Portfolio Diversification
Range
Most Diversified
328 instruments
June 6, 2023
Least Diversified
0 instruments
October 24, 2023
Average
24 instruments
Most Consistent Holdings
Top 5
MPW26.43%
SMR20%
OKLO20%
VOW3.DE19.9%
NOTE16.22%
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 |
|---|---|---|---|---|
 LiveOffDividends | 7.77% | 0% | 21.63% | 10/17/2023 |
 Apple (AAPL) | 3.78% | 0% | 14.49% | 5/15/2024 |
 Dividends_Income | 3.66% | 0% | 13.67% | 10/2/2023 |
 Meta (META) | 3.23% | 0% | 13.37% | 5/29/2024 |
 Nike (NKE) | 2.69% | 0% | 12.86% | 3/4/2025 |
 AbCellera (ABCL) | 2.48% | 23.92% | 11.53% | - |
 Palantir (PLTR) | 2.22% | 0% | 8.27% | 11/5/2024 |
| Oklo (OKLO) | 2.19% | 20.25% | 20% | - |
 Honest Co (HNST) | 2.11% | 11.21% | 12.65% | - |
 Biosenic SA (BIOS.BR) | 1.91% | 0% | 3.47% | 1/14/2025 |
| NuScale Power (SMR) | 1.84% | 12.47% | 20% | - |
 Mercedes-Benz (MBG.DE) | 1.74% | 0% | 4.69% | 6/9/2023 |
 Alphabet (GOOGL) | 1.53% | 0% | 10.92% | 6/11/2025 |
 AMD (AMD) | 1.49% | 0% | 13.67% | 5/7/2025 |
| Medical Properties Trust (MPW) | 1.44% | 0% | 26.43% | 1/24/2025 |
 LuxuryBrands | 1.38% | 0% | 15.61% | 10/2/2023 |
 Analisisciclico | 1.13% | 0% | 3.37% | 4/3/2023 |
 St.James's Place (STJ.L) | 0.98% | 0% | 5.92% | 6/9/2023 |
 CLP (00002.HK) | 0.95% | 0% | 11.63% | 6/8/2023 |
 DividendGrowth | 0.94% | 0% | 11.63% | 9/29/2023 |
 fuboTV (FUBO) | 0.89% | 0% | 11.43% | 6/23/2025 |
| FiscalNote (NOTE) | 0.86% | 0% | 16.22% | 8/1/2025 |
| 0.85% | 0% | 6.84% | 10/16/2023 | |
 Balchem (BCPC) | 0.84% | 0% | 3.57% | 3/9/2023 |
 Pepe (in millions) (Experimental) (PEPExM) | 0.79% | 0% | 1.84% | 12/4/2024 |
 adams302 | 0.76% | 0% | 10.92% | 9/7/2023 |
 Oscar Health (OSCR) | 0.71% | 10.72% | 7.14% | - |
 Trade Desk (TTD) | 0.7% | 0% | 8.06% | 5/23/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.69% | 0% | 10.31% | 2/13/2024 |
 Shiba (in millions) (SHIBxM) | 0.68% | 0% | 1.22% | 11/28/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.66% | 0% | 8.98% | 5/27/2025 |
 AST SpaceMobile (ASTS) | 0.64% | 0% | 4.59% | 2/10/2025 |
 Finanzzyklen | 0.62% | 0% | 7.14% | 9/29/2023 |
 Duolingo (DUOL) | 0.62% | 6.81% | 7.24% | - |
 Amprius (AMPX) | 0.62% | 0% | 3.67% | 5/13/2025 |
 Celsius (CELH) | 0.61% | 0% | 4.08% | 4/7/2025 |
 Supermicro (SMCI) | 0.6% | 0% | 8.47% | 9/3/2024 |
 Rigetti (RGTI) | 0.59% | 0% | 7.96% | 7/29/2025 |
 Tele2 (TEL2B.ST) | 0.57% | 0% | 2.55% | 2/27/2023 |
| Volkswagen (VOW3.DE) | 0.55% | 0% | 19.9% | 3/26/2024 |
 AT&T (T) | 0.52% | 0% | 10% | 9/13/2024 |
 Main Street Capital (MAIN) | 0.51% | 0% | 11.94% | 11/5/2024 |
 IIPR (IIPR) | 0.5% | 0% | 12.35% | 1/30/2025 |
 Hims & Hers (HIMS) | 0.5% | 0% | 7.65% | 6/12/2025 |
 SoFi (SOFI) | 0.5% | 0% | 9.18% | 6/3/2025 |
 Injective (INJ) | 0.48% | 0% | 3.78% | 10/11/2024 |
 Terawulf (WULF) | 0.46% | 0% | 2.86% | 9/18/2024 |
 Realty Income (O) | 0.46% | 0% | 12.86% | 11/5/2024 |
 Zoetis (ZTS) | 0.45% | 0% | 8.27% | 5/27/2025 |
 Marvell (MRVL) | 0.45% | 0% | 4.59% | 3/11/2024 |
 ARM (ARM) | 0.43% | 0% | 3.67% | 3/18/2024 |
 Tesla (TSLA) | 0.43% | 0% | 11.12% | 4/9/2025 |
