Portfolio Diversification
Range
Most Diversified
39 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
34.3 instruments
Most Consistent Holdings
Top 5
AGNC99.72%
BABA99.72%
PYPL99.72%
PSN.L99.72%
EVR.L99.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AGNC (AGNC) | 10.89% | 11.99% | 99.72% | - |
 Rio Tinto (RIO.L) | 5.83% | 0% | 96.98% | 11/3/2025 |
 Alphabet (GOOG) | 4.33% | 7.97% | 98.58% | - |
 Star Bulk (SBLK) | 3.63% | 3.32% | 99.72% | - |
 Annaly (NLY) | 3.41% | 4.28% | 99.72% | - |
 Global X SuperDividend ETF (SDIV) | 3.2% | 0% | 87.81% | 7/29/2025 |
 Two Harbors (TWO) | 3.1% | 2.75% | 99.72% | - |
 Verizon (VZ) | 2.91% | 0% | 83.27% | 6/11/2025 |
 Starwood Property Trust (STWD) | 2.77% | 2.34% | 99.72% | - |
 ZIM (ZIM) | 2.61% | 2.25% | 99.72% | - |
 Medical Properties Trust (MPW) | 2.51% | 2.48% | 95.65% | - |
| Alibaba (BABA) | 2.45% | 2.84% | 99.72% | - |
 Cameco (CCJ) | 2.44% | 5.35% | 75.43% | - |
 Golden Ocean (GOGL.US) | 2.34% | 0% | 54.25% | 8/6/2024 |
 Sabra Health Care REIT (SBRA) | 2.09% | 0% | 64.37% | 11/22/2024 |
| Persimmon (PSN.L) | 1.86% | 1.29% | 99.72% | - |
 Invesco Senior Loan ETF (BKLN) | 1.84% | 5.39% | 33.46% | - |
 Direct Line Group (DLG.L) | 1.74% | 0% | 65.69% | 12/6/2024 |
 SL Green (SLG) | 1.72% | 0% | 31.57% | 2/9/2024 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 1.62% | 3.96% | 35.35% | - |
 Mobile TeleSystems PJSC (MBT) | 1.62% | 1.13% | 99.72% | - |
 Invesco Mortgage Capital (IVR) | 1.62% | 3.23% | 44.9% | - |
 AT&T (T) | 1.46% | 0% | 37.81% | 9/3/2024 |
 Amazon (AMZN) | 1.46% | 0% | 39.6% | 8/12/2024 |
 Apple (AAPL) | 1.39% | 0% | 54.25% | 8/6/2024 |
| Evraz PLC (EVR.L) | 1.35% | 0.79% | 99.72% | - |
| PayPal (PYPL) | 1.33% | 0.82% | 99.72% | - |
 Bank of America (BAC) | 1.32% | 0% | 39.79% | 8/5/2024 |
 Eutelsat (ETL.PA) | 1.31% | 0% | 74.01% | 3/5/2025 |
 Invesco China Technology ETF (CQQQ) | 1.3% | 1.16% | 99.72% | - |
 LVMH (MC.PA) | 1.2% | 0% | 42.53% | 11/3/2025 |
 Golub Capital BDC (GBDC) | 1.18% | 2.48% | 38.09% | - |
 Realty Income (O) | 1.17% | 0% | 24.1% | 10/24/2024 |
 Robinhood Markets Inc. (HOOD) | 1.17% | 0% | 63.33% | 11/11/2024 |
 DHT Holdings (DHT) | 1.15% | 0% | 33.46% | 7/28/2025 |
 SPDR Blackstone Senior Loan ETF (SRLN) | 1.1% | 3.66% | 26.56% | - |
 Lemonade (LMND) | 1.03% | 0% | 73.16% | 2/24/2025 |
 Xiaomi (1810.HK) | 0.86% | 0% | 62.76% | 11/5/2024 |
 Vitesse Energy (VTS) | 0.84% | 0% | 22.31% | 9/3/2025 |
 EPR (EPR) | 0.83% | 0% | 19% | 7/24/2023 |
 Rigetti (RGTI) | 0.8% | 6.42% | 12% | - |
 Visa (V) | 0.77% | 0% | 13.33% | 5/25/2023 |
 Orchid Island (ORC) | 0.74% | 2.14% | 32.04% | - |
 UiPath (PATH) | 0.73% | 0% | 73.16% | 2/24/2025 |
 Rivian (RIVN) | 0.65% | 0.52% | 99.72% | - |
 Eni (ENI.MI) | 0.61% | 0% | 17.58% | 1/7/2025 |
