Portfolio Diversification
Range
Most Diversified
203 instruments
October 4, 2022
Least Diversified
0 instruments
February 2, 2025
Average
136.6 instruments
Most Consistent Holdings
Top 5
MSFT99.92%
PEP99.92%
MO99.92%
OKE99.92%
SPG99.92%
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 |
|---|---|---|---|---|
 Realty Income (O) | 3.23% | 4.14% | 99.92% | - |
 NNN (NNN) | 3.06% | 4.03% | 99.92% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.69% | 4.41% | 42.75% | - |
 Tesla (TSLA) | 1.66% | 0% | 79.77% | 3/19/2025 |
 Proshares Ultra S&P 500 (SSO) | 1.61% | 0.48% | 59.79% | - |
 Verizon (VZ) | 1.47% | 0% | 99.84% | 6/6/2025 |
| Altria (MO) | 1.43% | 1.65% | 99.92% | - |
 Bitcoin (BTC) | 1.38% | 2.86% | 97.95% | - |
 Palantir (PLTR) | 1.37% | 0% | 89.35% | 1/28/2025 |
 Arbor Realty (ABR) | 1.34% | 0% | 67.81% | 2/18/2025 |
 Ethereum (ETH) | 1.32% | 1.39% | 99.92% | - |
 Annaly (NLY) | 1.32% | 1.22% | 99.92% | - |
 Main Street Capital (MAIN) | 1.18% | 0% | 87.71% | 1/8/2025 |
 NVIDIA (NVDA) | 1.17% | 0% | 90.99% | 2/18/2025 |
 AGNC (AGNC) | 1.16% | 1.2% | 88.21% | - |
 British American Tobacco (BTI) | 1.15% | 0.63% | 62.16% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.11% | 1.32% | 41.11% | - |
| ONEOK (OKE) | 1.02% | 0.46% | 99.92% | - |
 Crowdstrike (CRWD) | 0.92% | 1.16% | 99.92% | - |
 Meta (META) | 0.91% | 0% | 90.99% | 2/18/2025 |
 Coca-Cola (KO) | 0.91% | 0% | 81.82% | 10/28/2024 |
 WP Carey (WPC) | 0.9% | 0% | 99.84% | 6/6/2025 |
 Old Republic (ORI) | 0.86% | 0% | 91.15% | 2/20/2025 |
| PepsiCo (PEP) | 0.86% | 0.3% | 99.92% | - |
 Alphabet (GOOG) | 0.84% | 0% | 99.84% | 6/6/2025 |
 Cincinnati Financial (CINF) | 0.83% | 0% | 87.71% | 1/8/2025 |
 Omega Healthcare (OHI) | 0.75% | 0.47% | 99.92% | - |
 Apple (AAPL) | 0.74% | 0% | 90.99% | 2/18/2025 |
 T. Rowe Price (TROW) | 0.71% | 0% | 90.99% | 2/18/2025 |
 Intel (INTC) | 0.71% | 0% | 55.2% | 12/5/2023 |
 Marvell (MRVL) | 0.71% | 0% | 90.99% | 2/18/2025 |
 Cloudflare (NET) | 0.68% | 0% | 90.09% | 2/7/2025 |
 Medical Properties Trust (MPW) | 0.67% | 0% | 67.4% | 1/23/2025 |
 Amazon (AMZN) | 0.67% | 0% | 99.84% | 6/6/2025 |
 LVMH (MC.PA) | 0.66% | 0% | 86.73% | 12/27/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.65% | 0% | 84.68% | 12/2/2024 |
 IBM (IBM) | 0.65% | 0% | 89.52% | 1/30/2025 |
 3M (MMM) | 0.63% | 0% | 87.71% | 1/8/2025 |
 Enbridge (ENB) | 0.62% | 0.52% | 99.92% | - |
 Solana (SOL) | 0.62% | 1.02% | 99.92% | - |
 Fastenal (FAST) | 0.62% | 0% | 92.38% | 3/7/2025 |