 TSMC (TSM) | 0.42% | 0% | 7.96% | 5/21/2025 |
 Tenable (TENB) | 0.41% | 0% | 8.47% | 5/27/2025 |
 Estee Lauder (EL) | 0.37% | 0% | 1.12% | 3/7/2025 |
 Netflix (NFLX) | 0.31% | 0% | 2.04% | 5/8/2024 |
 Gambling.com (GAMB) | 0.3% | 7.83% | 3.47% | - |
 Enel (ENEL.MI) | 0.29% | 0% | 3.67% | 3/1/2023 |
 Ethereum Name Service (ENS) | 0.29% | 0% | 2.45% | 9/27/2024 |
 celesh | 0.28% | 0% | 5.71% | 2/14/2024 |
 Bayer (BAYN.DE) | 0.28% | 0% | 11.84% | 5/14/2024 |
 Fetch.ai (FET) | 0.27% | 0% | 2.45% | 10/11/2024 |
 Ellington Financial (EFC) | 0.27% | 0% | 1.43% | 8/30/2024 |
 Iridium (IRDM) | 0.26% | 0% | 2.76% | 9/16/2024 |
 Uber (UBER) | 0.25% | 0% | 4.18% | 4/17/2025 |
 Alibaba (BABA) | 0.25% | 0% | 11.63% | 4/26/2024 |
 Altria (MO) | 0.24% | 0% | 13.98% | 11/5/2024 |
 NannaFick | 0.24% | 0% | 3.78% | 2/14/2024 |
 Avalanche (AVAX) | 0.24% | 0% | 2.24% | 10/11/2024 |
 Rammiyatharshan | 0.23% | 0% | 2.76% | 8/10/2023 |
 Petrobras (PBR.A) | 0.22% | 0% | 4.8% | 9/18/2024 |
 Adobe (ADBE) | 0.22% | 0% | 7.86% | 5/29/2024 |
| 0.21% | 0% | 6.33% | 6/13/2023 | |
 Teekay Tankers (TNK) | 0.2% | 0% | 3.27% | 9/16/2024 |
 Vale (VALE) | 0.19% | 0% | 2.86% | 9/12/2024 |
 UnitedHealth (UNH) | 0.19% | 0% | 3.16% | 6/13/2025 |
 Circle Internet Group Inc (CRCL) | 0.16% | 4.5% | 3.47% | - |
 Enbridge (ENB) | 0.15% | 0% | 5.51% | 11/5/2024 |
 Reddit Inc (RDDT) | 0.15% | 0% | 4.8% | 5/8/2024 |
 MPC (MPCC.OL) | 0.15% | 0% | 2.14% | 9/18/2024 |
 UniCredit (UCG.MI) | 0.14% | 0% | 2.55% | 4/19/2024 |
 IG Group (IGG.L) | 0.13% | 0% | 5.61% | 9/29/2023 |
 Coca-Cola (KO) | 0.13% | 0% | 13.27% | 11/5/2024 |
 Rivian (RIVN) | 0.12% | 0% | 7.14% | 7/28/2025 |
 Ford (F) | 0.12% | 0% | 5.31% | 9/16/2024 |
 Porsche (PAH3.DE) | 0.11% | 0% | 3.06% | 2/14/2024 |
 PepsiCo (PEP) | 0.11% | 0% | 5% | 11/5/2024 |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 5.41% | 11/5/2024 |
 Juventus (JUVE.MI) | 0.11% | 0% | 1.43% | 9/16/2024 |
 Wise_woman | 0.1% | 0% | 3.37% | 7/10/2023 |
 Arbor Realty (ABR) | 0.1% | 0% | 5.71% | 10/15/2024 |
 Moneyhero (MNY) | 0.09% | 0% | 1.33% | 7/29/2025 |
 Lemonade (LMND) | 0.09% | 0% | 0.92% | 7/18/2025 |
 Saras (SRS.MI) | 0.09% | 0% | 3.16% | 2/12/2024 |
 Plus500 (PLUS.L) | 0.09% | 0% | 5.71% | 9/29/2023 |
 Aris Water Solutions (ARIS) | 0.09% | 0% | 2.76% | 6/3/2025 |
 Orca (ORCA) | 0.09% | 0% | 1.73% | 10/15/2024 |
 Humana (HUM) | 0.09% | 0% | 1.73% | 10/15/2024 |
 Tempus AI Inc (TEM.US) | 0.09% | 0% | 0.31% | 1/6/2025 |
 TransMedics (TMDX) | 0.08% | 0% | 0.82% | 7/31/2025 |
 First Republic Bank (FRCB) | 0.07% | 0% | 6.43% | 6/14/2023 |
 Eos Energy (EOSE) | 0.07% | 0% | 0.82% | 7/31/2025 |
 E.ON (EOAN.DE) | 0.06% | 0% | 1.63% | 11/6/2024 |
 Credit Suisse Group AG (CSGN.ZU) | 0.05% | 0% | 7.96% | 6/7/2023 |
 Disney (DIS) | 0.05% | 0% | 1.22% | 5/12/2025 |
 Nio (NIO) | 0.05% | 0% | 6.43% | 6/13/2023 |
 MFE (MFEB.MI) | 0.05% | 0% | 1.43% | 9/29/2023 |
 Starbucks (SBUX) | 0.05% | 0% | 4.18% | 5/12/2025 |
 NVIDIA (NVDA) | 0.04% | 0% | 0.71% | 3/13/2025 |
 StoneCo (STNE) | 0.04% | 0% | 2.96% | 2/14/2024 |
