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Portfolio Diversification
Range
Most Diversified
78 instruments
May 24, 2025
Least Diversified
0 instruments
February 2, 2025
Average
49.3 instruments
Most Consistent Holdings
Top 5
MSFT91.45%
AAPL90.78%
META90.37%
O90.2%
MAIN89.62%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 7, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 6.02% | 10.95% | 91.45% | - |
 NVIDIA (NVDA) | 4.89% | 3.67% | 87.29% | - |
| Apple (AAPL) | 4.51% | 1.73% | 90.78% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 4.23% | 0% | 43.27% | 1/27/2026 |
 Alphabet (GOOG) | 4.17% | 0% | 77.74% | 11/5/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 3.95% | 0% | 48.84% | 1/26/2026 |
| Meta (META) | 3.94% | 7.59% | 90.37% | - |
| Main Street Capital (MAIN) | 3.02% | 8.94% | 89.62% | - |
| Realty Income (O) | 2.7% | 9.39% | 90.2% | - |
 Amazon (AMZN) | 2.4% | 7.92% | 82.97% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.06% | 0% | 57.39% | 10/9/2025 |
 Coca-Cola (KO) | 1.92% | 8.68% | 76% | - |
 Broadcom (AVGO) | 1.29% | 0.59% | 69.1% | - |
 ZIM (ZIM) | 1.22% | 0% | 26.41% | 11/17/2025 |
 Applied Materials (AMAT) | 1.22% | 0% | 77.74% | 11/4/2025 |
 ASML (ASML) | 1.19% | 1.99% | 73.42% | - |
 LVMH (MC.PA) | 1.13% | 0% | 80.9% | 11/17/2025 |
 Tesla (TSLA) | 1.09% | 0% | 29.15% | 4/16/2024 |
 Procter & Gamble (PG) | 1.07% | 0.78% | 78.57% | - |
 Invesco QQQ (QQQ) | 1.05% | 0% | 39.04% | 1/9/2026 |
 Toyota (TM) | 0.97% | 0% | 62.62% | 2/13/2026 |
 Lam Research (LRCX) | 0.96% | 0% | 67.36% | 7/8/2025 |
 TSMC (TSM) | 0.89% | 3.19% | 72.84% | - |
 Netflix (NFLX) | 0.87% | 1.87% | 58.06% | - |
 JPMorgan (JPM) | 0.87% | 0.56% | 66.69% | - |
 Petrobras (PBR) | 0.86% | 0% | 72.43% | 11/17/2025 |
 Alphabet (GOOGL) | 0.8% | 8.37% | 11.79% | - |
 Visa (V) | 0.78% | 0% | 54.98% | 2/11/2026 |
 Petrobras (PBR.A) | 0.77% | 0% | 69.93% | 11/17/2025 |
 PepsiCo (PEP) | 0.77% | 0% | 74.58% | 11/17/2025 |
 Oracle (ORCL) | 0.75% | 0.55% | 74.75% | - |
 L'Oréal (OR.PA) | 0.72% | 0% | 69.02% | 11/17/2025 |
 Johnson & Johnson (JNJ) | 0.72% | 0% | 60.47% | 8/8/2025 |
 ExxonMobil (XOM) | 0.7% | 0% | 53.41% | 3/13/2026 |
 Altria (MO) | 0.7% | 0% | 43.19% | 5/27/2025 |
 Philip Morris (PM) | 0.69% | 0% | 55.56% | 2/10/2026 |
 Chevron (CVX) | 0.68% | 0% | 52.99% | 11/14/2024 |
 ConocoPhillips (COP) | 0.67% | 0% | 64.78% | 6/24/2025 |
 Walmart (WMT) | 0.65% | 0% | 53.41% | 6/24/2025 |
 Enel (ENEL.MI) | 0.63% | 0% | 29.65% | 3/21/2024 |
 Chipotle (CMG) | 0.59% | 0% | 35.22% | 12/4/2024 |
 American Express (AXP) | 0.57% | 0% | 52.57% | 6/24/2025 |
