Portfolio Diversification
Range
Most Diversified
177 instruments
May 24, 2023
Least Diversified
0 instruments
February 2, 2025
Average
153.3 instruments
Most Consistent Holdings
Top 5
IBM99.87%
INTC99.87%
JPM99.87%
AGNC99.87%
COST99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AGNC (AGNC) | 4.8% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 3.91% | 0% | 99.87% | 2/1/2025 |
 Shiba (in millions) (SHIBxM) | 3.05% | 0% | 99.87% | 2/1/2025 |
 Omega Healthcare (OHI) | 2.91% | 0% | 80.08% | 9/4/2024 |
 ARMOUR Residential REIT (ARR) | 1.67% | 0% | 99.87% | 2/1/2025 |
 Ethereum (ETH) | 1.13% | 0% | 99.87% | 2/1/2025 |
 Orion Office REIT (ONL) | 1.1% | 0% | 99.87% | 2/1/2025 |
 ZIM (ZIM) | 1.05% | 0% | 80.08% | 9/4/2024 |
| Intel (INTC) | 0.99% | 0% | 99.87% | 2/1/2025 |
 ASML (ASML) | 0.98% | 0% | 93.76% | 2/1/2025 |
 American Tower (AMT) | 0.88% | 0% | 99.87% | 2/1/2025 |
 Crown Castle (CCI) | 0.87% | 0% | 99.87% | 2/1/2025 |
 Digital Realty (DLR) | 0.86% | 0% | 99.87% | 2/1/2025 |
 Simon (SPG) | 0.86% | 0% | 99.87% | 2/1/2025 |
 Cardano (ADA) | 0.85% | 0% | 99.87% | 2/1/2025 |
 SL Green (SLG) | 0.8% | 0% | 83.13% | 9/27/2024 |
 Chevron (CVX) | 0.79% | 0% | 82.2% | 2/1/2025 |
 Federal Realty (FRT) | 0.77% | 0% | 99.87% | 2/1/2025 |
 STAG (STAG) | 0.75% | 0% | 99.87% | 2/1/2025 |
| JPMorgan (JPM) | 0.75% | 0% | 99.87% | 2/1/2025 |
 Altria (MO) | 0.73% | 0% | 99.87% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.72% | 0% | 99.87% | 2/1/2025 |
 IIPR (IIPR) | 0.7% | 0% | 99.87% | 2/1/2025 |
| IBM (IBM) | 0.68% | 0% | 99.87% | 2/1/2025 |
 Hershey (HSY) | 0.68% | 0% | 81.54% | 2/1/2025 |
 PNC (PNC) | 0.66% | 0% | 83.93% | 2/1/2025 |
 Porsche (P911.DE) | 0.66% | 0% | 99.87% | 2/1/2025 |
 Philip Morris (PM) | 0.65% | 0% | 99.87% | 2/1/2025 |
 Accenture (ACN) | 0.63% | 0% | 82.47% | 2/1/2025 |
 Target (TGT) | 0.63% | 0% | 86.19% | 10/21/2024 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.62% | 0% | 72.91% | 7/12/2024 |
 Home Depot (HD) | 0.62% | 0% | 80.48% | 2/1/2025 |
 Grindr (GRND) | 0.62% | 0% | 56.84% | 3/12/2024 |
 Kimberly-Clark (KMB) | 0.62% | 0% | 99.87% | 2/1/2025 |
 Public Storage (PSA) | 0.62% | 0% | 78.75% | 2/1/2025 |
 Alexandria (ARE) | 0.62% | 0% | 85.26% | 2/1/2025 |
 Air Products (APD) | 0.61% | 0% | 82.47% | 2/1/2025 |
 Medical Properties Trust (MPW) | 0.6% | 0% | 87.12% | 10/28/2024 |
 iShares TIPS Bond ETF (TIP) | 0.6% | 0% | 99.87% | 2/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.6% | 0% | 99.87% | 2/1/2025 |
 KLA (KLAC) | 0.59% | 0% | 70.78% | 2/1/2025 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.59% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 0.59% | 0% | 44.62% | 2/1/2025 |
 Prologis (PLD) | 0.59% | 0% | 80.88% | 9/10/2024 |
 General Dynamics (GD) | 0.58% | 0% | 81.41% | 2/1/2025 |
 Annaly (NLY) | 0.58% | 0% | 83.53% | 9/30/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.57% | 0% | 99.87% | 2/1/2025 |
 NXP (NXPI) | 0.57% | 0% | 99.87% | 2/1/2025 |
| Costco (COST) | 0.57% | 0% | 99.87% | 2/1/2025 |
 Texas Instruments (TXN) | 0.57% | 0% | 82.47% | 2/1/2025 |
 Entergy (ETR) | 0.56% | 0% | 81.54% | 2/1/2025 |
 Goldman Sachs (GS) | 0.56% | 0% | 89.24% | 2/1/2025 |
 PCA (PKG) | 0.56% | 0% | 81.54% | 2/1/2025 |
 3M (MMM) | 0.56% | 0% | 66.27% | 2/1/2025 |
 Cummins (CMI) | 0.55% | 0% | 62.42% | 9/9/2024 |
 Lennox (LII) | 0.55% | 0% | 81.54% | 2/1/2025 |