 Canadian Solar (CSIQ) | 0.61% | 0% | 71.91% | 6/28/2024 |
 Qualcomm (QCOM) | 0.6% | 0% | 91.07% | 2/19/2025 |
| Microsoft (MSFT) | 0.58% | 0.37% | 99.92% | - |
 PayPal (PYPL) | 0.58% | 0% | 92.14% | 3/4/2025 |
 Hercules Capital (HTGC) | 0.55% | 0% | 70.43% | 6/6/2025 |
 TD (TD) | 0.54% | 0% | 91.15% | 2/20/2025 |
 Dior (CDI.PA) | 0.54% | 0% | 86.73% | 12/27/2024 |
 Essential Utilities (WTRG) | 0.54% | 0% | 70.84% | 3/7/2025 |
 Walgreens (WBA) | 0.53% | 0% | 71.91% | 6/28/2024 |
 JPMorgan (JPM) | 0.52% | 0% | 81.82% | 10/28/2024 |
 Kimberly-Clark (KMB) | 0.51% | 0% | 87.71% | 1/8/2025 |
 Leggett & Platt (LEG) | 0.51% | 0% | 67.4% | 5/3/2024 |
 XRP (XRP) | 0.51% | 0% | 88.37% | 1/16/2025 |
 American Express (AXP) | 0.5% | 0% | 81.82% | 10/28/2024 |
 Qorvo (QRVO) | 0.5% | 0% | 86.16% | 12/20/2024 |
 IIPR (IIPR) | 0.5% | 0% | 56.76% | 12/20/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.5% | 1.29% | 34.81% | - |
 VF Corp (VFC) | 0.49% | 0% | 60.61% | 3/7/2025 |
 AIMCO (AIV) | 0.49% | 0% | 50.53% | 10/9/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.48% | 0% | 55.2% | 12/5/2023 |
 ConEd (ED) | 0.48% | 0% | 55.2% | 12/5/2023 |
 Comcast (CMCSA) | 0.48% | 0% | 70.52% | 6/11/2024 |
 Vanguard Total International Bond ETF (BNDX) | 0.48% | 1.7% | 33.82% | - |
 Citi (C) | 0.47% | 0% | 82.56% | 11/6/2024 |
 Bank of America (BAC) | 0.46% | 0% | 82.56% | 11/6/2024 |
 RBC (RY) | 0.45% | 0% | 87.71% | 1/8/2025 |
 Lumentum (LITE) | 0.44% | 0% | 55.2% | 12/5/2023 |
 DCC (DCC.L) | 0.44% | 0% | 86.73% | 6/6/2025 |
 National Grid (NG.L) | 0.43% | 0.39% | 86.81% | - |
 Vodafone (VOD) | 0.43% | 0% | 92.38% | 3/7/2025 |
 Universal Corp (UVV) | 0.43% | 0% | 99.84% | 6/6/2025 |
 American Tower (AMT) | 0.43% | 0% | 99.84% | 6/6/2025 |
 Highwoods (HIW) | 0.42% | 0.6% | 70.52% | - |
 Hannon Armstrong (HASI) | 0.42% | 0% | 90.99% | 2/18/2025 |
 Mastercard (MA) | 0.42% | 0% | 82.15% | 11/1/2024 |
 T-Mobile (TMUS) | 0.42% | 0% | 92.3% | 3/6/2025 |
 Scotiabank (BNS) | 0.41% | 0% | 91.15% | 2/20/2025 |
 Essex Property Trust (ESS) | 0.4% | 0% | 50.78% | 10/12/2023 |
 Visa (V) | 0.4% | 0% | 81.82% | 10/28/2024 |
 SolarEdge (SEDG) | 0.4% | 0% | 71.91% | 6/28/2024 |
| Simon (SPG) | 0.4% | 0.47% | 99.92% | - |
 Goldman Sachs (GS) | 0.4% | 0% | 82.56% | 11/6/2024 |
 MPLX (MPLX) | 0.39% | 0% | 70.43% | 6/6/2025 |
 Kering (KER.PA) | 0.39% | 0% | 86.73% | 12/27/2024 |
 Morgan Stanley (MS) | 0.38% | 0% | 82.56% | 11/6/2024 |
 Southern Co (SO) | 0.37% | 0% | 55.2% | 12/5/2023 |