 Costco (COST) | 0.55% | 0% | 51.83% | 11/17/2025 |
 Mastercard (MA) | 0.55% | 0% | 49% | 2/11/2026 |
 BBVA (BBVA.MC) | 0.54% | 0% | 52.82% | 6/20/2025 |
 Goldman Sachs (GS) | 0.52% | 0% | 47.43% | 2/11/2026 |
 Hermes (RMS.PA) | 0.49% | 0% | 52.33% | 11/12/2025 |
 McDonald's (MCD) | 0.49% | 0% | 42.77% | 8/27/2024 |
 IBM (IBM) | 0.47% | 0% | 37.79% | 8/27/2024 |
 Spotify (SPOT) | 0.47% | 1.24% | 25.91% | - |
 STAG (STAG) | 0.44% | 0% | 34.39% | 2/11/2026 |
 Eli Lilly (LLY) | 0.44% | 1.24% | 38.87% | - |
 Gold (Non Expiry) (GOLD) | 0.43% | 0% | 7.31% | 1/30/2026 |
 SAP (SAP.DE) | 0.42% | 0% | 38.54% | 6/25/2025 |
 EPR (EPR) | 0.42% | 0% | 33.39% | 2/11/2026 |
 Ferrari (RACE) | 0.42% | 0% | 25.66% | 11/10/2025 |
 Bank of America (BAC) | 0.4% | 1.12% | 34.72% | - |
 Verizon (VZ) | 0.38% | 0% | 27.16% | 3/20/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.37% | 0% | 17.19% | 11/28/2025 |
 D-Wave (QBTS) | 0.37% | 1.34% | 30.48% | - |
 Ford (F) | 0.37% | 0% | 2.57% | 3/13/2023 |
 Berkshire Hathaway (BRK.B) | 0.36% | 0% | 27.74% | 2/11/2026 |
 Cisco (CSCO) | 0.35% | 0% | 26.66% | 3/21/2024 |
 ProShares UltraPro S&P 500 (UPRO) | 0.33% | 0% | 11.38% | 12/22/2025 |
 Intuit (INTU) | 0.33% | 0% | 27.99% | 7/31/2024 |
 Rigetti (RGTI) | 0.33% | 1.33% | 25.91% | - |
 Proshares Ultra S&P 500 (SSO) | 0.32% | 0% | 11.38% | 12/22/2025 |
 Ionq (IONQ) | 0.31% | 1.12% | 25.58% | - |
 Merck (MRK) | 0.31% | 0% | 29.9% | 3/20/2024 |
 Annaly (NLY) | 0.3% | 0% | 16.94% | 9/9/2025 |
 Morgan Stanley (MS) | 0.3% | 0% | 32.89% | 6/18/2025 |
 BlackRock (BLK) | 0.3% | 0% | 23.09% | 3/20/2024 |
 Novo-Nordisk (NVO) | 0.29% | 0% | 13.79% | 8/19/2024 |
 SPDR Gold (GLD) | 0.28% | 0% | 15.2% | 12/22/2025 |
 Travelers (TRV) | 0.26% | 0% | 20.6% | 3/20/2024 |
 AbbVie (ABBV) | 0.26% | 0% | 23.5% | 8/21/2025 |
 SoFi (SOFI) | 0.25% | 0.82% | 17.86% | - |
 Veolia (VIE.PA) | 0.25% | 0% | 24.5% | 3/21/2024 |
 Hims & Hers (HIMS) | 0.25% | 1.81% | 26.41% | - |
 Eni (ENI.MI) | 0.25% | 0% | 24.5% | 3/21/2024 |
 Santander (SAN.MC) | 0.25% | 0% | 23.34% | 3/7/2024 |
 Continental (CON.DE) | 0.25% | 0% | 24.5% | 3/21/2024 |
 Union Pacific (UNP) | 0.24% | 0% | 21.18% | 3/7/2024 |
 Intel (INTC) | 0.24% | 0% | 21.84% | 4/12/2024 |
 Palo Alto Networks (PANW) | 0.23% | 0% | 12.38% | 11/20/2023 |
 Starbucks (SBUX) | 0.22% | 0% | 21.59% | 5/1/2024 |
 Cal-Maine Foods (CALM) | 0.21% | 0% | 4.32% | 2/12/2026 |
 Amphenol (APH) | 0.21% | 1.45% | 20.93% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.21% | 0% | 3.49% | 9/29/2025 |
 AGNC (AGNC) | 0.2% | 1.34% | 11.13% | - |
 ADP (ADP) | 0.2% | 0% | 20.43% | 2/7/2024 |
 AMD (AMD) | 0.19% | 0% | 11.54% | 8/24/2023 |