 Sempra (SRE) | 0.55% | 0% | 61.75% | 9/4/2024 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.55% | 0% | 99.87% | 2/1/2025 |
 EPR (EPR) | 0.54% | 0% | 99.87% | 2/1/2025 |
 Grainger (GWW) | 0.54% | 0% | 82.47% | 2/1/2025 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.54% | 0% | 99.87% | 2/1/2025 |
 Camden (CPT) | 0.54% | 0% | 97.74% | 2/1/2025 |
 Vanguard Long-Term Bond ETF (BLV) | 0.53% | 0% | 99.87% | 2/1/2025 |
 Main Street Capital (MAIN) | 0.53% | 0% | 99.87% | 2/1/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.52% | 0% | 99.87% | 2/1/2025 |
 iShares Core Total USD Bond Market ETF (IUSB) | 0.52% | 0% | 99.87% | 2/1/2025 |
 WP Carey (WPC) | 0.51% | 0% | 99.87% | 2/1/2025 |
 Amgen (AMGN) | 0.51% | 0% | 81.27% | 2/1/2025 |
 Verizon (VZ) | 0.51% | 0% | 80.88% | 9/10/2024 |
 Scorpio Tankers (STNG) | 0.51% | 0% | 80.08% | 9/4/2024 |
 Newell Brands (NWL) | 0.5% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 0.5% | 0% | 81.67% | 9/16/2024 |
 Global X SuperDividend ETF (SDIV) | 0.5% | 0% | 84.06% | 10/4/2024 |
 Vale (VALE) | 0.5% | 0% | 76.1% | 8/5/2024 |
 ASML (ASML.NV) | 0.48% | 0% | 60.56% | 2/1/2025 |
 AbbVie (ABBV) | 0.48% | 0% | 78.35% | 2/1/2025 |
 Invesco Mortgage Capital (IVR) | 0.48% | 0% | 83.93% | 10/3/2024 |
 Skyworks (SWKS) | 0.48% | 0% | 99.87% | 2/1/2025 |
 Two Harbors (TWO) | 0.47% | 0% | 80.74% | 9/9/2024 |
 Barratt (BTRW.L) | 0.47% | 0% | 50.46% | 1/23/2024 |
 iShares Core International Aggregate Bond ETF (IAGG) | 0.44% | 0% | 85.66% | 10/17/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.43% | 0% | 85.66% | 10/17/2024 |
 Southern Co (SO) | 0.43% | 0% | 80.08% | 9/4/2024 |
 Essex Property Trust (ESS) | 0.42% | 0% | 85.13% | 2/1/2025 |
 iShares US Treasury Bond ETF (GOVT) | 0.42% | 0% | 84.46% | 10/7/2024 |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 0.42% | 0% | 84.46% | 10/7/2024 |
 Vornado (VNO) | 0.42% | 0% | 64.67% | 5/10/2024 |
 Utilities Select Sector SPDR (XLU) | 0.42% | 0% | 70.78% | 6/26/2024 |
 LTC Properties (LTC.US) | 0.42% | 0% | 99.87% | 2/1/2025 |
 Service Properties Trust (SVC) | 0.41% | 0% | 79.55% | 10/21/2024 |
 Wynn Macau (01128.HK) | 0.4% | 0% | 81.81% | 10/2/2024 |
 British American Tobacco (BTI) | 0.4% | 0% | 80.08% | 9/4/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 0.39% | 0% | 66.4% | 5/23/2024 |
 iShares U.S. Real Estate ETF (IYR) | 0.39% | 0% | 81.94% | 9/18/2024 |
 SPDR Dow Jones REIT ETF (RWR) | 0.39% | 0% | 81.94% | 9/18/2024 |
 Porsche (PAH3.DE) | 0.38% | 0% | 42.9% | 2/1/2025 |
 Hormel (HRL) | 0.38% | 0% | 74.63% | 9/5/2024 |
 iShares Global REIT ETF (REET) | 0.38% | 0% | 83% | 9/26/2024 |
 Scotiabank (BNS) | 0.37% | 0% | 75.83% | 9/4/2024 |
 Real Estate Select Sector SPDR (XLRE) | 0.36% | 0% | 74.5% | 7/24/2024 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.36% | 0% | 99.87% | 2/1/2025 |
 iShares Core U.S. REIT ETF (USRT) | 0.36% | 0% | 74.5% | 7/24/2024 |
 AT&T (T) | 0.34% | 0% | 80.08% | 9/4/2024 |
 Prospect Capital (PSEC) | 0.33% | 0% | 80.74% | 9/9/2024 |
 Sibanye Stillwater (SBSW) | 0.33% | 0% | 79.95% | 9/3/2024 |
 Agree Realty (ADC) | 0.32% | 0% | 99.87% | 2/1/2025 |
 Apartment Income REIT Corp. (AIRC) | 0.32% | 0% | 71.05% | 6/28/2024 |
 Novonix (NVX.ASX) | 0.31% | 0% | 80.35% | 9/6/2024 |
