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Portfolio Diversification
Range
Most Diversified
67 instruments
March 7, 2026
Least Diversified
0 instruments
April 4, 2026
Average
56.1 instruments
Most Consistent Holdings
Top 5
T.US99.76%
VZ99.76%
TTE.PA99.76%
ORA.PA99.76%
IBE.MC99.76%
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 |
|---|---|---|---|---|
 Danone (BN.PA) | 4.96% | 0% | 89.41% | 1/21/2026 |
| AT&T (T.US) | 4.8% | 3.69% | 99.76% | - |
 Unilever (ULVR.L) | 4.14% | 2.32% | 99.76% | - |
 Admiral (ADM.L) | 3.73% | 2.89% | 99.76% | - |
 Citi (C) | 3.58% | 0% | 87.15% | 12/24/2025 |
 Intel (INTC) | 3.55% | 0% | 95.39% | 4/14/2026 |
 HSBC (HSBA.L) | 3.45% | 2.36% | 99.76% | - |
 Alibaba (BABA) | 3.36% | 0% | 81.08% | 10/10/2025 |
 Realty Income (O) | 2.96% | 3.2% | 99.76% | - |
 Barclays (BARC.L) | 2.84% | 0% | 86.5% | 12/16/2025 |
| Iberdrola (IBE.MC) | 2.82% | 2.71% | 99.76% | - |
 China Gas (00384.HK) | 2.45% | 1.31% | 99.76% | - |
 US Global Jets ETF (JETS) | 2.45% | 0% | 52.06% | 10/16/2024 |
 PHP (PHP.L) | 2.22% | 2.93% | 99.76% | - |
 Molson Coors (TAP) | 2.22% | 0% | 68.63% | 5/9/2025 |
| Verizon (VZ) | 2.19% | 4.33% | 99.76% | - |
 Lloyd's (LLOY.L) | 2.19% | 0% | 32.74% | 11/18/2025 |
 Renewables Infrastructure Group (TRIG.L) | 2.1% | 4.06% | 99.76% | - |
 National Grid (NG.L) | 2.09% | 2.39% | 99.76% | - |
 Medical Properties Trust (MPT) | 2.07% | 2.92% | 99.76% | - |
 Tesco (TSCO.L) | 1.66% | 0% | 88.36% | 1/8/2026 |
| Orange (ORA.PA) | 1.65% | 1.86% | 99.76% | - |
 IBM (IBM) | 1.64% | 1.57% | 74.94% | - |
 Swisscom (SCMN.ZU) | 1.55% | 1.25% | 99.76% | - |
 Legal & General (LGEN.L) | 1.55% | 1.86% | 99.76% | - |
 iShares China Large-Cap ETF (FXI) | 1.31% | 0% | 63.86% | 3/11/2025 |
 CVS Health (CVS) | 1.23% | 0% | 84.56% | 1/27/2026 |
 DS Smith (SMDS.L) | 1.22% | 0% | 57.15% | 12/18/2024 |
 Goodyear (GT) | 1.22% | 0% | 97.9% | 5/8/2026 |
 T. Rowe Price (TROW) | 1.2% | 2.28% | 78.58% | - |
 Aviva (AV.L) | 1.19% | 1.03% | 97.41% | - |
 BT (BT.L) | 1.18% | 0.63% | 92.89% | - |
 Lazard (LAZ) | 1.17% | 0.88% | 99.76% | - |
 Kraft Heinz (KHC) | 1.13% | 1.98% | 99.76% | - |
 3M (MMM) | 1.07% | 0% | 85.53% | 12/4/2025 |
| TotalEnergies (TTE.PA) | 0.96% | 0.8% | 99.76% | - |
 Swiss Life (SLHN.ZU) | 0.89% | 0.75% | 99.76% | - |
 Equity Residential (EQR) | 0.87% | 0.59% | 99.43% | - |
 IAG (IAG.L) | 0.84% | 0% | 73.97% | 7/14/2025 |
 US Bancorp (USB) | 0.82% | 0% | 83.43% | 1/20/2026 |
 SSE (SSE.L) | 0.81% | 0.67% | 99.76% | - |
 TD (TD) | 0.74% | 0% | 89.33% | 1/20/2026 |
 Orsted (ORSTED.CO) | 0.62% | 2.67% | 30.15% | - |
 IDS (IDS.L) | 0.62% | 0% | 52.63% | 10/23/2024 |
 CK Hutchison (00001.HK) | 0.56% | 0% | 80.44% | 10/2/2025 |
 Reckitt (RKT.L) | 0.54% | 1.06% | 78.66% | - |
 RBC (RY) | 0.51% | 0% | 89.33% | 1/20/2026 |