 Snapchat (SNAP) | 0.03% | 0% | 4.69% | 6/13/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.03% | 0% | 1.53% | 6/13/2023 |
 Chiliz (CHZ) | 0.03% | 0% | 0.1% | 1/3/2025 |
 Snowflake (SNOW) | 0.03% | 0% | 0.2% | 5/22/2025 |
 BAT (BATS.L) | 0.03% | 0% | 9.18% | 2/14/2024 |
 Zscaler (ZS) | 0.03% | 0% | 0.61% | 8/28/2024 |
 Sandoz (SDZNY) | 0.03% | 0% | 0.71% | 10/23/2023 |
 Ses Ai (SES) | 0.03% | 0% | 1.33% | 7/29/2025 |
 Nikola (NKLAQ) | 0.03% | 0% | 6.94% | 6/13/2023 |
 SK Growth Opportunities Co-A (BULL) | 0.02% | 0% | 0.61% | 5/27/2025 |
 Amazon (AMZN) | 0.02% | 0% | 0.1% | 8/1/2025 |
 Ferrexpo (FXPO.L) | 0.02% | 0% | 7.55% | 6/13/2023 |
 C3.ai (AI) | 0.02% | 0% | 6.33% | 6/6/2023 |
 TFS Financial (TFSL) | 0.02% | 0% | 4.18% | 4/15/2024 |
 Easterly (DEA) | 0.02% | 0% | 4.18% | 4/15/2024 |
 Ashmore (ASHM.L) | 0.02% | 0% | 4.18% | 4/15/2024 |
 Assura (AGR.L) | 0.02% | 0% | 4.08% | 4/15/2024 |
 Safety Shot (SHOT) | 0.02% | 2.27% | 0.82% | - |
 Aramco (SAOC) | 0.02% | 0% | 5.82% | 11/5/2024 |
 Ecopetrol (EC) | 0.02% | 0% | 2.35% | 2/14/2024 |
 Halliburton (HAL) | 0.02% | 0% | 7.14% | 6/13/2023 |
 Microalgo (MLGO) | 0.02% | 0% | 0.92% | 5/23/2025 |
 Ares Capital (ARCC) | 0.02% | 0% | 3.37% | 4/15/2024 |
 BlackRock TCP (TCPC) | 0.02% | 0% | 3.37% | 4/15/2024 |
 Horizon Technology (HRZN) | 0.01% | 0% | 2.86% | 4/15/2024 |
 Microsoft (MSFT) | 0.01% | 0% | 0.2% | 1/18/2024 |
 Broadcom (AVGO) | 0.01% | 0% | 6.63% | 8/28/2024 |
 B. Riley (RILY) | 0.01% | 0% | 2.86% | 4/2/2024 |
 Eni (ENI.MI) | 0.01% | 0% | 8.98% | 9/19/2024 |
 AGNC (AGNC) | 0.01% | 0% | 6.94% | 6/13/2023 |
 UEC (UEC) | 0.01% | 0% | 2.04% | 2/5/2024 |
 Eni SpA-ADR (E) | 0.01% | 0% | 6.94% | 6/13/2023 |
 IFF (IFF) | 0.01% | 0% | 8.47% | 6/14/2023 |
 TotalEnergies (TTE.PA) | 0.01% | 0% | 8.37% | 6/13/2023 |
 Philip Morris (PM) | 0.01% | 0% | 8.37% | 6/13/2023 |
 Valmet (VALMT.HE) | 0.01% | 0% | 8.47% | 6/14/2023 |
 Boyd Gaming (BYD) | 0.01% | 0% | 3.47% | 6/13/2023 |
 Redwood Trust (RWT) | 0.01% | 0% | 8.47% | 6/14/2023 |
 Bank of America (BAC) | 0.01% | 0% | 7.86% | 6/8/2023 |
 Hewlett Packard Enterprise (HPE) | 0.01% | 0% | 6.22% | 6/13/2023 |
 Best Buy (BBY) | 0.01% | 0% | 8.37% | 6/13/2023 |
 Walmart (WMT) | 0.01% | 0% | 6.43% | 6/6/2023 |
 Kimberly-Clark (KMB) | 0.01% | 0% | 7.04% | 6/13/2023 |
 C.H. Robinson (CHRW) | 0.01% | 0% | 7.14% | 6/13/2023 |
 Allstate (ALL) | 0.01% | 0% | 7.14% | 6/13/2023 |
 Recursion Pharmaceuticals (RXRX) | 0.01% | 0% | 1.12% | 8/1/2025 |
 Baxter (BAX) | 0.01% | 0% | 6.43% | 6/6/2023 |
 Swisscom (SCMN.ZU) | 0.01% | 0% | 7.04% | 6/13/2023 |
 PPL (PPL) | 0.01% | 0% | 7.04% | 6/12/2023 |
 US Bancorp (USB) | 0.01% | 0% | 0.82% | 6/13/2023 |
 Genuine Parts (GPC) | 0.01% | 0% | 7.14% | 6/13/2023 |
 McKesson (MCK) | 0.01% | 0% | 6.53% | 6/7/2023 |
 Schindler (SCHP.ZU) | 0.01% | 0% | 7.14% | 6/14/2023 |
 Popular (BPOP) | 0.01% | 0% | 6.43% | 6/6/2023 |
 The Hartford (HIG) | 0.01% | 0% | 6.43% | 6/7/2023 |
 ConocoPhillips (COP) | 0.01% | 0% | 7.14% | 6/7/2023 |
 SGS (SGSN.ZU) | 0.01% | 0% | 6.43% | 6/7/2023 |
 Huntington (HBAN) | 0.01% | 0% | 6.53% | 6/7/2023 |
 ITT (ITT) | 0.01% | 0% | 6.63% | 6/8/2023 |