 Snam (SRG.MI) | 0.19% | 0% | 5.15% | 3/16/2023 |
 eToro Group LTD (ETOR) | 0.19% | 0.42% | 26.91% | - |
 Monster Beverage (MNST) | 0.19% | 0% | 20.18% | 1/4/2024 |
 Intesa Sanpaolo (ISP.MI) | 0.18% | 0% | 19.19% | 3/20/2024 |
 Micron (MU) | 0.18% | 1.03% | 19.52% | - |
 UnitedHealth (UNH) | 0.18% | 0% | 20.85% | 11/17/2025 |
 Pfizer (PFE) | 0.18% | 0% | 10.63% | 2/10/2026 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.17% | 0% | 6.4% | 8/27/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.17% | 0% | 21.76% | 3/6/2025 |
 Mondelez (MDLZ) | 0.16% | 0% | 14.37% | 3/7/2024 |
 Adobe (ADBE) | 0.15% | 0% | 11.13% | 10/11/2023 |
 iShares Semiconductor ETF (SOXX) | 0.15% | 0% | 20.43% | 3/6/2025 |
 Progressive (PGR) | 0.15% | 1.09% | 17.36% | - |
 CVS Health (CVS) | 0.15% | 0% | 8.89% | 4/26/2023 |
 GoDaddy (GDDY) | 0.15% | 0% | 27.49% | 11/17/2025 |
 Antero Midstream (AM) | 0.15% | 0% | 3.9% | 3/13/2023 |
 ARMOUR Residential REIT (ARR) | 0.15% | 0% | 4.65% | 3/13/2023 |
 KKR (KKR) | 0.15% | 0% | 26.91% | 11/17/2025 |
 UPS (UPS) | 0.15% | 0% | 13.12% | 11/9/2023 |
 Invesco Mortgage Capital (IVR) | 0.14% | 0% | 1% | 1/12/2023 |
 SL Green (SLG) | 0.14% | 0% | 5.98% | 3/13/2023 |
 NYMT (ADAM) | 0.14% | 0% | 1.08% | 1/12/2023 |
 Apple Hospitality (APLE) | 0.13% | 0% | 6.81% | 2/11/2026 |
 Arista (ANET) | 0.13% | 0% | 20.76% | 7/30/2025 |
 Citi (C) | 0.13% | 0.43% | 16.36% | - |
 CoreWeave Inc (CRWV) | 0.13% | 1.11% | 16.28% | - |
 Banco Santander (SAN) | 0.13% | 0% | 15.53% | 2/13/2026 |
 GE (GE) | 0.12% | 0% | 18.94% | 2/13/2026 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.12% | 0% | 6.81% | 1/9/2026 |
 Alibaba (BABA) | 0.12% | 0% | 16.53% | 8/29/2025 |
 Nebius Group NV (NBIS) | 0.12% | 0.51% | 14.78% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.11% | 0% | 2.41% | 9/30/2025 |
 Prospect Capital (PSEC) | 0.1% | 0% | 5.07% | 3/16/2023 |
 SAP (SAP) | 0.1% | 0.49% | 15.03% | - |
 T-Mobile (TMUS) | 0.1% | 0% | 23.5% | 11/17/2025 |
 LTC Properties (LTC.US) | 0.1% | 0% | 4.98% | 3/16/2023 |
 Eaton (ETN) | 0.1% | 0% | 14.87% | 6/24/2025 |
 PNC (PNC) | 0.1% | 0% | 4.82% | 3/13/2023 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.09% | 0% | 12.87% | 12/4/2024 |
 Global Partners (GLP) | 0.09% | 0% | 2.82% | 3/13/2023 |
 Vanguard Financials ETF (VFH) | 0.09% | 0% | 5.15% | 12/18/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.09% | 0% | 6.81% | 12/19/2025 |
 Caterpillar (CAT) | 0.09% | 0% | 13.37% | 6/26/2025 |
 Tapestry (TPR) | 0.08% | 0% | 12.62% | 6/18/2025 |
 Lockheed Martin (LMT) | 0.08% | 0% | 5.65% | 5/3/2023 |
 Omnicom (OMC) | 0.08% | 0% | 5.65% | 5/3/2023 |
