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Portfolio Diversification
Range
Most Diversified
61 instruments
April 11, 2024
Least Diversified
0 instruments
October 20, 2025
Average
30.2 instruments
Most Consistent Holdings
Top 5
O70.42%
PBR.A69.66%
KO68.2%
ENEL.MI68.14%
STLAM.MI62.45%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 16.05% | 0% | 50.19% | 4/11/2024 |
 Ethereum (ETH) | 6.65% | 0% | 62.01% | 10/10/2024 |
 Tesla (TSLA) | 5.47% | 0% | 59.42% | 8/29/2024 |
| Coca-Cola (KO) | 4.2% | 4.79% | 68.2% | - |
| Realty Income (O) | 3.72% | 6.1% | 70.42% | - |
 Microsoft (MSFT) | 3.62% | 10.61% | 56.13% | - |
 Prospect Capital (PSEC) | 2.46% | 0% | 57.4% | 5/9/2025 |
 PepsiCo (PEP) | 1.99% | 0% | 55.37% | 3/6/2026 |
 Procter & Gamble (PG) | 1.92% | 4.98% | 62.26% | - |
| Petrobras (PBR.A) | 1.9% | 0% | 69.66% | 1/26/2026 |
 STMicroelectronics (STMMI.MI) | 1.75% | 0% | 51.07% | 3/27/2026 |
 Chevron (CVX.US) | 1.69% | 0% | 30.78% | 2/4/2025 |
| Stellantis (STLAM.MI) | 1.6% | 5.91% | 62.45% | - |
 Main Street Capital (MAIN) | 1.49% | 0% | 43.87% | 1/6/2025 |
 LTC Properties (LTC.US) | 1.49% | 0% | 50.19% | 2/5/2025 |
 CVS Health (CVS) | 1.38% | 0% | 28.89% | 3/3/2025 |
 A2A (A2A.MI) | 1.28% | 5.63% | 62.2% | - |
 Ecopetrol (EC) | 1.24% | 0% | 38.05% | 1/13/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.21% | 4.02% | 38.31% | - |
 Waste Management (WM) | 1.18% | 4.74% | 41.91% | - |
| Enel (ENEL.MI) | 1.13% | 5.28% | 68.14% | - |
 Hercules Capital (HTGC) | 1.06% | 0% | 44.75% | 7/16/2025 |
 Pfizer (PFE) | 1.05% | 0% | 46.27% | 5/9/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.05% | 8.6% | 23.45% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.97% | 5.2% | 27.18% | - |
 Southern Co (SO) | 0.96% | 0% | 42.23% | 9/26/2024 |
 SL Green (SLG) | 0.94% | 0% | 14.73% | 12/4/2023 |
 Amazon (AMZN) | 0.9% | 3.58% | 25.16% | - |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 0.85% | 0% | 53.98% | 4/17/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.84% | 0% | 35.71% | 10/30/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.82% | 4.36% | 33% | - |
 AGNC (AGNC) | 0.77% | 0% | 46.08% | 1/6/2025 |
 Mercedes-Benz (MBG.DE) | 0.69% | 0% | 42.35% | 7/16/2025 |
 PayPal (PYPL) | 0.69% | 8.57% | 9.42% | - |
 Snam (SRG.MI) | 0.65% | 0% | 36.92% | 8/11/2025 |
 ASML (ASML.NV) | 0.65% | 0% | 16.62% | 10/14/2025 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.64% | 0% | 24.15% | 3/19/2026 |
 Franklin Resources (BEN) | 0.62% | 0% | 42.04% | 7/16/2025 |
 Fortescue (FMG.ASX) | 0.58% | 0% | 48.17% | 3/23/2026 |
 BNP Paribas (BNP.PA) | 0.57% | 0% | 9.99% | 2/5/2026 |