 Cardano (ADA) | 0.36% | 0% | 92.06% | 3/3/2025 |
 Etsy (ETSY) | 0.35% | 0% | 82.06% | 10/31/2024 |
 Italgas (IG.MI) | 0.35% | 0.53% | 93.78% | - |
 SunPower (SPWRQ) | 0.35% | 0% | 55.2% | 12/5/2023 |
 Snam (SRG.MI) | 0.33% | 0% | 97.79% | 6/6/2025 |
 Sunnova (NOVA) | 0.33% | 0% | 55.2% | 12/5/2023 |
 Pfizer (PFE) | 0.33% | 0% | 36.53% | 3/7/2025 |
 STAG (STAG) | 0.33% | 0% | 55.2% | 12/5/2023 |
 iShares Russell 2000 Growth ETF (IWO) | 0.31% | 0% | 40.46% | 12/2/2024 |
 Hess Midstream (HESM) | 0.31% | 0% | 61.75% | 2/20/2025 |
 Adyen (ADYEN.NV) | 0.31% | 0% | 55.28% | 12/6/2023 |
 FuelCell Energy (FCEL) | 0.31% | 0% | 55.2% | 12/5/2023 |
 Lincoln National (LNC) | 0.29% | 0% | 58.07% | 10/31/2024 |
 Burberry (BRBY.L) | 0.29% | 0% | 50.86% | 10/13/2023 |
 Raytheon (RTX) | 0.29% | 0% | 55.2% | 12/5/2023 |
 Sonoco (SON) | 0.28% | 0% | 50.78% | 10/12/2023 |
 Western Union (WU) | 0.28% | 0% | 70.84% | 3/7/2025 |
 ProShares UltraPro S&P 500 (UPRO) | 0.27% | 0% | 55.2% | 12/5/2023 |
 Nio (NIO) | 0.27% | 0% | 55.2% | 12/5/2023 |
 ADM (ADM) | 0.27% | 0% | 40.95% | 6/6/2025 |
 NRZ (RITM) | 0.27% | 0% | 60.69% | 2/7/2025 |
 Clorox (CLX) | 0.27% | 0% | 39.72% | 5/26/2023 |
 BlackRock (BLK) | 0.26% | 0% | 55.2% | 12/5/2023 |
 Clearway Energy (CWEN) | 0.26% | 0% | 71.01% | 6/17/2024 |
 Atmos (ATO) | 0.26% | 0% | 50.78% | 10/12/2023 |
 Intesa Sanpaolo (ISP.MI) | 0.26% | 0% | 50.86% | 10/13/2023 |
 Zalando (ZAL.DE) | 0.26% | 0% | 49.63% | 9/27/2023 |
 Roku (ROKU) | 0.25% | 0% | 55.2% | 12/5/2023 |
 MAA (MAA) | 0.25% | 0% | 50.78% | 10/12/2023 |
 Plug Power (PLUG) | 0.25% | 0% | 55.2% | 12/5/2023 |
 AT&T (T) | 0.25% | 0% | 55.2% | 12/5/2023 |
 Spotify (SPOT) | 0.24% | 0% | 55.2% | 12/5/2023 |
 iShares Semiconductor ETF (SOXX) | 0.24% | 0% | 55.2% | 12/5/2023 |
 Banca Generali (BGN.MI) | 0.24% | 0% | 50.86% | 10/13/2023 |
 NYCB (FLG) | 0.24% | 0% | 28.01% | 1/30/2025 |
 Colgate (CL) | 0.23% | 0% | 39.72% | 5/26/2023 |
 McDonald's (MCD) | 0.23% | 0% | 26.13% | 12/5/2022 |
 Sea (SE) | 0.22% | 0% | 50.86% | 10/13/2023 |
 Texas Instruments (TXN) | 0.21% | 0% | 55.2% | 12/5/2023 |
 Dogecoin (DOGE) | 0.21% | 0.36% | 58.97% | - |
 Poste Italiane (PST.MI) | 0.21% | 0% | 50.86% | 10/13/2023 |
 DocuSign (DOCU) | 0.21% | 0% | 50.86% | 10/13/2023 |
 Shopify (SHOP) | 0.2% | 0% | 55.2% | 12/5/2023 |
 Corning (GLW) | 0.2% | 0% | 55.2% | 12/5/2023 |
 Capri (CPRI) | 0.2% | 0% | 50.53% | 10/9/2023 |
 Uber (UBER) | 0.2% | 0% | 45.78% | 8/8/2023 |
