Portfolio Diversification
Range
Most Diversified
79 instruments
January 18, 2025
Least Diversified
0 instruments
February 2, 2025
Average
21.6 instruments
Most Consistent Holdings
Top 5
WBA98.67%
LEG98.67%
LUMN95.48%
VFC81.94%
MED.US71.45%
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) | 8.58% | 0% | 95.48% | 1/8/2025 |
 LVMH (MC.PA) | 6.38% | 0% | 70.39% | 2/1/2025 |
 Realty Income (O) | 5.51% | 0% | 67.07% | 12/6/2024 |
| Leggett & Platt (LEG) | 3.21% | 0% | 98.67% | 1/23/2025 |
 Coca-Cola (KO) | 3.12% | 0% | 49.54% | 2/1/2025 |
 Paramount (PARA) | 3.04% | 0% | 58.57% | 3/25/2024 |
 American Express (AXP) | 2.66% | 0% | 37.72% | 12/6/2024 |
 3M (MMM) | 2.65% | 0% | 64.14% | 5/6/2024 |
 Kilroy Realty (KRC) | 2.62% | 0% | 50.46% | 2/22/2024 |
 Johnson & Johnson (JNJ) | 2.51% | 0% | 36.92% | 2/1/2025 |
 Tesla (TSLA) | 2.47% | 0% | 33.73% | 2/1/2025 |
| Walgreens (WBA) | 2.47% | 0% | 98.67% | 1/23/2025 |
 Golden Ocean (GOGL.US) | 2.35% | 0% | 54.05% | 8/26/2024 |
 Altria (MO) | 2.33% | 0% | 55.25% | 2/28/2024 |
 Verizon (VZ) | 2.28% | 0% | 58.83% | 3/27/2024 |
 Enbridge (ENB) | 2.27% | 0% | 56.71% | 3/11/2024 |
 British American Tobacco (BTI) | 2.25% | 0% | 64.14% | 5/6/2024 |
 AT&T (T) | 2.05% | 0% | 54.45% | 2/22/2024 |
| VF Corp (VFC) | 1.88% | 0% | 81.94% | 10/15/2024 |
| Medifast (MED.US) | 1.75% | 0% | 71.45% | 8/20/2024 |
 Global X SuperDividend ETF (SDIV) | 1.72% | 0% | 28.95% | 1/23/2025 |
 Intel (INTC) | 1.71% | 0% | 26.43% | 1/23/2025 |
 Medical Properties Trust (MPW) | 1.7% | 0% | 65.07% | 5/13/2024 |
 AbbVie (ABBV) | 1.29% | 0% | 31.21% | 8/28/2023 |
 Omega Healthcare (OHI) | 1.29% | 0% | 31.21% | 8/28/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 1.19% | 0% | 9.43% | 1/23/2025 |
 Vanguard FTSE Developed Market ETF (VEA) | 1.18% | 0% | 9.16% | 1/21/2025 |
 Vanguard Value ETF (VTV) | 1.16% | 0% | 9.16% | 1/21/2025 |
 LyondellBasell (LYB) | 1.12% | 0% | 30.54% | 8/23/2023 |
 NextEra Energy Partners (NEP) | 1.11% | 0% | 29.22% | 5/6/2024 |
 Vanguard Total World Stock ETF (VT.US) | 1.1% | 0% | 8.5% | 1/16/2025 |
 Seanergy (SHIP) | 1.08% | 0% | 15.27% | 4/11/2024 |
 PayPal (PYPL) | 1.06% | 0% | 6.11% | 2/1/2025 |
 NRZ (RITM) | 1.05% | 0% | 31.21% | 8/28/2023 |
 Annaly (NLY) | 1.05% | 0% | 30.54% | 8/23/2023 |
 Ferrari (RACE) | 1.01% | 0% | 17.53% | 7/9/2024 |
 Kronos (KRO) | 0.96% | 0% | 25.37% | 7/14/2023 |
 KBR (KBR) | 0.9% | 0% | 14.21% | 12/6/2024 |
 Energy Transfer (ET) | 0.89% | 0% | 13.81% | 11/13/2024 |
 Vanguard Total International Bond ETF (BNDX) | 0.84% | 0% | 5.71% | 1/23/2025 |
 Ares Capital (ARCC) | 0.78% | 0% | 29.08% | 2/22/2024 |
 Arch Resources (ARCH) | 0.77% | 0% | 3.98% | 4/10/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.73% | 0% | 21.51% | 2/9/2024 |
 Cotton (Expiring Future) (COTTON.FUT) | 0.66% | 0% | 7.57% | 1/21/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.62% | 0% | 14.08% | 12/15/2023 |
 TSMC (TSM) | 0.58% | 0% | 11.69% | 2/1/2025 |
 Sugar (Expiring Future) (SUGAR.FUT) | 0.5% | 0% | 9.03% | 1/23/2025 |
 Broadcom (AVGO) | 0.49% | 0% | 4.65% | 8/20/2024 |
 Pfizer (PFE) | 0.47% | 0% | 16.73% | 2/1/2025 |
 Apple (AAPL) | 0.47% | 0% | 14.21% | 2/1/2025 |
 Li Ning (2331.HK) | 0.45% | 0% | 21.65% | 10/28/2024 |
 Ulta (ULTA) | 0.45% | 0% | 6.51% | 7/2/2024 |
 Global SuperDividend US ETF (DIV) | 0.39% | 0% | 13.55% | 12/15/2023 |
 Atlassian (TEAM) | 0.35% | 0% | 2.12% | 8/22/2024 |
 AMD (AMD) | 0.32% | 0% | 3.98% | 9/5/2024 |
