_{22 SHIVA}
_{^{εquity coins}}

^01.COIN: AAPL

Apple

Stockopedia
Quality: 99
Momentum: 95
QM Score: 183/200
ROCE TTM: 60.3%Upcoming Quarter's Earnings
31.October.2024

^02.COIN: AMD

Stockopedia
Quality: 95
Momentum: 60
QM Score: 155/200
ROCE TTM: 1.41%Upcoming Quarter's Earnings
29.October.2024

^03.COIN: AMZN

Amazon.com

Stockopedia
Quality: 97
Momentum: 82
QM Score: 179/200
ROCE TTM: 13.7%Upcoming Quarter's Earnings
24.October.2024

^04.COIN: ARM

Stockopedia
Quality: 74
Momentum: 89
QM Score: 163/200
ROCE TTM: 2.67%Upcoming Quarter's Earnings
31.October.2024

^05.COIN: ASML

ASML

Stockopedia
Quality: 90
Momentum: 52
QM Score: 142/200
ROCE TTM: 30.7%Upcoming Quarter's Earnings
16.October.2024

^06.COIN: AVGO

Broadcom

Stockopedia
Quality: 73
Momentum: 98
QM Score: 171/200
ROCE TTM: 8.48%Upcoming Quarter's Earnings
05.December.2024

^07.COIN: COIN

Coinbase Global

Stockopedia
Quality: 53
Momentum: 44
QM Score: 97/200
ROCE TTM: 9.83%Upcoming Quarter's Earnings
31.Octrober.2024

^08.COIN: COST

Costco

Stockopedia
Quality: 97
Momentum: 93
QM Score: 190/200
ROCE TTM: 27.7%Upcoming Quarter's Earnings
26.September.2024

^09.COIN: CRWD

CrowdStrike Holdings

Stockopedia
Quality: 98
Momentum: 51
QM Score: 149/200
ROCE TTM: 1.19%Upcoming Quarter's Earnings
26.November.2024

^10.COIN: GOOGL

Alphabet

Stockopedia
Quality: 99
Momentum: 60
QM Score: 159/200
ROCE TTM: 29.1%Upcoming Quarter's Earnings
22.October.2024

^11.COIN: MA

Mastercard

Stockopedia
Quality: 89
Momentum: 62
QM Score: 151/200
ROCE TTM: 55.6%Upcoming Quarter's Earnings
24.October.2024

^12.COIN: META

Meta Platforms

Stockopedia
Quality: 99
Momentum: 94
QM Score: 193/200
ROCE TTM: 28.9%Upcoming Quarter's Earnings
23.October.2024

^13.COIN: MSFT

Microsoft

Stockopedia
Quality: 95
Momentum: 54
QM Score: 149/200
ROCE TTM: 28.2%Upcoming Quarter's Earnings
22.October.2024

^14.COIN: MSTR

MicroStrategy

Stockopedia
Quality: 10
Momentum: 62
QM Score: 72/200
ROCE TTM: -7.14%Upcoming Quarter's Earnings
30.October.2024

^15.COIN: NFLX

Netflix

Stockopedia
Quality: 97
Momentum: 84
QM Score: 181/200
ROCE TTM: 22.2%Upcoming Quarter's Earnings
16.October.2024

^16.COIN: NVDA

NVIDIA

Stockopedia
Quality: 96
Momentum: 97
QM Score: 193/200
ROCE TTM: 77.2%Upcoming Quarter's Earnings
19.November.2024

^17.COIN: ORCL

Oracle

Stockopedia
Quality: 92
Momentum: 90
QM Score: 182/200
ROCE TTM: 14.3%Upcoming Quarter's Earnings
09.December.2024

^18.COIN: PLTR

Palantir

Stockopedia
Quality: 89
Momentum: 97
QM Score: 186/200
ROCE TTM: 6.66%Upcoming Quarter's Earnings
31.October.2024

^19.COIN: RACE

Ferrari

Stockopedia
Quality: 98
Momentum: 86
QM Score: 184/200
ROCE TTM: 26%Upcoming Quarter's Earnings
05.November.2024

^20.COIN: TSM

TSMC

Stockopedia
Quality: 88
Momentum: 95
QM Score: 183/200
ROCE TTM: 20.8%Upcoming Quarter's Earnings
17.October.2024

^21.COIN: V

Visa

Stockopedia
Quality: 99
Momentum: 77
QM Score: 176/200
ROCE TTM: 33.3%Upcoming Quarter's Earnings
22.October.2024

^22.COIN: VRT

Vertiv Holdings

Stockopedia
Quality: 89
Momentum: 82
QM Score: 171/200
ROCE TTM: 11.6%Upcoming Quarter's Earnings
23.October.2024

