Portfolio Diversification
Range
Most Diversified
83 instruments
November 8, 2024
Least Diversified
0 instruments
February 2, 2025
Average
56.2 instruments
Most Consistent Holdings
Top 5
T99.89%
LUMN99.89%
BTI99.89%
NIO99.89%
WBD99.89%
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 |
|---|---|---|---|---|
 YariJoya | 15.77% | 0% | 61.5% | 8/3/2024 |
 Cardano (ADA) | 7.56% | 2.44% | 96.58% | - |
| British American Tobacco (BTI) | 6.26% | 5.85% | 99.89% | - |
 AGNC (AGNC) | 4.54% | 7.69% | 97.38% | - |
 Ethereum (ETH) | 3.25% | 0% | 79.38% | 12/9/2024 |
 Hapag-Lloyd (HLAG.DE) | 2.61% | 2.08% | 86.45% | - |
 Simon (SPG) | 2.4% | 0% | 39.41% | 12/20/2023 |
 ARMOUR Residential REIT (ARR) | 2.05% | 1.68% | 73.58% | - |
| AT&T (T) | 2.01% | 0.92% | 99.89% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.95% | 7.39% | 44.65% | - |
 Petrobras (PBR.A) | 1.9% | 4.6% | 64.92% | - |
 Orchid Island (ORC) | 1.86% | 7.96% | 54.67% | - |
 Bitcoin (BTC) | 1.67% | 0% | 18.91% | 3/16/2024 |
 Petrobras (PBR) | 1.67% | 3.33% | 54.78% | - |
 Build and Build (BNB) | 1.49% | 0% | 75.85% | 11/8/2024 |
 Verizon (VZ) | 1.48% | 2.26% | 97.38% | - |
 Prospect Capital (PSEC) | 1.48% | 0.72% | 97.15% | - |
 ZIM (ZIM) | 1.39% | 1.33% | 27.45% | - |
 Global X SuperDividend ETF (SDIV) | 1.21% | 3.82% | 50.46% | - |
 Vanguard S&P 500 ETF (VOO) | 1.16% | 2.25% | 68.68% | - |
 Ethereum Classic (ETC) | 1.14% | 0.5% | 99.89% | - |
 CVS Health (CVS) | 1.09% | 0.55% | 98.06% | - |
 Amcor (AMCR) | 1.06% | 0.55% | 96.7% | - |
 Ecopetrol (EC) | 1.01% | 1.72% | 51.94% | - |
 Solana (SOL) | 0.98% | 0% | 49.2% | 3/16/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.85% | 3.5% | 50.46% | - |
 Stellar (XLM) | 0.85% | 0% | 77.68% | 11/23/2024 |
 Medical Properties Trust (MPW) | 0.84% | 0.76% | 54.78% | - |
 MPC (MPCC.OL) | 0.82% | 2.88% | 44.65% | - |
 Realty Income (O) | 0.8% | 0.44% | 96.7% | - |
 NEO (NEO) | 0.74% | 0.22% | 99.89% | - |
 Jefferies (JEF) | 0.73% | 0% | 78.7% | 1/3/2025 |
 BBVA (BBVA.MC) | 0.72% | 1.73% | 48.75% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.71% | 0% | 39.18% | 12/18/2023 |
 Invesco QQQ (QQQ) | 0.66% | 2.89% | 50.46% | - |
 3M (MMM) | 0.64% | 0% | 31.32% | 1/3/2025 |
 Cronos (CRO) | 0.64% | 0% | 76.42% | 11/12/2024 |
 PNM Resources (TXNM) | 0.63% | 0.45% | 96.7% | - |
 NatWest (NWG.L) | 0.62% | 1.61% | 50.46% | - |
