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Portfolio Diversification
Range
Most Diversified
60 instruments
December 5, 2023
Least Diversified
0 instruments
November 14, 2025
Average
52.2 instruments
Most Consistent Holdings
Top 5
PHP.L99.26%
REET99.26%
KBE99.26%
BA99.19%
MCD99.19%
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) | 6.11% | 2.94% | 99.19% | - |
 iShares TIPS Bond ETF (TIP) | 5.2% | 4.86% | 99.19% | - |
 AGNC (AGNC) | 4.61% | 4.77% | 99.19% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.56% | 7.79% | 99.19% | - |
 iShares Preferred & Income Sec (PFF) | 4.37% | 4.53% | 99.19% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 4.01% | 8.76% | 86.59% | - |
 Realty Income (O) | 3.73% | 4.1% | 99.19% | - |
 Admiral (ADM.L) | 3.69% | 5.36% | 99.19% | - |
 IG Group (IGG.L) | 3.39% | 5.36% | 99.19% | - |
 ProShares UltraPro S&P 500 (UPRO) | 3.35% | 0% | 78.52% | 5/11/2026 |
 Annaly (NLY) | 3.21% | 3.26% | 99.19% | - |
 Vanguard Total International Bond ETF (BNDX) | 3.11% | 3.44% | 99.19% | - |
 Legal & General (LGEN.L) | 2.88% | 4.31% | 99.19% | - |
 Aviva (AV.L) | 2.69% | 3.81% | 99.19% | - |
 Vanguard Real Estate ETF (VNQ) | 2.28% | 3.76% | 85.85% | - |
 Barclays (BARC.L) | 2.14% | 0% | 63.19% | 5/13/2025 |
 Direct Line Group (DLG.L) | 2.09% | 0% | 63.19% | 5/13/2025 |
 British Land (BLND.L) | 1.9% | 2.35% | 99.19% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.81% | 1.9% | 99.19% | - |
 ARMOUR Residential REIT (ARR) | 1.8% | 1.6% | 99.19% | - |
| PHP (PHP.L) | 1.59% | 1.57% | 99.26% | - |
 Pershing Square (PSH.L) | 1.56% | 2% | 99.19% | - |
 Lloyd's (LLOY.L) | 1.55% | 0% | 63.19% | 5/13/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.42% | 1.74% | 99.19% | - |
| SPDR S&P Bank ETF (KBE) | 1.39% | 1.69% | 99.26% | - |
 Hargreaves Lansdown (HL.L) | 1.36% | 0% | 59.26% | 3/21/2025 |
 Arbor Realty (ABR) | 1.25% | 0.44% | 99.19% | - |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 1.24% | 1.58% | 99.19% | - |
 BlackRock (BLK) | 1.24% | 2.14% | 82.96% | - |
 AXA (CS.PA) | 1.13% | 0% | 63.19% | 5/13/2025 |
 Medical Properties Trust (MPT) | 1.1% | 0.86% | 99.19% | - |
 Vanguard Total Bond Market ETF (BND) | 1.05% | 1.08% | 97.33% | - |
| iShares Global REIT ETF (REET) | 1.04% | 1.09% | 99.26% | - |
 VICI Properties (VICI) | 1.01% | 1.53% | 84.07% | - |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.97% | 0.54% | 99.19% | - |
 Deutsche Bank (DB) | 0.93% | 0% | 73.41% | 12/22/2025 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.92% | 0% | 35.85% | 5/7/2024 |
 Allstate (ALL) | 0.86% | 0.5% | 99.19% | - |
 Omega Healthcare (OHI) | 0.83% | 1.31% | 90.81% | - |
 Rio Tinto (RIO) | 0.72% | 0.82% | 99.19% | - |
| Boeing (BA) | 0.65% | 0.67% | 99.19% | - |
 Agree Realty (ADC) | 0.64% | 0.88% | 75.19% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.6% | 0.72% | 99.19% | - |
 Thales (HO.PA) | 0.59% | 0% | 54.81% | 5/13/2025 |
 Prospect Capital (PSEC) | 0.56% | 0.28% | 99.19% | - |
 Invesco Preferred ETF (PGX) | 0.54% | 0.47% | 99.19% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.51% | 0.52% | 99.19% | - |
 LSE (LSEG.L) | 0.5% | 1.18% | 39.41% | - |
 National Grid (NG.L) | 0.48% | 1.33% | 39.7% | - |
 LVMH (MC.PA) | 0.46% | 0.31% | 93.33% | - |
 Invesco Mortgage Capital (IVR) | 0.39% | 0.38% | 93.04% | - |
| McDonald's (MCD) | 0.32% | 0.26% | 99.19% | - |
 ProShares UltraShort S&P500 (SDS) | 0.31% | 0.13% | 99.19% | - |
 Sainsbury's (SBRY.L) | 0.3% | 0% | 63.19% | 5/13/2025 |
 Esso (NAE.PA) | 0.29% | 0% | 38.74% | 5/13/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.23% | 0.28% | 86.59% | - |
 Global X SuperDividend ETF (SDIV) | 0.23% | 0.24% | 99.19% | - |
 BASF (BAS.DE) | 0.22% | 0% | 63.19% | 5/13/2025 |
 Renewables Infrastructure Group (TRIG.L) | 0.2% | 0.15% | 99.19% | - |
 iShares Core High Dividend ETF (HDV) | 0.12% | 0% | 36.37% | 5/14/2024 |
 Bitcoin (BTC) | 0.07% | 0% | 30.74% | 2/27/2024 |
 Cardano (ADA) | 0.03% | 0% | 5.93% | 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 Treasury Bull 3X ETF (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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