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svdinu
🇷🇴 Software and ETF Investor.
1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
March 1, 2024
Lowest Cash
January 25, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
53 instruments
April 25, 2025
Least Diversified
22 instruments
January 26, 2024
Average
39.3 instruments

Most Consistent Holdings

Top 5

avatarQYLD
100%
avatarSBLK
100%
avatarSCHD
85.56%
avatarSCHG
84.13%
avatarBXMT
81.62%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
January 25, 2023
Lowest Exposure
March 1, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
50.67%
Finance
17.56%
Health Technology
3.57%
Consumer Durables
2.53%
Transportation
1.92%

Top Countries

Top 5

🇺🇸United States
31.08%
🇬🇷Greece
1.82%
🇨🇦Canada
1.72%
🇯🇵Japan
0.55%
🇧🇲Bermuda
0.04%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
26.33%38.47%100%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
10.6%15.97%85.56%-
Realty IncomeRealty Income (O)
3.34%5.27%70.64%-
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
3.18%0%44.87%1/19/2024
PfizerPfizer (PFE)
2.38%2.46%79%-
Arbor RealtyArbor Realty (ABR)
2.29%0%76.61%10/14/2024
Blackstone Mortgage TrustBlackstone Mortgage Trust (BXMT)
2.22%0%81.62%11/25/2024
VICI PropertiesVICI Properties (VICI)
1.87%5.45%52.27%-
Star BulkStar Bulk (SBLK)
1.82%0.83%100%-
FordFord (F)
1.76%0%47.61%1/27/2025
JORDENBOERJORDENBOER
1.76%0%19.93%6/29/2023
EnbridgeEnbridge (ENB)
1.72%0%66.71%7/22/2024
KraneShares Global Carbon ETFKraneShares Global Carbon ETF (KRBN)
1.68%0%50.95%3/11/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.31%2.49%73.39%-
AGNCAGNC (AGNC)
1.27%0%41.53%11/22/2024
Invesco QQQInvesco QQQ (QQQ)
1.2%2.33%73.39%-
VerizonVerizon (VZ)
1.18%0%61.1%6/14/2024
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
1.14%2.51%84.13%-
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
1.1%0%44.87%1/19/2024
SuRo CapitalSuRo Capital (SSSS)
1.07%0%44.87%1/19/2024
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.97%0%46.42%3/10/2025
Invesco Preferred ETFInvesco Preferred ETF (PGX)
0.95%0%30.31%9/18/2023
UGIUGI (UGI)
0.94%0%36.52%7/15/2024
AbbVieAbbVie (ABBV)
0.84%0%26.73%2/12/2024
ChevronChevron (CVX)
0.82%0%47.73%2/21/2024
Main Street CapitalMain Street Capital (MAIN)
0.8%0%62.17%6/14/2024
MFA FinancialMFA Financial (MFA)
0.71%0%44.87%1/19/2024
Coca-ColaCoca-Cola (KO)
0.7%0%18.5%2/21/2024
WalgreensWalgreens (WBA)
0.6%0%44.51%1/25/2024
ToyotaToyota (TM)
0.55%0%37.11%11/15/2023
AnnalyAnnaly (NLY)
0.5%0%44.87%1/19/2024
NYMTNYMT (NYMT)
0.5%0%44.87%1/19/2024
ChimeraChimera (CIM)
0.5%0%39.02%12/1/2023
iShares Preferred & Income SeciShares Preferred & Income Sec (PFF)
