02% | 68.57% | - |
 Flare (FLR) | 0.01% | 0.01% | 67.84% | - |
 Net Lease Office Properties (NLOP) | 0.01% | 0.01% | 50.95% | - |
 Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares (DRIP) | 0% | 0% | 1.75% | 1/24/2022 |
 Grail Inc (GRAL) | 0% | 0.02% | 21.78% | - |
 Terra Classic (LUNC) | 0% | 0% | 0.44% | 5/18/2022 |
 Songbird (SGB) | 0% | 0% | 0.22% | 1/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Global X SuperDividend ETF (SDIV) | 5.27% | 4.19% |
| Xiaomi (1810.HK) | 1.3% | 2.9% |
| Polkadot (DOT) | 2.04% | 2.74% |
| iShares Core High Dividend ETF (HDV) | 2.35% | 2.61% |
| SPDR S&P Oil & Gas Exploration & Prod (XOP) | 1.3% | 2.42% |
| SPDR Gold (GLD) | 1.63% | 2.37% |
| Chevron (CVX) | 1.74% | 2.34% |
| Walmart (WMT) | 1.24% | 2.33% |
| iShares China Large-Cap ETF (FXI) | 2.49% | 2.22% |
| SPDR S&P 500 ETF (SPY) | 1.22% | 1.86% |
| Vanguard Total Stock Market ETF (VTI) | 1.25% | 1.8% |
| Cosmos (ATOM) | 3.03% | 1.78% |
| iShares Silver Trust (SLV) | 1.25% | 1.62% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.61% | 1.59% |
| Vanguard Dividend Appreciation ETF (VIG) | 1.17% | 1.52% |
| Coca-Cola (KO) | 1.3% | 1.5% |
| Procter & Gamble (PG) | 1.24% | 1.47% |
| Barrick (B) | 1.74% | 1.34% |
| Abrdn Palladium ETF Trust (PALL) | 1.3% | 1.3% |
| Delta (DAL) | 0.87% | 1.3% |
| Vanguard FTSE Emerging Markets (VWO) | 1.3% | 1.27% |
| Vanguard S&P 500 ETF (VOO) | 0.81% | 1.21% |
| Tencent (0700.HK) | 0.87% | 1.12% |
| ConEd (ED) | 0.87% | 1.03% |
| Global SuperDividend US ETF (DIV) | 1.17% | 1.02% |
| ARK Innovation ETF (ARKK) | 0.96% | 0.98% |
| Alibaba (BABA) | 2.17% | 0.97% |
| Vanguard Real Estate ETF (VNQ) | 0.96% | 0.96% |
| Boeing (BA) | 1.3% | 0.96% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.87% | 0.95% |
| BP (BP.L) | 0.8% | 0.89% |
| Rio Tinto (RIO) | 0.87% | 0.84% |
| iShares TIPS Bond ETF (TIP) | 0.87% | 0.79% |
| United States Oil Fund (USO) | 0.75% | 0.76% |
| ExxonMobil (XOM) | 0.43% | 0.75% |
| Vanguard Total Bond Market ETF (BND) | 0.87% | 0.72% |
| Sinopec (02386.HK) | 0.43% | 0.71% |
| Teucrium Wheat Fund (WEAT) | 0.87% | 0.61% |
| Immutable X (IMX) | 0.61% | 0.56% |
| Optimism (OP) | 0.61% | 0.55% |
| Sinopec (0386.HK) | 0.43% | 0.54% |
| Invesco S&P 500 Low Volatility (SPLV) | 0.43% | 0.53% |
| Vanguard Value ETF (VTV) | 0.43% | 0.53% |
| ICBC (1398.HK) | 0.43% | 0.52% |
| Take-Two (TTWO) | 0.43% | 0.5% |
| Vanguard Small-Cap ETF (VB) | 0.43% | 0.46% |
| Norsk Hydro (NHY.OL) | 0.43% | 0.45% |
| iShares Core S&P Small-Cap ETF (IJR) | 0.43% | 0.44% |
| Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.43% | 0.42% |
| Sprott Physical Silver Trust (PSLV) | 0.43% | 0.42% |
| SushiSwap (SUSHI) | 0.76% | 0.41% |
| iShares Core 1-5 Year USD Bond ETF (ISTB) | 0.43% | 0.4% |
| Severn Trent (SVT.L) | 0.43% | 0.39% |
| Schwab US Dividend Equity ETF (SCHD) | 0.36% | 0.38% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.43% | 0.38% |
| Global X Cloud Computing ETF (CLOU) | 0.43% | 0.37% |
| Aramco (SAOC) | 0.43% | 0.34% |
| American Airlines (AAL) | 0.43% | 0.34% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 0.39% | 0.33% |
| Coinbase (COIN) | 0.43% | 0.32% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.48% | 0.32% |
| Yara (YAR.OL) | 0.43% | 0.32% |
| Verizon (VZ) | 0.43% | 0.31% |
| STAG (STAG) | 0.37% | 0.3% |
| ARK Fintech Innovation ETF (ARKF) | 0.43% | 0.3% |
| NEO (NEO) | 0.74% | 0.29% |
| Realty Income (O) | 0.37% | 0.29% |
| American Tower (AMT) | 0.37% | 0.28% |
| WP Carey (WPC) | 0.37% | 0.27% |
| GE HealthCare (GEHC) | 0% | 0.27% |
| Disney (DIS) | 0.43% | 0.27% |
| Hello Group (MOMO) | 0.43% | 0.26% |
| AGNC (AGNC) | 0.43% | 0.25% |
| Annaly (NLY) | 0.43% | 0.23% |
| Baidu (BIDU) | 0.43% | 0.23% |
| Pinterest (PINS) | 0.43% | 0.22% |
| Illumina (ILMN) | 0.37% | 0.21% |
| JD (9618.HK) | 0.43% | 0.2% |
| JD.com (JD.US) | 0.43% | 0.2% |
| Bayer (BAYN.DE) | 0.43% | 0.19% |
| ARMOUR Residential REIT (ARR) | 0.43% | 0.15% |
| Corsair (CRSR) | 0.43% | 0.11% |
| QuantumScape (QS) | 0.38% | 0.07% |
| Meituan (03690.HK) | 0% | 0.04% |
| Flare (FLR) | 0.02% | 0.02% |
| Beyond Meat (BYND) | 0.37% | 0.02% |
| Net Lease Office Properties (NLOP) | 0% | 0.01% |
| Songbird (SGB) | 0% | 0% |
| Grail Inc (GRAL) | 0% | 0% |