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Portfolio Diversification
Range
Most Diversified
60 instruments
December 5, 2023
Least Diversified
0 instruments
November 14, 2025
Average
53.1 instruments
Most Consistent Holdings
Top 5
BA99.66%
MCD99.66%
AGNC99.66%
ALL99.66%
ADM.L99.66%
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) | 6.58% | 0% | 99.66% | 4/15/2026 |
 iShares TIPS Bond ETF (TIP) | 5.28% | 0% | 99.66% | 4/15/2026 |
| AGNC (AGNC) | 4.6% | 0% | 99.66% | 4/15/2026 |
 iShares Preferred & Income Sec (PFF) | 4.38% | 0% | 99.66% | 4/15/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 4.27% | 0% | 99.66% | 4/15/2026 |
 Realty Income (O) | 3.67% | 0% | 99.66% | 4/15/2026 |
 ProShares UltraPro S&P 500 (UPRO) | 3.6% | 0% | 86.9% | 4/15/2026 |
| Admiral (ADM.L) | 3.56% | 0% | 99.66% | 4/15/2026 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.49% | 0% | 85.39% | 4/15/2026 |
 Annaly (NLY) | 3.21% | 0% | 99.66% | 4/15/2026 |
 Vanguard Total International Bond ETF (BNDX) | 3.09% | 0% | 99.66% | 4/15/2026 |
 IG Group (IGG.L) | 3.07% | 0% | 99.66% | 4/15/2026 |
 Legal & General (LGEN.L) | 2.77% | 0% | 99.66% | 4/15/2026 |
 Aviva (AV.L) | 2.61% | 0% | 99.66% | 4/15/2026 |
 Barclays (BARC.L) | 2.42% | 0% | 71.62% | 5/13/2025 |
 Direct Line Group (DLG.L) | 2.37% | 0% | 71.62% | 5/13/2025 |
 Vanguard Real Estate ETF (VNQ) | 2.13% | 0% | 84.55% | 4/15/2026 |
 British Land (BLND.L) | 1.86% | 0% | 99.66% | 4/15/2026 |
 ARMOUR Residential REIT (ARR) | 1.82% | 0% | 99.66% | 4/15/2026 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.81% | 0% | 99.66% | 4/15/2026 |
 Lloyd's (LLOY.L) | 1.75% | 0% | 71.62% | 5/13/2025 |
 PHP (PHP.L) | 1.61% | 0% | 99.66% | 4/15/2026 |
 Hargreaves Lansdown (HL.L) | 1.54% | 0% | 67.17% | 3/21/2025 |
 Pershing Square (PSH.L) | 1.5% | 0% | 99.66% | 4/15/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.4% | 0% | 99.66% | 4/15/2026 |
 SPDR S&P Bank ETF (KBE) | 1.36% | 0% | 99.66% | 4/15/2026 |
 Arbor Realty (ABR) | 1.35% | 0% | 99.66% | 4/15/2026 |
 AXA (CS.PA) | 1.28% | 0% | 71.62% | 5/13/2025 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 1.22% | 0% | 99.66% | 4/15/2026 |
 BlackRock (BLK) | 1.14% | 0% | 81.28% | 4/15/2026 |
 Medical Properties Trust (MPT) | 1.11% | 0% | 99.66% | 4/15/2026 |
 Vanguard Total Bond Market ETF (BND) | 1.06% | 0% | 97.57% | 4/15/2026 |
 Deutsche Bank (DB) | 1.05% | 0% | 83.21% | 12/22/2025 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 1.05% | 0% | 40.64% | 5/7/2024 |
 iShares Global REIT ETF (REET) | 1.04% | 0% | 99.66% | 4/15/2026 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.03% | 0% | 99.66% | 4/15/2026 |
 VICI Properties (VICI) | 0.96% | 0% | 82.45% | 4/15/2026 |
| Allstate (ALL) | 0.91% | 0% | 99.66% | 4/15/2026 |
 Omega Healthcare (OHI) | 0.78% | 0% | 90.18% | 4/15/2026 |
 Rio Tinto (RIO) | 0.71% | 0% | 99.66% | 4/15/2026 |
 Thales (HO.PA) | 0.67% | 0% | 62.13% | 5/13/2025 |
| Boeing (BA) | 0.65% | 0% | 99.66% | 4/15/2026 |
 Agree Realty (ADC) | 0.61% | 0% | 72.46% | 4/15/2026 |
 Prospect Capital (PSEC) | 0.6% | 0% | 99.66% | 4/15/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.58% | 0% | 99.66% | 4/15/2026 |
 Invesco Preferred ETF (PGX) | 0.55% | 0% | 99.66% | 4/15/2026 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.51% | 0% | 99.66% | 4/15/2026 |