0.45%0%30.31%9/18/2023
Crown CastleCrown Castle (CCI)
0.38%0%13.13%12/1/2023
Two HarborsTwo Harbors (TWO)
0.38%0%25.89%8/9/2023
Medical Properties TrustMedical Properties Trust (MPW)
0.37%0%16.11%2/29/2024
AlexandriaAlexandria (ARE)
0.36%1.41%30.31%-
Global Net LeaseGlobal Net Lease (GNL)
0.36%0%44.87%1/19/2024
Omega HealthcareOmega Healthcare (OHI)
0.33%0%33.65%10/17/2023
CVS HealthCVS Health (CVS)
0.32%0%15.51%12/21/2023
iShares ESG Aware MSCI USA ETFiShares ESG Aware MSCI USA ETF (ESGU)
0.31%0%14.44%5/5/2023
iliescu2605iliescu2605
0.29%0%6.8%3/9/2023
WP CareyWP Carey (WPC)
0.29%0%18.5%2/21/2024
SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
0.26%0%26.13%8/11/2023
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.26%0%14.44%5/5/2023
Prospect CapitalProspect Capital (PSEC)
0.25%1.67%16.59%-
AlphabetAlphabet (GOOGL)
0.25%0.11%78.52%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.2%0%35.08%3/11/2024
AmazonAmazon (AMZN)
0.19%0%25.89%8/9/2023
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
0.18%0%26.13%8/11/2023
US Natural GasUS Natural Gas (UNG)
0.15%0%40.21%12/11/2023
AMDAMD (AMD)
0.15%1.1%22.55%-
EversourceEversource (ES)
0.14%0%14.44%6/14/2024
JPMorganJPMorgan (JPM)
0.14%0%47.14%2/16/2024
TeslaTesla (TSLA)
0.13%2.61%7.16%-
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
0.12%0%29.36%9/8/2023
AmgenAmgen (AMGN)
0.1%0%30.55%1/27/2025
SBASBA (SBAC)
0.1%0%33.65%12/14/2023
Brinker Intl.Brinker Intl. (EAT)
0.09%0.51%46.54%-
MerckMerck (MRK)
0.09%0.35%23.15%-
CiscoCisco (CSCO)
0.09%0%25.78%8/17/2023
iShares US Treasury Bond ETFiShares US Treasury Bond ETF (GOVT)
0.09%0%26.13%8/11/2023
MetaMeta (META)
0.09%0%19.45%6/16/2023
NNNNNN (NNN)
0.09%0%6.21%12/1/2023
DowDow (DOW)
0.09%0%24.82%8/9/2023
IBMIBM (IBM)
0.08%0%24.11%8/3/2023
AESAES (AES)
0.08%0.37%19.69%-
3M3M (MMM)
0.07%0%23.03%7/25/2023
Royal CaribbeanRoyal Caribbean (RCL)
0.07%0.16%48.57%-
AppleApple (AAPL)
0.07%0%14.44%5/5/2023
IntelIntel (INTC)
0.06%0%20.05%7/10/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.06%0%8.71%3/10/2025
TwilioTwilio (TWLO)
0.06%0.13%52.63%-
OktaOkta (OKTA)
0.06%0.12%51.91%-
PepsiCoPepsiCo (PEP)
0.05%0.08%52.63%-
Papa John'sPapa John's (PZZA)
0.05%0%6.68%8/13/2024
iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
0.05%0%10.74%4/3/2023
GMGM (GM)
0.05%0.1%42.96%-
iShares Core S&P Total U.S. Stock Market ETFiShares Core S&P Total U.S. Stock Market ETF (ITOT)
0.04%0%10.38%3/31/2023
SproutsSprouts (SFM)
0.04%0%30.31%2/27/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.04%0%8.47%7/26/2024
SkyWestSkyWest (SKYW)
0.04%0.11%39.14%-
AmphastarAmphastar (AMPH)
0.04%0%46.3%3/6/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.04%0.13%35.8%-