 Eni (ENI.MI) | 0.56% | 0% | 38.43% | 8/7/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.55% | 0% | 41.97% | 9/6/2024 |
 Alphabet (GOOG) | 0.55% | 0% | 16.18% | 9/3/2025 |
 Johnson & Johnson (JNJ) | 0.55% | 0% | 26.04% | 11/17/2025 |
 Bank of America (BAC) | 0.53% | 0% | 19.03% | 9/26/2024 |
 Visa (V) | 0.53% | 0% | 19.91% | 10/21/2025 |
 Banco BPM (BAMI.MI) | 0.52% | 0% | 28.95% | 2/27/2024 |
 Proximus (PROX.BR) | 0.48% | 0% | 51.71% | 7/16/2025 |
 Aalberts (AALB.NV) | 0.47% | 0% | 16.94% | 7/10/2025 |
 ICBC (1398.HK) | 0.47% | 0% | 41.78% | 10/22/2024 |
 ZIM (ZIM) | 0.47% | 0% | 33.44% | 8/19/2024 |
 UGI (UGI) | 0.46% | 0% | 34.51% | 1/6/2025 |
 CKI (1038.HK) | 0.45% | 0% | 28.95% | 1/27/2026 |
 Maersk (MAERSKB.CO) | 0.43% | 0% | 14.54% | 11/1/2024 |
 ThyssenKrupp (TKA.DE) | 0.43% | 0% | 34.83% | 8/15/2024 |
 BCE (BCE) | 0.41% | 0% | 29.14% | 1/10/2025 |
 ABN AMRO (ABN.NV) | 0.4% | 0% | 25.79% | 9/24/2024 |
 Ceragon (CRNT) | 0.4% | 8.83% | 7.77% | - |
 BlackRock (BLK) | 0.4% | 0% | 37.8% | 9/24/2024 |
 Best Buy (BBY) | 0.39% | 0% | 10.18% | 8/14/2024 |
 Icahn Enterprises (IEP) | 0.36% | 0% | 36.28% | 12/19/2024 |
 MFE (MFEB.MI) | 0.35% | 0% | 35.9% | 8/16/2024 |
 Arbor Realty (ABR) | 0.33% | 0% | 27.05% | 5/14/2024 |
 China Unicom HK (0762.HK) | 0.32% | 0% | 17.51% | 10/7/2024 |
 SPDR Gold (GLD) | 0.32% | 0% | 16.5% | 1/29/2026 |
 FDM Group (FDM.L) | 0.32% | 0% | 33.25% | 2/26/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.31% | 0% | 14.6% | 7/24/2025 |
 iShares Silver Trust (SLV) | 0.31% | 0% | 7.71% | 4/8/2026 |
 Redwood Trust (RWT) | 0.28% | 0% | 17.83% | 12/14/2023 |
 CNR (CNI) | 0.28% | 0% | 29.52% | 1/30/2026 |
 Disney (DIS) | 0.27% | 0% | 4.05% | 1/20/2023 |
 iShares MSCI India ETF (INDA) | 0.26% | 0% | 13.21% | 8/14/2024 |
 STAG (STAG) | 0.24% | 0% | 12.96% | 1/4/2024 |
 Apple (AAPL) | 0.23% | 0% | 15.04% | 8/29/2024 |
 Sibanye Stillwater (SBSW) | 0.23% | 0% | 22.82% | 8/15/2024 |
 WH Group (288.HK) | 0.23% | 0% | 13.65% | 10/23/2024 |
 Global SuperDividend US ETF (DIV) | 0.22% | 0% | 30.4% | 1/6/2025 |
 McDonald's (MCD) | 0.21% | 0% | 17.64% | 7/31/2025 |
 iShares Global Water UCITS ETF USD (IQQQ.DE) | 0.21% | 3.39% | 7.77% | - |
 NuStar Energy LP (NS) | 0.2% | 0% | 17.38% | 5/7/2024 |
 Italgas (IG.MI) | 0.19% | 0% | 26.86% | 1/30/2025 |
 Atos (ATO.PA) | 0.18% | 0.45% | 31.86% | - |
 BD (BDX) | 0.18% | 0% | 26.36% | 1/10/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.17% | 0% | 20.86% | 8/13/2024 |
 FinecoBank (FBK.MI) | 0.16% | 0% | 23.83% | 9/24/2024 |
 Invesco QQQ (QQQ) | 0.15% | 0% | 9.1% | 5/13/2025 |
 AstraZeneca (AZN.L) | 0.15% | 0% | 9.17% | 2/19/2025 |