 MicroStrategy (MSTR) | 0.31% | 0% | 28.15% | 2/1/2025 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.31% | 0% | 99.87% | 2/1/2025 |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.3% | 0% | 86.19% | 10/21/2024 |
 Walgreens (WBA) | 0.3% | 0% | 80.21% | 9/5/2024 |
 Schwab U.S. Aggregate Bond ETF (SCHZ) | 0.29% | 0% | 85.66% | 10/17/2024 |
 Vanguard Growth ETF (VUG) | 0.29% | 0% | 47.81% | 1/3/2024 |
 BMO Commercial Property Trust (BCPT.L) | 0.29% | 0% | 47.41% | 2/21/2024 |
 Healthpeak (DOC) | 0.29% | 0% | 80.74% | 9/9/2024 |
 Regency Centers (REG) | 0.29% | 0% | 80.08% | 9/4/2024 |
 Global Net Lease (GNL) | 0.28% | 0% | 80.74% | 9/9/2024 |
 VICI Properties (VICI) | 0.28% | 0% | 73.97% | 9/4/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.27% | 0% | 50.86% | 1/26/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.27% | 0% | 49.93% | 1/19/2024 |
 Lam Research (LRCX) | 0.27% | 0% | 43.03% | 2/1/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0.27% | 0% | 77.42% | 2/1/2025 |
 iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | 0.26% | 0% | 80.35% | 2/1/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.26% | 0% | 84.46% | 10/7/2024 |
 VF Corp (VFC) | 0.26% | 0% | 79.55% | 9/5/2024 |
 Globus (GLBS) | 0.26% | 0% | 47.94% | 2/1/2025 |
 Vinci (DG.PA) | 0.25% | 0% | 19.65% | 2/1/2025 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.25% | 0% | 81.27% | 9/13/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.24% | 0% | 81.67% | 9/16/2024 |
 Lithium Americas (LAC) | 0.24% | 0% | 43.82% | 2/1/2025 |
 Beyond Meat (BYND) | 0.24% | 0% | 73.71% | 7/18/2024 |
 Polkadot (DOT) | 0.24% | 0% | 75.56% | 8/1/2024 |
 Realty Income (O) | 0.24% | 0% | 33.86% | 2/1/2025 |
 Bitfarms (BITF) | 0.24% | 0% | 41.17% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.23% | 0% | 81.67% | 9/16/2024 |
 Microsoft (MSFT) | 0.22% | 0% | 44.36% | 2/1/2025 |
 Meta (META) | 0.22% | 0% | 26.16% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 0.22% | 0% | 64.54% | 5/9/2024 |
 Vanguard Information Technology (VGT) | 0.22% | 0% | 44.89% | 12/12/2023 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.22% | 0% | 81.67% | 9/16/2024 |
 LVMH (MC.PA) | 0.22% | 0% | 17.8% | 2/1/2025 |
 China SCE (1966.HK) | 0.22% | 0% | 79.95% | 9/3/2024 |
 Broadcom (AVGO) | 0.21% | 0% | 33.33% | 2/1/2025 |
 Renewables Infrastructure Group (TRIG.L) | 0.21% | 0% | 44.49% | 1/22/2024 |
 Pool Corp. (POOL) | 0.21% | 0% | 37.18% | 2/23/2024 |
 Riot (RIOT) | 0.2% | 0% | 40.24% | 2/1/2025 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.2% | 0% | 61.35% | 8/5/2024 |
 DWS (DWS.DE) | 0.19% | 0% | 26.56% | 2/1/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.19% | 0% | 49.93% | 1/19/2024 |
 NYCB (FLG) | 0.19% | 0% | 32.54% | 9/7/2023 |
 iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | 0.19% | 0% | 66.67% | 10/21/2024 |
 Pioneer Natural Resources Company (PXD) | 0.19% | 0% | 36.25% | 10/13/2023 |
 Global SuperDividend US ETF (DIV) | 0.18% | 0% | 80.48% | 9/16/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.18% | 0% | 50.86% | 1/26/2024 |
 ExxonMobil (XOM) | 0.18% | 0% | 35.06% | 9/28/2023 |
 REE Automotive (REE.US) | 0.18% | 0% | 79.95% | 9/3/2024 |
 Xiaomi (1810.HK) | 0.18% | 0% | 35.33% | 10/26/2023 |
 GE (GE) | 0.17% | 0% | 31.74% | 2/1/2025 |
 Devon Energy (DVN) | 0.17% | 0% | 80.08% | 9/4/2024 |
 AESI Holdings (AESI) | 0.17% | 0% | 32.01% | 9/4/2024 |
 SoFi (SOFI) | 0.17% | 0% | 28.55% | 9/6/2024 |