 D-Wave (QBTS) | 0.61% | 5.67% | 12% | - |
 Disney (DIS) | 0.51% | 0% | 18.05% | 12/5/2023 |
 Meta (META) | 0.4% | 0% | 13.04% | 5/22/2023 |
 Jumia (JMIA) | 0.38% | 0% | 73.16% | 2/24/2025 |
 Imperial Brands (IMB.L) | 0.38% | 0% | 5.95% | 3/6/2023 |
 SQM (SQM) | 0.36% | 0% | 16.45% | 10/9/2024 |
 Pembina (PBA) | 0.3% | 0% | 14.74% | 12/13/2023 |
 Niu (NIU) | 0.27% | 0.21% | 99.72% | - |
 Enterprise Products (EPD) | 0.27% | 0% | 8.13% | 11/11/2024 |
 Diversified Energy (DEC.L) | 0.25% | 0% | 14.74% | 10/3/2025 |
 Phoenix (PHNX.L) | 0.21% | 0% | 4.06% | 2/14/2023 |
 Walgreens (WBA) | 0.21% | 0% | 7.28% | 2/20/2024 |
 3M (MMM) | 0.19% | 0% | 15.03% | 7/26/2024 |
 Horizon Technology (HRZN) | 0.18% | 0% | 5.2% | 8/14/2025 |
 TriplePoint (TPVG) | 0.17% | 2.64% | 7.18% | - |
 Porsche (P911.DE) | 0.16% | 0% | 10.4% | 10/2/2024 |
 ZEPP Health (ZEPP) | 0.15% | 0% | 89.22% | 8/13/2025 |
 Stellus Capital (SCM) | 0.15% | 0% | 5.86% | 4/23/2024 |
 Polymetal International PLC (POLY.L) | 0.14% | 0% | 16.07% | 6/23/2023 |
 Pfizer (PFE) | 0.13% | 0% | 10.96% | 6/13/2024 |
 Nike (NKE) | 0.09% | 0% | 5.86% | 10/2/2024 |
 Chevron (CVX) | 0.06% | 0% | 2.74% | 11/1/2024 |
 Solventum (SOLV) | 0.05% | 0% | 10.02% | 7/18/2024 |
 Carnival (CCL.L) | 0.02% | 0% | 1.13% | 1/13/2023 |
 Fermi Inc (FRMI) | 0.01% | 3.19% | 0.19% | - |
 Dow (DOW) | 0% | 0% | 0.19% | 8/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AGNC (AGNC) | 9.87% | 13.8% |
| Eni (ENI.MI) | 3.92% | 5.4% |
| Invesco Senior Loan ETF (BKLN) | 3.77% | 5.23% |
| Rio Tinto (RIO.L) | 3.92% | 5.04% |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 3.47% | 4.79% |
| Alphabet (GOOG) | 1.57% | 4.5% |
| Annaly (NLY) | 4.24% | 4.48% |
| Two Harbors (TWO) | 4.71% | 4.17% |
| Cameco (CCJ) | 2.38% | 4.02% |
| Global X SuperDividend ETF (SDIV) | 3.23% | 3.96% |
| Invesco Mortgage Capital (IVR) | 2.82% | 3.7% |
| Verizon (VZ) | 2.87% | 3.66% |
| Golub Capital BDC (GBDC) | 2.51% | 3.47% |
| LVMH (MC.PA) | 2.35% | 3.33% |
| DHT Holdings (DHT) | 2.67% | 3.22% |
| Star Bulk (SBLK) | 3.14% | 3.18% |
| ZIM (ZIM) | 3.14% | 3.18% |
| Starwood Property Trust (STWD) | 2.04% | 2.72% |
| Lemonade (LMND) | 4.86% | 2.34% |
| Medical Properties Trust (MPW) | 3.32% | 2.29% |
| Orchid Island (ORC) | 1.57% | 2.16% |
| Alibaba (BABA) | 3.45% | 1.99% |
| Persimmon (PSN.L) | 2.2% | 1.6% |
| PayPal (PYPL) | 2.2% | 1.5% |
| Mobile TeleSystems PJSC (MBT) | 1.73% | 1.47% |
| Evraz PLC (EVR.L) | 3.77% | 1.3% |
| Invesco China Technology ETF (CQQQ) | 1.57% | 1.14% |
| Eutelsat (ETL.PA) | 1.73% | 0.76% |
| UiPath (PATH) | 2.04% | 0.65% |
| Rivian (RIVN) | 1.88% | 0.52% |
| Jumia (JMIA) | 3.92% | 0.39% |
| Niu (NIU) | 2.35% | 0.14% |
| ZEPP Health (ZEPP) | 0.78% | 0.09% |