Portfolio Diversification
Range
Most Diversified
79 instruments
January 18, 2025
Least Diversified
0 instruments
February 2, 2025
Average
22.6 instruments
Most Consistent Holdings
Top 5
WBA89.63%
LEG89.63%
LUMN86.73%
VFC74.43%
MC.PA73.1%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lumen (LUMN) | 7.79% | 0% | 86.73% | 1/8/2025 |
| LVMH (MC.PA) | 6.06% | 2.69% | 73.1% | - |
 Realty Income (O) | 5.1% | 3.63% | 64.54% | - |
| Leggett & Platt (LEG) | 2.92% | 0% | 89.63% | 1/23/2025 |
 Coca-Cola (KO) | 2.84% | 0% | 45.48% | 2/6/2025 |
 Paramount (PARA) | 2.76% | 0% | 53.2% | 3/25/2024 |
 Johnson & Johnson (JNJ) | 2.61% | 3.81% | 42.7% | - |
 American Express (AXP) | 2.58% | 3.45% | 39.08% | - |
 3M (MMM) | 2.41% | 0% | 58.26% | 5/6/2024 |
 Kilroy Realty (KRC) | 2.38% | 0% | 45.84% | 2/22/2024 |
 Tesla (TSLA) | 2.35% | 3.07% | 34.38% | - |
| Walgreens (WBA) | 2.24% | 0% | 89.63% | 1/23/2025 |
 Golden Ocean (GOGL.US) | 2.14% | 0% | 49.1% | 8/26/2024 |
 Altria (MO) | 2.12% | 0% | 50.18% | 2/28/2024 |
 Verizon (VZ) | 2.07% | 0% | 53.44% | 3/27/2024 |
 Enbridge (ENB) | 2.06% | 0% | 51.51% | 3/11/2024 |
 British American Tobacco (BTI) | 2.05% | 0% | 58.26% | 5/6/2024 |
 AT&T (T) | 1.87% | 0% | 49.46% | 2/22/2024 |
| VF Corp (VFC) | 1.7% | 0% | 74.43% | 10/15/2024 |
 Medifast (MED.US) | 1.59% | 0% | 64.9% | 8/20/2024 |
 Global X SuperDividend ETF (SDIV) | 1.57% | 0% | 26.3% | 1/23/2025 |
 Intel (INTC) | 1.55% | 0% | 24% | 1/23/2025 |
 Medical Properties Trust (MPW) | 1.55% | 0% | 59.11% | 5/13/2024 |
 AbbVie (ABBV) | 1.18% | 0% | 28.35% | 8/28/2023 |
 Omega Healthcare (OHI) | 1.17% | 0% | 28.35% | 8/28/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 1.08% | 0% | 8.56% | 1/23/2025 |
 Vanguard FTSE Developed Market ETF (VEA) | 1.07% | 0% | 8.32% | 1/21/2025 |
 Vanguard Value ETF (VTV) | 1.05% | 0% | 8.32% | 1/21/2025 |
 LyondellBasell (LYB) | 1.02% | 0% | 27.74% | 8/23/2023 |
 NextEra Energy Partners (XIFR) | 1.01% | 0% | 26.54% | 5/6/2024 |
 Vanguard Total World Stock ETF (VT.US) | 1% | 0% | 7.72% | 1/16/2025 |
 Seanergy (SHIP) | 0.98% | 0% | 13.87% | 4/11/2024 |
 PayPal (PYPL) | 0.97% | 0% | 6.03% | 2/6/2025 |
 NRZ (RITM) | 0.95% | 0% | 28.35% | 8/28/2023 |
 Annaly (NLY) | 0.95% | 0% | 27.74% | 8/23/2023 |
 Ferrari (RACE) | 0.92% | 0% | 15.92% | 7/9/2024 |
 Kronos (KRO) | 0.87% | 0% | 23.04% | 7/14/2023 |
 KBR (KBR) | 0.81% | 0% | 12.91% | 12/6/2024 |
 Energy Transfer (ET) | 0.81% | 0% | 12.55% | 11/13/2024 |
 TSMC (TSM) | 0.79% | 2.94% | 19.78% | - |
 Vanguard Total International Bond ETF (BNDX) | 0.77% | 0% | 5.19% | 1/23/2025 |
 Apple (AAPL) | 0.72% | 3.21% | 22.07% | - |
 Ares Capital (ARCC) | 0.71% | 0% | 26.42% | 2/22/2024 |
 Arch Resources (ARCH) | 0.7% | 0% | 3.62% | 4/10/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.66% | 0% | 19.54% | 2/9/2024 |