 Dogecoin (DOGE) | 0.58% | 0% | 75.97% | 11/8/2024 |
 NYMT (NYMT) | 0.55% | 1.12% | 54.78% | - |
 Endesa (ELE.MC) | 0.5% | 1.2% | 50.46% | - |
 Global Partners (GLP) | 0.47% | 0% | 35.99% | 12/18/2023 |
 TotalEnergies (TTE.PA) | 0.47% | 0% | 37.36% | 12/19/2023 |
 NRZ (RITM) | 0.47% | 0.72% | 47.95% | - |
 Pfizer (PFE) | 0.46% | 0.18% | 98.06% | - |
 Nexity (NXI.PA) | 0.46% | 0.69% | 51.71% | - |
 BW LPG (BWLPG.OL) | 0.46% | 0.63% | 50.46% | - |
 Close Brothers (CBG.L) | 0.45% | 0.68% | 50.46% | - |
 Cal-Maine Foods (CALM) | 0.44% | 0% | 32.46% | 1/3/2025 |
 Gladstone Investment (GAIN) | 0.44% | 0.71% | 54.33% | - |
 Brandywine (BDN) | 0.43% | 0% | 37.24% | 1/3/2025 |
 Icahn Enterprises (IEP) | 0.43% | 0.99% | 51.59% | - |
 Arbor Realty (ABR) | 0.43% | 0.57% | 51.94% | - |
 Vodafone (VOD) | 0.42% | 0.81% | 50.46% | - |
 Enagas (ENG.MC) | 0.42% | 0.75% | 52.28% | - |
 Vanguard Total Bond Market ETF (BND) | 0.4% | 0.71% | 50.46% | - |
 Starbucks (SBUX) | 0.4% | 0.67% | 52.28% | - |
 iShares Preferred & Income Sec (PFF) | 0.39% | 0.67% | 50.46% | - |
 Invesco Preferred ETF (PGX) | 0.39% | 0.66% | 50.46% | - |
 Kenon (KEN) | 0.37% | 0.82% | 44.65% | - |
 Golden Ocean (GOGL.US) | 0.37% | 0.97% | 44.65% | - |
 Compound (COMP) | 0.37% | 0.18% | 99.89% | - |
 UPS (UPS) | 0.37% | 0.47% | 52.28% | - |
 Ready Capital (RC) | 0.37% | 0.34% | 54.33% | - |
 Prosperity (PB) | 0.36% | 1.95% | 17.54% | - |
 Annaly (NLY) | 0.35% | 0.69% | 44.65% | - |
 Eni (ENI.MI) | 0.35% | 0% | 36.79% | 12/19/2023 |
 Golden Ocean (GOGL.OL) | 0.35% | 0.82% | 44.65% | - |
 Walmart (WMT) | 0.35% | 0% | 34.28% | 1/3/2025 |
 Two Harbors (TWO) | 0.34% | 0.59% | 44.65% | - |
 Polkadot (DOT) | 0.34% | 0.12% | 99.89% | - |
 Alexandria (ARE) | 0.33% | 0.39% | 50.11% | - |
 VICI Properties (VICI) | 0.33% | 0.24% | 50.11% | - |
 Invesco Mortgage Capital (IVR) | 0.32% | 0.59% | 44.65% | - |
 Ellington Financial (EFC) | 0.32% | 0% | 36.79% | 1/3/2025 |
| Lumen (LUMN) | 0.3% | 0.23% | 99.89% | - |
 Abrdn Platinum ETF Trust (PPLT) | 0.26% | 1.76% | 17.54% | - |
 Chimera (CIM) | 0.25% | 0% | 27.11% | 1/3/2025 |
 Bitcoin Cash (BCH) | 0.25% | 0.2% | 99.89% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.24% | 1.3% | 17.54% | - |
 Walgreens (WBA) | 0.23% | 0.68% | 35.42% | - |
 Blackstone Mortgage Trust (BXMT) | 0.23% | 0% | 27.11% | 1/3/2025 |
 Procter & Gamble (PG) | 0.19% | 0% | 8.66% | 4/5/2023 |
