Portfolio Diversification
Range
Most Diversified
23 instruments
August 20, 2024
Least Diversified
0 instruments
February 2, 2025
Average
19.3 instruments
Most Consistent Holdings
Top 5
HYG99.92%
IAPD.L99.92%
DIV99.92%
SCHD99.92%
SPHD99.92%
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 |
|---|---|---|---|---|
 Vanguard Total International Stock ETF (VXUS) | 6.16% | 0% | 98.93% | 8/25/2025 |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 6.08% | 5.14% | 99.92% | - |
 Invesco Preferred ETF (PGX) | 5.9% | 6.04% | 99.16% | - |
 Vanguard Financials ETF (VFH) | 5.88% | 0% | 87.43% | 3/27/2025 |
 iShares Preferred & Income Sec (PFF) | 5.62% | 4.81% | 99.92% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 5.62% | 5.26% | 92.69% | - |
 Vanguard Real Estate ETF (VNQ) | 5.38% | 5.06% | 99.92% | - |
 Vanguard FTSE Emerging Markets (VWO) | 5.23% | 0% | 87.74% | 3/31/2025 |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 5% | 4.59% | 99.92% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.96% | 4.38% | 99.92% | - |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 4.78% | 4.2% | 99.92% | - |
| Schwab US Dividend Equity ETF (SCHD) | 4.65% | 3.69% | 99.92% | - |
| Global SuperDividend US ETF (DIV) | 4.51% | 4.05% | 99.92% | - |
 iShares Core High Dividend ETF (HDV) | 4.48% | 0% | 87.74% | 3/31/2025 |
 iShares Select Dividend ETF (DVY) | 4.45% | 0% | 87.43% | 3/27/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 4.36% | 0% | 87.43% | 3/27/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 3.7% | 0% | 70.98% | 8/21/2024 |
 Global X SuperDividend ETF (SDIV) | 2.37% | 0% | 43.18% | 8/16/2023 |
 Invesco QQQ (QQQ) | 2.23% | 8.39% | 56.74% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.01% | 7.52% | 29.55% | - |
 Starwood Property Trust (STWD) | 1.04% | 3.77% | 28.94% | - |
 EPR (EPR) | 0.83% | 4.1% | 29.09% | - |
 LTC Properties (LTC.US) | 0.81% | 3.83% | 29.09% | - |
 VICI Properties (VICI) | 0.75% | 3.95% | 29.55% | - |
 Crown Castle (CCI) | 0.71% | 5.02% | 15.31% | - |
 Gladstone Investment (GAIN) | 0.68% | 5.27% | 12.49% | - |
 Vanguard S&P 500 ETF (VOO) | 0.66% | 0% | 27.8% | 8/21/2024 |
 Realty Income (O) | 0.47% | 3.82% | 12.19% | - |
 Apple Hospitality (APLE) | 0.37% | 3.6% | 12.19% | - |
 Main Street Capital (MAIN) | 0.03% | 3.48% | 0.99% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 6.39% | 7% |
| Vanguard Financials ETF (VFH) | 5.34% | 6.55% |
| Invesco Preferred ETF (PGX) | 7.15% | 6.13% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 5.74% | 5.44% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 5.92% | 5.41% |
| Vanguard Real Estate ETF (VNQ) | 6.01% | 5.31% |
| iShares Preferred & Income Sec (PFF) | 6.06% | 5.19% |
| Vanguard FTSE Emerging Markets (VWO) | 5.3% | 5.08% |
| Vanguard Total International Stock ETF (VXUS) | 5.31% | 5.07% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.42% | 4.87% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.28% | 4.59% |
| iShares Core High Dividend ETF (HDV) | 3.94% | 4.44% |
| Global SuperDividend US ETF (DIV) | 4.85% | 4.4% |
| iShares Core Dividend Growth ETF (DGRO) | 3.79% | 4.3% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 4.04% | 4.1% |
| iShares Select Dividend ETF (DVY) | 3.65% | 3.98% |
| Schwab US Dividend Equity ETF (SCHD) | 3.81% | 3.98% |
| Invesco QQQ (QQQ) | 2.86% | 3.54% |
| Starwood Property Trust (STWD) | 3.62% | 3.42% |
| LTC Properties (LTC.US) | 2.6% | 2.48% |
| VICI Properties (VICI) | 2.52% | 2.35% |
| EPR (EPR) | 2.21% | 2.18% |