 Regions (RF) | 0.01% | 0% | 6.53% | 6/7/2023 |
 Cadence Bank (CADE) | 0.01% | 0% | 6.53% | 6/7/2023 |
 Macy's (M) | 0.01% | 0% | 7.24% | 6/14/2023 |
 Albemarle (ALB) | 0.01% | 0% | 6.53% | 6/7/2023 |
 Amphenol (APH) | 0.01% | 0% | 6.84% | 6/12/2023 |
 Schroders (SDR.L) | 0.01% | 0% | 8.47% | 6/14/2023 |
 Icade (ICAD.PA) | 0.01% | 0% | 1.63% | 3/21/2024 |
 Nuvation Bio (NUVB) | 0.01% | 0% | 0.41% | 8/1/2025 |
 Lithia Motors (LAD) | 0.01% | 0% | 7.45% | 6/6/2023 |
 GeoPark (GPRK) | 0.01% | 0% | 1.33% | 9/19/2024 |
 Star Bulk (SBLK) | 0.01% | 0% | 1.53% | 3/21/2024 |
 Eaton (ETN) | 0.01% | 0% | 7.45% | 6/6/2023 |
 Ardagh (AMBP) | 0.01% | 0% | 1.43% | 3/20/2024 |
 Orion (ORNBV.HE) | 0.01% | 0% | 9.69% | 6/26/2023 |
 Medibank (MPL.ASX) | 0.01% | 0% | 7.86% | 6/8/2023 |
 Foot Locker (FL) | 0.01% | 0% | 0.61% | 6/13/2023 |
 Sonic Healthcare (SHL.ASX) | 0.01% | 0% | 7.96% | 6/9/2023 |
 Evergy (EVRG) | 0.01% | 0% | 7.96% | 6/9/2023 |
 GM (GM) | 0.01% | 0% | 0.61% | 6/13/2023 |
 Steadfast (SDF.ASX) | 0.01% | 0% | 8.37% | 6/13/2023 |
 HKEX (00388.HK) | 0.01% | 0% | 9.29% | 6/23/2023 |
 Xylem (XYL) | 0.01% | 0% | 7.76% | 6/7/2023 |
 ARMOUR Residential REIT (ARR) | 0.01% | 0% | 7.14% | 6/7/2023 |
 FIS (FIS) | 0.01% | 0% | 7.55% | 6/7/2023 |
 Newmont (NEM) | 0.01% | 0% | 8.98% | 6/20/2023 |
 STERIS (STE) | 0.01% | 0% | 7.65% | 6/7/2023 |
 L3Harris (LHX) | 0.01% | 0% | 8.47% | 6/16/2023 |
 Home Depot (HD) | 0.01% | 0% | 7.65% | 6/7/2023 |
 Raytheon (RTX) | 0.01% | 0% | 7.86% | 6/9/2023 |
 Waste Management (WM) | 0.01% | 0% | 7.65% | 6/8/2023 |
 GLPI (GLPI) | 0.01% | 0% | 7.76% | 6/9/2023 |
 CNO Financial Group (CNO) | 0.01% | 0% | 7.55% | 6/7/2023 |
 BlackRock (BLK) | 0.01% | 0% | 7.86% | 6/9/2023 |
 Suncor (SU) | 0.01% | 0% | 7.76% | 6/9/2023 |
 Jack Henry (JKHY) | 0.01% | 0% | 7.65% | 6/8/2023 |
 Elevance Health (ELV) | 0.01% | 0% | 7.76% | 6/9/2023 |
 Lockheed Martin (LMT) | 0.01% | 0% | 8.27% | 6/14/2023 |
 Dave (DAVE) | 0.01% | 0% | 1.43% | 3/21/2024 |
 Insperity (NSP) | 0.01% | 0% | 7.55% | 6/7/2023 |
 Perrigo (PRGO) | 0.01% | 0% | 8.47% | 6/20/2023 |
 Qualcomm (QCOM) | 0.01% | 0% | 8.37% | 6/14/2023 |
 Reliance Steel (RS) | 0.01% | 0% | 8.16% | 6/13/2023 |
 Adidas (ADS.DE) | 0.01% | 0% | 2.86% | 6/13/2023 |
 Wesfarmers (WES.ASX) | 0.01% | 0% | 8.06% | 6/16/2023 |
 Shell (SHEL) | 0.01% | 0% | 7.24% | 6/8/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 7.24% | 6/9/2023 |
 Shell (SHEL.L) | 0.01% | 0% | 7.24% | 6/9/2023 |
 Williams (WMB) | 0.01% | 0% | 7.14% | 6/7/2023 |
 Everest (EG) | 0.01% | 0% | 8.16% | 6/23/2023 |
 Target (TGT) | 0.01% | 0% | 0.51% | 6/13/2023 |
 CME Group (CME) | 0.01% | 0% | 7.35% | 6/9/2023 |
 RenaissanceRe (RNR) | 0.01% | 0% | 8.06% | 6/22/2023 |
 Land Securities (LAND.L) | 0.01% | 0% | 8.27% | 6/26/2023 |
 Ameren (AEE) | 0.01% | 0% | 7.86% | 6/20/2023 |
 Service Corp Intl (SCI) | 0.01% | 0% | 8.16% | 6/23/2023 |
 Kraft Heinz (KHC) | 0.01% | 0% | 7.96% | 6/21/2023 |
 Coterra (CTRA) | 0.01% | 0% | 7.96% | 6/21/2023 |
 Imperial Brands (IMB.L) | 0.01% | 0% | 7.86% | 6/20/2023 |
 BP (BP.L) | 0.01% | 0% | 8.47% | 6/26/2023 |