 PSP (PSPN.ZU) | 0.17% | 0% | 32.01% | 10/26/2023 |
 iShares Global clean energy ETF (ICLN) | 0.17% | 0% | 80.88% | 9/12/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.17% | 0% | 58.03% | 3/21/2024 |
 PayPal (PYPL) | 0.17% | 0% | 22.18% | 1/22/2024 |
 Prudential (PUK) | 0.17% | 0% | 17.13% | 2/1/2025 |
 BNP Paribas (BNP.PA) | 0.16% | 0% | 19.79% | 2/1/2025 |
 Yuzhou Properties (1628.HK) | 0.16% | 0% | 80.21% | 9/5/2024 |
 Arkema (AKE.PA) | 0.16% | 0% | 16.2% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.16% | 0% | 64.41% | 5/17/2024 |
 Sabra Health Care REIT (SBRA) | 0.16% | 0% | 34% | 9/20/2023 |
 NN Group (NN.NV) | 0.16% | 0% | 16.33% | 2/1/2025 |
 MAA (MAA) | 0.15% | 0% | 27.89% | 2/1/2025 |
 Starwood Property Trust (STWD) | 0.15% | 0% | 32.8% | 10/31/2024 |
 Deutsche Bank (DB) | 0.15% | 0% | 20.98% | 2/1/2025 |
 Barclays (BCS) | 0.15% | 0% | 16.87% | 2/1/2025 |
 BlackRock (BLK) | 0.15% | 0% | 18.59% | 2/1/2025 |
 Materials Select Sector SPDR (XLB) | 0.15% | 0% | 26.83% | 7/25/2023 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.15% | 0% | 26.83% | 7/25/2023 |
 BW LPG (BWLPG.OL) | 0.15% | 0% | 24.17% | 9/4/2024 |
 ApeCoin (APE) | 0.15% | 0% | 71.71% | 7/3/2024 |
 Invesco Preferred ETF (PGX) | 0.15% | 0% | 56.84% | 3/21/2024 |
 Interactive Brokers (IBKR) | 0.15% | 0% | 18.19% | 2/1/2025 |
 Azimut (AZM.MI) | 0.14% | 0% | 17.66% | 2/1/2025 |
 iShares Select Dividend ETF (DVY) | 0.14% | 0% | 57.64% | 5/9/2024 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.14% | 0% | 14.87% | 4/26/2023 |
 Siemens (SIE.DE) | 0.13% | 0% | 17.4% | 2/1/2025 |
 C3.ai (AI) | 0.13% | 0% | 32.8% | 10/28/2024 |
 Marathon Digital (MARA) | 0.13% | 0% | 29.22% | 10/23/2024 |
 ASR (ASRNL.NV) | 0.13% | 0% | 17.66% | 2/1/2025 |
 Amprius (AMPX) | 0.13% | 0% | 10.89% | 2/1/2025 |
 Supermicro (SMCI) | 0.13% | 0% | 34.79% | 2/1/2025 |
 Clariant (CLN.ZU) | 0.13% | 0% | 15.94% | 2/1/2025 |
 Kinder Morgan (KMI) | 0.13% | 0% | 32.93% | 2/1/2025 |
 CME Group (CME) | 0.13% | 0% | 43.69% | 2/1/2025 |
 Morgan Stanley (MS) | 0.13% | 0% | 50.46% | 5/9/2024 |
 iShares US Mortgage Backed Securities UCITS ETF (QDVP.DE) | 0.12% | 0% | 25.5% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 0.12% | 0% | 26.03% | 7/19/2023 |
 Lumen (LUMN) | 0.12% | 0% | 18.73% | 5/25/2023 |
 Whitestone (WSR) | 0.12% | 0% | 16.73% | 2/1/2025 |
 Nordea (NDA_SE.ST) | 0.12% | 0% | 19.79% | 2/1/2025 |
 Deutsche Boerse (DB1.DE) | 0.12% | 0% | 19.12% | 2/1/2025 |
 Arbor Realty (ABR) | 0.12% | 0% | 27.22% | 7/28/2023 |
 Petrobras (PBR) | 0.11% | 0% | 16.87% | 2/1/2025 |
 Arcadium Lithium Plc (ALTM) | 0.11% | 0% | 27.49% | 10/7/2024 |
 Leggett & Platt (LEG) | 0.11% | 0% | 64.54% | 9/5/2024 |
 Wacker Chemie (WCH.DE) | 0.1% | 0% | 16.2% | 2/1/2025 |
 Cintas (CTAS) | 0.1% | 0% | 34.66% | 2/1/2025 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.1% | 0% | 29.08% | 8/11/2023 |
 Sarepta (SRPT) | 0.09% | 0% | 13.68% | 2/1/2025 |
 iShares Core MSCI Europe ETF (IEUR) | 0.09% | 0% | 14.74% | 4/25/2023 |
 iShares Treasury Bond UCITS ETF (SNA2.DE) | 0.09% | 0% | 25.5% | 2/1/2025 |
 Carter's (CRI) | 0.09% | 0% | 12.75% | 2/1/2025 |
 Cipher (CIFR) | 0.09% | 0% | 22.84% | 10/7/2024 |
 Coterra (CTRA) | 0.09% | 0% | 18.19% | 5/26/2023 |
 Golden Ocean (GOGL.US) | 0.09% | 0% | 19.65% | 7/5/2024 |
 Danaos (DAC) | 0.09% | 0% | 29.08% | 8/11/2023 |
