Portfolio Diversification
Range
Most Diversified
54 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
44 instruments
Most Consistent Holdings
Top 5
GOOG99.64%
KO99.64%
MCD99.64%
CX99.64%
ADBE99.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Consumer Staples Select Sector SPDR (XLP) | 4.19% | 3.73% | 92.51% | - |
 AbbVie (ABBV) | 4.05% | 4.97% | 99.64% | - |
 Norsk Hydro (NHY.OL) | 3.66% | 4.14% | 99.64% | - |
| McDonald's (MCD) | 3.23% | 3.17% | 99.64% | - |
 Carrefour (CA.PA) | 2.99% | 2.06% | 99.64% | - |
| Coca-Cola (KO) | 2.74% | 4.36% | 99.64% | - |
 FedEx (FDX) | 2.74% | 2.51% | 99.64% | - |
 Micron (MU) | 2.7% | 0% | 97.72% | 11/4/2025 |
 Games Workshop (GAW.L) | 2.46% | 5.97% | 99.64% | - |
 CVS Health (CVS) | 2.39% | 1.91% | 99.64% | - |
 General Mills (GIS) | 2.32% | 1.55% | 91.23% | - |
 Thermo Fisher (TMO) | 2.32% | 2% | 99.64% | - |
 Ally (ALLY) | 2.27% | 2.09% | 99.64% | - |
 AXA (CS.PA) | 2.24% | 5.92% | 67.33% | - |
 Realty Income (O) | 2.18% | 1.67% | 99.64% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.11% | 1.69% | 93.22% | - |
 Tyson Foods (TSN) | 2.1% | 3.08% | 99.64% | - |
 Tapestry (TPR) | 2.09% | 0% | 90.37% | 7/24/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 2.06% | 1.69% | 99.64% | - |
 Waste Management (WM) | 2.02% | 5.1% | 67.05% | - |
 iShares Core Conservative Allocation ETF (AOK) | 1.83% | 1.62% | 99.64% | - |
 ABM (ABM) | 1.73% | 1.82% | 99.64% | - |
 Republic Services (RSG) | 1.71% | 1.69% | 99.64% | - |
 SPDR S&P Regional Banking ETF (KRE) | 1.71% | 0% | 74.04% | 7/24/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.61% | 1.3% | 99.36% | - |
 SPDR Gold (GLD) | 1.57% | 0% | 73.54% | 7/24/2025 |
| Adobe (ADBE) | 1.49% | 1.09% | 99.64% | - |
 Vonovia (VNA.DE) | 1.48% | 1.01% | 99.64% | - |
| Alphabet (GOOG) | 1.37% | 2.35% | 99.64% | - |
 Bath & Body Works (BBWI) | 1.36% | 0.55% | 99.64% | - |
| Cemex (CX) | 1.2% | 1.09% | 99.64% | - |
 Alibaba (9988.HK) | 1.18% | 1.5% | 99.64% | - |
 Sea (SE) | 1.12% | 0% | 97.72% | 11/4/2025 |
 STAG (STAG) | 1.07% | 0.93% | 99.5% | - |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 1.02% | 0% | 90.37% | 7/24/2025 |
 Microsoft (MSFT) | 1.01% | 2.58% | 23.89% | - |
 Takeda (TAK) | 0.97% | 1.2% | 99.64% | - |
 Ternium (TX) | 0.93% | 1.94% | 52.92% | - |
 Prosus (PRX.NV) | 0.87% | 0.71% | 99.5% | - |
 Veolia (VIE.PA) | 0.79% | 2.19% | 40.73% | - |
 Turtle Beach (TBCH) | 0.77% | 1.15% | 99.64% | - |
 Xinyi Solar (0968.HK) | 0.75% | 0.29% | 99.64% | - |
 Owens Corning (OC) | 0.55% | 0% | 49% | 12/18/2023 |
 Orsted (ORSTED.CO) | 0.48% | 0% | 91.73% | 8/12/2025 |
 Dell (DELL) | 0.47% | 1.84% | 26.11% | - |
 Freeport-McMoRan (FCX) | 0.4% | 0% | 26.25% | 1/26/2023 |
 ARK Genomic Revolution ETF (ARKG) | 0.38% | 0.32% | 99.64% | - |