 Zscaler (ZS) | 0.6% | 3.66% | 16.53% | - |
 Cotton (Expiring Future) (COTTON.FUT) | 0.6% | 0% | 6.88% | 1/21/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.56% | 0% | 12.79% | 12/15/2023 |
 Alphabet (GOOG) | 0.55% | 3.25% | 12.55% | - |
 Deere (DE) | 0.54% | 3.54% | 20.63% | - |
 Pfizer (PFE) | 0.48% | 0% | 17.25% | 2/19/2025 |
 Starbucks (SBUX) | 0.46% | 3.1% | 13.87% | - |
 Sugar (Expiring Future) (SUGAR.FUT) | 0.46% | 0% | 8.2% | 1/23/2025 |
 Broadcom (AVGO) | 0.45% | 0% | 4.22% | 8/20/2024 |
 Li Ning (2331.HK) | 0.41% | 0% | 19.66% | 10/28/2024 |
 Ulta (ULTA) | 0.41% | 0% | 5.91% | 7/2/2024 |
 Hims & Hers (HIMS) | 0.4% | 4.68% | 8.56% | - |
 Meta (META) | 0.39% | 3.31% | 12.55% | - |
 Tencent (0700.HK) | 0.38% | 4.12% | 11.22% | - |
 AMD (AMD) | 0.37% | 1.46% | 8.69% | - |
 Berkshire Hathaway (BRK.B) | 0.35% | 4.03% | 12.06% | - |
 Global SuperDividend US ETF (DIV) | 0.35% | 0% | 12.3% | 12/15/2023 |
 McDonald's (MCD) | 0.34% | 3.91% | 11.34% | - |
 Atlassian (TEAM) | 0.32% | 0% | 1.93% | 8/22/2024 |
 Visa (V) | 0.32% | 3.51% | 11.34% | - |
 PepsiCo (PEP) | 0.32% | 3.5% | 11.34% | - |
 Corteva (CTVA) | 0.32% | 3.46% | 11.1% | - |
 Netflix (NFLX) | 0.31% | 3.55% | 11.34% | - |
 JPMorgan (JPM) | 0.3% | 3.43% | 11.34% | - |
 Amazon (AMZN) | 0.3% | 3.29% | 11.34% | - |
 Microsoft (MSFT) | 0.3% | 3.23% | 11.34% | - |
 Hermes (RMS.PA) | 0.29% | 2.98% | 11.22% | - |
 NVIDIA (NVDA) | 0.28% | 2.96% | 11.34% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.26% | 0% | 13.87% | 12/26/2023 |
 Planet Labs (PL) | 0.24% | 3.2% | 7.12% | - |
 Crowdstrike (CRWD) | 0.23% | 0% | 8.81% | 3/27/2025 |
 Micron (MU) | 0.23% | 0% | 4.83% | 3/21/2024 |
 Oscar Health (OSCR) | 0.22% | 3.03% | 6.76% | - |
 Palo Alto Networks (PANW) | 0.22% | 0% | 8.32% | 3/27/2025 |
 Datadog (DDOG) | 0.21% | 0% | 6.88% | 9/11/2024 |
 DigitalOcean (DOCN) | 0.2% | 2.56% | 7.12% | - |
 InfraCap MLP ETF (AMZA) | 0.19% | 0% | 3.26% | 9/26/2023 |
 VIX (Nov 24 Future) (VIX.NOV24) | 0.18% | 0% | 1.45% | 11/6/2024 |
 Orange Juice (Expiring Future) (OJ.FUT) | 0.18% | 0% | 4.7% | 3/11/2025 |
 Sysco (SYY) | 0.16% | 0% | 2.29% | 6/11/2024 |
 Alerian MLP ETF (AMLP) | 0.15% | 0% | 7.48% | 11/1/2023 |
 ZIM (ZIM) | 0.15% | 0% | 6.15% | 2/6/2025 |
 HP (HPQ) | 0.15% | 0% | 3.62% | 2/1/2023 |
 Martin Marietta (MLM) | 0.14% | 0% | 4.58% | 7/29/2024 |
 Matson (MATX) | 0.12% | 0% | 3.14% | 1/27/2023 |
 Applied Digital (APLD) | 0.11% | 1.05% | 7.12% | - |
 Crude Oil (February 25 Future) (CL.FEB25) | 0.11% | 0% | 1.33% | 12/6/2024 |
 Rough Rice (Expiring Future) (RICE.FUT) | 0.1% | 0% | 4.58% | 11/5/2024 |
 Take-Two (TTWO) | 0.1% | 0% | 1.09% | 3/20/2024 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.1% | 0% | 0.84% | 12/9/2024 |