 LVMH (MC.PA) | 0.47% | 0% | 93.03% | 4/15/2026 |
 LSE (LSEG.L) | 0.41% | 0% | 31.91% | 4/15/2026 |
 Invesco Mortgage Capital (IVR) | 0.39% | 0% | 92.7% | 4/15/2026 |
 National Grid (NG.L) | 0.37% | 0% | 32.24% | 4/15/2026 |
 Sainsbury's (SBRY.L) | 0.34% | 0% | 71.62% | 5/13/2025 |
 ProShares UltraShort S&P500 (SDS) | 0.34% | 0% | 99.58% | 4/15/2026 |
 Esso (NAE.PA) | 0.33% | 0% | 43.91% | 5/13/2025 |
| McDonald's (MCD) | 0.32% | 0% | 99.66% | 4/15/2026 |
 BASF (BAS.DE) | 0.25% | 0% | 71.62% | 5/13/2025 |
 Global X SuperDividend ETF (SDIV) | 0.23% | 0% | 99.66% | 4/15/2026 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.23% | 0% | 85.39% | 4/15/2026 |
 Renewables Infrastructure Group (TRIG.L) | 0.21% | 0% | 99.66% | 4/15/2026 |
 iShares Core High Dividend ETF (HDV) | 0.14% | 0% | 41.23% | 5/14/2024 |
 Bitcoin (BTC) | 0.08% | 0% | 34.84% | 2/27/2024 |
 Cardano (ADA) | 0.03% | 0% | 6.72% | 12/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ProShares UltraPro S&P 500 (UPRO) | 2.82% | 6.21% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 5.39% | 6.14% |
| State Street SPDR S&P 500 ETF (SPY) | 3.88% | 5.59% |
| AGNC (AGNC) | 5.46% | 4.64% |
| IG Group (IGG.L) | 2.74% | 4.61% |
| iShares TIPS Bond ETF (TIP) | 5.18% | 4.56% |
| iShares Preferred & Income Sec (PFF) | 4.77% | 4.18% |
| Admiral (ADM.L) | 3.16% | 3.99% |
| Realty Income (O) | 4.49% | 3.68% |
| Legal & General (LGEN.L) | 3.66% | 3.38% |
| Aviva (AV.L) | 2.55% | 3.27% |
| Vanguard Total International Bond ETF (BNDX) | 3.54% | 3.17% |
| Annaly (NLY) | 4.04% | 3.09% |
| Vanguard Real Estate ETF (VNQ) | 2.96% | 2.82% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 2.79% | 2.53% |
| Pershing Square (PSH.L) | 1.86% | 2.4% |
| British Land (BLND.L) | 2.05% | 2.1% |
| BlackRock (BLK) | 1.53% | 1.92% |
| ARMOUR Residential REIT (ARR) | 2.82% | 1.73% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.66% | 1.65% |
| State Street Financial Select Sector SPDR ETF (XLF) | 1.11% | 1.54% |
| PHP (PHP.L) | 2.02% | 1.48% |
| State Street Communication Services Select Sector SPDR ETF (XLC) | 0.83% | 1.46% |
| SPDR S&P Bank ETF (KBE) | 1.11% | 1.4% |
| VICI Properties (VICI) | 1.56% | 1.28% |
| National Grid (NG.L) | 1.13% | 1.2% |
| LSE (LSEG.L) | 1.6% | 1.15% |
| Omega Healthcare (OHI) | 0.86% | 1.12% |
| Medical Properties Trust (MPT) | 1.88% | 1.06% |
| Vanguard Total Bond Market ETF (BND) | 1.11% | 1.01% |
| iShares Global REIT ETF (REET) | 1.11% | 0.92% |
| Agree Realty (ADC) | 0.76% | 0.85% |
| Arbor Realty (ABR) | 1.58% | 0.71% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.55% | 0.68% |
| Boeing (BA) | 0.65% | 0.66% |
| Rio Tinto (RIO) | 0.55% | 0.61% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.44% | 0.6% |
| Invesco Preferred ETF (PGX) | 0.55% | 0.46% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.55% | 0.45% |
| LVMH (MC.PA) | 0.65% | 0.45% |
| Invesco Mortgage Capital (IVR) | 0.55% | 0.44% |
| Allstate (ALL) | 0.28% | 0.39% |
| Prospect Capital (PSEC) | 0.9% | 0.3% |
| McDonald's (MCD) | 0.28% | 0.29% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.28% | 0.25% |
| Global X SuperDividend ETF (SDIV) | 0.28% | 0.21% |
| ProShares UltraShort S&P500 (SDS) | 0.55% | 0.15% |
| Renewables Infrastructure Group (TRIG.L) | 0.28% | 0.11% |
Cash & Instruments Over Time
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