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Portfolio Diversification
Range
Most Diversified
37 instruments
January 2, 2023
Least Diversified
0 instruments
April 4, 2026
Average
31.5 instruments
Most Consistent Holdings
Top 5
NRR.L99.68%
AGG99.68%
BND99.68%
O99.68%
ADA99.68%
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 |
|---|---|---|---|---|
| Realty Income (O) | 8.54% | 11.8% | 99.68% | - |
 Brookfield Infrastructure (BIP) | 6.89% | 0% | 90.66% | 2/10/2026 |
| Vanguard Total Bond Market ETF (BND) | 6.62% | 4.71% | 99.68% | - |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 6.52% | 3.66% | 99.68% | - |
 Omega Healthcare (OHI) | 6.13% | 16.31% | 53.54% | - |
 AT&T (T.US) | 5.64% | 0% | 69.81% | 5/27/2025 |
 3M (MMM) | 5.26% | 0% | 69.48% | 5/23/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 5% | 0% | 90.58% | 2/9/2026 |
 Bitcoin (BTC) | 4.5% | 7.44% | 97.67% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.29% | 0% | 44.61% | 7/17/2024 |
 Chevron (CVX.US) | 3.98% | 11.57% | 47.42% | - |
 Wells Fargo (WFC) | 3.77% | 0% | 45.89% | 8/2/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.57% | 14.25% | 33.09% | - |
 Verizon (VZ) | 2.89% | 11.5% | 29.87% | - |
 Intel (INTC) | 2.79% | 0% | 79.47% | 11/11/2025 |
 Amazon (AMZN) | 2.72% | 2.03% | 92.19% | - |
 Regional Reit (RGL.L) | 1.87% | 6.55% | 30.76% | - |
| NewRiver REIT (NRR.L) | 1.8% | 1.07% | 99.68% | - |
 Coca-Cola (KO) | 1.7% | 0% | 34.3% | 4/23/2024 |
 Starbucks (SBUX) | 1.26% | 0% | 54.19% | 11/14/2024 |
 AMD (AMD) | 1.22% | 0% | 44.44% | 2/9/2026 |
 Bank of China (3988.HK) | 1.12% | 0% | 32.93% | 11/17/2025 |
 NVIDIA (NVDA) | 0.91% | 0% | 47.91% | 2/9/2026 |
 Walgreens (WBA) | 0.62% | 0% | 77.62% | 9/1/2025 |
 Main Street Capital (MAIN) | 0.6% | 4.38% | 26.49% | - |
 Palantir (PLTR) | 0.6% | 0% | 44.44% | 7/15/2024 |
 XRP (XRP) | 0.59% | 0% | 79.63% | 10/10/2025 |
 Global Payments (GPN) | 0.59% | 0% | 29.63% | 1/11/2024 |
 AbbVie (ABBV) | 0.58% | 0% | 8.29% | 8/5/2024 |
 Alibaba (BABA) | 0.56% | 0% | 94.52% | 3/30/2026 |
 Morgan Stanley (MS) | 0.45% | 0% | 5.96% | 10/21/2024 |
 Ethereum (ETH) | 0.43% | 0% | 26.57% | 10/10/2025 |
 Occidental (OXY) | 0.42% | 0% | 28.5% | 7/7/2025 |
 Supermicro (SMCI) | 0.41% | 2.56% | 26.57% | - |
 BYD (01211.HK) | 0.38% | 0% | 17.31% | 10/7/2024 |
 Warner Bros Discovery (WBD) | 0.37% | 0% | 68.92% | 5/16/2025 |
 LVMH (MC.PA) | 0.3% | 0% | 36.39% | 10/29/2025 |
 UiPath (PATH) | 0.29% | 0% | 94.36% | 3/30/2026 |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.27% | 0% | 83.33% | 11/11/2025 |
| Cardano (ADA) | 0.25% | 0.03% | 99.68% | - |