 Grab (GRAB) | 0.09% | 0% | 4.34% | 3/27/2025 |
 NextEra (NEE) | 0.09% | 0% | 4.95% | 2/21/2025 |
 Bank of America (BAC) | 0.07% | 0% | 4.22% | 2/19/2025 |
 Richemont (CFR.ZU) | 0.07% | 0% | 4.1% | 2/19/2025 |
 CVS Health (CVS) | 0.07% | 0% | 3.62% | 2/17/2023 |
 Paycom (PAYC) | 0.07% | 0% | 1.09% | 5/22/2024 |
 Gasoline (Expiring Future) (Gasoline.FUT) | 0.06% | 0% | 2.41% | 1/10/2025 |
 EPAM (EPAM) | 0.06% | 0% | 0.97% | 5/20/2024 |
 Lean Hogs (Expiring Future) (LeanHogs.FUT) | 0.06% | 0% | 2.65% | 12/9/2024 |
 Mastercard (MA) | 0.05% | 0% | 3.5% | 2/13/2025 |
 Adobe (ADBE) | 0.05% | 0% | 0.97% | 6/14/2024 |
 SoFi (SOFI) | 0.05% | 1.67% | 2.77% | - |
 Snowflake (SNOW) | 0.04% | 0% | 1.81% | 2/21/2025 |
 Sony (SONY) | 0.04% | 0% | 3.14% | 2/6/2025 |
 Ambev (ABEV) | 0.04% | 0% | 3.5% | 2/6/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.04% | 0% | 0.6% | 12/11/2024 |
 Invesco QQQ (QQQ) | 0.04% | 0% | 0.6% | 12/11/2024 |
 Enel (ENEL.MI) | 0.04% | 0% | 3.38% | 2/7/2025 |
 Lumber (Expiring Future) (LUMBER.FUT) | 0.04% | 0% | 1.21% | 1/3/2025 |
 Duolingo (DUOL) | 0.04% | 0% | 0.48% | 5/13/2024 |
 Genuine Parts (GPC) | 0.03% | 0% | 0.6% | 6/10/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.03% | 0% | 3.38% | 1/21/2025 |
 Nike (NKE) | 0.03% | 0% | 2.77% | 2/6/2025 |
 Airbnb (ABNB) | 0.03% | 0% | 0.48% | 5/13/2024 |
 Alibaba (BABA) | 0.03% | 0% | 2.65% | 2/6/2025 |
 Lufthansa (LHA.DE) | 0.02% | 0% | 2.65% | 2/7/2025 |
 Barrick (GOLD.BARRICK) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Amgen (AMGN) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Fortinet (FTNT) | 0.02% | 0% | 2.41% | 2/6/2025 |
 Iberdrola (IBE.MC) | 0.02% | 0% | 2.65% | 2/7/2025 |
 Orsted (ORSTED.CO) | 0.02% | 0% | 2.65% | 2/7/2025 |
 BYD (01211.HK) | 0.02% | 0% | 2.65% | 2/7/2025 |
 Disney (DIS) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Allianz (ALV.DE) | 0.02% | 0% | 2.65% | 2/7/2025 |
 Nestle (NESN.ZU) | 0.02% | 0% | 2.65% | 2/7/2025 |
 CNH Industrial (CNH.US) | 0.02% | 0% | 2.41% | 2/6/2025 |
 Corn (Expiring Future) (Corn.FUT) | 0.02% | 0% | 1.09% | 10/25/2024 |
 American Tower (AMT) | 0.02% | 0% | 2.41% | 2/6/2025 |
 BHP (BHP.L) | 0.02% | 0% | 2.65% | 2/7/2025 |
 Delta (DAL) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Adidas (ADS.DE) | 0.02% | 0% | 2.65% | 2/7/2025 |
 Aramco (SAOC) | 0.02% | 0% | 2.9% | 2/9/2025 |
 Newmont (NEM) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Deutsche Post (DHL.DE) | 0.02% | 0% | 2.41% | 2/7/2025 |
 FedEx (FDX) | 0.02% | 0% | 2.65% | 2/6/2025 |
 ADM (ADM) | 0.02% | 0% | 2.41% | 2/6/2025 |
 Chevron (CVX) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Prologis (PLD) | 0.02% | 0% | 2.41% | 2/6/2025 |
 Moderna (MRNA) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Simon (SPG) | 0.02% | 0% | 2.41% | 2/6/2025 |
