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Portfolio Diversification
Range
Most Diversified
23 instruments
August 20, 2024
Least Diversified
0 instruments
February 2, 2025
Average
19.5 instruments
Most Consistent Holdings
Top 5
HYG99.57%
DIV99.57%
SPHD99.57%
SPYD99.57%
VNQ99.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 5.97% | 5.29% | 99.57% | - |
 Invesco Preferred ETF (PGX) | 5.79% | 0% | 95.03% | 5/15/2026 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 5.77% | 6.38% | 93.75% | - |
| Vanguard Real Estate ETF (VNQ) | 5.25% | 4.89% | 99.57% | - |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 5.01% | 5.05% | 99.57% | - |
 Vanguard Total International Stock ETF (VXUS) | 4.96% | 0% | 79.64% | 8/25/2025 |
 iShares Preferred & Income Sec (PFF) | 4.93% | 0% | 87.86% | 1/6/2026 |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.92% | 5.03% | 99.57% | - |
 Vanguard Financials ETF (VFH) | 4.73% | 0% | 70.39% | 3/27/2025 |
| Global SuperDividend US ETF (DIV) | 4.71% | 5.92% | 99.57% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 4.38% | 2.76% | 99.51% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.27% | 0% | 92.7% | 3/26/2026 |
 Vanguard FTSE Emerging Markets (VWO) | 4.21% | 0% | 70.63% | 3/31/2025 |
 iShares Core High Dividend ETF (HDV) | 3.61% | 0% | 70.63% | 3/31/2025 |
 iShares Select Dividend ETF (DVY) | 3.58% | 0% | 70.39% | 3/27/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 3.51% | 0% | 70.39% | 3/27/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 2.98% | 0% | 57.14% | 8/21/2024 |
 Invesco QQQ (QQQ) | 2.2% | 2.54% | 64.81% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.09% | 3.35% | 42.92% | - |
 Global X SuperDividend ETF (SDIV) | 1.91% | 0% | 34.76% | 8/16/2023 |
 Starwood Property Trust (STWD) | 1.71% | 7.25% | 42.43% | - |
 Gladstone Investment (GAIN) | 1.7% | 6.39% | 29.18% | - |
 Crown Castle (CCI) | 1.59% | 5.09% | 31.45% | - |
 EPR (EPR) | 1.56% | 4.99% | 42.55% | - |
 LTC Properties (LTC.US) | 1.55% | 5.33% | 42.55% | - |
 VICI Properties (VICI) | 1.41% | 4.15% | 42.92% | - |
 Realty Income (O) | 1.23% | 4.51% | 28.94% | - |
 Apple Hospitality (APLE) | 1.19% | 6.08% | 28.94% | - |
 Main Street Capital (MAIN) | 0.89% | 6.53% | 19.93% | - |
 Ellington Financial (EFC) | 0.81% | 4.32% | 17.66% | - |
 Vanguard S&P 500 ETF (VOO) | 0.53% | 0% | 22.38% | 8/21/2024 |
 Gladstone Commercial (GOOD) | 0.27% | 4.05% | 6.87% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco Preferred ETF (PGX) | 7.77% | 6.93% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 6.78% | 6.48% |
| Gladstone Investment (GAIN) | 5.63% | 6.06% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 5.85% | 6% |
| iShares Preferred & Income Sec (PFF) | 6.17% | 5.5% |
| Crown Castle (CCI) | 5.93% | 5.43% |
| Global SuperDividend US ETF (DIV) | 5.8% | 5.42% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.5% | 5.2% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.37% | 4.94% |
| Ellington Financial (EFC) | 4.51% | 4.88% |
| EPR (EPR) | 4.15% | 4.49% |
| Vanguard Real Estate ETF (VNQ) | 5.04% | 4.48% |
| LTC Properties (LTC.US) | 4.41% | 4.42% |
| Realty Income (O) | 4.27% | 4.41% |
| Apple Hospitality (APLE) | 4.44% | 4.35% |
| Main Street Capital (MAIN) | 4.46% | 4.32% |
| Schwab US Dividend Equity ETF (SCHD) | 3.88% | 4.29% |
| VICI Properties (VICI) | 4.47% | 4.21% |
| Starwood Property Trust (STWD) | 4.24% | 4.04% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.87% | 2.36% |
| Invesco QQQ (QQQ) | 0.75% | 0.91% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.7% | 0.86% |
Cash & Instruments Over Time
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