Portfolio Diversification
Range
Most Diversified
60 instruments
December 5, 2023
Least Diversified
45 instruments
January 2, 2023
Average
54.4 instruments
Most Consistent Holdings
Top 5
BA100%
MCD100%
AGNC100%
ALL100%
ADM.L100%
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 |
|---|---|---|---|---|
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 7.07% | 6.34% | 100% | - |
 iShares TIPS Bond ETF (TIP) | 5.43% | 4.58% | 100% | - |
| AGNC (AGNC) | 4.6% | 4.71% | 100% | - |
 iShares Preferred & Income Sec (PFF) | 4.41% | 4.23% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 3.98% | 5.57% | 100% | - |
 Realty Income (O) | 3.65% | 3.54% | 100% | - |
| Admiral (ADM.L) | 3.49% | 4.09% | 100% | - |
 Annaly (NLY) | 3.24% | 3.2% | 100% | - |
 Vanguard Total International Bond ETF (BNDX) | 3.06% | 3.41% | 100% | - |
 Barclays (BARC.L) | 2.97% | 0% | 88.03% | 5/13/2025 |
 ProShares UltraPro S&P 500 (UPRO) | 2.96% | 5.28% | 84.31% | - |
 Direct Line Group (DLG.L) | 2.92% | 0% | 88.03% | 5/13/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 2.86% | 4.89% | 82.46% | - |
 IG Group (IGG.L) | 2.78% | 4.15% | 100% | - |
 Legal & General (LGEN.L) | 2.66% | 2.79% | 100% | - |
 Aviva (AV.L) | 2.5% | 3.28% | 100% | - |
 Lloyd's (LLOY.L) | 2.15% | 0% | 88.03% | 5/13/2025 |
 Vanguard Real Estate ETF (VNQ) | 1.95% | 3.1% | 81.42% | - |
 Hargreaves Lansdown (HL.L) | 1.89% | 0% | 82.56% | 3/21/2025 |
 ARMOUR Residential REIT (ARR) | 1.86% | 1.62% | 100% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.84% | 1.78% | 100% | - |
 British Land (BLND.L) | 1.83% | 1.81% | 100% | - |
 PHP (PHP.L) | 1.64% | 1.21% | 100% | - |
 AXA (CS.PA) | 1.57% | 0% | 88.03% | 5/13/2025 |
 Arbor Realty (ABR) | 1.47% | 1.17% | 100% | - |
 Financial Select Sector SPDR (XLF) | 1.38% | 1.57% | 100% | - |
 Pershing Square (PSH.L) | 1.37% | 1.91% | 100% | - |
 SPDR S&P Bank ETF (KBE) | 1.35% | 1.08% | 100% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 1.28% | 0% | 49.95% | 5/7/2024 |
 Communication Services Select Sector SPDR Fund (XLC) | 1.17% | 1.49% | 100% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.12% | 0.67% | 100% | - |
 Medical Properties Trust (MPW) | 1.12% | 1.03% | 100% | - |
 Vanguard Total Bond Market ETF (BND) | 1.06% | 0.8% | 97.42% | - |
 iShares Global REIT ETF (REET) | 1.06% | 1% | 100% | - |
| Allstate (ALL) | 1.03% | 0.39% | 100% | - |
 Deutsche Bank (DB) | 1.02% | 2.55% | 91.43% | - |
 BlackRock (BLK) | 0.96% | 2.07% | 77.4% | - |
 VICI Properties (VICI) | 0.87% | 1.61% | 78.84% | - |
 Thales (HO.PA) | 0.82% | 0% | 76.37% | 5/13/2025 |
 Rio Tinto (RIO) | 0.74% | 0.51% | 100% | - |
 Omega Healthcare (OHI) | 0.7% | 1.15% | 88.34% | - |
 Prospect Capital (PSEC) | 0.66% | 0.35% | 100% | - |
| Boeing (BA) | 0.64% | 0.73% | 100% | - |
 Invesco Preferred ETF (PGX) | 0.57% | 0.5% | 100% | - |
 Utilities Select Sector SPDR (XLU) | 0.55% | 0.7% | 100% | - |
 Agree Realty (ADC) | 0.54% | 0.9% | 66.56% | - |
 Real Estate Select Sector SPDR (XLRE) | 0.52% | 0.24% | 100% | - |
 LVMH (MC.PA) | 0.49% | 0.36% | 91.85% | - |
 Sainsbury's (SBRY.L) | 0.42% | 0% | 88.03% | 5/13/2025 |
 Esso (ES.PA) | 0.4% | 0% | 53.97% | 5/13/2025 |
 ProShares UltraShort S&P500 (SDS) | 0.38% | 0.18% | 100% | - |