 Booking (BKNG) | 0.08% | 0% | 11.46% | 5/14/2025 |
 Parker-Hannifin (PH) | 0.08% | 0% | 11.71% | 6/27/2025 |
 iShares Core High Dividend ETF (HDV) | 0.07% | 0% | 6.73% | 3/19/2026 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.07% | 0% | 6.64% | 1/26/2026 |
 Ishares Russell 2000 ETF (IWM) | 0.07% | 0.47% | 10.13% | - |
 Commercial Metals (CMC) | 0.07% | 0% | 3.57% | 3/16/2023 |
 Qualcomm (QCOM) | 0.07% | 0% | 4.9% | 5/3/2023 |
 Equinor (EQNR) | 0.07% | 0% | 2.82% | 2/9/2023 |
 Arbor Realty (ABR) | 0.07% | 0% | 8.14% | 12/1/2023 |
 Plains All American (PAA) | 0.07% | 0% | 1.08% | 2/3/2023 |
 Kroger (KR) | 0.07% | 0% | 11.13% | 6/20/2025 |
 Pharol SGPS SA (PHR.LS) | 0.07% | 0% | 7.72% | 3/21/2025 |
 Barrick (B) | 0.07% | 0.59% | 9.72% | - |
 Tencent (0700.HK) | 0.06% | 0.47% | 11.21% | - |
 Vistra (VST) | 0.06% | 0% | 10.96% | 6/18/2025 |
 Williams (WMB) | 0.06% | 0% | 8.06% | 5/14/2025 |
 VF Corp (VFC) | 0.06% | 0% | 0.58% | 12/16/2022 |
 Hess Midstream (HESM) | 0.06% | 0% | 3.32% | 3/13/2023 |
 Energy Transfer (ET) | 0.06% | 0% | 3.32% | 3/16/2023 |
 TJX (TJX) | 0.06% | 0% | 8.06% | 5/14/2025 |
 Sunoco (SUN) | 0.06% | 0% | 3.32% | 3/16/2023 |
 Hive (HIVE) | 0.06% | 0.22% | 14.78% | - |
 First Solar (FSLR) | 0.06% | 0% | 2.91% | 5/2/2023 |
 Plains GP (PAGP) | 0.06% | 0% | 1.08% | 2/3/2023 |
 Monolithic Power (MPWR) | 0.05% | 0% | 8.14% | 11/5/2025 |
 Garmin (GRMN) | 0.05% | 0% | 11.05% | 7/10/2025 |
 Truist (TFC) | 0.05% | 0% | 3.07% | 3/13/2023 |
 Chimera (CIM) | 0.05% | 0% | 1% | 1/12/2023 |
 NMI Holdings (NMIH) | 0.05% | 0% | 11.46% | 11/17/2025 |
 RBI (QSR) | 0.05% | 0% | 0.75% | 12/27/2022 |
 Algonquin (AQN) | 0.05% | 0% | 1.83% | 1/25/2023 |
 Volkswagen (VOW.DE) | 0.05% | 0% | 8.31% | 7/25/2025 |
 AT&T (T) | 0.05% | 0% | 1.83% | 1/25/2023 |
 NextEra (NEE) | 0.05% | 0% | 6.4% | 2/10/2026 |
 Baidu (BIDU) | 0.05% | 0% | 5.73% | 11/9/2023 |
 VICI Properties (VICI) | 0.05% | 0% | 0.75% | 12/27/2022 |
 Albemarle (ALB) | 0.05% | 0% | 3.57% | 4/26/2023 |
 Sabra Health Care REIT (SBRA) | 0.05% | 0% | 2.82% | 3/13/2023 |
 Kraft Heinz (KHC) | 0.05% | 0% | 1.08% | 1/5/2023 |
 ARM (ARM) | 0.05% | 0% | 5.48% | 11/20/2023 |
 GM (GM) | 0.04% | 0% | 5.23% | 5/14/2025 |
 British American Tobacco (BTI) | 0.04% | 0% | 0.5% | 12/27/2022 |
 Linde (LIN) | 0.04% | 0% | 8.31% | 7/26/2024 |
 Global Net Lease (GNL) | 0.04% | 0% | 0.58% | 1/13/2023 |
 FS KKR (FSK) | 0.04% | 0% | 0.33% | 12/16/2022 |
 Catalyst Pharmaceuticals (CPRX) | 0.04% | 0% | 7.64% | 10/1/2025 |
 Devon Energy (DVN) | 0.04% | 0% | 0.83% | 12/16/2022 |
 Vail Resorts (MTN) | 0.04% | 0% | 0.66% | 12/27/2022 |