 Nike (NKE) | 0.19% | 0% | 38.74% | 5/26/2023 |
 Copart (CPRT) | 0.19% | 0% | 39.72% | 5/26/2023 |
 Capital Southwest (CSWC) | 0.19% | 0% | 34.73% | 2/18/2025 |
 FinecoBank (FBK.MI) | 0.19% | 0% | 50.86% | 10/13/2023 |
 Air Products (APD) | 0.18% | 0% | 26.13% | 12/5/2022 |
 Autodesk (ADSK) | 0.18% | 0% | 55.2% | 12/5/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.18% | 0% | 11.79% | 2/14/2024 |
 Cirrus Logic (CRUS) | 0.18% | 0% | 39.72% | 5/26/2023 |
 Workday (WDAY) | 0.18% | 0% | 50.86% | 10/13/2023 |
 easyJet (EZJ.L) | 0.18% | 0% | 40.21% | 6/1/2023 |
 Starbucks (SBUX) | 0.17% | 0% | 26.13% | 12/5/2022 |
 BAT (BATS.L) | 0.17% | 0% | 42.18% | 12/6/2023 |
 Dominion Energy (D) | 0.17% | 0% | 55.2% | 12/5/2023 |
 Netflix (NFLX) | 0.17% | 0% | 45.78% | 8/30/2023 |
 Fastly (FSLY) | 0.17% | 0% | 55.2% | 12/5/2023 |
 Hermes (RMS.PA) | 0.16% | 0% | 50.86% | 10/13/2023 |
 Fidelity National Financial (FNF) | 0.16% | 0% | 33.66% | 12/5/2023 |
 Carnival (CCL) | 0.16% | 0% | 41.11% | 6/12/2023 |
 Jumia (JMIA) | 0.16% | 0% | 50.53% | 10/9/2023 |
 First Solar (FSLR) | 0.16% | 0% | 29.4% | 1/17/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.16% | 3.31% | 5.24% | - |
 Skyworks (SWKS) | 0.15% | 0% | 50.86% | 10/13/2023 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.15% | 3.13% | 5.24% | - |
 GM (GM) | 0.15% | 0% | 34.32% | 3/20/2023 |
 Amplifon (AMP.MI) | 0.15% | 0% | 39.97% | 5/29/2023 |
 NextEra Energy Partners (XIFR) | 0.15% | 0% | 29.89% | 12/20/2024 |
 Campari (CPR.MI) | 0.14% | 0% | 26.13% | 12/5/2022 |
 RLX (RLX) | 0.14% | 0% | 33.58% | 5/4/2023 |
 Lockheed Martin (LMT) | 0.14% | 0% | 26.13% | 12/5/2022 |
 C.H. Robinson (CHRW) | 0.14% | 0% | 50.78% | 10/12/2023 |
 Sui (SUI) | 0.14% | 0% | 32.92% | 5/22/2025 |
 Near Protocol (NEAR) | 0.14% | 0.12% | 34.81% | - |
 Build and Build (BNB) | 0.14% | 0.14% | 89.43% | - |
 Warner Bros Discovery (WBD) | 0.14% | 0% | 42.26% | 10/9/2023 |
 Genuine Parts (GPC) | 0.14% | 0% | 26.13% | 12/5/2022 |
 Waste Management (WM) | 0.13% | 0% | 26.13% | 12/5/2022 |
 Virgin Galactic (SPCE) | 0.13% | 0% | 50.53% | 10/9/2023 |
 Kellanova (K) | 0.13% | 0% | 26.13% | 12/5/2022 |
 Invesco QQQ (QQQ) | 0.13% | 1.51% | 19.74% | - |
 Lufthansa (LHA.DE) | 0.13% | 0% | 40.21% | 6/1/2023 |
 Coinbase (COIN) | 0.12% | 0% | 46.93% | 12/5/2023 |
 Shiba (in millions) (SHIBxM) | 0.12% | 0% | 84.28% | 11/27/2024 |
 Philip Morris (PM) | 0.12% | 0% | 55.2% | 12/5/2023 |
 L'Oréal (OR.PA) | 0.12% | 0% | 26.13% | 12/5/2022 |
 Airbnb (ABNB) | 0.12% | 0% | 47.5% | 8/30/2023 |
