Portfolio Diversification
Range
Most Diversified
50 instruments
October 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
37.2 instruments
Most Consistent Holdings
Top 5
VNQ99.86%
O99.86%
MPW99.86%
WPC99.86%
FRT99.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Royal Caribbean (RCL) | 9.76% | 12.14% | 92.41% | - |
 DividendGrowth | 9.73% | 10.74% | 99.86% | - |
 Iron Mountain (IRM) | 8.22% | 0% | 86.95% | 6/20/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 6.02% | 0% | 81.99% | 4/4/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 5.43% | 0% | 81.99% | 4/4/2025 |
| Vanguard Real Estate ETF (VNQ) | 4.98% | 2.9% | 99.86% | - |
 Williams (WMB) | 4.96% | 0% | 81.99% | 4/4/2025 |
 Bitcoin (BTC) | 4.49% | 14.09% | 99.86% | - |
 Invesco QQQ (QQQ) | 4.1% | 10.13% | 99.57% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 3.57% | 17.66% | 40.5% | - |
| Realty Income (O) | 3.45% | 2.6% | 99.86% | - |
 Procter & Gamble (PG) | 3.42% | 0% | 76.88% | 1/21/2025 |
 Johnson & Johnson (JNJ) | 2.57% | 2.18% | 99.57% | - |
 Walmart (WMT) | 2.42% | 0% | 81.99% | 4/4/2025 |
 Cardano (ADA) | 2.29% | 4.38% | 99.86% | - |
| Federal Realty (FRT) | 2.15% | 1.21% | 99.86% | - |
 Ethereum (ETH) | 2.13% | 2.85% | 99.86% | - |
 BigTech | 1.76% | 8.46% | 38.72% | - |
 Microsoft (MSFT) | 1.72% | 0% | 42.91% | 4/4/2025 |
| Medical Properties Trust (MPW) | 1.65% | 0.47% | 99.86% | - |
| WP Carey (WPC) | 1.03% | 0.61% | 99.86% | - |
 Berkshire Hathaway (BRK.B) | 0.95% | 0% | 76.38% | 4/4/2025 |
 Apple (AAPL) | 0.89% | 0% | 49.01% | 6/20/2025 |
 NextEra (NEE) | 0.88% | 0.63% | 94.68% | - |
 Crown Castle (CCI) | 0.85% | 1.03% | 61.7% | - |
 Omega Healthcare (OHI) | 0.82% | 0% | 49.29% | 6/20/2025 |
 rubymza | 0.79% | 0.92% | 66.38% | - |
 WarrenBuffet-CF | 0.79% | 0% | 76.6% | 1/21/2025 |
 SPDR S&P 500 ETF (SPY) | 0.72% | 0% | 38.72% | 1/21/2025 |
 Nio (NIO) | 0.7% | 0.26% | 94.26% | - |
 Bank of America (BAC) | 0.7% | 0% | 42.91% | 4/4/2025 |
 Healthpeak (DOC) | 0.69% | 0% | 28.01% | 4/4/2025 |
 Excelerate Energy (EE) | 0.63% | 0% | 69.57% | 1/21/2025 |
 XRP (XRP) | 0.59% | 0% | 87.45% | 6/20/2025 |
 C3.ai (AI) | 0.57% | 0.46% | 60.78% | - |
| 0.49% | 0% | 60.07% | 12/27/2024 | |
 IBM (IBM) | 0.47% | 0% | 76.88% | 1/21/2025 |
 Litecoin (LTC) | 0.39% | 0.22% | 99.86% | - |
 Napoleon-X | 0.37% | 3.89% | 10.92% | - |
 NVIDIA (NVDA) | 0.28% | 0% | 25.32% | 6/20/2025 |
 Solana (SOL) | 0.27% | 0.01% | 18.23% | - |
 Activision Blizzard, Inc. (ATVI) | 0.18% | 0% | 44.26% | 10/16/2023 |
 iShares MSCI China ETF (MCHI) | 0.14% | 0% | 18.44% | 6/20/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.13% | 0% | 81.84% | 6/20/2025 |