 Enbridge (ENB) | 0.04% | 0% | 2.24% | 3/13/2023 |
 Pinterest (PINS) | 0.04% | 0% | 6.31% | 9/15/2025 |
 Dell (DELL) | 0.04% | 0% | 2.82% | 3/26/2026 |
 Kering (KER.PA) | 0.04% | 0% | 0.83% | 1/16/2023 |
 JOYY (JOYY) | 0.03% | 0% | 0.75% | 12/28/2022 |
 BD (BDX) | 0.03% | 0% | 0.66% | 12/16/2022 |
 FIS (FIS) | 0.03% | 0% | 0.66% | 12/16/2022 |
 Kimberly-Clark (KMB) | 0.03% | 0% | 0.66% | 12/16/2022 |
 International Paper (IP.US) | 0.03% | 0% | 2.08% | 3/13/2023 |
 Ralph Lauren (RL) | 0.03% | 0% | 4.07% | 3/6/2025 |
 Essent (ESNT) | 0.03% | 0% | 5.98% | 9/11/2025 |
 United Therapeutics (UTHR) | 0.03% | 0% | 5.48% | 9/5/2025 |
 MGIC (MTG) | 0.03% | 0% | 5.98% | 9/11/2025 |
 Pagseguro (PAGS) | 0.03% | 0% | 6.06% | 9/12/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.03% | 0% | 1.08% | 2/9/2023 |
 Public Storage (PSA) | 0.03% | 0% | 0.58% | 12/16/2022 |
 Best Buy (BBY) | 0.03% | 0% | 0.58% | 12/16/2022 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.03% | 0% | 0.58% | 12/13/2022 |
 Direxion Daily Junior Gold Miners Index Bull 2X Shares (JNUG) | 0.03% | 0% | 2.57% | 11/17/2025 |
 Salesforce (CRM) | 0.03% | 0% | 2.91% | 6/30/2023 |
 Vaneck Rare Earth and Strategic Metals (REMX) | 0.03% | 0.5% | 5.48% | - |
 Hello Group (MOMO) | 0.03% | 0% | 0.58% | 12/16/2022 |
 Bitcoin (BTC) | 0.03% | 0% | 6.98% | 10/1/2025 |
 Urban Edge (UE) | 0.02% | 0% | 0.25% | 12/16/2022 |
 Lenovo (0992.HK) | 0.02% | 0% | 3.49% | 7/4/2025 |
 Pentair (PNR) | 0.02% | 0% | 0.91% | 1/24/2023 |
 Netskope, Inc (NTSK) | 0.02% | 0% | 4.4% | 11/10/2025 |
 Xiaomi (1810.HK) | 0.02% | 0% | 2.74% | 6/25/2025 |
 SM Energy (SM) | 0.02% | 0% | 0.58% | 1/20/2023 |
 CCU (CCU) | 0.02% | 0% | 0.5% | 12/27/2022 |
 Supermicro (SMCI) | 0.02% | 0% | 2.41% | 9/29/2023 |
 Independent Bank (INDB) | 0.02% | 0% | 0.5% | 12/27/2022 |
 Silver (Non Expiry) (SILVER) | 0.02% | 0% | 0.83% | 10/21/2025 |
 SPDR Gold MiniShares Trust (GLDM) | 0.02% | 0.35% | 5.65% | - |
 KEPCO (KEP) | 0.02% | 0% | 2.82% | 6/18/2025 |
 Edison (EIX) | 0.02% | 0% | 0.17% | 12/20/2022 |
 Banca Generali (BGN.MI) | 0.02% | 0% | 0.75% | 2/9/2023 |
 Vertiv (VRT) | 0.02% | 0.49% | 2.99% | - |
 TotalEnergies (TTE.PA) | 0.02% | 0.69% | 2.57% | - |
 Hannon Armstrong (HASI) | 0.02% | 0% | 0.17% | 12/20/2022 |
 WisdomTree Silver (SLVR.L) | 0.02% | 0% | 1.16% | 1/26/2026 |
 Bank OZK (OZK) | 0.02% | 0% | 0.66% | 1/20/2023 |
 MDC Holdings Inc (MDC) | 0.02% | 0% | 0.58% | 2/7/2023 |
 SSR Mining (SSRM) | 0.02% | 0% | 2.82% | 6/18/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.02% | 0% | 1.08% | 3/11/2026 |
 iShares Silver Trust (SLV) | 0.02% | 0.25% | 5.65% | - |
