Portfolio Diversification
Range
Most Diversified
107 instruments
March 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
98.8 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
META99.91%
MSFT99.91%
AMZN99.91%
BA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 2.22% | 3.55% | 99.91% | - |
| Meta (META) | 2.16% | 2.87% | 99.91% | - |
| Amazon (AMZN) | 1.5% | 1.75% | 99.91% | - |
 Realty Income (O) | 1.42% | 1.93% | 99.91% | - |
| Apple (AAPL) | 1.42% | 1.65% | 99.91% | - |
 Canadian Solar (CSIQ) | 1.29% | 0.57% | 99.91% | - |
 Renault (RNO.PA) | 1.23% | 1.06% | 99.91% | - |
 Cardinal Health (CAH) | 1.22% | 1.44% | 99.91% | - |
| Microsoft (MSFT) | 1.19% | 1.79% | 99.91% | - |
 Phillips 66 (PSX) | 1.17% | 0.91% | 99.91% | - |
 Alibaba (BABA) | 1.15% | 0.97% | 99.91% | - |
 ExxonMobil (XOM) | 1.12% | 0.95% | 99.91% | - |
 Qualcomm (QCOM) | 1.12% | 0.95% | 99.91% | - |
 Oracle (ORCL) | 1.11% | 1.08% | 99.91% | - |
 Alphabet (GOOG) | 1.1% | 1.82% | 74.57% | - |
 Adobe (ADBE) | 1.09% | 0.62% | 99.91% | - |
 Vale (VALE) | 1.09% | 0.56% | 99.91% | - |
 AMD (AMD) | 1.08% | 0.9% | 99.91% | - |
 Delta (DAL) | 1.08% | 0.97% | 99.91% | - |
 AT&T (T) | 1.08% | 1.29% | 99.91% | - |
 Raytheon (RTX) | 1.08% | 1.28% | 99.91% | - |
 Starbucks (SBUX) | 1.07% | 0.86% | 99.91% | - |
 Shell (SHEL) | 1.07% | 0.95% | 99.91% | - |
 Aflac (AFL) | 1.06% | 1.21% | 99.91% | - |
 Henkel (HEN3.DE) | 1.05% | 0.8% | 99.91% | - |
 Wells Fargo (WFC) | 1.04% | 1.12% | 99.91% | - |
 IBM (IBM) | 1.04% | 1.24% | 99.91% | - |
 AbbVie (ABBV) | 1.04% | 0.93% | 99.91% | - |
 Merck (MRK) | 1.03% | 0.69% | 99.91% | - |
 Simon (SPG) | 1.02% | 0.98% | 99.91% | - |
 NextEra (NEE) | 1.02% | 0.97% | 99.91% | - |
 Bank of America (BAC) | 1.02% | 1.03% | 99.91% | - |
 Philip Morris (PM) | 1.01% | 1.55% | 99.91% | - |
 3M (MMM) | 1.01% | 1.09% | 99.91% | - |
 Mastercard (MA) | 1.01% | 1% | 99.91% | - |
 UnitedHealth (UNH) | 1% | 0.81% | 99.91% | - |
 Chevron (CVX) | 1% | 0.81% | 99.91% | - |
 Western Digital (WDC) | 1% | 0.82% | 99.91% | - |
 Caterpillar (CAT) | 1% | 0.92% | 99.91% | - |
 JPMorgan (JPM) | 0.99% | 1.15% | 99.91% | - |
 British American Tobacco (BTI) | 0.99% | 1.21% | 99.91% | - |
 Altria (MO) | 0.99% | 1.18% | 99.91% | - |
 Walmart (WMT) | 0.99% | 1.32% | 99.91% | - |