 Compound (COMP) | 0.12% | 0% | 43.73% | 12/2/2024 |
 Crown Castle (CCI) | 0.12% | 0% | 55.2% | 12/5/2023 |
 Beiersdorf (BEI.DE) | 0.12% | 0% | 39.97% | 5/29/2023 |
 Moody's (MCO) | 0.12% | 0% | 38.08% | 5/26/2023 |
 Eversource (ES) | 0.12% | 0% | 55.2% | 12/5/2023 |
 Tencent (0700.HK) | 0.12% | 0% | 39.97% | 5/29/2023 |
 PPL (PPL) | 0.11% | 0% | 26.13% | 12/5/2022 |
 United Airlines (UAL) | 0.11% | 0% | 40.21% | 6/1/2023 |
 Mandiant Inc (MNDT) | 0.11% | 0% | 20.23% | 9/13/2022 |
 Fintech Acquisition Corp. V (FTCV) | 0.11% | 0% | 26.45% | 12/9/2022 |
 Euronet (EEFT) | 0.11% | 0% | 39.72% | 5/26/2023 |
 Moncler (MONC.MI) | 0.11% | 0% | 39.97% | 5/29/2023 |
 Adidas (ADS.DE) | 0.11% | 0% | 39.97% | 5/29/2023 |
 Delta (DAL) | 0.11% | 0% | 39.72% | 5/26/2023 |
 MDU Resources (MDU) | 0.1% | 0% | 39.72% | 5/26/2023 |
 First Trust Cloud Computing (SKYY) | 0.1% | 0% | 50.86% | 10/13/2023 |
 MDC Holdings Inc (MDC) | 0.1% | 0% | 29.24% | 10/12/2023 |
 Royal Caribbean (RCL) | 0.1% | 0% | 39.72% | 5/26/2023 |
 Cellnex (CLNX.MC) | 0.1% | 0% | 39.97% | 5/29/2023 |
 Norwegian Cruise Line (NCLH) | 0.1% | 0% | 39.72% | 5/26/2023 |
 NextEra (NEE) | 0.1% | 0% | 26.13% | 12/5/2022 |
 Ryanair (RYAAY) | 0.09% | 0% | 39.72% | 5/26/2023 |
 Procter & Gamble (PG) | 0.09% | 0% | 26.13% | 12/5/2022 |
 AFG (AFG) | 0.09% | 0% | 26.13% | 12/5/2022 |
 Enviva (EVVAQ) | 0.09% | 0% | 23.18% | 10/24/2022 |
 Ideanomics (IDEXQ) | 0.09% | 0% | 50.53% | 10/9/2023 |
 Chiliz (CHZ) | 0.09% | 0% | 65.11% | 4/5/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.09% | 1.44% | 7.62% | - |
 RealReal (REAL) | 0.09% | 0% | 50.53% | 10/9/2023 |
 Wizz Air (WIZZ.L) | 0.08% | 0% | 40.21% | 6/1/2023 |
 Disney (DIS) | 0.08% | 0% | 39.72% | 5/26/2023 |
 ICG (ICG.L) | 0.08% | 0% | 39.15% | 6/1/2023 |
 Air France-KLM (AF.PA) | 0.08% | 0% | 39.97% | 5/29/2023 |
 Rightmove (RMV.L) | 0.07% | 0% | 26.13% | 12/5/2022 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.07% | 1.54% | 5% | - |
 Enjin (ENJ) | 0.07% | 0% | 65.11% | 4/5/2024 |
 Vonovia (VNA.DE) | 0.07% | 0% | 39.97% | 5/29/2023 |
 Decentraland (MANA) | 0.07% | 0% | 65.11% | 4/5/2024 |
 ApeCoin (APE) | 0.06% | 0% | 58.89% | 4/5/2024 |
 SushiSwap (SUSHI) | 0.06% | 0% | 65.11% | 4/5/2024 |
 Unilever (ULVR.L) | 0.06% | 0% | 37.76% | 10/13/2023 |
 Sei (SEI) | 0.05% | 0.1% | 34.81% | - |
 Southern Copper (SCCO) | 0.05% | 0% | 15.97% | 7/15/2022 |
 Volkswagen (VOW3.DE) | 0.05% | 0% | 23.18% | 10/24/2022 |
