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Portfolio Diversification
Range
Most Diversified
71 instruments
September 2, 2026
Least Diversified
0 instruments
April 4, 2026
Average
57 instruments
Most Consistent Holdings
Top 5
T.US99.35%
VZ99.35%
TTE.PA99.35%
ORA.PA99.35%
IBE.MC99.35%
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 |
|---|---|---|---|---|
| AT&T (T.US) | 4.66% | 3.64% | 99.35% | - |
 Danone (BN.PA) | 4.45% | 0% | 80.2% | 1/21/2026 |
 Unilever (ULVR.L) | 3.96% | 2.72% | 99.35% | - |
 Admiral (ADM.L) | 3.6% | 0% | 97.39% | 9/24/2026 |
 HSBC (HSBA.L) | 3.32% | 0% | 98.4% | 10/8/2026 |
 Citi (C) | 3.21% | 0% | 78.17% | 12/24/2025 |
 Intel (INTC) | 3.18% | 0% | 85.57% | 4/14/2026 |
 Alibaba (BABA) | 3.02% | 0% | 72.73% | 10/10/2025 |
 Realty Income (O) | 2.96% | 2.95% | 99.35% | - |
| Iberdrola (IBE.MC) | 2.81% | 2.9% | 99.35% | - |
 Barclays (BARC.L) | 2.55% | 0% | 77.59% | 12/16/2025 |
| Verizon (VZ) | 2.38% | 4.02% | 99.35% | - |
 China Gas (00384.HK) | 2.31% | 0.96% | 99.35% | - |
 Renewables Infrastructure Group (TRIG.L) | 2.3% | 4.34% | 99.35% | - |
 PHP (PHP.L) | 2.28% | 2.83% | 99.35% | - |
 US Global Jets ETF (JETS) | 2.2% | 0% | 46.7% | 10/16/2024 |
 Medical Properties Trust (MPT) | 2.09% | 1.57% | 99.35% | - |
 National Grid (NG.L) | 2.06% | 0% | 97.39% | 9/24/2026 |
 Molson Coors (TAP) | 1.99% | 0% | 61.57% | 5/9/2025 |
 Lloyd's (LLOY.L) | 1.96% | 0% | 29.37% | 11/18/2025 |
| Orange (ORA.PA) | 1.64% | 1.45% | 99.35% | - |
 IBM (IBM) | 1.6% | 1.27% | 77.08% | - |
 Legal & General (LGEN.L) | 1.59% | 2.07% | 99.35% | - |
 Swisscom (SCMN.ZU) | 1.51% | 1.24% | 99.35% | - |
 Tesco (TSCO.L) | 1.49% | 0% | 79.26% | 1/8/2026 |
 T. Rowe Price (TROW) | 1.31% | 2.2% | 80.35% | - |
 Kraft Heinz (KHC) | 1.21% | 1.95% | 99.35% | - |
 iShares China Large-Cap ETF (FXI) | 1.18% | 0% | 57.29% | 3/11/2025 |
 Aviva (AV.L) | 1.18% | 1.19% | 97.24% | - |
 Lazard (LAZ) | 1.13% | 0.69% | 99.35% | - |
 BT (BT.L) | 1.12% | 0.64% | 93.18% | - |
 CVS Health (CVS) | 1.11% | 0% | 75.85% | 1/27/2026 |
 DS Smith (SMDS.L) | 1.09% | 0% | 51.27% | 12/18/2024 |
 Goodyear (GT) | 1.09% | 0% | 87.82% | 5/8/2026 |
 3M (MMM) | 0.96% | 0% | 76.72% | 12/4/2025 |
| TotalEnergies (TTE.PA) | 0.94% | 0.84% | 99.35% | - |
 Swiss Life (SLHN.ZU) | 0.88% | 0.82% | 99.35% | - |
 Equity Residential (EQR) | 0.84% | 0.56% | 99.06% | - |
 Orsted (ORSTED.CO) | 0.79% | 2.07% | 36.91% | - |
 SSE (SSE.L) | 0.78% | 0% | 97.39% | 9/24/2026 |
 IAG (IAG.L) | 0.75% | 0% | 66.35% | 7/14/2025 |
 US Bancorp (USB) | 0.74% | 0% | 74.84% | 1/20/2026 |
 Fastned BV (FAST.NV) | 0.67% | 4.58% | 17.77% | - |
 TD (TD) | 0.66% | 0% | 80.13% | 1/20/2026 |
 Reckitt (RKT.L) | 0.59% | 1.29% | 80.42% | - |
 AES (AES) | 0.56% | 3.17% | 20.3% | - |
 IDS (IDS.L) | 0.55% | 0% | 47.21% | 10/23/2024 |
 abrdn (ABDN.L) | 0.51% | 2.52% | 23.64% | - |
 CK Hutchison (00001.HK) | 0.5% | 0% | 72.15% | 10/2/2025 |
 Magellan (MFG.ASX) | 0.5% | 2.24% | 23.86% | - |
 RBC (RY) | 0.46% | 0% | 80.13% | 1/20/2026 |
 Gecina (GFC.PA) | 0.44% | 2.84% | 17.62% | - |
 Barrick (B) | 0.41% | 0% | 68.09% | 2/5/2026 |
 Enel (ENEL.MI) | 0.39% | 2.17% | 17.55% | - |