 Cincinnati Financial (CINF) | 0.99% | 1% | 99.91% | - |
 Boston Properties (BXP) | 0.99% | 0.85% | 99.91% | - |
 Adidas (ADS.DE) | 0.98% | 0.85% | 99.91% | - |
 BP (BP.L) | 0.98% | 0.72% | 99.91% | - |
 Coca-Cola (KO) | 0.98% | 1.03% | 99.91% | - |
 General Dynamics (GD) | 0.98% | 0.91% | 99.91% | - |
 Disney (DIS) | 0.98% | 0.69% | 99.91% | - |
 ADP (ADP) | 0.97% | 1.07% | 99.91% | - |
 Colgate (CL) | 0.97% | 0.97% | 99.91% | - |
 Dominion Energy (D) | 0.97% | 0.99% | 99.91% | - |
 Visa (V) | 0.97% | 1.02% | 99.91% | - |
 HP (HPQ) | 0.96% | 0.78% | 99.91% | - |
| Boeing (BA) | 0.96% | 0.74% | 99.91% | - |
 National Grid (NG.L) | 0.96% | 1% | 99.91% | - |
 MetLife (MET) | 0.96% | 0.85% | 99.91% | - |
 Leggett & Platt (LEG) | 0.96% | 0.53% | 99.91% | - |
 Procter & Gamble (PG) | 0.95% | 0.94% | 99.91% | - |
 Cisco (CSCO) | 0.95% | 1.03% | 99.91% | - |
 Kimberly-Clark (KMB) | 0.95% | 0.98% | 99.83% | - |
 CVS Health (CVS) | 0.95% | 1.02% | 99.91% | - |
 Hormel (HRL) | 0.95% | 0.93% | 99.91% | - |
 Waste Management (WM) | 0.95% | 1.06% | 99.91% | - |
 Home Depot (HD) | 0.95% | 0.92% | 99.91% | - |
 Continental (CON.DE) | 0.95% | 0.78% | 99.91% | - |
 PepsiCo (PEP) | 0.95% | 0.81% | 99.91% | - |
 Verizon (VZ) | 0.94% | 0.9% | 99.91% | - |
 Lowe's (LOW) | 0.94% | 0.8% | 99.91% | - |
 Principal Financial (PFG) | 0.94% | 0.73% | 99.91% | - |
 eBay (EBAY) | 0.94% | 1.18% | 99.91% | - |
 ADM (ADM) | 0.94% | 0.62% | 99.91% | - |
 General Mills (GIS) | 0.94% | 0.75% | 99.91% | - |
 McDonald's (MCD) | 0.94% | 0.97% | 99.91% | - |
 Johnson & Johnson (JNJ) | 0.94% | 0.97% | 99.91% | - |
 Abbott (ABT) | 0.93% | 0.97% | 99.91% | - |
 Airbus (AIR.PA) | 0.93% | 0.85% | 99.91% | - |
 Deere (DE) | 0.93% | 0.98% | 99.91% | - |
 GSK (GSK.L) | 0.91% | 0.69% | 99.91% | - |
 Ford (F) | 0.91% | 0.64% | 99.91% | - |
 BMW (BMW.DE) | 0.9% | 0.66% | 99.91% | - |
 Intel (INTC) | 0.89% | 0.54% | 99.91% | - |
 Fraport (FRA.DE) | 0.89% | 0.98% | 99.91% | - |
 Bayer (BAYN.DE) | 0.89% | 0.47% | 99.91% | - |
 Sysco (SYY) | 0.89% | 0.75% | 99.91% | - |
 T. Rowe Price (TROW) | 0.89% | 0.69% | 99.91% | - |
 PPG (PPG) | 0.88% | 0.59% | 99.91% | - |
 Pfizer (PFE) | 0.88% | 0.59% | 99.91% | - |
 Constellation Brands (STZ) | 0.87% | 0.62% | 99.91% | - |
 Whirlpool (WHR) | 0.85% | 0.51% | 99.91% | - |