 Sunrun (RUN) | 0.07% | 0.27% | 36.6% | - |
 VAULTA (A) | 0.06% | 0.01% | 99.86% | - |
 AT&T (T) | 0.06% | 0% | 87.45% | 6/20/2025 |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 0.05% | 1.06% | 4.75% | - |
 Wells Fargo (WFC) | 0.04% | 0% | 3.05% | 9/22/2022 |
 Disney (DIS) | 0.04% | 0% | 3.12% | 6/20/2025 |
 Pfizer (PFE) | 0.03% | 0.08% | 37.59% | - |
 PepsiCo (PEP) | 0.02% | 0.04% | 44.11% | - |
 Net Lease Office Properties (NLOP) | 0.01% | 0% | 41.99% | 6/20/2025 |
 Warner Bros Discovery (WBD) | 0.01% | 0.01% | 65.11% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0% | 0.02% | 10.57% | - |
 Liberty Media (LLYVK) | 0% | 0% | 0% | - |
 Liberty Media (LLYVA) | 0% | 0% | 0% | - |
 Atlanta Braves (BATRK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Royal Caribbean (RCL) | 6.67% | 14.74% |
| Iron Mountain (IRM) | 6.35% | 10.12% |
| DividendGrowth | 9.19% | 7.47% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 8.6% | 7.03% |
| Vanguard S&P 500 Value ETF (VOOV) | 4.8% | 4.84% |
| Williams (WMB) | 3.12% | 4.58% |
| Vanguard Dividend Appreciation ETF (VIG) | 4.37% | 4.28% |
| Bitcoin (BTC) | 3.01% | 3.76% |
| Microsoft (MSFT) | 3.47% | 3.32% |
| BigTech | 3.63% | 3.07% |
| Procter & Gamble (PG) | 3.29% | 2.98% |
| Invesco QQQ (QQQ) | 2.98% | 2.97% |
| Walmart (WMT) | 1.94% | 2.83% |
| Ethereum (ETH) | 3% | 2.69% |
| Vanguard Real Estate ETF (VNQ) | 3.67% | 2.55% |
| Realty Income (O) | 3.38% | 2.12% |
| Healthpeak (DOC) | 2.23% | 2.07% |
| NVIDIA (NVDA) | 2.15% | 1.66% |
| SPDR S&P 500 ETF (SPY) | 1.38% | 1.44% |
| Apple (AAPL) | 1.38% | 1.44% |
| Bank of America (BAC) | 1.27% | 1.4% |
| Omega Healthcare (OHI) | 1.38% | 1.31% |
| Johnson & Johnson (JNJ) | 1.99% | 1.31% |
| Federal Realty (FRT) | 1.63% | 1.19% |
| C3.ai (AI) | 1.38% | 0.91% |
| Crown Castle (CCI) | 1.38% | 0.9% |
| Cardano (ADA) | 1.66% | 0.89% |
| Berkshire Hathaway (BRK.B) | 0.79% | 0.83% |
| rubymza | 0.81% | 0.64% |
| iShares MSCI China ETF (MCHI) | 0.9% | 0.64% |
| Excelerate Energy (EE) | 0.72% | 0.62% |
| WarrenBuffet-CF | 0.62% | 0.61% |
| XRP (XRP) | 0.29% | 0.53% |
| NextEra (NEE) | 0.69% | 0.49% |
| WP Carey (WPC) | 0.83% | 0.45% |
| IBM (IBM) | 0.35% | 0.42% |
| Medical Properties Trust (MPW) | 2.08% | 0.32% |
| Litecoin (LTC) | 0.57% | 0.24% |
| Nio (NIO) | 1.24% | 0.2% |
| Sunrun (RUN) | 0.28% | 0.12% |
| Vanguard S&P 500 ETF (VOO) | 0.1% | 0.1% |
| Pfizer (PFE) | 0.1% | 0.07% |
| AT&T (T) | 0.06% | 0.04% |
| PepsiCo (PEP) | 0.05% | 0.03% |
| VAULTA (A) | 0.2% | 0.02% |
| Net Lease Office Properties (NLOP) | 0% | 0.02% |
| Warner Bros Discovery (WBD) | 0.01% | 0% |
| Liberty Media (LLYVA) | 0% | 0% |
| Atlanta Braves (BATRK) | 0% | 0% |