iShares Gold TrustiShares Gold Trust (IAU)
0.04%0%8.59%3/16/2023
Ardmore ShippingArdmore Shipping (ASC)
0.04%0%32.22%11/8/2024
ComcastComcast (CMCSA)
0.04%0%38.42%12/30/2024
Freeport-McMoRanFreeport-McMoRan (FCX)
0.04%0%8.71%3/24/2025
AdtalemAdtalem (ATGE)
0.04%0.13%34.13%-
Royalty PharmaRoyalty Pharma (RPRX)
0.04%0%8%1/10/2025
Blue BirdBlue Bird (BLBD)
0.03%0.07%41.29%-
SynchronySynchrony (SYF)
0.03%0.1%28.16%-
AmdocsAmdocs (DOX)
0.03%0%4.3%7/16/2024
NVIDIANVIDIA (NVDA)
0.03%0.33%9.19%-
Pilgrim's PridePilgrim's Pride (PPC)
0.03%0.13%26.61%-
StarbucksStarbucks (SBUX)
0.03%0.52%6.21%-
Cardinal HealthCardinal Health (CAH)
0.03%0%31.03%11/19/2024
RGARGA (RGA)
0.03%0.08%32.1%-
Q2Q2 (QTWO)
0.03%0.15%17.54%-
LyftLyft (LYFT)
0.03%0%4.06%8/19/2024
ArganArgan (AGX)
0.03%0.13%23.27%-
AllstateAllstate (ALL)
0.03%0.2%13.84%-
Abercrombie & FitchAbercrombie & Fitch (ANF)
0.03%0.35%7.04%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.03%0%2.51%5/21/2024
Zeta GlobalZeta Global (ZETA)
0.03%0.05%30.43%-
HersheyHershey (HSY)
0.02%0%4.06%2/24/2025
SnapchatSnapchat (SNAP)
0.02%0%3.7%9/19/2024
Powell IndustriesPowell Industries (POWL)
0.02%0.08%24.82%-
SLRSLR (SLRC)
0.02%0%5.37%3/27/2025
QuantumScapeQuantumScape (QS)
0.02%0%10.98%4/5/2023
RobinhoodRobinhood (HOOD)
0.02%1.24%2.15%-
EquitransEquitrans (ETRN)
0.02%0%11.1%4/6/2023
OccidentalOccidental (OXY)
0.02%0.13%7.28%-
LendingClubLendingClub (LC)
0.02%0.12%15.87%-
EnphaseEnphase (ENPH)
0.02%0%2.15%12/2/2024
CarnivalCarnival (CCL)
0.02%0.08%21.24%-
AlbemarleAlbemarle (ALB)
0.02%0%3.94%8/28/2024
SnowflakeSnowflake (SNOW)
0.02%0%4.77%10/7/2024
PayPalPayPal (PYPL)
0.02%0.14%12.29%-
CelsiusCelsius (CELH)
0.02%0%6.68%10/3/2024
GigaCloudGigaCloud (GCT)
0.02%0%17.78%9/12/2024
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
0.02%0%2.39%11/11/2024
Kellogg'sKellogg's (KLG)
0.02%0%1.67%7/30/2024
ModernaModerna (MRNA)
0.01%0%2.74%9/11/2024
PaycomPaycom (PAYC)
0.01%0%2.98%7/16/2024
IturanIturan (ITRN)
0.01%0.17%8.23%-
CredoCredo (CRDO)
0.01%0.12%10.02%-
ZIMZIM (ZIM)
0.01%0.45%3.1%-
ConocoPhillipsConocoPhillips (COP)
0.01%0%2.39%1/16/2025
Joby AviationJoby Aviation (JOBY)
0.01%0%3.22%9/11/2024
T. Rowe PriceT. Rowe Price (TROW)
0.01%0.37%3.1%-
Wells FargoWells Fargo (WFC)
0.01%0.17%6.68%-
EtsyEtsy (ETSY)
0.01%0%2.51%11/6/2024
CleansparkCleanspark (CLSK)
0.01%0%3.46%3/24/2025
KKRKKR (KKR)
0.01%0.22%5.01%-
HumanaHumana (HUM)
0.01%0%2.15%10/28/2024
MicronMicron (MU)
0.01%0%1.79%9/26/2024
ArcutisArcutis (ARQT)
0.01%0.17%5.01%-
Silicon MotionSilicon Motion (SIMO)
0.01%0%3.1%12/10/2024
Sabra Health Care REITSabra Health Care REIT (SBRA)
0.01%0%4.65%2/10/2023
DraftKingsDraftKings (DKNG)