 Tesla (TSLA) | 0.25% | 0% | 19.97% | 11/17/2025 |
 Stellar (XLM) | 0.25% | 0% | 55.96% | 12/6/2024 |
 BioNTech SE (BNTX) | 0.2% | 0% | 13.53% | 6/4/2025 |
 Las Vegas Sands (LVS) | 0.18% | 0% | 12.88% | 11/11/2025 |
 McDonald's (MCD) | 0.18% | 0% | 3.54% | 2/15/2023 |
 RLX (RLX) | 0.14% | 0% | 68.92% | 5/16/2025 |
 Ford (F) | 0.13% | 0% | 21.58% | 10/2/2023 |
 American Well (AMWL) | 0.12% | 0% | 70.45% | 6/4/2025 |
 Decentraland (MANA) | 0.1% | 0% | 94.85% | 4/5/2026 |
 XPeng (XPEV) | 0.1% | 0% | 17.39% | 3/30/2026 |
 Broadcom (AVGO) | 0.09% | 0% | 5.07% | 10/7/2024 |
 Neste (NESTE.HE) | 0.08% | 0% | 15.7% | 7/18/2023 |
 Petrofac (PFC.L) | 0.08% | 0% | 6.44% | 3/24/2023 |
 BHP (BHP.L) | 0.07% | 2.2% | 3.54% | - |
 Canopy Growth (CGC) | 0.07% | 0% | 70.45% | 6/4/2025 |
 VAULTA (A) | 0.07% | 0% | 69.32% | 5/21/2025 |
 NEO (NEO) | 0.07% | 0% | 94.93% | 4/5/2026 |
 Lululemon (LULU) | 0.04% | 0% | 7.41% | 10/18/2024 |
 Curve (CRV) | 0.04% | 0% | 69.32% | 5/21/2025 |
 Tencent (0700.HK) | 0.03% | 0% | 7.73% | 10/21/2024 |
 Wynn Resorts (WYNN) | 0.03% | 0% | 4.75% | 1/9/2026 |
 Solana (SOL) | 0.03% | 0% | 23.91% | 11/1/2023 |
 Rigetti (RGTI) | 0.03% | 0% | 11.51% | 3/30/2026 |
 Aramco (SAOC) | 0.02% | 0% | 2.66% | 1/19/2025 |
 Mercedes-Benz (MBG.DE) | 0.02% | 0% | 2.9% | 2/7/2023 |
 Archer Aviation (ACHR) | 0.01% | 0% | 7.49% | 10/16/2025 |
 Official Trump (TRUMP) | 0.01% | 0% | 10.87% | 6/4/2025 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Omega Healthcare (OHI) | 11.08% | 12.81% |
| Brookfield Infrastructure (BIP) | 9.65% | 10.25% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 9.93% | 10.11% |
| Realty Income (O) | 9.56% | 8.63% |
| Verizon (VZ) | 8.78% | 8.14% |
| Bitcoin (BTC) | 8.13% | 7.68% |
| Chevron (CVX.US) | 6.88% | 6.7% |
| Regional Reit (RGL.L) | 7.19% | 6.16% |
| Vanguard FTSE Emerging Markets (VWO) | 4.82% | 5.94% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 4.89% | 4.29% |
| Vanguard Total Bond Market ETF (BND) | 4.41% | 3.77% |
| AMD (AMD) | 1.93% | 3.43% |
| Main Street Capital (MAIN) | 3.26% | 3.37% |
| Amazon (AMZN) | 1.37% | 2.42% |
| NVIDIA (NVDA) | 1.24% | 2.13% |
| Supermicro (SMCI) | 2.16% | 1.42% |
| NewRiver REIT (NRR.L) | 1.47% | 1.08% |
| Wynn Resorts (WYNN) | 0.68% | 0.63% |
| XPeng (XPEV) | 0.47% | 0.4% |
| Rigetti (RGTI) | 0.36% | 0.24% |
| UiPath (PATH) | 0.48% | 0.14% |
| Alibaba (BABA) | 0.21% | 0.13% |
| Cardano (ADA) | 0.44% | 0.05% |
| Decentraland (MANA) | 0.38% | 0.01% |
| NEO (NEO) | 0.17% | 0.01% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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