 Zurich Insurance (ZURN.ZU) | 0.37% | 0.33% | 99.35% | - |
 Centrica (CNA.L) | 0.35% | 0% | 71.43% | 2/19/2026 |
 Hikma (HIK.L) | 0.34% | 2.11% | 24.66% | - |
 Northern Star (NST.ASX) | 0.33% | 2.02% | 22.12% | - |
 White Mountains (WTM) | 0.33% | 1.58% | 20.81% | - |
 Intesa Sanpaolo (ISP.MI) | 0.28% | 1.76% | 16.1% | - |
 Prudential (PRU) | 0.28% | 0.71% | 38.58% | - |
 Rolls-Royce (RR.L) | 0.26% | 0% | 4.06% | 2/27/2023 |
 Hengan (1044.HK) | 0.26% | 0.24% | 99.35% | - |
 Philips (PHIA.NV) | 0.25% | 0% | 47.57% | 10/28/2024 |
 INPP (INPP.L) | 0.24% | 0.87% | 31.4% | - |
 China Longyuan (0916.HK) | 0.24% | 0.12% | 99.35% | - |
 Plug Power (PLUG) | 0.23% | 0.05% | 99.35% | - |
 Biogen (BIIB) | 0.23% | 1.31% | 26.83% | - |
 Equinor (EQNR.OL) | 0.23% | 1.17% | 25.24% | - |
 Emaar (EMAAR.AE) | 0.22% | 1.36% | 18.27% | - |
 Pfizer (PFE) | 0.21% | 1.1% | 21.83% | - |
 Electricite de Strasbourg SA (ELEC.PA) | 0.2% | 0.91% | 17.55% | - |
 Engie (ENGI.PA) | 0.2% | 1.61% | 16.53% | - |
 GSK (GSK.L) | 0.2% | 0.71% | 26.25% | - |
 Origin Energy (ORG.ASX) | 0.19% | 1.14% | 17.55% | - |
 DXC Technology (DXC) | 0.17% | 2.28% | 12.55% | - |
 Investec (INVP.L) | 0.17% | 0.81% | 22.04% | - |
 Maersk (MAERSKB.CO) | 0.16% | 0% | 15.66% | 10/9/2026 |
 HICL Infrastructure (HICL.L) | 0.16% | 0.71% | 22.84% | - |
 SPDR Gold (GLD) | 0.15% | 0% | 11.68% | 12/29/2025 |
 BP (BP.L) | 0.13% | 0% | 3.7% | 2/22/2023 |
 IAG (IAG.ASX) | 0.13% | 0.77% | 19.22% | - |
 UnitedHealth (UNH) | 0.11% | 0% | 22.7% | 9/14/2026 |
 Schroders (SDR.L) | 0.1% | 0% | 22.48% | 10/16/2026 |
 Vesuvius (VSVS.L) | 0.1% | 0.73% | 14.94% | - |
 Dubai Investments (DIC.AE) | 0.1% | 0.59% | 18.27% | - |
 Greggs (GRG.L) | 0.09% | 0% | 11.6% | 1/5/2026 |
 AXA (CS.PA) | 0.09% | 0.36% | 24.87% | - |
 Ferrexpo (FXPO.L) | 0.09% | 0% | 82.81% | 2/26/2026 |
 Newmont (NEM) | 0.09% | 0.31% | 21.68% | - |
 Cracker Barrel (CBRL) | 0.08% | 0% | 79.77% | 1/15/2026 |
 EVgo (EVGO) | 0.07% | 0.4% | 12.69% | - |
 Ethereum (ETH) | 0.07% | 0% | 3.48% | 3/25/2026 |
 Volkswagen (VOW3.DE) | 0.07% | 0% | 42.35% | 1/19/2026 |
 Mitchells & Butlers (MAB.L) | 0.07% | 0% | 12.33% | 6/23/2023 |
 iShares Silver Trust (SLV) | 0.07% | 0% | 10.88% | 12/18/2025 |
 du (DU.AE) | 0.06% | 0.37% | 17.98% | - |
 IP Group (IPO.L) | 0.06% | 0% | 10.59% | 10/9/2024 |
 Invesco QQQ (QQQ) | 0.06% | 0% | 1.89% | 3/13/2026 |
 Munich Re (MUV2.DE) | 0.06% | 0.54% | 11.24% | - |
 First Abu Dhabi Bank PJSC (FAB.DH) | 0.05% | 0.34% | 15.95% | - |
 ConEd (ED) | 0.05% | 0.04% | 99.35% | - |
 Solventum (SOLV) | 0.05% | 0% | 25.38% | 3/20/2025 |
 Alphabet (GOOG) | 0.04% | 0% | 4.86% | 9/23/2025 |
 EHang (EH) | 0.02% | 0% | 44.09% | 3/12/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.01% | 0% | 4.64% | 9/20/2026 |
 Lufthansa (LHA.DE) | 0.01% | 0.1% | 7.98% | - |
 Tesla (TSLA) | 0.01% | 0% | 1.89% | 1/27/2023 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.01% | 0.13% | 4.79% | - |
 iShares MSCI India ETF (INDA) | 0% | 0.03% | 3.48% | - |
 Super Group (SGHC) | 0% | 0.32% | 0.07% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.07% | 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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