_{22 SHIVA COINS}
εquity portfolios

_{^{1-year εquity return goal: 33%}}
_{^{1-year S&P 500 index return: 32.00%}}

`95.14%`
_{^{22 SHIVA index 1-year εquity return}}

`92.39%`
_{^{9 SHIVA index 1-year εquity return}}

`93.74%`
_{^{8 SHIVA Risk COINS 1-year εquity return}}

`updated: 22.September.2024`

global εquity & bonds
income factory
^{worldwide εε dividend streams}

S_oL HIVA

εquity income portfolios

BlackRock Exchequer

`# positions: {3x}`
`cost basis {$300.00}`

`updated: 31.August.2024`

S_oL HIVA

εquity income portfolios

BlackRock ^₊11^_%
Income Factory

Income Factory Introduction

`1/n Average Yield`
`[21.42%]`

`Barings & Blackstone`
`1/n Average Yield`
`[ 9.66%]`

[10.35%] [BBDC] Barings BDC Inc
[ 9.71%] [ BGH] Barings Global Short Duration High Yield Fund
[ 8.86%] [ MCI] Barings Corporate Investors
[10.22%] [BXSL] Blackstone Secured Lending Fund
[ 9.19%] [ MPV] MassMutual Participation Investors (Barings)

`BlackRock ETFs & CEF Funds`
`1/n Average Yield`
`[13.71%]`

[20.76%] [BCAT] BlackRock Capital Allocation Term Trust
[ 9.40%] [ HYT] BlackRock Corporate High Yield Fund
[10.92%] [ DSU] BlackRock Debt Strategies Fund
[20.59%] [ECAT] BlackRock ESG Capital Allocation Term Trust
[ 8.26%] [BRLN] BlackRock Floating Rate Loan ETF
[ 8.52%] [ BST] BlackRock Science and Technology Trust
[17.56%] [TCPC] BlackRock TCP Capital

`Equity Premium Income ETFs`
`1/n Average Yield`
`[18.98%]`

[ 7.02%] [JEPI] JPMorgan Equity Premium Income ETF
[ 9.21%] [JEPQ] JPMorgan Nasdaq Equity Premium Income ETF
[11.72%] [SPYI] NEOS S&P 500 High Income ETF
[48.00%] [BITO] ProShares Bitcoin Strategy ETF

`iShares Fixed Income ETFs`
`1/n Average Yield`
`[ 7.46%]`

[ 6.97%] [HYDB] iShares High Yield Bond Factor ETF
[ 6.36%] [EMHY] iShares J.P. Morgan EM High Yield Bond ETF
[ 9.06%] [ REM] iShares Mortgage Real Estate ETF

`iShares Bond BuyWrite Strategy ETFs`
`1/n Average Yield`
`[15.27%]`

[15.32%] [TLTW] iShares 20+ Year Treasury Bond BuyWrite ETF
[13.73%] [HYGW] iShares High Yield Corporate Bond BuyWrite ETF
[16.76%] [LQDW] iShares Investment Grade Corporate Bond BuyWrite ETF

`YieldMax ETFs`
`1/n Average Yield`
`[82.37%]`

[129.17%] [CONY] YieldMax COIN Option Income Strategy ETF
[ 49.44%] [ FBY] YieldMax META Option Income Strategy ETF
[ 68.50%] [NVDY] YieldMax NVDA Option Income Strategy ETF

`# positions: {25x}`
`position size: {4.00%}`

`updated: 01.September.2024`

S_oL HIVA

εquity income portfolios

Schwab Exchequer

`# positions: {3x}`
`cost basis {$300.00}`

`updated: 05.January.2024`

S_oL HIVA

εquity income portfolios

BlackRock iShares
Global Dividends Trust

`Core Dividends`

`Growth Dividends`

`International Dividends`

`Select Dividends`

`# positions: {8x}`
`cost basis {$800.00}`

`updated: 28.December.2023`

S_oL HIVA

εquity income portfolios

BlackRock Investment Institute Geopolitical Atlas

BlackRock Geopolitical Risk Dashboard

`Africa`

`# positions: {3x}`
`cost basis {$110.00}`

`Asia`

`# positions: {10x}`
`cost basis: {$420.00}`

`Australia & Oceania`

`# positions: {5x}`
`cost basis {$120.00}`

`Europe`

`# positions: {12x}`
`cost basis: {$400.00}`

`Scandinavia`

`# positions: {4x}`
`cost basis: {$200.00}`

`Middle East`

`# positions: {6x}`
`cost basis: {$190.00}`

`North America`

`# positions: {3x}`
`cost bais: {$190.00}`

`South America`

`# positions: {6x}`
`cost basis: {$180.00}`

`total 1x share positions: {48x}`
`total cost basis: {$1,900.00}`

`updated: 018.September.2024`

S_oL HIVA

εquity income portfolios

22 SHIVA εquity coins

22 SHIVA COINS εquity portfolios 1-year εquity return goal: 33%1-year S&P 500 index return: 32.00% 95.14% 22 SHIVA index 1-year εquity return 92.39% 9 SHIVA index 1-year εquity return 93.74% 8 SHIVA Risk COINS 1-year εquity return

updated: 22.September.2024

global εquity & bonds income factory worldwide εε dividend streams

SoL HIVA

BlackRock Exchequer

# positions: {3x} cost basis {$300.00}

updated: 31.August.2024

SoL HIVA

BlackRock +11% Income Factory

1/n Average Yield [21.42%]