 Bristol-Myers Squibb (BMY) | 0.02% | 0% | 0.5% | 11/5/2025 |
 WisdomTree Physical Platinum (PHPT.L) | 0.02% | 0% | 3.07% | 1/26/2026 |
 Trigano (TRI.PA) | 0.02% | 0% | 0.58% | 1/13/2023 |
 Rio Tinto (RIO.ASX) | 0.02% | 0% | 2.57% | 2/13/2026 |
 Enterprise Products (EPD) | 0.02% | 0% | 0.58% | 1/27/2023 |
 Patterson (PDCO) | 0.02% | 0% | 0.58% | 1/20/2023 |
 Maersk (MAERSKB.CO) | 0.01% | 0% | 1.08% | 4/26/2023 |
 Umpqua Holdings Corporation (UMPQ) | 0.01% | 0% | 0.58% | 1/24/2023 |
 Star Bulk (SBLK) | 0.01% | 0% | 1.08% | 4/26/2023 |
 Lincoln National (LNC) | 0.01% | 0% | 0.5% | 1/11/2023 |
 Exelon (EXC) | 0.01% | 0% | 2.82% | 11/17/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.01% | 0% | 0.58% | 5/27/2025 |
 Two Harbors (TWO) | 0.01% | 0% | 0.5% | 1/12/2023 |
 Life Storage Inc (LSI) | 0.01% | 0% | 0.5% | 1/12/2023 |
 NRZ (RITM) | 0.01% | 0% | 0.5% | 1/12/2023 |
 Blackstone Mortgage Trust (BXMT) | 0.01% | 0% | 0.5% | 1/12/2023 |
 Brandywine (BDN) | 0.01% | 0% | 0.33% | 1/4/2023 |
 Eletrobras (AXIA) | 0.01% | 0% | 2.82% | 6/18/2025 |
 APA (APA) | 0.01% | 0% | 0.5% | 1/23/2023 |
 Extra Space (EXR) | 0.01% | 0% | 0.25% | 12/16/2022 |
 iClick (AMBR) | 0.01% | 0% | 0.25% | 12/12/2022 |
 Camping World (CWH) | 0.01% | 0% | 0.25% | 12/16/2022 |
 iShares Gold Trust (IAU) | 0.01% | 0% | 1.41% | 10/23/2025 |
 Equinox Gold (EQX) | 0.01% | 0% | 2.82% | 6/18/2025 |
 Starwood Property Trust (STWD) | 0.01% | 0% | 0.25% | 12/30/2022 |
 PetroChina (00857.HK) | 0.01% | 0% | 2.41% | 2/13/2026 |
 Hackett (HCKT) | 0.01% | 0% | 1.74% | 3/22/2024 |
 Quantum Computing Inc (QUBT) | 0.01% | 0% | 2.16% | 1/26/2026 |
 NuStar Energy LP (NS) | 0.01% | 0% | 0.25% | 2/9/2023 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.01% | 0% | 1.99% | 7/26/2024 |
 NNN (NNN) | 0.01% | 0% | 2.33% | 2/11/2026 |
 Federal Realty (FRT) | 0.01% | 0% | 2.33% | 2/11/2026 |
 Columbia Banking System (COLB) | 0.01% | 0% | 0.33% | 2/3/2023 |
 NSA (NSA) | 0.01% | 0% | 0.17% | 12/16/2022 |
 Biogen (BIIB) | 0.01% | 0% | 1.16% | 2/11/2026 |
 Grand Canyon Education (LOPE) | 0.01% | 0% | 1.41% | 3/22/2024 |
 H&R Block (HRB) | 0.01% | 0% | 1.41% | 3/22/2024 |
 FirstEnergy (FE) | 0.01% | 0% | 0.33% | 2/7/2023 |
 Lennox (LII) | 0.01% | 0% | 1.25% | 3/20/2024 |
 Air Products (APD) | 0.01% | 0% | 0.17% | 12/20/2022 |
 Stryker (SYK) | 0.01% | 0% | 0.17% | 12/20/2022 |
 Xerox (XRX) | 0.01% | 0% | 0.17% | 12/20/2022 |
 Logista (LOG.MC) | 0.01% | 0% | 0.33% | 2/13/2023 |
 Vanguard Value ETF (VTV) | 0.01% | 0% | 1.41% | 12/22/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.01% | 0% | 1.66% | 7/1/2025 |
 Janus Henderson (JHG) | 0.01% | 0% | 0.25% | 2/9/2023 |