 Barrick (B) | 0.45% | 0% | 75.91% | 2/5/2026 |
 Centrica (CNA.L) | 0.4% | 0% | 79.63% | 2/19/2026 |
 Zurich Insurance (ZURN.ZU) | 0.38% | 0.3% | 99.76% | - |
 Rolls-Royce (RR.L) | 0.29% | 0% | 4.53% | 2/27/2023 |
 AES (AES) | 0.29% | 3.1% | 11.64% | - |
 Magellan (MFG.ASX) | 0.28% | 2.22% | 15.6% | - |
 abrdn (ABDN.L) | 0.28% | 2.65% | 15.36% | - |
 Philips (PHIA.NV) | 0.28% | 0% | 53.03% | 10/28/2024 |
 Hengan (1044.HK) | 0.26% | 0.3% | 99.76% | - |
 China Longyuan (0916.HK) | 0.25% | 0.15% | 99.76% | - |
 Plug Power (PLUG) | 0.25% | 0.13% | 99.76% | - |
 Prudential (PRU) | 0.24% | 0.61% | 32.01% | - |
 Fastned BV (FAST.NV) | 0.23% | 4.9% | 8.81% | - |
 White Mountains (WTM) | 0.21% | 1.47% | 12.37% | - |
 Gecina (GFC.PA) | 0.2% | 2.78% | 8.65% | - |
 Enel (ENEL.MI) | 0.19% | 2.26% | 8.57% | - |
 Northern Star (NST.ASX) | 0.18% | 1.41% | 13.66% | - |
 INPP (INPP.L) | 0.17% | 0.86% | 24.01% | - |
 SPDR Gold (GLD) | 0.17% | 0% | 13.02% | 12/29/2025 |
 Hikma (HIK.L) | 0.16% | 1.89% | 16.49% | - |
 BP (BP.L) | 0.14% | 0% | 4.12% | 2/22/2023 |
 Equinor (EQNR.OL) | 0.14% | 0.91% | 17.14% | - |
 GSK (GSK.L) | 0.14% | 0.72% | 18.27% | - |
 Biogen (BIIB) | 0.13% | 1.06% | 18.92% | - |
 Pfizer (PFE) | 0.13% | 0.96% | 13.34% | - |
 Intesa Sanpaolo (ISP.MI) | 0.11% | 1.72% | 6.95% | - |
 Electricite de Strasbourg SA (ELEC.PA) | 0.11% | 1.35% | 8.57% | - |
 Emaar (EMAAR.AE) | 0.1% | 1.4% | 9.38% | - |
 HICL Infrastructure (HICL.L) | 0.1% | 0.72% | 14.47% | - |
 Greggs (GRG.L) | 0.1% | 0% | 12.93% | 1/5/2026 |
 Origin Energy (ORG.ASX) | 0.1% | 1.01% | 8.57% | - |
 Ferrexpo (FXPO.L) | 0.1% | 0% | 92.32% | 2/26/2026 |
 Investec (INVP.L) | 0.09% | 0.89% | 13.58% | - |
 Engie (ENGI.PA) | 0.09% | 1.14% | 7.44% | - |
 Cracker Barrel (CBRL) | 0.08% | 0% | 88.92% | 1/15/2026 |
 Ethereum (ETH) | 0.08% | 0% | 3.88% | 3/25/2026 |
 Volkswagen (VOW3.DE) | 0.07% | 0% | 47.21% | 1/19/2026 |
 Mitchells & Butlers (MAB.L) | 0.07% | 0% | 13.74% | 6/23/2023 |
 iShares Silver Trust (SLV) | 0.07% | 0% | 12.13% | 12/18/2025 |
 Maersk (MAERSKB.CO) | 0.07% | 0.95% | 7.44% | - |
 IP Group (IPO.L) | 0.07% | 0% | 11.8% | 10/9/2024 |
 Invesco QQQ (QQQ) | 0.07% | 0% | 2.1% | 3/13/2026 |
 Schroders (SDR.L) | 0.06% | 0.48% | 14.47% | - |
 Newmont (NEM) | 0.06% | 0.29% | 13.18% | - |
 UnitedHealth (UNH) | 0.06% | 0.67% | 17.22% | - |
 IAG (IAG.ASX) | 0.06% | 0.67% | 10.43% | - |
 AXA (CS.PA) | 0.06% | 0.33% | 16.73% | - |
 Solventum (SOLV) | 0.05% | 0% | 28.29% | 3/20/2025 |
 ConEd (ED) | 0.05% | 0.04% | 99.76% | - |
 Alphabet (GOOG) | 0.05% | 0% | 5.42% | 9/23/2025 |
 Dubai Investments (DIC.AE) | 0.04% | 0.59% | 9.38% | - |
 Vesuvius (VSVS.L) | 0.04% | 0.72% | 5.66% | - |
 du (DU.AE) | 0.03% | 0.34% | 9.22% | - |
 EHang (EH) | 0.03% | 0% | 49.15% | 3/12/2025 |