 LTC Properties (LTC.US) | 0.01% | 0% | 8.16% | 6/23/2023 |
 Eversource (ES) | 0.01% | 0% | 7.86% | 6/20/2023 |
 GBP/CAD (GBPCAD) | 0.01% | 0% | 0.31% | 4/3/2023 |
 Dick's (DKS) | 0.01% | 0% | 7.86% | 6/20/2023 |
 Pool Corp. (POOL) | 0.01% | 0% | 7.45% | 6/16/2023 |
 Hess (HES) | 0.01% | 0% | 7.35% | 6/15/2023 |
 Simon (SPG) | 0.01% | 0% | 7.86% | 6/20/2023 |
 Chubb (CB) | 0.01% | 0% | 7.24% | 6/16/2023 |
 Principal Financial (PFG) | 0.01% | 0% | 7.86% | 6/20/2023 |
 CNRL (CNQ) | 0.01% | 0% | 7.86% | 6/22/2023 |
 Hanover (THG) | 0.01% | 0% | 7.86% | 6/20/2023 |
 BHP (BHP.L) | 0.01% | 0% | 7.86% | 6/20/2023 |
 BD (BDX) | 0.01% | 0% | 6.73% | 6/9/2023 |
 SKF (SKF-A.ST) | 0.01% | 0% | 7.96% | 6/21/2023 |
 Owens Corning (OC) | 0.01% | 0% | 6.22% | 6/6/2023 |
 Cenovus (CVE) | 0.01% | 0% | 8.16% | 6/23/2023 |
 Outfront Media (OUT) | 0.01% | 0% | 7.86% | 6/20/2023 |
 Martin Marietta (MLM) | 0.01% | 0% | 6.53% | 6/7/2023 |
 RBI (QSR) | 0.01% | 0% | 6.33% | 6/7/2023 |
 Eastman Chemical (EMN) | 0.01% | 0% | 7.24% | 6/16/2023 |
 Union Pacific (UNP) | 0.01% | 0% | 7.24% | 6/14/2023 |
 Domino's (DPZ) | 0.01% | 0% | 7.45% | 6/16/2023 |
 Corning (GLW) | 0.01% | 0% | 7.86% | 6/20/2023 |
 Gilead Sciences (GILD) | 0.01% | 0% | 7.24% | 6/14/2023 |
 Travelers (TRV) | 0.01% | 0% | 6.53% | 6/7/2023 |
 UWM (UWMC) | 0.01% | 0% | 6.43% | 6/8/2023 |
 Merck (MRK) | 0.01% | 0% | 6.53% | 6/9/2023 |
 Silgan (SLGN) | 0.01% | 0% | 8.06% | 6/22/2023 |
 Lam Research (LRCX) | 0.01% | 0% | 6.22% | 6/6/2023 |
 Goldman Sachs (GS) | 0.01% | 0% | 6.73% | 6/9/2023 |
 EOG Resources (EOG) | 0.01% | 0% | 7.45% | 6/16/2023 |
 Bankinter (BKT.MC) | 0.01% | 0% | 6.63% | 6/8/2023 |
 Devon Energy (DVN) | 0.01% | 0% | 7.24% | 6/14/2023 |
 PSEG (PEG) | 0.01% | 0% | 6.63% | 6/8/2023 |
 ABB (ABBN.ZU) | 0.01% | 0% | 6.63% | 6/8/2023 |
 Western Union (WU) | 0.01% | 0% | 6.63% | 6/8/2023 |
 TotalEnergies (TTE) | 0% | 0% | 7.04% | 6/14/2023 |
 Schlumberger (SLB) | 0% | 0% | 7.65% | 6/20/2023 |
 Allegion (ALLE) | 0% | 0% | 6.63% | 6/8/2023 |
 Fidelity National Financial (FNF) | 0% | 0% | 6.73% | 6/9/2023 |
 Iron Mountain (IRM) | 0% | 0% | 6.43% | 6/8/2023 |
 Hargreaves Lansdown (HL.L) | 0% | 0% | 6.63% | 6/8/2023 |
 T. Rowe Price (TROW) | 0% | 0% | 6.73% | 6/9/2023 |
 HP (HPQ) | 0% | 0% | 6.43% | 6/8/2023 |
 Raymond James (RJF) | 0% | 0% | 6.73% | 6/9/2023 |
 Travel + Leisure (TNL) | 0% | 0% | 6.63% | 6/8/2023 |
 M&T Bank (MTB) | 0% | 0% | 6.53% | 6/7/2023 |
 Regency Centers (REG) | 0% | 0% | 6.53% | 6/9/2023 |
 FCPT (FCPT) | 0% | 0% | 7.24% | 6/23/2023 |
 Broadridge (BR) | 0% | 0% | 6.33% | 6/7/2023 |
 Diageo (DGE.L) | 0% | 0% | 7.24% | 6/23/2023 |
 Omnicom (OMC) | 0% | 0% | 6.43% | 6/8/2023 |
 GSK (GSK.L) | 0% | 0% | 7.24% | 6/23/2023 |
 NXP (NXPI) | 0% | 0% | 6.33% | 6/7/2023 |
 Power Integrations (POWI) | 0% | 0% | 6.53% | 6/7/2023 |
 WP Carey (WPC) | 0% | 0% | 7.14% | 6/22/2023 |
 L'Oréal (OR.PA) | 0% | 0% | 6.33% | 6/14/2023 |
 Dentsply Sirona (XRAY) | 0% | 0% | 7.14% | 6/22/2023 |
 New World Development (00017.HK) | 0% | 0% | 7.24% | 6/23/2023 |
 Woolworths (WOW.ASX) | 0% | 0% | 6.84% | 6/19/2023 |