 Bunge (BG) | 0.02% | 0% | 2.41% | 2/6/2025 |
 Rio Tinto (RIO.L) | 0.02% | 0% | 2.65% | 2/7/2025 |
 ExxonMobil (XOM) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Rogers (ROG) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Nutrien (NTR) | 0.02% | 0% | 2.41% | 2/6/2025 |
 UPS (UPS) | 0.02% | 0% | 2.65% | 2/6/2025 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.02% | 0% | 0.6% | 12/13/2024 |
 Toyota (TM) | 0.02% | 0% | 2.41% | 2/4/2025 |
 Polkadot (DOT) | 0.02% | 0% | 1.93% | 10/10/2024 |
 Douyu (DOYU) | 0.02% | 0% | 5.43% | 10/15/2024 |
 Volkswagen (VOW3.DE) | 0.02% | 0% | 2.29% | 2/4/2025 |
 Soybeans (Expiring Future) (Soybeans.FUT) | 0.02% | 0% | 0.6% | 9/23/2024 |
 Cipher (CIFR) | 0.01% | 0% | 1.33% | 9/10/2024 |
 Palantir (PLTR) | 0.01% | 0% | 0.48% | 5/13/2024 |
 Interpump (IP.MI) | 0.01% | 0% | 0.48% | 5/27/2024 |
 Ethereum (ETH) | 0.01% | 0% | 1.33% | 9/27/2024 |
 Piedmont Lithium (PLL) | 0.01% | 0% | 1.69% | 10/28/2024 |
 Eli Lilly (LLY) | 0.01% | 0% | 0.72% | 10/21/2024 |
 Solana (SOL) | 0.01% | 0% | 0.84% | 9/30/2024 |
 Salesforce (CRM) | 0.01% | 0% | 0.48% | 8/30/2024 |
 MongoDB (MDB) | 0.01% | 0% | 0.48% | 8/30/2024 |
 Crude Oil (April 25 Future) (CL.APR25) | 0.01% | 0% | 0.24% | 3/11/2025 |
 SolarEdge (SEDG) | 0% | 0% | 0.48% | 8/30/2024 |
 Oracle (ORCL) | 0% | 0% | 0.12% | 7/2/2024 |
 Coterra (CTRA) | 0% | 0% | 0.12% | 3/12/2024 |
 Compass (COMP.US) | 0% | 0% | 0.24% | 8/23/2024 |
 SPDR S&P 500 ETF (SPY) | 0% | 0% | 0.36% | 10/17/2024 |
 Erie Insurance (ERIE) | 0% | 0% | 0.24% | 9/19/2024 |
 Elastic (ESTC) | 0% | 0% | 0.48% | 9/3/2024 |
 Bilibili (BILI) | 0% | 0% | 0.48% | 8/30/2024 |
 Trevena (TRVN) | 0% | 0% | 0.36% | 8/26/2024 |
 PDD Holdings (PDD) | 0% | 0% | 0.48% | 8/30/2024 |
 Target (TGT) | 0% | 0% | 0.12% | 8/21/2024 |
 Pros (PRO.US) | 0% | 0% | 0.12% | 2/5/2025 |
 Marathon Petroleum (MPC) | 0% | 0% | 0.24% | 9/5/2024 |
 Emergent BioSolutions (EBS) | 0% | 0% | 0.12% | 8/21/2024 |
 Co-Diagnostics (CODX) | 0% | 0% | 0.12% | 8/21/2024 |
 Organigram (OGI) | 0% | 0% | 0.72% | 2/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total International Bond ETF (BNDX) | 14.82% | 15.5% |
| Vanguard Total World Stock ETF (VT.US) | 11.45% | 12.01% |
| Vanguard FTSE Developed Market ETF (VEA) | 11.45% | 11.99% |
| Vanguard FTSE Emerging Markets (VWO) | 11.45% | 11.91% |
| Global X SuperDividend ETF (SDIV) | 11.37% | 11.79% |
| Vanguard Value ETF (VTV) | 11.45% | 11.71% |
| Cotton (Expiring Future) (COTTON.FUT) | 12.56% | 11.69% |
| Intel (INTC) | 7.6% | 4.93% |
| Tesla (TSLA) | 1.26% | 3.29% |
| Sugar (Expiring Future) (SUGAR.FUT) | 1.63% | 1.78% |
| Lumen (LUMN) | 1.06% | 1.6% |
| Vanguard Total Bond Market ETF (BND) | 0.83% | 0.9% |
| Leggett & Platt (LEG) | 1.57% | 0.51% |
| Walgreens (WBA) | 1.49% | 0.4% |