 Zscaler (ZS) | 0.32% | 0% | 8.1% | 2/1/2025 |
 Alphabet (GOOG) | 0.3% | 0% | 3.72% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.28% | 0% | 15.27% | 12/26/2023 |
 Deere (DE) | 0.25% | 0% | 12.62% | 2/1/2025 |
 Micron (MU) | 0.25% | 0% | 5.31% | 3/21/2024 |
 Datadog (DDOG) | 0.23% | 0% | 7.57% | 9/11/2024 |
 InfraCap MLP ETF (AMZA) | 0.21% | 0% | 3.59% | 9/26/2023 |
 VIX (Nov 24 Future) (VIX.NOV24) | 0.2% | 0% | 1.59% | 11/6/2024 |
 Sysco (SYY) | 0.18% | 0% | 2.52% | 6/11/2024 |
 Starbucks (SBUX) | 0.18% | 0% | 5.18% | 2/1/2025 |
 Alerian MLP ETF (AMLP) | 0.17% | 0% | 8.23% | 11/1/2023 |
 HP (HPQ) | 0.16% | 0% | 3.98% | 2/1/2023 |
 ZIM (ZIM) | 0.16% | 0% | 6.24% | 2/1/2025 |
 Orange Juice (Expiring Future) (OJ.FUT) | 0.16% | 0% | 3.72% | 10/15/2024 |
 Martin Marietta (MLM) | 0.15% | 0% | 5.05% | 7/29/2024 |
 Matson (MATX) | 0.13% | 0% | 3.45% | 1/27/2023 |
 Crude Oil (February 25 Future) (CL.FEB25) | 0.12% | 0% | 1.46% | 12/6/2024 |
 Rough Rice (Expiring Future) (RICE.FUT) | 0.11% | 0% | 5.05% | 11/5/2024 |
 Take-Two (TTWO) | 0.11% | 0% | 1.2% | 3/20/2024 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.11% | 0% | 0.93% | 12/9/2024 |
 Meta (META) | 0.08% | 0% | 3.72% | 2/1/2025 |
 CVS Health (CVS) | 0.08% | 0% | 3.98% | 2/17/2023 |
 Paycom (PAYC) | 0.07% | 0% | 1.2% | 5/22/2024 |
 Gasoline (Expiring Future) (Gasoline.FUT) | 0.07% | 0% | 2.66% | 1/10/2025 |
 EPAM (EPAM) | 0.07% | 0% | 1.06% | 5/20/2024 |
 Lean Hogs (Expiring Future) (LeanHogs.FUT) | 0.07% | 0% | 2.92% | 12/9/2024 |
 Adobe (ADBE) | 0.05% | 0% | 1.06% | 6/14/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.05% | 0% | 0.66% | 12/11/2024 |
 Invesco QQQ (QQQ) | 0.05% | 0% | 0.66% | 12/11/2024 |
 Ambev (ABEV) | 0.04% | 0% | 3.59% | 6/21/2024 |
 Lumber (Expiring Future) (LUMBER.FUT) | 0.04% | 0% | 1.33% | 1/3/2025 |
 Duolingo (DUOL) | 0.04% | 0% | 0.53% | 5/13/2024 |
 Sony (SONY) | 0.04% | 0% | 2.92% | 2/1/2025 |
 Enel (ENEL.MI) | 0.03% | 0% | 3.05% | 2/1/2025 |
 NextEra (NEE) | 0.03% | 0% | 2.92% | 2/1/2025 |
 Genuine Parts (GPC) | 0.03% | 0% | 0.66% | 6/10/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.03% | 0% | 3.72% | 1/21/2025 |
 Airbnb (ABNB) | 0.03% | 0% | 0.53% | 5/13/2024 |
 Crowdstrike (CRWD) | 0.03% | 0% | 2.66% | 2/1/2025 |
 Corn (Expiring Future) (Corn.FUT) | 0.03% | 0% | 1.2% | 10/25/2024 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 3.19% | 2/1/2025 |
 Nike (NKE) | 0.02% | 0% | 2.52% | 2/1/2025 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.02% | 0% | 0.66% | 12/13/2024 |
 Polkadot (DOT) | 0.02% | 0% | 2.12% | 10/10/2024 |
 Douyu (DOYU) | 0.02% | 0% | 5.98% | 10/15/2024 |
 Alibaba (BABA) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Barrick (GOLD.BARRICK) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Mastercard (MA) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Moderna (MRNA) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Amgen (AMGN) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Disney (DIS) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Fortinet (FTNT) | 0.02% | 0% | 2.12% | 2/1/2025 |
 Amazon (AMZN) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Corteva (CTVA) | 0.02% | 0% | 2.12% | 2/1/2025 |
 CNH Industrial (CNH.US) | 0.02% | 0% | 2.12% | 2/1/2025 |
 JPMorgan (JPM) | 0.02% | 0% | 2.39% | 2/1/2025 |
 FedEx (FDX) | 0.02% | 0% | 2.39% | 2/1/2025 |
 McDonald's (MCD) | 0.02% | 0% | 2.39% | 2/1/2025 |