 Artisan Partners (APAM) | 0.09% | 0% | 12.75% | 2/1/2025 |
 Samsung (SMSN.L) | 0.09% | 0% | 13.81% | 4/18/2023 |
 iShares Convertible Bond ETF (ICVT) | 0.09% | 0% | 29.08% | 8/11/2023 |
 Palantir (PLTR) | 0.09% | 0% | 11.02% | 11/2/2023 |
 Apple Hospitality (APLE) | 0.09% | 0% | 29.08% | 8/11/2023 |
 Lantronix (LTRX) | 0.09% | 0% | 10.89% | 2/1/2025 |
 Citi (C) | 0.09% | 0% | 32.27% | 12/21/2023 |
 Orange (ORA.PA) | 0.08% | 0% | 7.17% | 10/31/2024 |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 0.08% | 0% | 28.55% | 8/7/2023 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.08% | 0% | 10.89% | 5/4/2023 |
 Dynatrace (DT) | 0.08% | 0% | 21.51% | 9/4/2024 |
 PacWest Bancorp (PACW) | 0.07% | 0% | 32.01% | 12/5/2023 |
 iShares Semiconductor ETF (SOXX) | 0.07% | 0% | 17.4% | 5/15/2023 |
 BlackStone (BX) | 0.07% | 0% | 23.51% | 7/19/2023 |
 PepsiCo (PEP) | 0.07% | 0% | 12.75% | 2/1/2025 |
 GlaxoSmithKline (GSK) | 0.07% | 0% | 12.75% | 2/1/2025 |
 Micron (MU) | 0.07% | 0% | 16.73% | 5/26/2023 |
 Welltower (WELL) | 0.06% | 0% | 22.97% | 8/11/2023 |
 East West Bancorp (EWBC) | 0.06% | 0% | 11.42% | 2/1/2025 |
 ARM (ARM) | 0.06% | 0% | 12.62% | 2/1/2025 |
 Host Hotels (HST) | 0.06% | 0% | 7.04% | 11/11/2024 |
 FIS (FIS) | 0.06% | 0% | 22.44% | 12/21/2023 |
 Albemarle (ALB) | 0.06% | 0% | 23.11% | 9/4/2024 |
 Upstart (UPST) | 0.06% | 0% | 14.48% | 12/6/2023 |
 Cisco (CSCO) | 0.06% | 0% | 18.86% | 5/26/2023 |
 Walmart (WMT) | 0.06% | 0% | 18.86% | 5/26/2023 |
 Hive (HIVE) | 0.06% | 0% | 12.48% | 2/1/2025 |
 SPDR Gold (GLD) | 0.06% | 0% | 14.74% | 4/25/2023 |
 STMicroelectronics (STMPA.PA) | 0.06% | 0% | 21.25% | 7/27/2023 |
 StoneCo (STNE) | 0.06% | 0% | 13.55% | 4/18/2023 |
 Energy Select Sector SPDR (XLE) | 0.06% | 0% | 17.66% | 5/17/2023 |
 Texas Pacific (TPL) | 0.05% | 0% | 12.62% | 9/3/2024 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.05% | 0% | 18.06% | 5/22/2023 |
 ONEOK (OKE) | 0.05% | 0% | 12.75% | 2/1/2025 |
 Boyd Gaming (BYD) | 0.05% | 0% | 16.73% | 5/26/2023 |
 Enterprise Products (EPD) | 0.05% | 0% | 12.75% | 2/1/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.05% | 0% | 17.4% | 5/15/2023 |
 Procter & Gamble (PG) | 0.05% | 0% | 12.75% | 2/1/2025 |
 SPDR S&P Biotech ETF (XBI) | 0.05% | 0% | 17.13% | 5/15/2023 |
 Prudential (PRU) | 0.05% | 0% | 12.75% | 2/1/2025 |
 Enovix (ENVX) | 0.05% | 0% | 9.83% | 9/17/2024 |
 Invesco QQQ (QQQ) | 0.05% | 0% | 14.74% | 4/27/2023 |
 Ford (F) | 0.05% | 0% | 12.75% | 2/1/2025 |
 Cleanspark (CLSK) | 0.05% | 0% | 23.24% | 9/25/2024 |
 T. Rowe Price (TROW) | 0.05% | 0% | 12.75% | 2/1/2025 |
 Shopify (SHOP) | 0.04% | 0% | 7.84% | 2/1/2025 |
 Bank of America (BAC) | 0.04% | 0% | 15.27% | 8/11/2023 |
 GLPI (GLPI) | 0.04% | 0% | 10.89% | 2/1/2025 |
 Ally (ALLY) | 0.04% | 0% | 10.89% | 2/1/2025 |
 Sands China (01928.HK) | 0.04% | 0% | 10.09% | 4/4/2023 |
 Jasmy (JASMY) | 0.04% | 0% | 3.85% | 11/6/2024 |
 3i (III) | 0.04% | 0% | 15.8% | 7/5/2024 |
 Wells Fargo (WFC) | 0.04% | 0% | 13.81% | 7/31/2023 |
 Porch (PRCH) | 0.04% | 0% | 7.57% | 2/1/2025 |
 Tritax (BBOX.L) | 0.04% | 0% | 5.31% | 10/16/2024 |
 Bigbear.Ai (BBAI) | 0.04% | 0% | 7.57% | 2/1/2025 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.04% | 0% | 13.28% | 5/22/2023 |
 Dell (DELL) | 0.04% | 0% | 10.89% | 2/1/2025 |
 KKR (KKR) | 0.04% | 0% | 15.8% | 7/5/2024 |
 Zscaler (ZS) | 0.04% | 0% | 10.89% | 2/1/2025 |