Barings & Blackstone 1/n Average Yield [ 9.66%]

BlackRock ETFs & CEF Funds 1/n Average Yield [13.71%]

Equity Premium Income ETFs 1/n Average Yield [18.98%]

iShares Fixed Income ETFs 1/n Average Yield [ 7.46%]

iShares Bond BuyWrite Strategy ETFs 1/n Average Yield [15.27%]

YieldMax ETFs 1/n Average Yield [82.37%]

# positions: {25x} position size: {4.00%}

updated: 01.September.2024

SoL HIVA

Schwab Exchequer

# positions: {3x} cost basis {$300.00}

updated: 05.January.2024

SoL HIVA

BlackRock iShares Global Dividends Trust

Core Dividends

Growth Dividends

International Dividends

Select Dividends

# positions: {8x} cost basis {$800.00}

updated: 28.December.2023

SoL HIVA

BlackRock Investment Institute Geopolitical Atlas

Africa

# positions: {3x} cost basis {$110.00}

Asia

# positions: {10x} cost basis: {$420.00}

Australia & Oceania

# positions: {5x} cost basis {$120.00}

Europe

# positions: {12x} cost basis: {$400.00}

Scandinavia

# positions: {4x} cost basis: {$200.00}

Middle East

# positions: {6x} cost basis: {$190.00}

North America

# positions: {3x} cost bais: {$190.00}

South America

# positions: {6x} cost basis: {$180.00}

total 1x share positions: {48x} total cost basis: {$1,900.00}

updated: 018.September.2024

SoL HIVA

SoL Hawaiki

# positions: {2x} cost basis {$2000.00}

updated: 28.December.2023

_{22 SHIVA}
_{^{εquity coins}}

_{22 SHIVA COINS}
εquity portfolios

_{^{1-year εquity return goal: 33%}}
_{^{1-year S&P 500 index return: 32.00%}}

`95.14%`
_{^{22 SHIVA index 1-year εquity return}}

`92.39%`
_{^{9 SHIVA index 1-year εquity return}}

`93.74%`
_{^{8 SHIVA Risk COINS 1-year εquity return}}

`updated: 22.September.2024`

global εquity & bonds
income factory
^{worldwide εε dividend streams}

S_oL HIVA

`# positions: {3x}`
`cost basis {$300.00}`

`updated: 31.August.2024`

S_oL HIVA

BlackRock ^₊11^_%
Income Factory

`1/n Average Yield`
`[21.42%]`

`Barings & Blackstone`
`1/n Average Yield`
`[ 9.66%]`

`BlackRock ETFs & CEF Funds`
`1/n Average Yield`
`[13.71%]`

`Equity Premium Income ETFs`
`1/n Average Yield`
`[18.98%]`

`iShares Fixed Income ETFs`
`1/n Average Yield`
`[ 7.46%]`

`iShares Bond BuyWrite Strategy ETFs`
`1/n Average Yield`
`[15.27%]`

`YieldMax ETFs`
`1/n Average Yield`
`[82.37%]`

`# positions: {25x}`
`position size: {4.00%}`

`updated: 01.September.2024`

S_oL HIVA

`# positions: {3x}`
`cost basis {$300.00}`

`updated: 05.January.2024`

S_oL HIVA

BlackRock iShares
Global Dividends Trust

`Core Dividends`

`Growth Dividends`

`International Dividends`

`Select Dividends`

`# positions: {8x}`
`cost basis {$800.00}`

`updated: 28.December.2023`

S_oL HIVA

`Africa`

`# positions: {3x}`
`cost basis {$110.00}`

`Asia`

`# positions: {10x}`
`cost basis: {$420.00}`

`Australia & Oceania`

`# positions: {5x}`
`cost basis {$120.00}`

`Europe`

`# positions: {12x}`
`cost basis: {$400.00}`

`Scandinavia`

`# positions: {4x}`
`cost basis: {$200.00}`

`Middle East`

`# positions: {6x}`
`cost basis: {$190.00}`

`North America`

`# positions: {3x}`
`cost bais: {$190.00}`

`South America`

`# positions: {6x}`
`cost basis: {$180.00}`

`total 1x share positions: {48x}`
`total cost basis: {$1,900.00}`

`updated: 018.September.2024`

S_oL HIVA

`# positions: {2x}`
`cost basis {$2000.00}`

`updated: 28.December.2023`