 Volkswagen (VOW3.DE) | 0.83% | 0.67% | 99.91% | - |
 Porsche (PAH3.DE) | 0.8% | 0.57% | 99.91% | - |
 Warner Bros Discovery (WBD) | 0.73% | 0.69% | 91.3% | - |
 Coinbase (COIN) | 0.72% | 0.4% | 98.04% | - |
 US Bancorp (USB) | 0.57% | 0.85% | 62.37% | - |
 Stanley Black & Decker (SWK) | 0.53% | 0.65% | 62.37% | - |
 Tesla (TSLA) | 0.51% | 1.38% | 37.37% | - |
 Nike (NKE) | 0.09% | 0.56% | 24.74% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.08% | 0.02% | 99.91% | - |
 Lukoil OAO-ADR (LKOD.L) | 0.05% | 0% | 22.18% | 10/25/2022 |
 Applied Materials (AMAT) | 0.04% | 0.66% | 8.11% | - |
 Lam Research (LRCX) | 0.04% | 0.61% | 8.11% | - |
 KLA (KLAC) | 0.04% | 0.45% | 8.11% | - |
 ASML (ASML.NV) | 0.03% | 0.47% | 8.02% | - |
 Synopsys (SNPS) | 0.01% | 0.29% | 3.67% | - |
 Cadence (CDNS) | 0% | 0.11% | 3.67% | - |
 Sandisk Corp/DE (SNDK) | 0% | 0% | 0.09% | 2/27/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 0.81% | 4.1% |
| Meta (META) | 1.27% | 3.03% |
| Tesla (TSLA) | 1.16% | 2.29% |
| Alphabet (GOOG) | 1.27% | 1.9% |
| Apple (AAPL) | 1.27% | 1.84% |
| Amazon (AMZN) | 1.27% | 1.76% |
| Realty Income (O) | 2.09% | 1.66% |
| Delta (DAL) | 1.04% | 1.43% |
| Oracle (ORCL) | 0.81% | 1.39% |
| Walmart (WMT) | 0.81% | 1.27% |
| Cardinal Health (CAH) | 0.81% | 1.26% |
| Microsoft (MSFT) | 0.93% | 1.22% |
| Wells Fargo (WFC) | 0.81% | 1.21% |
| Bank of America (BAC) | 1.04% | 1.2% |
| JPMorgan (JPM) | 0.81% | 1.18% |
| Aflac (AFL) | 0.81% | 1.16% |
| Philip Morris (PM) | 1.04% | 1.14% |
| Raytheon (RTX) | 0.93% | 1.14% |
| IBM (IBM) | 0.81% | 1.14% |
| Simon (SPG) | 0.81% | 1.12% |
| eBay (EBAY) | 1.04% | 1.1% |
| Cincinnati Financial (CINF) | 0.93% | 1.09% |
| Renault (RNO.PA) | 0.81% | 1.09% |
| Cisco (CSCO) | 1.04% | 1.08% |
| ADP (ADP) | 0.93% | 1.07% |
| AT&T (T) | 1.16% | 1.07% |
| 3M (MMM) | 1.27% | 1.07% |
| Qualcomm (QCOM) | 1.04% | 1.06% |
| Altria (MO) | 1.04% | 1.05% |
| NextEra (NEE) | 1.16% | 1.04% |
| British American Tobacco (BTI) | 1.16% | 1.03% |
| Caterpillar (CAT) | 0.7% | 1.03% |
| Mastercard (MA) | 0.81% | 1.02% |
| Dominion Energy (D) | 1.27% | 1% |
| Adidas (ADS.DE) | 0.93% | 0.99% |
| Boston Properties (BXP) | 1.16% | 0.98% |
| Henkel (HEN3.DE) | 1.04% | 0.98% |
| Visa (V) | 0.81% | 0.97% |