 iShares Bitcoin Trust (IBIT) | 0% | 0% | 0.83% | 3/15/2024 |
 Southern Copper (SCCO) | 0% | 0% | 0.25% | 2/9/2023 |
 Carvana (CVNA) | 0% | 0% | 0.17% | 2/1/2023 |
 YXT.COM Group Holding Ltd (YXT) | 0% | 0% | 1.5% | 10/7/2025 |
 Marvell (MRVL) | 0% | 0% | 0.33% | 5/30/2023 |
 Fortinet (FTNT) | 0% | 0% | 0.33% | 5/30/2023 |
 Universal Corp (UVV) | 0% | 0% | 0.08% | 1/6/2023 |
 OGE Energy (OGE) | 0% | 0% | 0.08% | 1/6/2023 |
 GeoPark (GPRK) | 0% | 0% | 0.66% | 11/7/2025 |
 Watsco (WSO) | 0% | 0% | 0.08% | 1/13/2023 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0% | 1.17% | 0.17% | - |
 EUR/USD (EURUSD) | 0% | 0% | 0.08% | 11/5/2025 |
 Ternium (TX) | 0% | 0% | 0.83% | 1/26/2026 |
 Ethereum (ETH) | 0% | 0% | 0.17% | 3/7/2024 |
 Gilead Sciences (GILD) | 0% | 0% | 0.08% | 11/5/2025 |
 America Movil (AMX) | 0% | 0% | 0.08% | 11/5/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 12.91% | 13.71% |
| Coca-Cola (KO) | 6.48% | 7.03% |
| Microsoft (MSFT) | 6.54% | 6.85% |
| Alphabet (GOOGL) | 5.95% | 6.3% |
| Main Street Capital (MAIN) | 5.65% | 6.07% |
| Realty Income (O) | 5.58% | 5.68% |
| Meta (META) | 5.37% | 5.04% |
| NVIDIA (NVDA) | 4.32% | 4.69% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 4.08% | 4.29% |
| Invesco QQQ (QQQ) | 2.93% | 3.09% |
| Netflix (NFLX) | 2.79% | 2.37% |
| Rigetti (RGTI) | 3.15% | 2.23% |
| Apple (AAPL) | 1.89% | 1.96% |
| Ionq (IONQ) | 2.35% | 1.85% |
| D-Wave (QBTS) | 2.24% | 1.84% |
| WisdomTree Core Physical Gold (WGLD.L) | 1.63% | 1.72% |
| Procter & Gamble (PG) | 1.85% | 1.7% |
| Spotify (SPOT) | 1.89% | 1.57% |
| WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 1.04% | 1.43% |
| Progressive (PGR) | 1.32% | 1.37% |
| Hims & Hers (HIMS) | 1.54% | 1.3% |
| TSMC (TSM) | 1.15% | 1.22% |
| Ishares Russell 2000 ETF (IWM) | 0.94% | 0.99% |
| iShares Core High Dividend ETF (HDV) | 0.92% | 0.98% |
| Banco Santander (SAN) | 0.89% | 0.94% |
| Amazon (AMZN) | 0.87% | 0.93% |
| Goldman Sachs (GS) | 0.85% | 0.88% |
| Eli Lilly (LLY) | 0.82% | 0.86% |
| CoreWeave Inc (CRWV) | 1.03% | 0.86% |
| Nebius Group NV (NBIS) | 1.04% | 0.84% |
| Amphenol (APH) | 0.78% | 0.82% |
| NextEra (NEE) | 0.77% | 0.81% |
| Oracle (ORCL) | 1.02% | 0.78% |
| SAP (SAP) | 0.77% | 0.73% |
| ExxonMobil (XOM) | 0.68% | 0.73% |
| Broadcom (AVGO) | 0.66% | 0.7% |
| Philip Morris (PM) | 0.61% | 0.64% |
| GE (GE) | 0.59% | 0.62% |
| Toyota (TM) | 0.57% | 0.54% |
| eToro Group LTD (ETOR) | 0.86% | 0.53% |
| Quantum Computing Inc (QUBT) | 0.39% | 0.41% |
| Hive (HIVE) | 0.59% | 0.31% |
Cash & Instruments Over Time
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