SoL HIVA
1/n Equity Heuristic Cost Basis
(i-->∞) ReturnQuality & Momentum
Risk Controlled Capitaland
Global Equity & Bonds
Income Factory
advanced by
ΕpistεmeCore.xyz
13 SHIVA COINS
εquity portfolios
13 SHIVA COINS
εquity portfolios
28.December.2023 - 09.April.2024
11.62%total time-weighted εquity return
updated: 30.April.2024
global εquity & bonds
income factory
worldwide εε dividend streams
BlackRock & Bitcoin
Exchequer
BlackRock +11%
Income Factory
BlackRock iShares
Global Dividends Trust
BlackRock Investment Institute
Geopolitical Atlas
Schwab Travel Exchequer
SoL Hawaiki
US Dividends Growth Stream
SoL HIVA
zero.COIN: OEF
Apple
Microsoft
Amazon
NVIDIA
Alphabet - Class A
Meta
Tesla
Alphabet - Class C
Berkshire Hathaway
Broadcom
OEF position size: {100%}
updated: 09.March.2024
SoL HIVA
BlackRock & Bitcoin
Exchequer
- BlackRock BLK Equity Growth & Income
- Blackrock iShares Bitcoin Trust
- BlackRock High Yield Muni Income Bonds
- BlackRock Blockchain & Tech ETF
- BlackRock US Tech Multisector ETF
# positions: {5x}
cost basis {$500.00}
updated: 20.January.2024
SoL HIVA
BlackRock +11%
Income Factory
1/n Average Yield
[14.26%]
Barings & Blackstone
1/n Average Yield
[ 9.17%]
[11.13%] [BBDC] Barings BDC Inc
[ 9.05%] [ BGH] Barings Global Short Duration High Yield Fund
[ 7.87%] [ MCI] Barings Corporate Investors
[ 9.59%] [BXSL] Blackstone Secured Lending Fund
[ 8.22%] [ MPV] MassMutual Participation Investors (Barings)
BlackRock ETFs & CEF Funds
1/n Average Yield
[10.32%]
[ 9.84%] [BCAT] BlackRock Capital Allocation Term Trust
[ 9.65%] [ HYT] BlackRock Corporate High Yield Fund
[11.02%] [ DSU] BlackRock Debt Strategies Fund
[11.05%] [ECAT] BlackRock ESG Capital Allocation Term Trust
[ 8.74%] [BRLN] BlackRock Floating Rate Loan ETF
[ 8.57%] [ BST] BlackRock Science and Technology Trust
[13.39%] [TCPC] BlackRock TCP Capital
Equity Premium Income ETFs
1/n Average Yield
[11.06%]
[ 7.59%] [JEPI] JPMorgan Equity Premium Income ETF
[ 9.03%] [JEPQ] JPMorgan Nasdaq Equity Premium Income ETF
[11.85%] [SPYI] NEOS S&P 500 High Income ETF
[15.76%] [BITO] ProShares Bitcoin Strategy ETF
iShares Fixed Income ETFs
1/n Average Yield
[ 7.96%]
[ 7.14%] [HYDB] iShares High Yield Bond Factor ETF
[ 6.63%] [EMHY] iShares J.P. Morgan EM High Yield Bond ETF
[10.11%] [ REM] iShares Mortgage Real Estate ETF
iShares Bond BuyWrite Strategy ETFs
1/n Average Yield
[17.06%]
[18.50%] [TLTW] iShares 20+ Year Treasury Bond BuyWrite ETF
[14.35%] [HYGW] iShares High Yield Corporate Bond BuyWrite ETF
[18.34%] [LQDW] iShares Investment Grade Corporate Bond BuyWrite ETF
YieldMax ETFs
1/n Average Yield
[41.74%]
[49.84%] [CONY] YieldMax COIN Option Income Strategy ETF
[28.69%] [ FBY] YieldMax META Option Income Strategy ETF
[46.69%] [NVDY] YieldMax NVDA Option Income Strategy ETF
# positions: {25x}
position size: {4.00%}1/n dollar cost basis {$ 2,500.00}
1/n shares cost basis {$ 856.52^^}
updated: 15.April.2024
SoL HIVA
Schwab Hygge
Travel 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: {5x}
cost basis {$110.00}
Asia
- EWH - Hong Kong
- EWJ - Japan
- EWM - Malaysia
- EWS - Singapore
- EWT - Taiwan
- EWY - South Korea
- INDA - India
- MCHI - China
- PAK - Pakistan
- THD - Thailand
- VNAM - Vietnam
# positions: {11x}
cost basis: {$420.00}
Australia & Oceania
# positions: {4x}
cost basis {$120.00}
Europe
- EIRL - Ireland
- EPOL - Poland
- EWG - Germany
- EWI - Italy
- EWK - Belgium
- EWL - Switzerland
- EWN - Netherlands
- EWO - Austria
- EWP - Spain
- EWQ - France
- EWU - United Kingdom
- GREK - Greece
- PGAL - Portugal
# positions: {13x}
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: {52x}
total cost basis: {$1,900.00}
updated: 28.December.2023
SoL HIVA
SoL Hawaiki
# positions: {2x}
cost basis {$2000.00}
updated: 28.December.2023