 Injective (INJ) | 0.05% | 0.11% | 34.81% | - |
 Discovery Inc (DISCA) | 0.05% | 0% | 8.27% | 4/12/2022 |
 Aflac (AFL) | 0.05% | 0% | 26.13% | 12/5/2022 |
 Cosmos (ATOM) | 0.05% | 0.1% | 34.23% | - |
 Nestle (NESN.ZU) | 0.04% | 0% | 26.13% | 12/5/2022 |
 Deutsche Boerse (DB1.DE) | 0.04% | 0% | 23.91% | 11/3/2022 |
 LSE (LSEG.L) | 0.04% | 0% | 23.91% | 11/3/2022 |
 Keysight Technologies (KEYS) | 0.04% | 0% | 23.91% | 11/3/2022 |
 Pernod Ricard (RI.PA) | 0.04% | 0% | 23.91% | 11/3/2022 |
 Wells Fargo (WFC) | 0.04% | 0% | 23.91% | 11/3/2022 |
 Safran (SAF.PA) | 0.04% | 0% | 23.91% | 11/3/2022 |
 Allianz (ALV.DE) | 0.04% | 0% | 23.91% | 11/3/2022 |
 Vinci (DG.PA) | 0.04% | 0% | 23.91% | 11/3/2022 |
 Ronin (RONIN) | 0.04% | 0.01% | 34.23% | - |
 Rentokil (RTO.L) | 0.04% | 0% | 23.91% | 11/3/2022 |
 Omnicom (OMC) | 0.04% | 0% | 23.18% | 10/24/2022 |
 Enterprise Products (EPD) | 0.03% | 0% | 4.67% | 12/28/2022 |
 Celestia (TIA) | 0.02% | 0% | 19.16% | 11/27/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.02% | 0% | 0.66% | 7/7/2023 |
 Cisco (CSCO) | 0.02% | 0% | 13.51% | 6/15/2022 |
 Xilinx Inc (XLNX) | 0.02% | 0% | 3.77% | 2/15/2022 |
 Ferragamo (SFER.MI) | 0.02% | 0% | 10.24% | 11/3/2022 |
 Pepe (in millions) (Experimental) (PEPExM) | 0.02% | 0.13% | 13.76% | - |
 Bonk Inu (in millions) (Experimental) (BONKxM) | 0.02% | 0.03% | 13.76% | - |
 Jasmy (JASMY) | 0.01% | 0.08% | 13.76% | - |
 Dogwifhat (Experimental) (WIF) | 0.01% | 0.15% | 12.12% | - |
 Fetch.ai (FET) | 0.01% | 0.12% | 8.68% | - |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 3.77% | 3/7/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.08% | 2/14/2024 |
 F&G Annuities & Life (FG) | 0% | 0% | 8.52% | 3/20/2023 |
 Invesco China Technology ETF (CQQQ) | 0% | 0% | 0.41% | 1/5/2022 |
 Meituan (03690.HK) | 0% | 0% | 4.91% | 5/29/2023 |
 Ondo Finance (ONDO) | 0% | 0% | 0.33% | 4/5/2024 |
 Terra Classic (LUNC) | 0% | 0% | 0.25% | 5/26/2022 |
 FTX Token (FTT) | 0% | 0% | 0.08% | 11/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.16% | 6.02% |
| NNN (NNN) | 4.77% | 4.09% |
| Realty Income (O) | 4.77% | 4.09% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 4.77% | 4.05% |
| Bitcoin (BTC) | 1.65% | 3.34% |
| Palantir (PLTR) | 0.76% | 2.68% |
| Tesla (TSLA) | 1.43% | 2.46% |
| British American Tobacco (BTI) | 2.39% | 2.44% |
| Main Street Capital (MAIN) | 1.91% | 2.29% |
| Ethereum (ETH) | 1.81% | 2.27% |
| Vanguard Total International Bond ETF (BNDX) | 2.54% | 2.17% |
| Altria (MO) | 1.91% | 2.01% |