 Energy Transfer (ET) | 0.33% | 0% | 23.68% | 12/20/2022 |
 STMicroelectronics (STMPA.PA) | 0.33% | 0% | 27.1% | 2/8/2023 |
 Sanderson Farms Inc (SAFM) | 0.29% | 0% | 14.62% | 7/25/2022 |
 Infineon (IFX.DE) | 0.29% | 0% | 24.68% | 2/8/2023 |
 NVIDIA (NVDA) | 0.27% | 0% | 19.97% | 11/4/2025 |
 Deere (DE) | 0.22% | 0% | 7.77% | 4/20/2022 |
 Ryder (R) | 0.17% | 0% | 9.42% | 5/13/2022 |
 Douyu (DOYU) | 0.17% | 0% | 49% | 12/18/2023 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.14% | 0% | 6.42% | 4/1/2022 |
 Plug Power (PLUG) | 0.11% | 0% | 15.55% | 8/9/2022 |
 SPDR S&P Bank ETF (KBE) | 0.11% | 0% | 6.13% | 3/28/2022 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.11% | 0% | 6.28% | 3/30/2022 |
 Teladoc (TDOC) | 0.09% | 0% | 49% | 12/18/2023 |
 Danaos (DAC) | 0.09% | 0% | 5.71% | 3/22/2022 |
 BYD (01211.HK) | 0.08% | 0% | 3.85% | 2/23/2022 |
 Vanguard Small-Cap Value ETF (VBR) | 0.01% | 0% | 0.5% | 1/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AbbVie (ABBV) | 3.22% | 4.8% |
| Consumer Staples Select Sector SPDR (XLP) | 4.15% | 4.6% |
| Norsk Hydro (NHY.OL) | 4.04% | 4.36% |
| Tapestry (TPR) | 2.26% | 4.07% |
| McDonald's (MCD) | 2.66% | 3.66% |
| Games Workshop (GAW.L) | 2.89% | 3.62% |
| Micron (MU) | 3.54% | 3.45% |
| FedEx (FDX) | 2.96% | 3.18% |
| Waste Management (WM) | 2.33% | 2.98% |
| SPDR S&P Regional Banking ETF (KRE) | 2.37% | 2.79% |
| Carrefour (CA.PA) | 3.05% | 2.68% |
| General Mills (GIS) | 2.78% | 2.64% |
| ABM (ABM) | 2.08% | 2.6% |
| AXA (CS.PA) | 2.15% | 2.45% |
| Thermo Fisher (TMO) | 2.37% | 2.23% |
| Sea (SE) | 2.06% | 2.18% |
| Ally (ALLY) | 2.37% | 2.18% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.67% | 2.05% |
| Republic Services (RSG) | 1.19% | 1.95% |
| Realty Income (O) | 2.07% | 1.9% |
| Dell (DELL) | 1.87% | 1.9% |
| Tyson Foods (TSN) | 2.07% | 1.86% |
| iShares Core Conservative Allocation ETF (AOK) | 1.78% | 1.84% |
| Adobe (ADBE) | 2.13% | 1.82% |
| Ternium (TX) | 2.14% | 1.81% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.78% | 1.75% |
| Alphabet (GOOG) | 1.19% | 1.73% |
| Coca-Cola (KO) | 1.36% | 1.62% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 1.48% | 1.58% |
| Vonovia (VNA.DE) | 2.37% | 1.57% |
| Takeda (TAK) | 1.46% | 1.37% |
| Bath & Body Works (BBWI) | 2.07% | 1.37% |
| CVS Health (CVS) | 2.37% | 1.37% |
| Veolia (VIE.PA) | 1.34% | 1.36% |
| SPDR Gold (GLD) | 0.89% | 1.28% |
| VanEck Vectors Junior Gold Miners ETF (GDXJ) | 1.19% | 1.11% |
| STAG (STAG) | 1.19% | 0.99% |
| Alibaba (9988.HK) | 2.96% | 0.99% |
| Turtle Beach (TBCH) | 1.19% | 0.79% |
| Prosus (PRX.NV) | 1.19% | 0.72% |
| Cemex (CX) | 0.89% | 0.69% |
| Orsted (ORSTED.CO) | 0.89% | 0.39% |
| Xinyi Solar (0968.HK) | 1.48% | 0.34% |
| ARK Genomic Revolution ETF (ARKG) | 1.19% | 0.29% |