 Proterra Inc (PTRAQ) | 0% | 0% | 1.94% | 2/14/2024 |
 DTE Energy (DTE) | 0% | 0% | 6.53% | 6/16/2023 |
 Medtronic (MDT.US) | 0% | 0% | 5.82% | 6/9/2023 |
 Lennox (LII) | 0% | 0% | 5.51% | 6/6/2023 |
 Hudson Pacific (HPP) | 0% | 0% | 8.16% | 6/23/2023 |
 Motorola (MSI) | 0% | 0% | 6.33% | 6/14/2023 |
 Cincinnati Financial (CINF) | 0% | 0% | 6.94% | 6/20/2023 |
 JPMorgan (JPM) | 0% | 0% | 5.61% | 6/7/2023 |
 PCA (PKG) | 0% | 0% | 6.94% | 6/20/2023 |
 Sempra (SRE) | 0% | 0% | 6.53% | 6/16/2023 |
 Mondelez (MDLZ) | 0% | 0% | 5.71% | 6/8/2023 |
 Republic Services (RSG) | 0% | 0% | 5.71% | 6/8/2023 |
 Steel Dynamics (STLD) | 0% | 0% | 6.94% | 6/20/2023 |
 Ventas (VTR) | 0% | 0% | 5.82% | 6/9/2023 |
 Uniti (UNIT) | 0% | 0% | 5.61% | 6/7/2023 |
 Evofem Biosciences (EVFM) | 0% | 0% | 9.39% | 6/23/2023 |
 Edison (EIX) | 0% | 0% | 6.43% | 6/15/2023 |
 Lincoln Electric (LECO) | 0% | 0% | 5.61% | 6/7/2023 |
 Cardinal Health (CAH) | 0% | 0% | 5.71% | 6/8/2023 |
 Douglas Emmett (DEI) | 0% | 0% | 6.94% | 6/20/2023 |
 State Street (STT) | 0% | 0% | 6.94% | 6/20/2023 |
 Leggett & Platt (LEG) | 0% | 0% | 5.82% | 6/9/2023 |
 ITW (ITW) | 0% | 0% | 5.82% | 6/9/2023 |
 Spirit Realty Capital Inc (SRC) | 0% | 0% | 5.82% | 6/9/2023 |
 Blackstone Mortgage Trust (BXMT) | 0% | 0% | 5.61% | 6/7/2023 |
 Franklin Resources (BEN) | 0% | 0% | 6.22% | 6/13/2023 |
 Progressive (PGR) | 0% | 0% | 6.43% | 6/15/2023 |
 Starwood Property Trust (STWD) | 0% | 0% | 5.71% | 6/8/2023 |
 Regal Rexnord (RRX) | 0% | 0% | 5.61% | 6/7/2023 |
 British American Tobacco (BTI) | 0% | 0% | 0.41% | 9/13/2024 |
 Delta (DAL) | 0% | 0% | 0.31% | 10/11/2024 |
 Athersys (ATHXQ) | 0% | 0% | 0.82% | 1/26/2024 |
 Brown & Brown (BRO) | 0% | 0% | 2.96% | 6/14/2023 |
 IDACORP (IDA) | 0% | 0% | 2.86% | 6/13/2023 |
 Abbott (ABT) | 0% | 0% | 2.86% | 6/13/2023 |
 Nano-X (NNOX) | 0% | 0% | 0.31% | 7/21/2025 |
 MSCI (MSCI) | 0% | 0% | 2.35% | 6/8/2023 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0% | 0% | 0.2% | 10/4/2024 |
 Equinor (EQNR) | 0% | 0% | 2.45% | 6/9/2023 |
 BlackStone (BX) | 0% | 0% | 2.24% | 6/7/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.82% | 6/13/2023 |
 Oracle (ORCL) | 0% | 0% | 0.1% | 3/12/2024 |
 GEA (G1A.DE) | 0% | 0% | 3.78% | 6/22/2023 |
 Persimmon (PSN.L) | 0% | 0% | 4.18% | 6/26/2023 |
 Vopak (VPK.NV) | 0% | 0% | 3.88% | 6/23/2023 |
 freenet (FNTN.DE) | 0% | 0% | 4.18% | 6/26/2023 |
 Nokian Tyres (TYRES.HE) | 0% | 0% | 3.78% | 6/22/2023 |
 Recordati (REC.MI) | 0% | 0% | 3.88% | 6/23/2023 |
 Campbell Soup (CPB) | 0% | 0% | 3.88% | 6/23/2023 |
 SBM Offshore (SBMO.NV) | 0% | 0% | 3.88% | 6/23/2023 |
 MarketAxess (MKTX) | 0% | 0% | 3.88% | 6/23/2023 |
 EDP (EDP.LSB) | 0% | 0% | 3.88% | 6/23/2023 |
 GBL (GBLB.BR) | 0% | 0% | 3.88% | 6/23/2023 |
 Ahold (AD.NV) | 0% | 0% | 3.78% | 6/22/2023 |
 Telenor (TEL.OL) | 0% | 0% | 3.78% | 6/22/2023 |
 Cheniere (LNG) | 0% | 0% | 3.57% | 6/20/2023 |
 Swire Pacific (00019.HK) | 0% | 0% | 3.78% | 6/23/2023 |
 Nisource (NI) | 0% | 0% | 3.57% | 6/20/2023 |
 Reckitt (RKT.L) | 0% | 0% | 3.67% | 6/21/2023 |