 Land Securities (LAND.L) | 0.03% | 0% | 5.31% | 10/16/2024 |
 UPS (UPS) | 0.03% | 0% | 7.57% | 2/1/2025 |
 AppLovin (APP) | 0.03% | 0% | 4.52% | 12/4/2024 |
 US Bancorp (USB) | 0.03% | 0% | 12.75% | 2/1/2025 |
 Mattel (MAT) | 0.03% | 0% | 7.04% | 9/5/2023 |
 Wynn Resorts (WYNN) | 0.03% | 0% | 6.11% | 2/17/2023 |
 Western Union (WU) | 0.03% | 0% | 9.16% | 5/30/2023 |
 Las Vegas Sands (LVS) | 0.03% | 0% | 6.11% | 2/17/2023 |
 Melco Resorts (MLCO) | 0.02% | 0% | 6.11% | 2/17/2023 |
 ICE (ICE) | 0.02% | 0% | 3.98% | 10/17/2024 |
 Credit Agricole (ACA.PA) | 0.02% | 0% | 8.9% | 5/10/2023 |
 BP (BP.L) | 0.02% | 0% | 3.85% | 10/16/2024 |
 Coca-Cola (KO) | 0.02% | 0% | 12.75% | 2/1/2025 |
 Man Group (EMG.L) | 0.02% | 0% | 2.66% | 10/16/2024 |
 Gecina (GFC.PA) | 0.02% | 0% | 3.85% | 9/24/2024 |
 TSMC (TSM) | 0.02% | 0% | 5.84% | 2/15/2023 |
 Vonovia (VNA.DE) | 0.02% | 0% | 3.32% | 9/30/2024 |
 O'Shares US Quality Dividend ETF (OUSA) | 0.02% | 0% | 7.84% | 4/25/2023 |
 Spotify (SPOT) | 0.02% | 0% | 4.52% | 8/21/2024 |
 Santander (SAN.MC) | 0.02% | 0% | 3.59% | 10/1/2024 |
 Evoke (EVOK.L) | 0.02% | 0% | 8.1% | 4/19/2023 |
 Fidelity National Financial (FNF) | 0.02% | 0% | 7.17% | 5/15/2023 |
 Nexstar (NXST) | 0.02% | 0% | 10.89% | 2/1/2025 |
 Celo (CELO) | 0.02% | 0% | 17.13% | 5/13/2023 |
 Global X Uranium ETF (URA) | 0.02% | 0% | 9.69% | 9/16/2024 |
 Besi (BESI.NV) | 0.02% | 0% | 3.19% | 11/11/2024 |
 AMD (AMD) | 0.02% | 0% | 2.92% | 2/1/2025 |
 Cellnex (CLNX.MC) | 0.02% | 0% | 3.32% | 9/20/2024 |
 Persimmon (PSN.L) | 0.02% | 0% | 5.05% | 2/17/2023 |
 UNITE Group (UTG.L) | 0.02% | 0% | 3.72% | 10/2/2024 |
 UEC (UEC) | 0.02% | 0% | 8.1% | 9/4/2024 |
 Store Capital Corp. (STOR) | 0.02% | 0% | 4.65% | 2/6/2023 |
 Accor (AC.PA) | 0.01% | 0% | 3.45% | 10/1/2024 |
 Trinity Capital (TRIN) | 0.01% | 0% | 3.85% | 2/1/2025 |
 Glencore (GLEN.L) | 0.01% | 0% | 3.32% | 10/16/2024 |
 Petco (WOOF) | 0.01% | 0% | 7.57% | 2/1/2025 |
 Vodafone (VOD) | 0.01% | 0% | 1.99% | 9/19/2024 |
 Enel (ENEL.MI) | 0.01% | 0% | 3.19% | 9/20/2024 |
 dYdX (DYDX) | 0.01% | 0% | 5.05% | 2/9/2023 |
 SSE (SSE.L) | 0.01% | 0% | 4.25% | 4/24/2023 |
 Alerian MLP ETF (AMLP) | 0.01% | 0% | 6.24% | 2/1/2025 |
 British Land (BLND.L) | 0.01% | 0% | 1.99% | 9/20/2024 |
 NW Natural (NWN) | 0.01% | 0% | 6.24% | 2/1/2025 |
 Pfizer (PFE) | 0.01% | 0% | 3.32% | 1/26/2023 |
 Crocs (CROX) | 0.01% | 0% | 3.72% | 2/17/2023 |
 Innodata (INOD) | 0.01% | 0% | 1.33% | 10/31/2024 |
 Paysign (PAYS) | 0.01% | 0% | 2.26% | 2/1/2025 |
 SoundHound (SOUN) | 0.01% | 0% | 3.85% | 2/1/2025 |
 Baidu (BIDU) | 0.01% | 0% | 2.79% | 3/2/2023 |
 Boeing (BA) | 0.01% | 0% | 2.92% | 5/17/2023 |
 Apollo (APO) | 0.01% | 0% | 2.92% | 5/23/2023 |
 Marks & Spencer (MKS.L) | 0.01% | 0% | 2.79% | 2/7/2023 |
 Quicklogic (QUIK) | 0.01% | 0% | 2.26% | 2/1/2025 |
 Exela (XELA) | 0.01% | 0% | 17.53% | 5/16/2023 |
 Crowdstrike (CRWD) | 0.01% | 0% | 3.85% | 2/1/2025 |
 Solventum (SOLV) | 0.01% | 0% | 5.05% | 5/10/2024 |
 Old Republic (ORI) | 0.01% | 0% | 3.85% | 2/1/2025 |
 Lincoln National (LNC) | 0.01% | 0% | 3.85% | 2/1/2025 |
 Duke Energy (DUK) | 0.01% | 0% | 3.85% | 2/1/2025 |
 Petrobras (PBR.A) | 0.01% | 0% | 1.73% | 10/10/2024 |
 MPC (MPCC.OL) | 0.01% | 0% | 2.12% | 9/13/2024 |
 Orca (ORCA) | 0.01% | 0% | 1.06% | 11/17/2024 |
 Hapag-Lloyd (HLAG.DE) | 0.01% | 0% | 1.99% | 1/16/2023 |