 Invesco Mortgage Capital (IVR) | 0.38% | 0.44% | 91.43% | - |
| McDonald's (MCD) | 0.33% | 0.31% | 100% | - |
 BASF (BAS.DE) | 0.31% | 0% | 88.03% | 5/13/2025 |
 LSE (LSEG.L) | 0.25% | 1.26% | 16.82% | - |
 Global X SuperDividend ETF (SDIV) | 0.24% | 0.22% | 100% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.23% | 0.13% | 100% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.23% | 0.26% | 82.46% | - |
 National Grid (NG.L) | 0.17% | 1.14% | 17.13% | - |
 iShares Core High Dividend ETF (HDV) | 0.17% | 0% | 50.67% | 5/14/2024 |
 Bitcoin (BTC) | 0.09% | 0% | 42.83% | 2/27/2024 |
 Cardano (ADA) | 0.04% | 0% | 8.26% | 12/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 6.78% | 6.8% |
| SPDR S&P 500 ETF (SPY) | 3.72% | 4.81% |
| iShares TIPS Bond ETF (TIP) | 4.98% | 4.42% |
| ProShares UltraPro S&P 500 (UPRO) | 2.34% | 4.42% |
| Direct Line Group (DLG.L) | 3.21% | 4.32% |
| Barclays (BARC.L) | 2.77% | 4.31% |
| iShares Preferred & Income Sec (PFF) | 4.58% | 4.25% |
| AGNC (AGNC) | 5.24% | 3.98% |
| IG Group (IGG.L) | 2.64% | 3.37% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.21% | 3.29% |
| Vanguard Total International Bond ETF (BNDX) | 3.41% | 3.22% |
| Realty Income (O) | 3.82% | 3.04% |
| Admiral (ADM.L) | 2.73% | 3% |
| Vanguard Real Estate ETF (VNQ) | 2.84% | 2.85% |
| Hargreaves Lansdown (HL.L) | 2.41% | 2.82% |
| Annaly (NLY) | 3.88% | 2.53% |
| Lloyd's (LLOY.L) | 2.13% | 2.42% |
| Aviva (AV.L) | 2.45% | 2.22% |
| Legal & General (LGEN.L) | 2.53% | 2.1% |
| British Land (BLND.L) | 1.97% | 1.87% |
| ARMOUR Residential REIT (ARR) | 2.71% | 1.84% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.6% | 1.66% |
| AXA (CS.PA) | 1.33% | 1.64% |
| Pershing Square (PSH.L) | 1.35% | 1.57% |
| BlackRock (BLK) | 1.07% | 1.44% |
| PHP (PHP.L) | 1.94% | 1.43% |
| Financial Select Sector SPDR (XLF) | 1.06% | 1.36% |
| SPDR S&P Bank ETF (KBE) | 1.06% | 1.28% |
| Arbor Realty (ABR) | 1.52% | 1.26% |
| Communication Services Select Sector SPDR Fund (XLC) | 0.8% | 1.2% |
| Deutsche Bank (DB) | 0.83% | 1.18% |
| Thales (HO.PA) | 1.13% | 1.06% |
| VICI Properties (VICI) | 1.12% | 0.99% |
| Vanguard Total Bond Market ETF (BND) | 1.06% | 0.99% |
| Omega Healthcare (OHI) | 0.82% | 0.96% |
| iShares Global REIT ETF (REET) | 1.06% | 0.89% |
| Medical Properties Trust (MPW) | 1.81% | 0.84% |
| Agree Realty (ADC) | 0.73% | 0.83% |
| Esso (ES.PA) | 0.58% | 0.83% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.38% | 0.64% |
| Utilities Select Sector SPDR (XLU) | 0.53% | 0.6% |
| Boeing (BA) | 0.63% | 0.54% |
| Prospect Capital (PSEC) | 0.86% | 0.5% |
| Invesco Preferred ETF (PGX) | 0.53% | 0.47% |
| LVMH (MC.PA) | 0.63% | 0.47% |
| Real Estate Select Sector SPDR (XLRE) | 0.53% | 0.45% |
| Rio Tinto (RIO) | 0.53% | 0.45% |
| Invesco Mortgage Capital (IVR) | 0.53% | 0.42% |
| Sainsbury's (SBRY.L) | 0.33% | 0.4% |
| Allstate (ALL) | 0.27% | 0.36% |
| McDonald's (MCD) | 0.27% | 0.28% |
| BASF (BAS.DE) | 0.27% | 0.26% |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.27% | 0.25% |
| ProShares UltraShort S&P500 (SDS) | 0.53% | 0.21% |
| Global X SuperDividend ETF (SDIV) | 0.27% | 0.18% |
| Renewables Infrastructure Group (TRIG.L) | 0.27% | 0.15% |