 Helvetia (HELN.ZU) | 0% | 0% | 3.47% | 6/19/2023 |
 Mondi (MNDI.L) | 0% | 0% | 3.67% | 6/21/2023 |
 Aon (AON) | 0% | 0% | 3.57% | 6/20/2023 |
 ITV (ITV.L) | 0% | 0% | 3.57% | 6/20/2023 |
 Clorox (CLX) | 0% | 0% | 3.57% | 6/20/2023 |
 Casey's (CASY) | 0% | 0% | 3.57% | 6/20/2023 |
 Arrival (ARVLF) | 0% | 0% | 1.63% | 2/14/2024 |
 BASF (BAS.DE) | 0% | 0% | 3.06% | 6/15/2023 |
 Marsh & McLennan (MMC) | 0% | 0% | 3.06% | 6/15/2023 |
 Iberdrola (IBE.MC) | 0% | 0% | 3.06% | 6/15/2023 |
 Vinci (DG.PA) | 0% | 0% | 2.96% | 6/14/2023 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 3.16% | 6/16/2023 |
 General Mills (GIS) | 0% | 0% | 3.16% | 6/16/2023 |
 Bouygues (EN.PA) | 0% | 0% | 2.96% | 6/14/2023 |
 LVMH (MC.PA) | 0% | 0% | 3.06% | 6/15/2023 |
 PUMA (PUM.DE) | 0% | 0% | 3.16% | 6/16/2023 |
 Kering (KER.PA) | 0% | 0% | 3.06% | 6/15/2023 |
 AXA (CS.PA) | 0% | 0% | 2.96% | 6/14/2023 |
 Mastercard (MA) | 0% | 0% | 2.96% | 6/14/2023 |
 Equitrans (ETRN) | 0% | 0% | 2.14% | 6/6/2023 |
 Direxion Daily Semiconductor Bear 3X Shares (SOXS) | 0% | 0% | 0.1% | 10/3/2024 |
 AbbVie (ABBV) | 0% | 0% | 2.96% | 6/14/2023 |
 Danone (BN.PA) | 0% | 0% | 2.96% | 6/14/2023 |
 Colgate (CL) | 0% | 0% | 2.96% | 6/14/2023 |
 Verizon (VZ) | 0% | 0% | 2.86% | 6/13/2023 |
 National Instruments Corporation (NATI) | 0% | 0% | 2.76% | 6/12/2023 |
 Hasbro (HAS) | 0% | 0% | 2.76% | 6/12/2023 |
 AES (AES) | 0% | 0% | 3.06% | 6/15/2023 |
 Duke Energy (DUK) | 0% | 0% | 3.06% | 6/15/2023 |
 Holcim (HOLN.ZU) | 0% | 0% | 2.76% | 6/12/2023 |
 Air Liquide (AI.PA) | 0% | 0% | 2.76% | 6/12/2023 |
 Alliant Energy (LNT) | 0% | 0% | 2.76% | 6/12/2023 |
 Generali (G.MI) | 0% | 0% | 2.76% | 6/12/2023 |
 Hermes (RMS.PA) | 0% | 0% | 2.76% | 6/12/2023 |
 Games Workshop (GAW.L) | 0% | 0% | 2.76% | 6/12/2023 |
 Besi (BESI.NV) | 0% | 0% | 2.24% | 6/7/2023 |
 ASML (ASML.NV) | 0% | 0% | 2.24% | 6/7/2023 |
 Truist (TFC) | 0% | 0% | 2.24% | 6/7/2023 |
 Procter & Gamble (PG) | 0% | 0% | 2.76% | 6/12/2023 |
 Munich Re (MUV2.DE) | 0% | 0% | 2.45% | 6/9/2023 |
 Lincoln National (LNC) | 0% | 0% | 2.24% | 6/7/2023 |
 Synchrony (SYF) | 0% | 0% | 2.14% | 6/6/2023 |
 Accenture (ACN) | 0% | 0% | 2.24% | 6/7/2023 |
 Pentair (PNR) | 0% | 0% | 2.45% | 6/9/2023 |
 Unum (UNM) | 0% | 0% | 2.45% | 6/9/2023 |
 Norfolk Southern (NSC) | 0% | 0% | 2.45% | 6/9/2023 |
 Cencora (COR) | 0% | 0% | 2.45% | 6/9/2023 |
 Schneider Electric (SU.PA) | 0% | 0% | 2.45% | 6/9/2023 |
 SAP (SAP.DE) | 0% | 0% | 2.45% | 6/9/2023 |
 American Express (AXP) | 0% | 0% | 2.35% | 6/8/2023 |
 Cembra (CMBN.ZU) | 0% | 0% | 2.45% | 6/9/2023 |
 Baloise (BALN.ZU) | 0% | 0% | 2.45% | 6/9/2023 |
 Equinor (EQNR.OL) | 0% | 0% | 2.45% | 6/9/2023 |
 Aker BP (AKRBP.OL) | 0% | 0% | 2.45% | 6/9/2023 |
 UCB (UCB.BR) | 0% | 0% | 2.45% | 6/9/2023 |
 Securitas (SECU-B.ST) | 0% | 0% | 2.45% | 6/9/2023 |
 IMI (IMI.L) | 0% | 0% | 2.45% | 6/9/2023 |
 Darden (DRI) | 0% | 0% | 2.24% | 6/7/2023 |
 Plains GP (PAGP) | 0% | 0% | 2.45% | 6/9/2023 |
 UPS (UPS) | 0% | 0% | 2.45% | 6/9/2023 |
 CVS Health (CVS) | 0% | 0% | 2.45% | 6/9/2023 |
 Swiss Life (SLHN.ZU) | 0% | 0% | 2.45% | 6/9/2023 |