 MercadoLibre (MELI) | 0.01% | 0% | 2.52% | 7/24/2024 |
 Vista Energy (VIST) | 0.01% | 0% | 0.93% | 10/28/2024 |
 Fortum (FORTUM.HE) | 0.01% | 0% | 1.73% | 1/26/2023 |
 Munich Re (MUV2.DE) | 0.01% | 0% | 1.2% | 9/4/2024 |
 Pepe (in millions) (Experimental) (PEPExM) | 0.01% | 0% | 1.86% | 11/6/2024 |
 Planet Labs (PL) | 0.01% | 0% | 2.26% | 2/1/2025 |
 Revolution Medicines (RVMD) | 0% | 0% | 2.26% | 2/1/2025 |
 UiPath (PATH) | 0% | 0% | 2.26% | 2/1/2025 |
 GCT (GCTS) | 0% | 0% | 2.26% | 2/1/2025 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0% | 0% | 1.2% | 1/10/2023 |
 Bonk Inu (in millions) (Experimental) (BONKxM) | 0% | 0% | 1.06% | 11/6/2024 |
 LEONI (LEO.DE) | 0% | 0% | 1.06% | 1/9/2023 |
 Alibaba (BABA) | 0% | 0% | 1.06% | 2/1/2025 |
 Best Buy (BBY) | 0% | 0% | 1.06% | 2/1/2025 |
 Evergy (EVRG) | 0% | 0% | 1.06% | 2/1/2025 |
 LyondellBasell (LYB) | 0% | 0% | 1.06% | 2/1/2025 |
 Rigetti (RGTI) | 0% | 0% | 1.06% | 2/1/2025 |
 Centrica (CNA.L) | 0% | 0% | 0.8% | 2/21/2024 |
 Symbotic (SYM) | 0% | 0% | 1.06% | 2/1/2025 |
 Nu (NU) | 0% | 0% | 0.53% | 2/17/2023 |
 ICG (ICG.L) | 0% | 0% | 0.53% | 2/17/2023 |
 Eurazeo (RF.PA) | 0% | 0% | 0.53% | 2/17/2023 |
 Shell (SHEL.L) | 0% | 0% | 0.4% | 10/7/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.27% | 8/7/2024 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 4.52% | 12/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shiba (in millions) (SHIBxM) | 5.88% | 4.84% |
| Bitcoin (BTC) | 0.95% | 2.54% |
| ASML (ASML) | 2.47% | 2.51% |
| AGNC (AGNC) | 3.6% | 2.3% |
| ASML (ASML.NV) | 2.09% | 2.23% |
| NVIDIA (NVDA) | 1.33% | 1.7% |
| Intel (INTC) | 1.9% | 1.63% |
| Porsche (PAH3.DE) | 1.71% | 1.58% |
| Vinci (DG.PA) | 1.52% | 1.53% |
| Ethereum (ETH) | 1.33% | 1.52% |
| LVMH (MC.PA) | 1.33% | 1.42% |
| Amprius (AMPX) | 0.94% | 1.38% |
| Hershey (HSY) | 1.52% | 1.33% |
| Altria (MO) | 1.14% | 1.31% |
| Porsche (P911.DE) | 1.52% | 1.29% |
| MicroStrategy (MSTR) | 1.14% | 1.21% |
| iShares TIPS Bond ETF (TIP) | 1.14% | 1.16% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.33% | 1.16% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.71% | 1.15% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.14% | 1.13% |
| American Tower (AMT) | 1.14% | 1.13% |
| Prudential (PUK) | 1.14% | 1.12% |
| Meta (META) | 0.95% | 1.12% |
| Skyworks (SWKS) | 1.14% | 1.1% |
| Accenture (ACN) | 0.95% | 1.1% |
| Barclays (BCS) | 0.95% | 1.07% |
| Arkema (AKE.PA) | 1.14% | 1.07% |
| Alexandria (ARE) | 1.14% | 1.03% |
| KLA (KLAC) | 0.95% | 0.99% |
| NXP (NXPI) | 0.95% | 0.99% |
| Crown Castle (CCI) | 1.33% | 0.98% |
| BNP Paribas (BNP.PA) | 0.95% | 0.98% |
| Vanguard Total Bond Market ETF (BND) | 0.95% | 0.97% |
| NN Group (NN.NV) | 0.95% | 0.96% |
| Chevron (CVX) | 0.95% | 0.96% |
| Newell Brands (NWL) | 0.95% | 0.95% |
| Lantronix (LTRX) | 0.57% | 0.93% |
| Cardano (ADA) | 2.37% | 0.92% |
| BlackRock (BLK) | 0.76% | 0.91% |
| STAG (STAG) | 0.95% | 0.89% |
| Realty Income (O) | 0.95% | 0.86% |
| Azimut (AZM.MI) | 0.76% | 0.85% |
| Siemens (SIE.DE) | 0.76% | 0.85% |
| Deutsche Bank (DB) | 0.76% | 0.85% |
| Whitestone (WSR) | 0.76% | 0.84% |
| ASR (ASRNL.NV) | 0.76% | 0.84% |
| Interactive Brokers (IBKR) | 0.57% | 0.83% |
| Clariant (CLN.ZU) | 0.95% | 0.82% |
| Microsoft (MSFT) | 0.76% | 0.82% |
| Sarepta (SRPT) | 0.76% | 0.8% |
