Portfolio Diversification
Range
Most Diversified
37 instruments
January 14, 2025
Least Diversified
0 instruments
April 5, 2022
Average
16.3 instruments
Most Consistent Holdings
Top 5
ISP.MI82.76%
NLY82.21%
T81.66%
VZ81.11%
RIO80.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Nikola (NKLA) | 8.48% | 0% | 8.49% | 4/4/2022 |
| Intesa Sanpaolo (ISP.MI) | 7.22% | 0% | 82.76% | 2/1/2025 |
 SL Green (SLG) | 6.61% | 0% | 68.43% | 2/1/2025 |
 OneMain (OMF) | 5.86% | 0% | 79.84% | 2/1/2025 |
 NRZ (RITM) | 5.65% | 0% | 79.29% | 2/1/2025 |
| Rio Tinto (RIO) | 5.63% | 0% | 80.47% | 2/1/2025 |
| Verizon (VZ) | 5.3% | 0% | 81.11% | 2/1/2025 |
| Annaly (NLY) | 5.17% | 0% | 82.21% | 2/1/2025 |
 AGNC (AGNC) | 5.03% | 0% | 70.16% | 2/1/2025 |
 Pembina (PBA) | 4.87% | 0% | 69.89% | 2/1/2025 |
| AT&T (T) | 3.79% | 0% | 81.66% | 2/1/2025 |
 Bank of America (BAC) | 3.31% | 0% | 62.32% | 2/1/2025 |
 Bitcoin (BTC) | 3.24% | 0% | 31.11% | 12/20/2024 |
 Coca-Cola (KO) | 3.1% | 0% | 62.23% | 2/1/2025 |
 Whitehaven Coal (WHC.ASX) | 2.05% | 0% | 59.22% | 2/1/2025 |
 IIPR (IIPR) | 1.91% | 0% | 53.74% | 2/1/2025 |
 HSBC (HSBA.L) | 1.73% | 0% | 16.33% | 3/13/2023 |
 Aroundtown (AT1.DE) | 1.67% | 0% | 53.19% | 2/1/2025 |
 Ethereum (ETH) | 1.67% | 0% | 26.09% | 2/1/2025 |
 Popular (BPOP) | 1.34% | 0% | 57.12% | 2/1/2025 |
 Vanquis (VANQ.L) | 0.98% | 0% | 49.54% | 2/1/2025 |
 Sacyr (SCYR.MC) | 0.89% | 0% | 55.11% | 2/1/2025 |
 Apple (AAPL) | 0.73% | 0% | 34.95% | 2/1/2025 |
 Yara (YAR.OL) | 0.63% | 0% | 57.03% | 2/1/2025 |
 NVIDIA (NVDA) | 0.48% | 0% | 16.33% | 2/1/2025 |
 Woodside Energy (WDS.ASX) | 0.43% | 0% | 44.71% | 2/1/2025 |
 Amazon (AMZN) | 0.43% | 0% | 16.33% | 2/1/2025 |
 Cromwell (CMW.ASX) | 0.27% | 0% | 34.95% | 2/1/2025 |
 Magellan (MFG.ASX) | 0.25% | 0% | 34.95% | 2/1/2025 |
 Domino's (DMP.ASX) | 0.18% | 0% | 20.62% | 9/9/2024 |
 Occidental (OXY) | 0.16% | 0% | 3.65% | 2/1/2025 |
 Orchid Island (ORC) | 0.15% | 0% | 10.49% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.15% | 0% | 19.53% | 2/1/2025 |
 Alphabet (GOOG) | 0.08% | 0% | 6.57% | 2/1/2025 |
 VICI Properties (VICI) | 0.07% | 0% | 2.92% | 2/1/2025 |
 UPS (UPS) | 0.04% | 0% | 1.37% | 3/3/2023 |
 Atlas Arteria (ALX.ASX) | 0.04% | 0% | 6.3% | 2/1/2025 |
 Icahn Enterprises (IEP) | 0.02% | 0% | 1.73% | 2/1/2025 |
 Ecopetrol (EC) | 0.02% | 0% | 1.73% | 2/1/2025 |
 Frontline (FRO) | 0.02% | 0% | 1.73% | 2/1/2025 |
 Yancoal Australia Ltd (YAL.ASX) | 0.01% | 0% | 1.73% | 2/1/2025 |
 Medical Properties Trust (MPW) | 0.01% | 0% | 1.73% | 2/1/2025 |
 XRP (XRP) | 0% | 0% | 0.27% | 3/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SL Green (SLG) | 5.38% | 10.11% |
| Ethereum (ETH) | 7.38% | 7.35% |
| Intesa Sanpaolo (ISP.MI) | 3.3% | 4.63% |
| Occidental (OXY) | 4.84% | 4.32% |
| OneMain (OMF) | 3.59% | 4.31% |
| Bank of America (BAC) | 3.18% | 4.13% |
| Pembina (PBA) | 4.19% | 4.08% |
| AGNC (AGNC) | 5.04% | 4.05% |
| NRZ (RITM) | 3.78% | 3.86% |
| Coca-Cola (KO) | 3.8% | 3.45% |
| Aroundtown (AT1.DE) | 1.84% | 3.14% |
| Verizon (VZ) | 3.54% | 3.06% |
| Amazon (AMZN) | 2.66% | 2.98% |
| NVIDIA (NVDA) | 2.61% | 2.93% |
| Rio Tinto (RIO) | 3.34% | 2.82% |
| Annaly (NLY) | 3.84% | 2.81% |
| Apple (AAPL) | 2.54% | 2.79% |
| VICI Properties (VICI) | 2.6% | 2.23% |
| Whitehaven Coal (WHC.ASX) | 2.65% | 2.08% |
| Popular (BPOP) | 1.65% | 2.06% |
| IIPR (IIPR) | 2.41% | 1.76% |
| Orchid Island (ORC) | 2% | 1.7% |
| AT&T (T) | 1.65% | 1.62% |
| Sacyr (SCYR.MC) | 1.42% | 1.32% |
| Alphabet (GOOG) | 1.27% | 1.24% |
| Vanquis (VANQ.L) | 2.54% | 1.14% |
| Volkswagen (VOW3.DE) | 0.98% | 0.72% |
| Yara (YAR.OL) | 1.08% | 0.71% |
| Woodside Energy (WDS.ASX) | 1.07% | 0.7% |
| Atlas Arteria (ALX.ASX) | 0.77% | 0.67% |
| Magellan (MFG.ASX) | 0.64% | 0.66% |
| Cromwell (CMW.ASX) | 0.76% | 0.62% |