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Portfolio Diversification
Range
Most Diversified
22 instruments
March 24, 2026
Least Diversified
0 instruments
February 15, 2026
Average
12.3 instruments
Most Consistent Holdings
Top 5
AMZN99.75%
WMT99.75%
ENB99.75%
O99.75%
STAG99.75%
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) | 20.31% | 10.96% | 98.76% | - |
| Enbridge (ENB) | 17.52% | 9.76% | 99.75% | - |
| Realty Income (O) | 9.39% | 12.9% | 99.75% | - |
| Amazon (AMZN) | 6.83% | 3.75% | 99.75% | - |
 Global X SuperDividend ETF (SDIV) | 6.22% | 7.98% | 56.01% | - |
 DividendGrowth | 5.96% | 0% | 74.81% | 7/2/2025 |
| STAG (STAG) | 4.12% | 1.4% | 99.75% | - |
 Crowdstrike (CRWD) | 4.08% | 5.79% | 53.69% | - |
 NVIDIA (NVDA) | 4.05% | 10.47% | 49.88% | - |
 Apple (AAPL) | 3.14% | 0% | 64.37% | 2/26/2025 |
 Microsoft (MSFT) | 2.58% | 5.27% | 34.38% | - |
 UnitedHealth (UNH) | 2.2% | 4.68% | 33.06% | - |
 Meta (META) | 2.03% | 0% | 77.22% | 7/31/2025 |
 Palantir (PLTR) | 1.63% | 3.66% | 36.37% | - |
 eToro Group LTD (ETOR) | 1.53% | 6.68% | 26.51% | - |
 Johnson & Johnson (JNJ) | 1.11% | 4.33% | 24.52% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 1.08% | 0% | 21.96% | 11/10/2025 |
| Walmart (WMT) | 0.75% | 0.48% | 99.75% | - |
 Scotiabank (BNS) | 0.74% | 2.97% | 24.94% | - |
 Bitcoin (BTC) | 0.67% | 1.25% | 34.38% | - |
 NOS SGPS SA (NOS.LS) | 0.09% | 7.05% | 1.24% | - |
 Roblox (RBLX) | 0.02% | 0% | 0.41% | 2/11/2025 |
 Tesla (TSLA) | 0.01% | 0% | 0.33% | 7/28/2025 |
 Toyota (TM) | 0.01% | 0% | 0.33% | 7/11/2025 |
 Coca-Cola (KO) | 0.01% | 0.5% | 1.33% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0% | 0.13% | 3.15% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0% | 0% | 1.82% | 4/15/2026 |
 Invesco QQQ (QQQ) | 0% | 0% | 1.82% | 4/15/2026 |
 Vanguard Dividend Appreciation ETF (VIG) | 0% | 0% | 1.91% | 4/17/2026 |
 Ishares Russell 2000 ETF (IWM) | 0% | 0% | 1.91% | 4/17/2026 |
 Vanguard Total Stock Market ETF (VTI) | 0% | 0% | 1.91% | 4/17/2026 |
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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