| Carter's (CRI) | 0.76% | 0.8% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 0.76% | 0.77% |
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.76% | 0.77% |
| Artisan Partners (APAM) | 0.76% | 0.76% |
| IBM (IBM) | 0.57% | 0.76% |
| GE (GE) | 0.76% | 0.75% |
| Vanguard Long-Term Bond ETF (BLV) | 0.76% | 0.73% |
| Petrobras (PBR) | 0.76% | 0.73% |
| WP Carey (WPC) | 0.76% | 0.68% |
| MAA (MAA) | 0.57% | 0.66% |
| Wacker Chemie (WCH.DE) | 0.76% | 0.66% |
| Texas Instruments (TXN) | 0.57% | 0.65% |
| Deutsche Boerse (DB1.DE) | 0.57% | 0.65% |
| EPR (EPR) | 0.57% | 0.63% |
| IIPR (IIPR) | 0.95% | 0.63% |
| DWS (DWS.DE) | 0.57% | 0.63% |
| Kimberly-Clark (KMB) | 0.57% | 0.63% |
| iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | 0.57% | 0.61% |
| iShares US Mortgage Backed Securities UCITS ETF (QDVP.DE) | 0.57% | 0.61% |
| Nordea (NDA_SE.ST) | 0.57% | 0.61% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 0.57% | 0.6% |
| Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.57% | 0.59% |
| iShares Core Total USD Bond Market ETF (IUSB) | 0.57% | 0.59% |
| Porch (PRCH) | 0.57% | 0.58% |
| East West Bancorp (EWBC) | 0.57% | 0.57% |
| Shopify (SHOP) | 0.57% | 0.57% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.57% | 0.57% |
| GlaxoSmithKline (GSK) | 0.57% | 0.55% |
| PepsiCo (PEP) | 0.57% | 0.55% |
| Bigbear.Ai (BBAI) | 0.38% | 0.54% |
| ARMOUR Residential REIT (ARR) | 0.57% | 0.53% |
| Amgen (AMGN) | 0.57% | 0.5% |
| Riot (RIOT) | 0.57% | 0.47% |
| Federal Realty (FRT) | 0.38% | 0.47% |
| Lam Research (LRCX) | 0.57% | 0.47% |
| Lithium Americas (LAC) | 0.57% | 0.45% |
| Globus (GLBS) | 0.56% | 0.45% |
| Lennox (LII) | 0.19% | 0.44% |
| General Dynamics (GD) | 0.38% | 0.44% |
| Orion Office REIT (ONL) | 0.57% | 0.43% |
| Enterprise Products (EPD) | 0.38% | 0.43% |
| ONEOK (OKE) | 0.38% | 0.42% |
| iShares Treasury Bond UCITS ETF (SNA2.DE) | 0.38% | 0.41% |
| Procter & Gamble (PG) | 0.38% | 0.41% |
| T. Rowe Price (TROW) | 0.38% | 0.4% |
| UPS (UPS) | 0.38% | 0.4% |
| Hive (HIVE) | 0.57% | 0.39% |
| Prudential (PRU) | 0.38% | 0.39% |
| GLPI (GLPI) | 0.38% | 0.39% |
| Ally (ALLY) | 0.38% | 0.39% |
| Goldman Sachs (GS) | 0.19% | 0.38% |
| Costco (COST) | 0.19% | 0.38% |
| Zscaler (ZS) | 0.38% | 0.37% |
| Ford (F) | 0.38% | 0.37% |
| Main Street Capital (MAIN) | 0.19% | 0.36% |
| Digital Realty (DLR) | 0.19% | 0.36% |
| PCA (PKG) | 0.19% | 0.36% |
| JPMorgan (JPM) | 0.19% | 0.36% |
| LTC Properties (LTC.US) | 0.38% | 0.35% |
| Simon (SPG) | 0.19% | 0.35% |
| Dell (DELL) | 0.38% | 0.34% |
| PNC (PNC) | 0.19% | 0.34% |
| Grainger (GWW) | 0.19% | 0.33% |
| Entergy (ETR) | 0.19% | 0.32% |
| Supermicro (SMCI) | 0.38% | 0.3% |
| Essex Property Trust (ESS) | 0.19% | 0.28% |
| Philip Morris (PM) | 0.19% | 0.28% |
| Bitfarms (BITF) | 0.38% | 0.27% |
| Camden (CPT) | 0.19% | 0.27% |
| Air Products (APD) | 0.19% | 0.27% |
| Home Depot (HD) | 0.19% | 0.27% |
| Public Storage (PSA) | 0.19% | 0.24% |
| CME Group (CME) | 0.19% | 0.24% |
| Agree Realty (ADC) | 0.19% | 0.23% |
| Cintas (CTAS) | 0.19% | 0.21% |
| Alerian MLP ETF (AMLP) | 0.19% | 0.2% |
| Consumer Staples Select Sector SPDR (XLP) | 0.19% | 0.2% |
| US Bancorp (USB) | 0.19% | 0.2% |
| AbbVie (ABBV) | 0.19% | 0.2% |
| NW Natural (NWN) | 0.19% | 0.19% |
| Nexstar (NXST) | 0.19% | 0.19% |
| Coca-Cola (KO) | 0.19% | 0.19% |
| Petco (WOOF) | 0.19% | 0.13% |