 ONEOK (OKE) | 0.17% | 0% | 4.9% | 2/14/2023 |
| Warner Bros Discovery (WBD) | 0.16% | 0.08% | 99.89% | - |
 Iberdrola (IBE.MC) | 0.11% | 0% | 13.44% | 5/2/2023 |
 CryptoEqual | 0.11% | 0% | 2.96% | 1/27/2023 |
 Credit Suisse Group AG-ADR (CS.US) | 0.1% | 0% | 9.45% | 6/13/2023 |
| Nio (NIO) | 0.1% | 0.03% | 99.89% | - |
 Credit Suisse Group AG (CSGN.ZU) | 0.09% | 0% | 8.88% | 6/8/2023 |
 JPMorgan (JPM) | 0.07% | 0% | 3.08% | 2/1/2023 |
 FirstEnergy (FE) | 0.07% | 0.21% | 18.11% | - |
 Trinity Capital (TRIN) | 0.07% | 0.23% | 32.69% | - |
 Bradesco (BBD) | 0.05% | 0% | 10.93% | 5/8/2023 |
 TRON (TRX) | 0.05% | 0% | 2.39% | 5/6/2023 |
 Noble (NE) | 0.05% | 0.88% | 6.15% | - |
 The Graph (GRT) | 0.04% | 0.01% | 99.89% | - |
 IOTA (MIOTA) | 0.04% | 0.02% | 99.89% | - |
 Citi (C) | 0.04% | 0% | 4.78% | 3/2/2023 |
 M&G (MNG.L) | 0.04% | 0.11% | 40.77% | - |
 AXA (CS.PA) | 0.04% | 0% | 4.33% | 3/3/2023 |
 Intel (INTC) | 0.04% | 0% | 7.18% | 3/29/2023 |
 Micron (MU) | 0.03% | 0.11% | 28.7% | - |
 Fastenal (FAST) | 0.03% | 0% | 3.53% | 3/2/2023 |
 Target (TGT) | 0.02% | 0.28% | 8.09% | - |
 Frontline (FRO) | 0.02% | 0.16% | 14.81% | - |
 Main Street Capital (MAIN) | 0.02% | 0% | 3.08% | 3/2/2023 |
 Country Garden (2007.HK) | 0.02% | 0.04% | 34.97% | - |
 Hedera Hashgraph (HBAR) | 0.01% | 0% | 0.34% | 3/29/2023 |
 XRP (XRP) | 0.01% | 0% | 0.68% | 3/3/2025 |
 eToro Group LTD (ETOR) | 0.01% | 0.41% | 2.73% | - |
 Bit Digital (BTBT) | 0% | 0% | 0.57% | 11/12/2024 |
 Gerdau (GGB) | 0% | 0% | 28.59% | 1/3/2025 |
 International Seaways (INSW) | 0% | 0.32% | 1.03% | - |
 Solventum (SOLV) | 0% | 0% | 4.67% | 5/13/2024 |
 Yanzhou Coal (1171.HK) | 0% | 0% | 4.33% | 11/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ZIM (ZIM) | 12.01% | 12.97% |
| AGNC (AGNC) | 7.18% | 7.42% |
| ARMOUR Residential REIT (ARR) | 5.99% | 6.48% |
| British American Tobacco (BTI) | 4.33% | 4.59% |
| Orchid Island (ORC) | 4.2% | 4.54% |
| Petrobras (PBR) | 4.2% | 3.91% |
| Petrobras (PBR.A) | 4.2% | 3.82% |
| AT&T (T) | 2.66% | 3.42% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 2.73% | 3.09% |
| Hapag-Lloyd (HLAG.DE) | 2.87% | 2.33% |
| Verizon (VZ) | 1.96% | 2.13% |
| MPC (MPCC.OL) | 2% | 2.04% |
| 3M (MMM) | 1.33% | 2.04% |
| Cal-Maine Foods (CALM) | 0.93% | 1.75% |
| Ecopetrol (EC) | 2.11% | 1.57% |
| Global X SuperDividend ETF (SDIV) | 1.49% | 1.56% |