| NVIDIA (NVDA) | 0.72% | 1.77% |
| Verizon (VZ) | 1.91% | 1.7% |
| Arbor Realty (ABR) | 1.91% | 1.66% |
| Solana (SOL) | 0.81% | 1.44% |
| Vanguard Real Estate ETF (VNQ) | 1.43% | 1.32% |
| AGNC (AGNC) | 1.43% | 1.25% |
| Annaly (NLY) | 1.43% | 1.21% |
| Hercules Capital (HTGC) | 0.95% | 1.04% |
| 3M (MMM) | 0.95% | 1.01% |
| Cincinnati Financial (CINF) | 0.95% | 0.97% |
| Hess Midstream (HESM) | 0.95% | 0.89% |
| Crowdstrike (CRWD) | 0.72% | 0.88% |
| Sui (SUI) | 0.2% | 0.83% |
| Dogecoin (DOGE) | 0.4% | 0.83% |
| Pfizer (PFE) | 0.95% | 0.82% |
| Medical Properties Trust (MPW) | 0.95% | 0.79% |
| PepsiCo (PEP) | 0.95% | 0.73% |
| NYCB (FLG) | 0.8% | 0.69% |
| WP Carey (WPC) | 0.8% | 0.68% |
| Alphabet (GOOG) | 0.54% | 0.66% |
| Highwoods (HIW) | 0.48% | 0.61% |
| Amazon (AMZN) | 0.48% | 0.61% |
| PayPal (PYPL) | 0.48% | 0.6% |
| ONEOK (OKE) | 0.48% | 0.59% |
| T-Mobile (TMUS) | 0.48% | 0.58% |
| Cloudflare (NET) | 0.48% | 0.56% |
| IBM (IBM) | 0.48% | 0.55% |
| RBC (RY) | 0.48% | 0.54% |
| MPLX (MPLX) | 0.48% | 0.53% |
| Apple (AAPL) | 0.48% | 0.53% |
| Marvell (MRVL) | 0.28% | 0.52% |
| Simon (SPG) | 0.48% | 0.52% |
| Omega Healthcare (OHI) | 0.48% | 0.5% |
| Old Republic (ORI) | 0.48% | 0.5% |
| Scotiabank (BNS) | 0.48% | 0.49% |
| Enbridge (ENB) | 0.48% | 0.49% |
| Fastenal (FAST) | 0.48% | 0.48% |
| Qualcomm (QCOM) | 0.48% | 0.48% |
| T. Rowe Price (TROW) | 0.48% | 0.46% |
| Kimberly-Clark (KMB) | 0.48% | 0.44% |
| Hannon Armstrong (HASI) | 0.48% | 0.43% |
| NRZ (RITM) | 0.48% | 0.42% |
| Italgas (IG.MI) | 0.48% | 0.42% |
| Near Protocol (NEAR) | 0.56% | 0.41% |
| Essential Utilities (WTRG) | 0.48% | 0.41% |
| XRP (XRP) | 0.08% | 0.4% |
| Meta (META) | 0.26% | 0.4% |
| Capital Southwest (CSWC) | 0.48% | 0.38% |
| DCC (DCC.L) | 0.48% | 0.38% |
| Vodafone (VOD) | 0.48% | 0.38% |
| Universal Corp (UVV) | 0.48% | 0.37% |
| ADM (ADM) | 0.48% | 0.37% |
| National Grid (NG.L) | 0.48% | 0.37% |
| Snam (SRG.MI) | 0.48% | 0.37% |
| Western Union (WU) | 0.48% | 0.37% |
| TD (TD) | 0.48% | 0.36% |
| American Tower (AMT) | 0.48% | 0.35% |
| Microsoft (MSFT) | 0.36% | 0.35% |
| Build and Build (BNB) | 0.14% | 0.24% |
| Cardano (ADA) | 0.09% | 0.23% |
| Pepe (in millions) (Experimental) (PEPExM) | 0.16% | 0.18% |
| Sei (SEI) | 0.24% | 0.17% |
| Bonk Inu (in millions) (Experimental) (BONKxM) | 0.16% | 0.16% |
| Cosmos (ATOM) | 0.2% | 0.15% |
| Injective (INJ) | 0.2% | 0.14% |
| Jasmy (JASMY) | 0.16% | 0.14% |
| Ronin (RONIN) | 0.16% | 0.13% |