 First Abu Dhabi Bank PJSC (FAB.DH) | 0.02% | 0.29% | 6.79% | - |
 EVgo (EVGO) | 0.02% | 0.79% | 3.15% | - |
 DXC Technology (DXC) | 0.02% | 1.08% | 2.99% | - |
 Munich Re (MUV2.DE) | 0.01% | 0.45% | 1.54% | - |
 Tesla (TSLA) | 0.01% | 0% | 2.1% | 1/27/2023 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.08% | 12/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Danone (BN.PA) | 3.42% | 4.64% |
| AT&T (T.US) | 4.45% | 4.03% |
| Verizon (VZ) | 4.47% | 4.02% |
| Intel (INTC) | 4.03% | 3.68% |
| Realty Income (O) | 3.6% | 3.21% |
| Admiral (ADM.L) | 2.75% | 3.05% |
| Unilever (ULVR.L) | 2.6% | 2.92% |
| Iberdrola (IBE.MC) | 1.43% | 2.81% |
| National Grid (NG.L) | 2.1% | 2.44% |
| T. Rowe Price (TROW) | 2.34% | 2.43% |
| Medical Properties Trust (MPT) | 4.52% | 2.33% |
| HSBC (HSBA.L) | 0.89% | 2.16% |
| Orsted (ORSTED.CO) | 3.16% | 2.14% |
| PHP (PHP.L) | 2.56% | 2.08% |
| CVS Health (CVS) | 1.58% | 2.07% |
| Renewables Infrastructure Group (TRIG.L) | 3.21% | 2.03% |
| White Mountains (WTM) | 1.78% | 1.8% |
| Northern Star (NST.ASX) | 1.82% | 1.78% |
| Orange (ORA.PA) | 1.11% | 1.59% |
| China Gas (00384.HK) | 2.76% | 1.58% |
| Legal & General (LGEN.L) | 1.44% | 1.58% |
| Magellan (MFG.ASX) | 1.43% | 1.43% |
| Tesco (TSCO.L) | 0.71% | 1.24% |
| Aviva (AV.L) | 0.78% | 1.24% |
| abrdn (ABDN.L) | 1.25% | 1.22% |
| Swisscom (SCMN.ZU) | 1.07% | 1.14% |
| Kraft Heinz (KHC) | 1.45% | 1.08% |
| Greggs (GRG.L) | 0.98% | 1.02% |
| Lazard (LAZ) | 0.71% | 0.99% |
| Barrick (B) | 0.36% | 0.89% |
| TD (TD) | 0.62% | 0.89% |
| Swiss Life (SLHN.ZU) | 0.5% | 0.89% |
| US Bancorp (USB) | 0.53% | 0.86% |
| Newmont (NEM) | 0.89% | 0.86% |
| GSK (GSK.L) | 0.71% | 0.76% |
| Reckitt (RKT.L) | 0.63% | 0.76% |
| Prudential (PRU) | 0.71% | 0.75% |
| SSE (SSE.L) | 0.53% | 0.68% |
| HICL Infrastructure (HICL.L) | 0.71% | 0.68% |
| Equinor (EQNR.OL) | 0.71% | 0.68% |
| Goodyear (GT) | 1.07% | 0.68% |
| TotalEnergies (TTE.PA) | 0.53% | 0.63% |
| BT (BT.L) | 0.37% | 0.62% |
| Equity Residential (EQR) | 0.57% | 0.62% |
| RBC (RY) | 0.36% | 0.59% |
| INPP (INPP.L) | 0.53% | 0.52% |
| Pfizer (PFE) | 0.53% | 0.49% |
| Volkswagen (VOW3.DE) | 0.39% | 0.41% |
| Cracker Barrel (CBRL) | 0.57% | 0.4% |
| Biogen (BIIB) | 0.36% | 0.39% |
| AXA (CS.PA) | 0.36% | 0.37% |
| Investec (INVP.L) | 0.36% | 0.36% |
| Schroders (SDR.L) | 0.36% | 0.36% |
| Zurich Insurance (ZURN.ZU) | 0.25% | 0.35% |
| Hikma (HIK.L) | 0.36% | 0.34% |
| UnitedHealth (UNH) | 0.36% | 0.31% |
| Centrica (CNA.L) | 0.15% | 0.21% |
| Hengan (1044.HK) | 0.27% | 0.18% |
| China Longyuan (0916.HK) | 0.36% | 0.16% |
| Plug Power (PLUG) | 0.71% | 0.07% |
| Ferrexpo (FXPO.L) | 0.18% | 0.06% |
| ConEd (ED) | 0.04% | 0.04% |
Cash & Instruments Over Time
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