 NVIDIA (NVDA) | 0.15% | 0% | 9.23% | 5/29/2025 |
 Veolia (VIE.PA) | 0.15% | 2.87% | 8.15% | - |
 Fetch.ai (FET) | 0.13% | 0% | 20.99% | 2/27/2025 |
 Target (TGT) | 0.13% | 0% | 10.18% | 3/12/2025 |
 3M (MMM) | 0.13% | 0% | 7.71% | 8/2/2024 |
 Saras (SRS.MI) | 0.13% | 0% | 21.55% | 8/16/2024 |
 Brembo (BRE.MI) | 0.13% | 0% | 26.17% | 2/26/2025 |
 Meta (META) | 0.12% | 0% | 5.56% | 1/30/2026 |
 Generali (G.MI) | 0.12% | 0% | 6.38% | 12/23/2025 |
 Moncler (MONC.MI) | 0.09% | 0% | 5.88% | 1/24/2025 |
 Amcor (AMCR) | 0.09% | 0% | 17.7% | 10/14/2024 |
 Edenred (EDEN.PA) | 0.08% | 0% | 2.91% | 10/27/2025 |
 LVMH (MC.PA) | 0.08% | 0% | 3.98% | 9/10/2025 |
 Hera (HER.MI) | 0.08% | 0% | 2.78% | 2/2/2023 |
 Fluor (FLR.US) | 0.06% | 0% | 4.3% | 4/8/2026 |
 Ferrari (RACE) | 0.06% | 0% | 5.75% | 2/4/2025 |
 Campari (CPR.MI) | 0.06% | 0% | 5.44% | 2/26/2025 |
 Air Products (APD) | 0.03% | 0% | 2.15% | 2/5/2025 |
 Global X Uranium ETF (URA) | 0.02% | 0% | 1.2% | 4/8/2026 |
 Eli Lilly (LLY) | 0.01% | 0% | 0.95% | 8/22/2025 |
 KPN (KPN.NV) | 0.01% | 0% | 0.44% | 2/3/2023 |
 Amplifon (AMP.MI) | 0.01% | 0% | 0.57% | 8/8/2025 |
 Global X Copper Miners Etf (COPX) | 0.01% | 0% | 0.76% | 4/8/2026 |
 Hormel (HRL) | 0.01% | 0% | 0.32% | 9/2/2025 |
 Iren (IRE.MI) | 0% | 0% | 0.38% | 1/28/2026 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.95% | 5/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| BNP Paribas (BNP.PA) | 8.1% | 8.95% |
| Microsoft (MSFT) | 5.98% | 6.9% |
| Realty Income (O) | 6.77% | 6.71% |
| iShares Silver Trust (SLV) | 4.87% | 6.11% |
| Novo Nordisk (NOVO-B.CO) | 6.15% | 5.67% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 7.92% | 5.35% |
| Procter & Gamble (PG) | 5.45% | 5.1% |
| Coca-Cola (KO) | 4.53% | 4.98% |
| Petrobras (PBR.A) | 5.07% | 4.68% |
| PepsiCo (PEP) | 4.93% | 4.61% |
| Ecopetrol (EC) | 4.13% | 4.29% |
| Waste Management (WM) | 3.88% | 3.91% |
| SPDR Gold (GLD) | 3.21% | 3.55% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 3.46% | 3.54% |
| A2A (A2A.MI) | 3.63% | 3.39% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 2.78% | 3.04% |
| Vanguard FTSE Emerging Markets (VWO) | 2.25% | 2.55% |
| STMicroelectronics (STMMI.MI) | 3.64% | 2.44% |
| Enel (ENEL.MI) | 2.06% | 2.39% |
| Meta (META) | 2.3% | 2.35% |
| Stellantis (STLAM.MI) | 2.32% | 1.65% |
| CKI (1038.HK) | 1.51% | 1.62% |
| Fortescue (FMG.ASX) | 1.17% | 1.2% |
| iShares Core 10+ Year USD Bond ETF (ILTB) | 1.19% | 1.18% |
| CNR (CNI) | 0.81% | 0.7% |
| Atos (ATO.PA) | 0.35% | 0.66% |
Cash & Instruments Over Time
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