0.01%0%1.43%8/26/2024
SL GreenSL Green (SLG)
0.01%0%6.32%8/14/2023
KronosKronos (KRO)
0.01%0%10.98%4/5/2023
EZCORPEZCORP (EZPW)
0.01%0.21%3.22%-
General DynamicsGeneral Dynamics (GD)
0%0%1.43%3/10/2025
AirbnbAirbnb (ABNB)
0%0%2.51%9/19/2024
AlphabetAlphabet (GOOG)
0%0%0.95%12/10/2024
SoFiSoFi (SOFI)
0%0%2.03%7/15/2024
NucorNucor (NUE)
0%0.09%3.82%-
C3.aiC3.ai (AI)
0%0%2.51%5/14/2024
Anheuser-BuschAnheuser-Busch (BUD)
0%0%9.07%2/24/2025
Snap-onSnap-on (SNA)
0%0%0.6%7/15/2024
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%6.8%12/29/2023
AAR CorpAAR Corp (AIR.US)
0%0%0.72%3/12/2025
ZoetisZoetis (ZTS)
0%0.35%0.48%-
DexComDexCom (DXCM)
0%0%1.19%9/19/2024
NextEra Energy PartnersNextEra Energy Partners (XIFR)
0%0%0.24%11/6/2024
Gilead SciencesGilead Sciences (GILD)
0%0%1.07%5/22/2024
AdobeAdobe (ADBE)
0%0%0.24%6/14/2024
CoreWeave IncCoreWeave Inc (CRWV)
0%0%0.6%4/2/2025
TSMCTSMC (TSM)
0%0.03%1.31%-
SymboticSymbotic (SYM)
0%0%0.36%12/5/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
34.9%34.63%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
12.92%13.66%
Realty IncomeRealty Income (O)
4.87%4.74%
VICI PropertiesVICI Properties (VICI)
4.38%4.26%
PfizerPfizer (PFE)
3.3%2.72%
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
2.32%2.66%
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
2.04%2.61%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
2.27%2.54%
Invesco QQQInvesco QQQ (QQQ)
2.12%2.41%
Prospect CapitalProspect Capital (PSEC)
0.97%0.93%
AlexandriaAlexandria (ARE)
0.97%0.84%
Star BulkStar Bulk (SBLK)
1.09%0.82%
ConocoPhillipsConocoPhillips (COP)
0.49%0.48%
AESAES (AES)
0.49%0.45%
Royalty PharmaRoyalty Pharma (RPRX)
0.49%0.44%
AMDAMD (AMD)
0.54%0.44%
MerckMerck (MRK)
0.46%0.41%
AmgenAmgen (AMGN)
0.34%0.31%
Brinker Intl.Brinker Intl. (EAT)
0.1%0.24%
FordFord (F)
0.25%0.24%
Q2Q2 (QTWO)
0.19%0.18%
LendingClubLendingClub (LC)
0.19%0.17%
Royal CaribbeanRoyal Caribbean (RCL)
0.1%0.17%
SproutsSprouts (SFM)
0.1%0.15%
TwilioTwilio (TWLO)
0.1%0.14%
SkyWestSkyWest (SKYW)
0.1%0.12%
AlphabetAlphabet (GOOGL)
0.1%0.12%
SynchronySynchrony (SYF)
0.1%0.12%
ArganArgan (AGX)
0.1%0.11%
AdtalemAdtalem (ATGE)
0.1%0.11%
CarnivalCarnival (CCL)
0.1%0.11%
GMGM (GM)
0.1%0.11%
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.1%0.11%
Pilgrim's PridePilgrim's Pride (PPC)
0.1%0.1%
Powell IndustriesPowell Industries (POWL)
0.1%0.09%
RGARGA (RGA)
0.1%0.09%
PepsiCoPepsiCo (PEP)
0.1%0.09%
OktaOkta (OKTA)
0.1%0.08%
Blue BirdBlue Bird (BLBD)
0.1%0.07%
Zeta GlobalZeta Global (ZETA)
0.1%0.07%
AmphastarAmphastar (AMPH)
0.1%0.06%
Anheuser-BuschAnheuser-Busch (BUD)
0.03%0.03%

Cash Exposure Over Time

Cash Exposure % Over Time