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Portfolio Diversification
Range
Most Diversified
29 instruments
May 12, 2026
Least Diversified
0 instruments
January 1, 2024
Average
3.5 instruments
Most Consistent Holdings
Top 5
BRK.B19.54%
QYLD19.2%
PEP18.85%
PFE18.16%
TTE.PA18.16%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 5.25% | 33.56% | 14.83% | - |
| Berkshire Hathaway (BRK.B) | 3.5% | 20.72% | 19.54% | - |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 2.08% | 0.36% | 19.2% | - |
 ING (INGA.NV) | 0.9% | 5.53% | 17.47% | - |
| Pfizer (PFE) | 0.66% | 3.34% | 18.16% | - |
 Verizon (VZ) | 0.53% | 0% | 15.63% | 4/27/2026 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.48% | 0% | 2.76% | 1/22/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.47% | 1.72% | 7.93% | - |
 Amazon (AMZN) | 0.44% | 1.76% | 14.14% | - |
 AMD (AMD) | 0.43% | 0.31% | 18.05% | - |
| PepsiCo (PEP) | 0.41% | 1.51% | 18.85% | - |
 Toyota (TM) | 0.31% | 2.99% | 14.94% | - |
 Xiaomi (1810.HK) | 0.3% | 3.24% | 14.94% | - |
 Meta (META) | 0.29% | 3.42% | 14.94% | - |
 Samsung (SMSN.L) | 0.27% | 0% | 3.68% | 1/2/2026 |
| TotalEnergies (TTE.PA) | 0.26% | 1.29% | 18.16% | - |
 Alibaba (BABA) | 0.25% | 2.88% | 15.98% | - |
 McDonald's (MCD) | 0.23% | 0.82% | 7.36% | - |
 Kraft Heinz (KHC) | 0.21% | 0% | 3.56% | 12/29/2025 |
 AGNC (AGNC) | 0.17% | 1.11% | 15.17% | - |
 iShares Core High Dividend ETF (HDV) | 0.17% | 1.5% | 8.39% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.16% | 1.69% | 9.66% | - |
 NVIDIA (NVDA) | 0.14% | 0.71% | 11.72% | - |
 Stellus Capital (SCM) | 0.11% | 0% | 5.29% | 2/20/2026 |
 Procter & Gamble (PG) | 0.08% | 0% | 4.94% | 1/20/2026 |
 Microsoft (MSFT) | 0.08% | 1.77% | 5.4% | - |
 iShares Silver Trust (SLV) | 0.06% | 1.25% | 5.4% | - |
 Baidu (BIDU) | 0.05% | 1.51% | 3.68% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.04% | 0.76% | 5.4% | - |
 PayPal (PYPL) | 0.04% | 0% | 4.25% | 2/4/2026 |
 easyJet (EZJ.L) | 0.04% | 0% | 0.92% | 12/11/2025 |
 Mercedes-Benz (MBG.DE) | 0.03% | 1.23% | 3.1% | - |
 CCB (0939.HK) | 0.02% | 0% | 0.8% | 12/11/2025 |
 Micron (MU) | 0.02% | 0% | 0.57% | 12/10/2025 |
 Duolingo (DUOL) | 0.02% | 0% | 0.34% | 12/1/2025 |
 CPIC (2601.HK) | 0.01% | 0% | 0.34% | 12/8/2025 |
 Honda (HMC) | 0.01% | 0% | 0.8% | 12/11/2025 |
 Duke Energy (DUK) | 0.01% | 0% | 0.69% | 12/10/2025 |
 Visa (V) | 0.01% | 0.85% | 1.38% | - |
 Porsche (P911.DE) | 0.01% | 0% | 0.34% | 12/11/2025 |
 Volvo (VOLV-A.ST) | 0.01% | 0.8% | 1.03% | - |
 Waste Management (WM) | 0.01% | 0.57% | 1.38% | - |
 Grab (GRAB) | 0.01% | 0.55% | 1.26% | - |
 Mastercard (MA) | 0.01% | 0.41% | 1.26% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 18.72% | 18.79% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 14.04% | 14.03% |
| Berkshire Hathaway (BRK.B) | 12.62% | 12.47% |
| Schwab US Dividend Equity ETF (SCHD) | 9.36% | 9.31% |
| Samsung (SMSN.L) | 4.33% | 4.71% |
| Pfizer (PFE) | 4.68% | 4.63% |
| AMD (AMD) | 4.68% | 4.52% |
| Verizon (VZ) | 3.74% | 3.78% |
| McDonald's (MCD) | 3.74% | 3.67% |
| PepsiCo (PEP) | 3.74% | 3.65% |
| iShares Core High Dividend ETF (HDV) | 2.81% | 2.79% |
| TotalEnergies (TTE.PA) | 2.44% | 2.41% |
| ING (INGA.NV) | 1.89% | 1.97% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.87% | 1.86% |
| Procter & Gamble (PG) | 1.42% | 1.46% |
| Alibaba (BABA) | 0.93% | 0.93% |
| PayPal (PYPL) | 0.94% | 0.92% |
Cash & Instruments Over Time
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