 American Tower (AMT) | 0.02% | 0% | 2.12% | 2/1/2025 |
 Soybeans (Expiring Future) (Soybeans.FUT) | 0.02% | 0% | 0.66% | 9/23/2024 |
 ADM (ADM) | 0.02% | 0% | 2.12% | 2/1/2025 |
 Bank of America (BAC) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Delta (DAL) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Visa (V) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Chevron (CVX) | 0.02% | 0% | 2.39% | 2/1/2025 |
 PepsiCo (PEP) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Prologis (PLD) | 0.02% | 0% | 2.12% | 2/1/2025 |
 Newmont (NEM) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Netflix (NFLX) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Toyota (TM) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Bunge (BG) | 0.02% | 0% | 2.12% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 2.12% | 2/1/2025 |
 Simon (SPG) | 0.02% | 0% | 2.12% | 2/1/2025 |
 Rogers (ROG) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Microsoft (MSFT) | 0.02% | 0% | 2.39% | 2/1/2025 |
 ExxonMobil (XOM) | 0.02% | 0% | 2.39% | 2/1/2025 |
 UPS (UPS) | 0.02% | 0% | 2.39% | 2/1/2025 |
 Nutrien (NTR) | 0.02% | 0% | 2.12% | 2/1/2025 |
 Cipher (CIFR) | 0.02% | 0% | 1.46% | 9/10/2024 |
 Lufthansa (LHA.DE) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Tencent (0700.HK) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Iberdrola (IBE.MC) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Richemont (CFR.ZU) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Allianz (ALV.DE) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Orsted (ORSTED.CO) | 0.02% | 0% | 2.26% | 2/1/2025 |
 BYD (01211.HK) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Nestle (NESN.ZU) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Deutsche Post (DHL.DE) | 0.02% | 0% | 1.99% | 2/1/2025 |
 Adidas (ADS.DE) | 0.02% | 0% | 2.26% | 2/1/2025 |
 NVIDIA (NVDA) | 0.02% | 0% | 2.39% | 2/1/2025 |
 BHP (BHP.L) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Hermes (RMS.PA) | 0.02% | 0% | 2.26% | 2/1/2025 |
 Rio Tinto (RIO.L) | 0.01% | 0% | 2.26% | 2/1/2025 |
 Palantir (PLTR) | 0.01% | 0% | 0.53% | 5/13/2024 |
 Interpump (IP.MI) | 0.01% | 0% | 0.53% | 5/27/2024 |
 Ethereum (ETH) | 0.01% | 0% | 1.46% | 9/27/2024 |
 Piedmont Lithium (PLL) | 0.01% | 0% | 1.86% | 10/28/2024 |
 Aramco (SAOC) | 0.01% | 0% | 2.26% | 2/1/2025 |
 Eli Lilly (LLY) | 0.01% | 0% | 0.8% | 10/21/2024 |
 Solana (SOL) | 0.01% | 0% | 0.93% | 9/30/2024 |
 Salesforce (CRM) | 0.01% | 0% | 0.53% | 8/30/2024 |
 MongoDB (MDB) | 0.01% | 0% | 0.53% | 8/30/2024 |
 SolarEdge (SEDG) | 0.01% | 0% | 0.53% | 8/30/2024 |
 Oracle (ORCL) | 0.01% | 0% | 0.13% | 7/2/2024 |
 Coterra (CTRA) | 0% | 0% | 0.13% | 3/12/2024 |
 Compass (COMP.US) | 0% | 0% | 0.27% | 8/23/2024 |
 Snowflake (SNOW) | 0% | 0% | 0.53% | 8/26/2024 |
 SPDR S&P 500 ETF (SPY) | 0% | 0% | 0.4% | 10/17/2024 |
 Crude Oil (April 25 Future) (CL.APR25) | 0% | 0% | 0.13% | 1/23/2025 |
 Erie Insurance (ERIE) | 0% | 0% | 0.27% | 9/19/2024 |
 Elastic (ESTC) | 0% | 0% | 0.53% | 9/3/2024 |
 Bilibili (BILI) | 0% | 0% | 0.53% | 8/30/2024 |
 Trevena (TRVN) | 0% | 0% | 0.4% | 8/26/2024 |
 PDD Holdings (PDD) | 0% | 0% | 0.53% | 8/30/2024 |
 Target (TGT) | 0% | 0% | 0.13% | 8/21/2024 |
 Marathon Petroleum (MPC) | 0% | 0% | 0.27% | 9/5/2024 |
 Emergent BioSolutions (EBS) | 0% | 0% | 0.13% | 8/21/2024 |
 Co-Diagnostics (CODX) | 0% | 0% | 0.13% | 8/21/2024 |
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% |