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Portfolio Diversification
Range
Most Diversified
27 instruments
December 4, 2025
Least Diversified
0 instruments
November 16, 2025
Average
20.6 instruments
Most Consistent Holdings
Top 5
VIG87.64%
VWO87.64%
ACWI87.48%
DVY87.48%
VNQ83.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 20, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AI-Revolution | 11.48% | 11.39% | 97.72% | - |
 DividendGrowth | 9.01% | 0% | 80.16% | 2/10/2026 |
 SpaceTech | 8.57% | 9.85% | 91.87% | - |
 Core-Dynamic | 7.18% | 0% | 80.16% | 2/10/2026 |
 YieldGrowth | 5.35% | 0% | 70.41% | 2/10/2026 |
| iShares MSCI ACWI Index Fund (ACWI) | 5.03% | 21.05% | 87.48% | - |
 Orchid Island (ORC) | 4.16% | 0% | 77.24% | 2/10/2026 |
 CryptoEqual | 3.23% | 3.29% | 75.77% | - |
| Vanguard FTSE Emerging Markets (VWO) | 2.79% | 8.42% | 87.64% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 2.74% | 10.14% | 72.85% | - |
 Private-Equity | 2.64% | 0% | 55.61% | 2/10/2026 |
| Vanguard Dividend Appreciation ETF (VIG) | 2.27% | 4.96% | 87.64% | - |
| Vanguard Real Estate ETF (VNQ) | 1.96% | 4.1% | 83.58% | - |
 Momentum-LS | 1.92% | 13.81% | 16.26% | - |
| iShares Select Dividend ETF (DVY) | 1.91% | 3.33% | 87.48% | - |
 Vanguard Value ETF (VTV) | 1.75% | 2.7% | 82.6% | - |
 Ellington Financial (EFC) | 1.6% | 0% | 60.81% | 2/10/2026 |
 ARMOUR Residential REIT (ARR) | 1.56% | 0% | 60.81% | 2/10/2026 |
 AGNC (AGNC) | 1.56% | 0% | 60.81% | 2/10/2026 |
 Prospect Capital (PSEC) | 1.34% | 0% | 60.81% | 2/10/2026 |
 Vanguard Total World Stock ETF (VT.US) | 1.31% | 0% | 70.57% | 2/10/2026 |
 iShares Core MSCI Europe ETF (IEUR) | 1.31% | 0% | 70.57% | 2/10/2026 |
 Vanguard FTSE Europe ETF (VGK) | 1.31% | 0% | 70.57% | 2/10/2026 |
 iShares MSCI Emerging Markets ETF (EEM) | 1.3% | 0% | 70.57% | 2/10/2026 |
 SPDR Bloomberg High Yield Bond ETF (JNK) | 1.27% | 0% | 70.57% | 2/10/2026 |
 eToro Group LTD (ETOR) | 0.83% | 1.53% | 60.98% | - |
 wilalexa | 0.77% | 0% | 2.44% | 10/4/2024 |
 NVIDIA (NVDA) | 0.76% | 0% | 11.06% | 5/13/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.47% | 2.38% | 28.46% | - |
 Vanguard Health Care ETF (VHT) | 0.45% | 2.28% | 28.46% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.45% | 0% | 26.34% | 5/13/2025 |
 GiovanniMioni | 0.41% | 0% | 0.81% | 9/24/2024 |
 Lilium (LILMF) | 0.29% | 0% | 8.29% | 2/25/2025 |
 AgenteAngel | 0.25% | 0% | 1.46% | 10/3/2024 |
 Oil (Non Expiry) (OIL) | 0.17% | 0% | 3.41% | 2/7/2025 |
 Alpha Metallurgical (AMR) | 0.15% | 0% | 2.93% | 11/4/2024 |
 Oklo (OKLO) | 0.12% | 0% | 3.25% | 11/18/2024 |
 Meta (META) | 0.08% | 0% | 2.6% | 11/14/2024 |
 Tesla (TSLA) | 0.07% | 0% | 0.65% | 10/15/2024 |
 Microsoft (MSFT) | 0.06% | 0% | 2.44% | 11/14/2024 |
 B&G Foods (BGS) | 0.05% | 0% | 3.74% | 11/14/2024 |
 Walgreens (WBA) | 0.05% | 0% | 3.74% | 11/14/2024 |
 Saipem (SPM.MI) | 0.05% | 0% | 1.79% | 12/23/2024 |
 Vodafone (VOD) | 0.05% | 0% | 3.74% | 11/14/2024 |
