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Portfolio Diversification
Range
Most Diversified
30 instruments
February 1, 2022
Least Diversified
0 instruments
April 4, 2026
Average
11 instruments
Most Consistent Holdings
Top 5
AAPL99.93%
GOOG99.93%
MSFT99.93%
AMZN99.93%
DGRO99.93%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 12.54% | 6.02% | 99.93% | - |
| Apple (AAPL) | 12.42% | 11.81% | 99.93% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 12.09% | 0% | 72.29% | 2/7/2025 |
 ProShares UltraPro QQQ (TQQQ) | 11.82% | 0% | 72.29% | 2/7/2025 |
| iShares Core Dividend Growth ETF (DGRO) | 8.93% | 15.71% | 99.93% | - |
 Schwab US Dividend Equity ETF (SCHD) | 8.52% | 17.31% | 94.09% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 7.94% | 20.3% | 42.35% | - |
 NVIDIA (NVDA) | 6.63% | 14.72% | 71.83% | - |
| Alphabet (GOOG) | 6.51% | 9.49% | 99.93% | - |
| Amazon (AMZN) | 6.13% | 4.52% | 99.93% | - |
 Annaly (NLY) | 3.24% | 0% | 57.58% | 6/27/2024 |
 Tesla (TSLA) | 1.07% | 0% | 39.4% | 10/23/2023 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.91% | 0% | 37.23% | 8/16/2023 |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.57% | 0% | 32.11% | 5/30/2023 |
 Global SuperDividend US ETF (DIV) | 0.25% | 0% | 5.84% | 3/31/2022 |
 Meta (META) | 0.13% | 0% | 4.14% | 3/4/2022 |
 BILL (BILL) | 0.09% | 0% | 0.85% | 2/20/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.01% | 0% | 5.45% | 3/25/2022 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 5.45% | 3/25/2022 |
 Genworth (GNW) | 0% | 0% | 4.14% | 3/4/2022 |
 Mr Cooper (COOP) | 0% | 0% | 4.14% | 3/4/2022 |
 Old Republic (ORI) | 0% | 0% | 4.14% | 3/4/2022 |
 Graham Holdings (GHC) | 0% | 0% | 4.14% | 3/4/2022 |
 Gray Television (GTN) | 0% | 0% | 4.14% | 3/4/2022 |
 Telefonica (TELFY) | 0% | 0% | 4.14% | 3/4/2022 |
 Navient (NAVI) | 0% | 0% | 4.14% | 3/4/2022 |
 SuRo Capital (SSSS) | 0% | 0% | 4.14% | 3/4/2022 |
 Tronox (TROX) | 0% | 0% | 4.14% | 3/4/2022 |
 Qifu Technology (QFIN) | 0% | 0% | 4.14% | 3/4/2022 |
 Sage (SAGE) | 0% | 0% | 4.14% | 3/4/2022 |
 Foot Locker (FL) | 0% | 0% | 4.14% | 3/4/2022 |
 Smith & Wesson (SWBI) | 0% | 0% | 4.14% | 3/4/2022 |
 TSMC (TSM) | 0% | 0% | 0.53% | 10/22/2025 |
 Oracle (ORCL) | 0% | 0% | 0.53% | 11/25/2025 |
 Bio-Rad (BIO) | 0% | 0% | 4.14% | 3/4/2022 |
 Qurate (QVCGA) | 0% | 0% | 4.14% | 3/4/2022 |
 Litecoin (LTC) | 0% | 0% | 0.92% | 1/2/2026 |
 XRP (XRP) | 0% | 0% | 0.39% | 3/23/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Jpmorgan Equity Premium Inco (JEPI) | 27.98% | 19.94% |
| NVIDIA (NVDA) | 7.98% | 15.22% |
| iShares Core Dividend Growth ETF (DGRO) | 17.84% | 15.1% |
| Schwab US Dividend Equity ETF (SCHD) | 20.89% | 15.06% |
| Apple (AAPL) | 8.74% | 12.19% |
| Alphabet (GOOG) | 6.54% | 9.81% |
| Microsoft (MSFT) | 4.63% | 7.56% |
| Amazon (AMZN) | 5.13% | 4.94% |
Cash & Instruments Over Time
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