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Portfolio Diversification
Range
Most Diversified
19 instruments
July 25, 2025
Least Diversified
0 instruments
February 15, 2026
Average
11.9 instruments
Most Consistent Holdings
Top 5
AMZN99.91%
WMT99.91%
ENB99.91%
O99.91%
STAG99.91%
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 |
|---|---|---|---|---|
 Alphabet (GOOG) | 20.84% | 9.87% | 98.87% | - |
| Enbridge (ENB) | 17.88% | 11.13% | 99.91% | - |
| Realty Income (O) | 9.19% | 15.2% | 99.91% | - |
| Amazon (AMZN) | 7% | 3.45% | 99.91% | - |
 DividendGrowth | 6.25% | 0% | 78.45% | 7/2/2025 |
 Global X SuperDividend ETF (SDIV) | 6.12% | 8.99% | 54.04% | - |
| STAG (STAG) | 4.25% | 1.6% | 99.91% | - |
 Crowdstrike (CRWD) | 4.01% | 6.31% | 51.61% | - |
 NVIDIA (NVDA) | 3.74% | 10.86% | 47.61% | - |
 Apple (AAPL) | 3.29% | 0% | 67.51% | 2/26/2025 |
 Microsoft (MSFT) | 2.43% | 6.01% | 31.36% | - |
 Meta (META) | 2.13% | 0% | 80.97% | 7/31/2025 |
 UnitedHealth (UNH) | 2.11% | 4.21% | 29.97% | - |
 Palantir (PLTR) | 1.52% | 4.62% | 33.45% | - |
 eToro Group LTD (ETOR) | 1.31% | 6.67% | 23.11% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 1.13% | 0% | 23.02% | 11/10/2025 |
 Johnson & Johnson (JNJ) | 0.93% | 5.3% | 21.03% | - |
| Walmart (WMT) | 0.76% | 0.53% | 99.91% | - |
 Bitcoin (BTC) | 0.65% | 1.26% | 31.36% | - |
 Scotiabank (BNS) | 0.64% | 3.18% | 21.46% | - |
 Roblox (RBLX) | 0.03% | 0% | 0.43% | 2/11/2025 |
 Tesla (TSLA) | 0.01% | 0% | 0.35% | 7/28/2025 |
 Toyota (TM) | 0.01% | 0% | 0.35% | 7/11/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Realty Income (O) | 17.17% | 13.16% |
| NVIDIA (NVDA) | 9.92% | 11.34% |
| Alphabet (GOOG) | 6.65% | 10.35% |
| Enbridge (ENB) | 9.32% | 9.81% |
| Global X SuperDividend ETF (SDIV) | 9.69% | 8.43% |
| eToro Group LTD (ETOR) | 12.26% | 7.33% |
| Microsoft (MSFT) | 6.95% | 7.09% |
| Crowdstrike (CRWD) | 5.3% | 6.87% |
| Palantir (PLTR) | 3.54% | 5.21% |
| UnitedHealth (UNH) | 5.17% | 4.84% |
| Johnson & Johnson (JNJ) | 4.28% | 4.55% |
| Amazon (AMZN) | 2.04% | 3.72% |
| Scotiabank (BNS) | 3.01% | 3.24% |
| Bitcoin (BTC) | 1.83% | 1.61% |
| STAG (STAG) | 2.06% | 1.53% |
| Walmart (WMT) | 0.25% | 0.47% |
Cash & Instruments Over Time
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