| AbbVie (ABBV) | 0.81% | 0.96% |
| Starbucks (SBUX) | 1.16% | 0.96% |
| MetLife (MET) | 0.81% | 0.95% |
| ExxonMobil (XOM) | 0.81% | 0.95% |
| Fraport (FRA.DE) | 0.93% | 0.94% |
| Alibaba (BABA) | 1.62% | 0.94% |
| Western Digital (WDC) | 0.81% | 0.94% |
| US Bancorp (USB) | 0.81% | 0.93% |
| Phillips 66 (PSX) | 0.81% | 0.93% |
| Airbus (AIR.PA) | 0.81% | 0.93% |
| HP (HPQ) | 0.93% | 0.93% |
| AMD (AMD) | 0.81% | 0.92% |
| Procter & Gamble (PG) | 0.93% | 0.92% |
| Deere (DE) | 0.93% | 0.91% |
| Shell (SHEL) | 0.81% | 0.91% |
| Colgate (CL) | 0.93% | 0.91% |
| Warner Bros Discovery (WBD) | 1.27% | 0.9% |
| McDonald's (MCD) | 0.93% | 0.9% |
| Disney (DIS) | 1.16% | 0.9% |
| Kimberly-Clark (KMB) | 1.04% | 0.89% |
| Lowe's (LOW) | 0.81% | 0.89% |
| UnitedHealth (UNH) | 0.93% | 0.89% |
| Home Depot (HD) | 0.81% | 0.89% |
| Johnson & Johnson (JNJ) | 1.16% | 0.88% |
| National Grid (NG.L) | 1.04% | 0.87% |
| Coca-Cola (KO) | 0.93% | 0.87% |
| General Dynamics (GD) | 0.81% | 0.86% |
| Chevron (CVX) | 0.93% | 0.85% |
| Hormel (HRL) | 1.27% | 0.84% |
| Waste Management (WM) | 0.7% | 0.83% |
| Abbott (ABT) | 0.93% | 0.83% |
| General Mills (GIS) | 1.04% | 0.82% |
| Verizon (VZ) | 1.04% | 0.81% |
| Boeing (BA) | 1.04% | 0.81% |
| Sysco (SYY) | 0.93% | 0.8% |
| Continental (CON.DE) | 1.16% | 0.8% |
| BP (BP.L) | 0.93% | 0.78% |
| Principal Financial (PFG) | 0.81% | 0.78% |
| Adobe (ADBE) | 1.04% | 0.78% |
| T. Rowe Price (TROW) | 1.04% | 0.77% |
| PepsiCo (PEP) | 0.93% | 0.76% |
| Merck (MRK) | 0.81% | 0.76% |
| Canadian Solar (CSIQ) | 1.85% | 0.75% |
| Whirlpool (WHR) | 1.16% | 0.74% |
| Constellation Brands (STZ) | 0.93% | 0.74% |
| BMW (BMW.DE) | 0.93% | 0.73% |
| Pfizer (PFE) | 1.16% | 0.71% |
| GSK (GSK.L) | 0.93% | 0.69% |
| Stanley Black & Decker (SWK) | 0.81% | 0.69% |
| PPG (PPG) | 0.93% | 0.69% |
| Volkswagen (VOW3.DE) | 1.16% | 0.69% |
| CVS Health (CVS) | 1.27% | 0.68% |
| ADM (ADM) | 1.04% | 0.65% |
| Ford (F) | 0.93% | 0.65% |
| Coinbase (COIN) | 0.35% | 0.57% |
| Intel (INTC) | 1.16% | 0.57% |
| Porsche (PAH3.DE) | 1.04% | 0.56% |
| Vale (VALE) | 1.04% | 0.54% |
| Leggett & Platt (LEG) | 1.74% | 0.52% |
| Bayer (BAYN.DE) | 1.16% | 0.48% |
| Nike (NKE) | 0.46% | 0.39% |
| Gazprom OAO-ADR (OGZDL.L) | 0.35% | 0.02% |
| Lukoil OAO-ADR (LKOD.L) | 0.35% | 0% |