 Deutsche Post (DHL.DE) | 0% | 0% | 2.45% | 6/9/2023 |
 Healthpeak (DOC) | 0% | 0% | 2.45% | 6/9/2023 |
 Paychex (PAYX) | 0% | 0% | 2.45% | 6/9/2023 |
 Atlas Copco (ATCO-A.ST) | 0% | 0% | 2.35% | 6/8/2023 |
 CMS Energy (CMS) | 0% | 0% | 2.45% | 6/9/2023 |
 Antofagasta (ANTO.L) | 0% | 0% | 2.35% | 6/8/2023 |
 D.R. Horton (DHI) | 0% | 0% | 2.35% | 6/8/2023 |
 Ally (ALLY) | 0% | 0% | 2.24% | 6/7/2023 |
 Inditex (ITX.MC) | 0% | 0% | 2.35% | 6/8/2023 |
 BMW (BMW.DE) | 0% | 0% | 2.35% | 6/8/2023 |
 SL Green (SLG) | 0% | 0% | 2.24% | 6/7/2023 |
 Universal Corp (UVV) | 0% | 0% | 2.35% | 6/8/2023 |
 A O Smith (AOS) | 0% | 0% | 2.35% | 6/8/2023 |
 Sirius XM (SIRI) | 0% | 0% | 2.35% | 6/8/2023 |
 Morgan Stanley (MS) | 0% | 0% | 2.35% | 6/8/2023 |
 Celanese (CE) | 0% | 0% | 2.24% | 6/7/2023 |
 Oshkosh (OSK) | 0% | 0% | 2.24% | 6/7/2023 |
 Texas Instruments (TXN) | 0% | 0% | 2.35% | 6/8/2023 |
 PNC (PNC) | 0% | 0% | 2.24% | 6/7/2023 |
 Lowe's (LOW) | 0% | 0% | 2.24% | 6/7/2023 |
 Allianz (ALV.DE) | 0% | 0% | 2.35% | 6/8/2023 |
 EPR (EPR) | 0% | 0% | 2.35% | 6/8/2023 |
 Antero Midstream (AM) | 0% | 0% | 2.35% | 6/8/2023 |
 Nexstar (NXST) | 0% | 0% | 2.35% | 6/8/2023 |
 Landstar (LSTR) | 0% | 0% | 2.35% | 6/8/2023 |
 Omega Healthcare (OHI) | 0% | 0% | 2.35% | 6/8/2023 |
 Tanger (SKT) | 0% | 0% | 2.24% | 6/7/2023 |
 J.B.Hunt (JBHT) | 0% | 0% | 2.35% | 6/8/2023 |
 ONEOK (OKE) | 0% | 0% | 2.35% | 6/8/2023 |
 Kinder Morgan (KMI) | 0% | 0% | 2.35% | 6/8/2023 |
 Nucor (NUE) | 0% | 0% | 2.35% | 6/8/2023 |
 Costco (COST) | 0% | 0% | 2.35% | 6/8/2023 |
 Constellation Brands (STZ) | 0% | 0% | 2.35% | 6/8/2023 |
 Hang Lung (101.HK) | 0% | 0% | 2.35% | 6/9/2023 |
 ABM (ABM) | 0% | 0% | 2.24% | 6/7/2023 |
 Charles Schwab (SCHW) | 0% | 0% | 2.24% | 6/7/2023 |
 Dillard's (DDS) | 0% | 0% | 2.24% | 6/7/2023 |
 Williams-Sonoma (WSM) | 0% | 0% | 2.24% | 6/7/2023 |
 BNY Mellon (BK) | 0% | 0% | 2.24% | 6/7/2023 |
 Diamondback (FANG) | 0% | 0% | 2.24% | 6/7/2023 |
 Globe Life (GL) | 0% | 0% | 2.24% | 6/7/2023 |
 Hormel (HRL) | 0% | 0% | 2.24% | 6/7/2023 |
 Air Products (APD) | 0% | 0% | 2.24% | 6/7/2023 |
 EUR/USD (EURUSD) | 0% | 0% | 0.31% | 6/9/2023 |
 Inovio (INO) | 0% | 0% | 0.31% | 1/26/2024 |
 D-Wave (QBTS) | 0% | 0% | 0.71% | 3/12/2025 |
 Pfizer (PFE) | 0% | 0% | 0.41% | 9/10/2024 |
 CAD/CHF (CADCHF) | 0% | 0% | 0.1% | 3/28/2023 |
 Newsmax Inc (NMAX) | 0% | 0% | 0.1% | 4/11/2025 |
 Koolearn (1797.HK) | 0% | 0% | 0.1% | 10/4/2024 |
 CXApp (CXAI) | 0% | 0% | 0.1% | 4/11/2025 |
 Sabra Health Care REIT (SBRA) | 0% | 0% | 0.51% | 2/14/2024 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.41% | 3/14/2025 |
 Bitcoin (BTC) | 0% | 0% | 0.1% | 3/20/2024 |
 Spirit (SAVEQ) | 0% | 0% | 0.1% | 1/19/2024 |
 Intel (INTC) | 0% | 0% | 0.1% | 7/25/2025 |
 Alphabet (GOOG) | 0% | 0% | 0.1% | 7/24/2025 |
 ProQR (PRQR) | 0% | 0% | 0.1% | 1/19/2024 |
 Root (ROOT) | 0% | 0% | 0.1% | 2/27/2025 |
 Knife River (KNF) | 0% | 0% | 0.51% | 6/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Biosenic SA (BIOS.BR) | 77.31% | 64.24% |
| Honest Co (HNST) | 22.44% | 37.54% |