 Apple (AAPL) | 0.04% | 0% | 2.28% | 11/14/2024 |
 Pagaya (PGY) | 0.03% | 0% | 3.25% | 11/20/2024 |
 Norwegian (NAS.OL) | 0.03% | 0% | 2.44% | 11/15/2024 |
 S&P Global (SPGI) | 0.03% | 0% | 0.65% | 10/7/2024 |
 Bluebird Bio (BLUE) | 0.03% | 0% | 3.58% | 11/22/2024 |
 Coca-Cola (KO) | 0.03% | 0% | 1.3% | 10/29/2024 |
 Savara (SVRA) | 0.02% | 0% | 3.25% | 11/20/2024 |
 Silver (Non Expiry) (SILVER) | 0.02% | 0% | 0.65% | 10/22/2024 |
 Bitfarms (KEEL) | 0.02% | 0% | 2.93% | 11/18/2024 |
 Amazon (AMZN) | 0.02% | 0% | 0.49% | 11/1/2024 |
 FuelCell Energy (FCEL) | 0.02% | 0% | 2.93% | 11/18/2024 |
 Lantheus (LNTH) | 0.02% | 0% | 0.16% | 10/11/2024 |
 Ichor (ICHR) | 0.02% | 0% | 0.81% | 10/7/2024 |
 Biosenic SA (BIOS.BR) | 0.02% | 0% | 1.95% | 12/23/2024 |
 Enovix (ENVX) | 0.01% | 0% | 0.16% | 10/16/2024 |
 Himax (HIMX) | 0.01% | 0% | 2.28% | 11/14/2024 |
 Alphabet (GOOG) | 0.01% | 0% | 0.16% | 10/10/2024 |
 Alibaba (BABA) | 0.01% | 0% | 0.33% | 10/10/2024 |
 Supermicro (SMCI) | 0.01% | 0% | 0.49% | 11/4/2024 |
 United Airlines (UAL) | 0.01% | 0% | 0.16% | 10/18/2024 |
 Mastercard (MA) | 0.01% | 0% | 0.16% | 10/31/2024 |
 TMTG (DJT) | 0% | 0% | 0.16% | 11/6/2024 |
 Riot (RIOT) | 0% | 0% | 0.16% | 10/3/2024 |
 Mondelez (MDLZ) | 0% | 0% | 0.16% | 10/15/2024 |
 Siemens Energy (ENR.DE) | 0% | 0% | 0.16% | 10/11/2024 |
 Aramco (SAOC) | 0% | 0% | 0.16% | 12/3/2024 |
 Lumen (LUMN) | 0% | 0% | 0.16% | 10/23/2024 |
 Varta (VAR1.DE) | 0% | 0% | 0.16% | 10/11/2024 |
 Solstice Advanced Materi (SOLS) | 0% | 0% | 0.65% | 11/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SpaceTech | 8.09% | 9.04% |
| AI-Revolution | 7.76% | 9.03% |
| DividendGrowth | 8.1% | 7.72% |
| YieldGrowth | 6.5% | 6.34% |
| Core-Dynamic | 5.19% | 5.62% |
| Private-Equity | 5.12% | 4.87% |
| Orchid Island (ORC) | 5.02% | 4.46% |
| CryptoEqual | 5.01% | 3.77% |
| ARMOUR Residential REIT (ARR) | 3.01% | 2.89% |
| VanEck Vectors Semiconductor ETF (SMH) | 2.01% | 2.85% |
| AGNC (AGNC) | 2.51% | 2.6% |
| Ellington Financial (EFC) | 2.51% | 2.51% |
| iShares MSCI Emerging Markets ETF (EEM) | 2.01% | 2.29% |
| Vanguard FTSE Europe ETF (VGK) | 2.01% | 2.25% |
| iShares Core MSCI Europe ETF (IEUR) | 2.01% | 2.25% |
| Vanguard Total World Stock ETF (VT.US) | 2.01% | 2.2% |
| iShares MSCI ACWI Index Fund (ACWI) | 2.01% | 2.18% |
| Vanguard FTSE Emerging Markets (VWO) | 2.01% | 2.17% |
| Vanguard Value ETF (VTV) | 2.01% | 2.12% |
| Vanguard Dividend Appreciation ETF (VIG) | 2.01% | 2.11% |
| iShares Select Dividend ETF (DVY) | 2.01% | 2.01% |
| Prospect Capital (PSEC) | 3.01% | 1.95% |
| SPDR Bloomberg High Yield Bond ETF (JNK) | 2.01% | 1.95% |
| Vanguard Real Estate ETF (VNQ) | 2.01% | 1.9% |
| eToro Group LTD (ETOR) | 2.01% | 1.11% |
| Vanguard Health Care ETF (VHT) | 0.75% | 0.72% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.75% | 0.71% |
Cash & Instruments Over Time
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