| Medical Properties Trust (MPW) | 1.33% | 1.55% |
| Brandywine (BDN) | 1% | 1.39% |
| BBVA (BBVA.MC) | 1.33% | 1.27% |
| NatWest (NWG.L) | 0.67% | 1.21% |
| Walmart (WMT) | 0.67% | 1.1% |
| Kenon (KEN) | 0.67% | 1.07% |
| NYMT (NYMT) | 1% | 1.03% |
| Prospect Capital (PSEC) | 1.39% | 1% |
| Nexity (NXI.PA) | 0.67% | 0.98% |
| Jefferies (JEF) | 0.42% | 0.93% |
| Endesa (ELE.MC) | 0.67% | 0.93% |
| Invesco QQQ (QQQ) | 0.67% | 0.85% |
| Vanguard S&P 500 ETF (VOO) | 0.67% | 0.83% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.67% | 0.82% |
| Chimera (CIM) | 0.67% | 0.81% |
| Arbor Realty (ABR) | 0.67% | 0.79% |
| Ethereum Classic (ETC) | 2% | 0.77% |
| Ellington Financial (EFC) | 0.67% | 0.74% |
| VICI Properties (VICI) | 0.67% | 0.74% |
| Vanguard Total Bond Market ETF (BND) | 0.67% | 0.73% |
| BW LPG (BWLPG.OL) | 0.67% | 0.73% |
| Blackstone Mortgage Trust (BXMT) | 0.67% | 0.72% |
| iShares Preferred & Income Sec (PFF) | 0.67% | 0.72% |
| Vodafone (VOD) | 0.67% | 0.72% |
| NRZ (RITM) | 0.67% | 0.71% |
| Invesco Preferred ETF (PGX) | 0.67% | 0.71% |
| Starbucks (SBUX) | 0.67% | 0.71% |
| Gladstone Investment (GAIN) | 0.67% | 0.7% |
| Annaly (NLY) | 0.67% | 0.69% |
| Two Harbors (TWO) | 0.67% | 0.67% |
| Invesco Mortgage Capital (IVR) | 0.67% | 0.65% |
| Enagas (ENG.MC) | 0.67% | 0.65% |
| UPS (UPS) | 0.67% | 0.63% |
| Amcor (AMCR) | 0.67% | 0.58% |
| Walgreens (WBA) | 0.67% | 0.58% |
| Alexandria (ARE) | 0.67% | 0.56% |
| Ready Capital (RC) | 0.67% | 0.55% |
| NEO (NEO) | 2% | 0.53% |
| Close Brothers (CBG.L) | 0.67% | 0.52% |
| Golden Ocean (GOGL.US) | 0.67% | 0.45% |
| Golden Ocean (GOGL.OL) | 0.67% | 0.45% |
| Realty Income (O) | 0.5% | 0.43% |
| PNM Resources (TXNM) | 0.37% | 0.4% |
| CVS Health (CVS) | 0.73% | 0.4% |
| Icahn Enterprises (IEP) | 0.67% | 0.35% |
| Lumen (LUMN) | 0.68% | 0.32% |
| Compound (COMP) | 0.67% | 0.3% |
| Bitcoin Cash (BCH) | 0.33% | 0.23% |
| Polkadot (DOT) | 1.33% | 0.22% |
| Pfizer (PFE) | 0.34% | 0.22% |
| Trinity Capital (TRIN) | 0.15% | 0.16% |
| Warner Bros Discovery (WBD) | 0.18% | 0.09% |
| M&G (MNG.L) | 0.08% | 0.09% |
| Micron (MU) | 0.11% | 0.09% |
| Country Garden (2007.HK) | 0.17% | 0.05% |
| The Graph (GRT) | 0.14% | 0.03% |
| IOTA (MIOTA) | 0.14% | 0.03% |
| Cardano (ADA) | 0.04% | 0.03% |
| Nio (NIO) | 0.33% | 0.03% |
| Gerdau (GGB) | 0% | 0.01% |
| Yanzhou Coal (1171.HK) | 0% | 0% |