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Portfolio Diversification
Range
Most Diversified
50 instruments
October 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
36.6 instruments
Most Consistent Holdings
Top 5
VNQ99.74%
O99.74%
MPT99.74%
WPC99.74%
FRT99.74%
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) | 9.94% | 2.22% | 92.92% | - |
 DividendGrowth | 9.83% | 0% | 99.48% | 4/21/2026 |
 Iron Mountain (IRM) | 7.53% | 0% | 79.61% | 6/20/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 5.51% | 0% | 75.06% | 4/4/2025 |
 Bitcoin (BTC) | 5.11% | 9.48% | 99.74% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 4.97% | 0% | 75.06% | 4/4/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 4.86% | 19.68% | 45.39% | - |
| Vanguard Real Estate ETF (VNQ) | 4.8% | 2.88% | 99.74% | - |
 Invesco QQQ (QQQ) | 4.57% | 10.02% | 99.48% | - |
 Williams (WMB) | 4.54% | 0% | 75.06% | 4/4/2025 |
| Realty Income (O) | 3.39% | 2.69% | 99.74% | - |
 Procter & Gamble (PG) | 3.13% | 0% | 70.39% | 1/21/2025 |
 Johnson & Johnson (JNJ) | 2.56% | 2.45% | 99.48% | - |
 Cardano (ADA) | 2.37% | 2.34% | 99.74% | - |
 BigTech | 2.28% | 0% | 43.51% | 4/21/2026 |
 Walmart (WMT) | 2.22% | 0% | 75.06% | 4/4/2025 |
 Ethereum (ETH) | 2.13% | 1.69% | 99.74% | - |
| Federal Realty (FRT) | 2.07% | 1.23% | 99.74% | - |
 Microsoft (MSFT) | 1.57% | 0% | 39.29% | 4/4/2025 |
| Medical Properties Trust (MPT) | 1.55% | 0.1% | 99.74% | - |
| WP Carey (WPC) | 1% | 0.65% | 99.74% | - |
 Berkshire Hathaway (BRK.B) | 0.87% | 0% | 69.94% | 4/4/2025 |
 NextEra (NEE) | 0.86% | 0.65% | 95% | - |
 Crown Castle (CCI) | 0.86% | 0.88% | 64.81% | - |
 rubymza | 0.82% | 0% | 68.83% | 4/21/2026 |
 Apple (AAPL) | 0.82% | 0% | 44.87% | 6/20/2025 |
 Omega Healthcare (OHI) | 0.75% | 0% | 45.13% | 6/20/2025 |
 WarrenBuffet-CF | 0.72% | 0% | 70.13% | 1/21/2025 |
 Nio (NIO) | 0.67% | 0.31% | 94.61% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.66% | 0% | 35.45% | 1/21/2025 |
 Bank of America (BAC) | 0.64% | 0% | 39.29% | 4/4/2025 |
 Healthpeak (DOC) | 0.63% | 0% | 25.65% | 4/4/2025 |
 Napoleon-X | 0.59% | 0% | 18.05% | 4/21/2026 |
 Excelerate Energy (EE) | 0.58% | 0% | 63.7% | 1/21/2025 |
 C3.ai (AI) | 0.54% | 0.26% | 63.96% | - |
 XRP (XRP) | 0.54% | 0% | 80.06% | 6/20/2025 |
| 0.44% | 0% | 55% | 12/27/2024 | |
 IBM (IBM) | 0.43% | 0% | 70.39% | 1/21/2025 |
 Litecoin (LTC) | 0.37% | 0.1% | 99.74% | - |
 NVIDIA (NVDA) | 0.26% | 0% | 23.18% | 6/20/2025 |
 Solana (SOL) | 0.25% | 0.01% | 25% | - |
 Activision Blizzard, Inc. (ATVI) | 0.16% | 0% | 40.52% | 10/16/2023 |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 0.16% | 1.12% | 12.66% | - |
 iShares MSCI China ETF (MCHI) | 0.13% | 0% | 16.88% | 6/20/2025 |
 Sunrun (RUN) | 0.12% | 0.75% | 41.82% | - |
 Vanguard S&P 500 ETF (VOO) | 0.12% | 0% | 74.94% | 6/20/2025 |
 VAULTA (A) | 0.06% | 0% | 93.64% | 1/16/2026 |
 AT&T (T) | 0.06% | 0% | 80.06% | 6/20/2025 |
 5GRevolution | 0.06% | 0% | 4.48% | 4/21/2026 |
 Wells Fargo (WFC) | 0.04% | 0% | 2.79% | 9/22/2022 |
 Disney (DIS) | 0.04% | 0% | 2.86% | 6/20/2025 |
 Pfizer (PFE) | 0.03% | 0.08% | 42.73% | - |
 PepsiCo (PEP) | 0.02% | 0% | 48.51% | 4/21/2026 |
 OilWorldWide | 0.02% | 0% | 2.92% | 4/21/2026 |
 UAE-Economy | 0.02% | 0% | 3.96% | 4/21/2026 |
 GoldWorldWide | 0.01% | 0% | 2.92% | 4/21/2026 |
 Warner Bros Discovery (WBD) | 0.01% | 0.01% | 67.92% | - |
 Net Lease Office Properties (NLOP) | 0.01% | 0% | 38.44% | 6/20/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0% | 0.02% | 17.99% | - |
 Midnight (NIGHT) | 0% | 0.02% | 5.91% | - |
 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
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 16.22% | 18.13% |
| Bitcoin (BTC) | 12.62% | 13.83% |
| Royal Caribbean (RCL) | 9.34% | 12.29% |
| DividendGrowth | 10.68% | 10.79% |
| Invesco QQQ (QQQ) | 7.8% | 10.27% |
| BigTech | 6.62% | 8.65% |
| Napoleon-X | 5.24% | 3.79% |
| Cardano (ADA) | 8.09% | 3.61% |
| Vanguard Real Estate ETF (VNQ) | 3.42% | 2.91% |
| Ethereum (ETH) | 2.8% | 2.78% |
| Realty Income (O) | 3.15% | 2.58% |
| Johnson & Johnson (JNJ) | 1.86% | 2.16% |
| Federal Realty (FRT) | 1.52% | 1.24% |
| Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 1.29% | 1.15% |
| Crown Castle (CCI) | 1.29% | 1.02% |
| rubymza | 0.95% | 0.95% |
| NextEra (NEE) | 0.64% | 0.63% |
| WP Carey (WPC) | 0.78% | 0.62% |
| Medical Properties Trust (MPT) | 1.94% | 0.47% |
| C3.ai (AI) | 1.29% | 0.41% |
| Sunrun (RUN) | 0.26% | 0.28% |
| Nio (NIO) | 1.16% | 0.26% |
| Litecoin (LTC) | 0.53% | 0.21% |
| Pfizer (PFE) | 0.09% | 0.08% |
| PepsiCo (PEP) | 0.04% | 0.04% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.02% | 0.02% |
| Solana (SOL) | 0.02% | 0.01% |
| Warner Bros Discovery (WBD) | 0.01% | 0.01% |
| VAULTA (A) | 0.18% | 0.01% |
Cash & Instruments Over Time
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