Portfolio Diversification
Range
Most Diversified
54 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
44.4 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
KO99.92%
MCD99.92%
CX99.92%
ADBE99.92%
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) | 4.23% | 4.11% | 92.31% | - |
 AbbVie (ABBV) | 3.99% | 4.98% | 99.92% | - |
 Norsk Hydro (NHY.OL) | 3.64% | 4.02% | 99.92% | - |
| McDonald's (MCD) | 3.24% | 3.45% | 99.92% | - |
 Carrefour (CA.PA) | 3.06% | 2.01% | 99.92% | - |
 FedEx (FDX) | 2.78% | 2.23% | 99.92% | - |
| Coca-Cola (KO) | 2.65% | 4.5% | 99.92% | - |
 Micron (MU) | 2.6% | 4.68% | 99.92% | - |
 CVS Health (CVS) | 2.43% | 1.96% | 99.92% | - |
 General Mills (GIS) | 2.37% | 1.82% | 90.94% | - |
 Thermo Fisher (TMO) | 2.35% | 1.83% | 99.92% | - |
 Games Workshop (GAW.L) | 2.31% | 4.97% | 99.92% | - |
 Ally (ALLY) | 2.29% | 2.18% | 99.92% | - |
 Tapestry (TPR) | 2.24% | 0% | 96.5% | 7/24/2025 |
 Realty Income (O) | 2.21% | 1.83% | 99.92% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.13% | 1.81% | 93.07% | - |
 Tyson Foods (TSN) | 2.13% | 1.58% | 99.92% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 2.1% | 1.63% | 99.92% | - |
 AXA (CS.PA) | 1.99% | 6.49% | 65.42% | - |
 Waste Management (WM) | 1.91% | 3.71% | 65.12% | - |
 iShares Core Conservative Allocation ETF (AOK) | 1.85% | 1.7% | 99.92% | - |
 SPDR S&P Regional Banking ETF (KRE) | 1.82% | 0% | 79.06% | 7/24/2025 |
 ABM (ABM) | 1.73% | 2.13% | 99.92% | - |
 Republic Services (RSG) | 1.71% | 1.93% | 99.92% | - |
 SPDR Gold (GLD) | 1.68% | 0% | 78.52% | 7/24/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.64% | 1.39% | 99.62% | - |
| Adobe (ADBE) | 1.51% | 1.24% | 99.92% | - |
 Vonovia (VNA.DE) | 1.51% | 1.13% | 99.92% | - |
 Bath & Body Works (BBWI) | 1.4% | 0.9% | 99.92% | - |
| Alphabet (GOOG) | 1.33% | 1.85% | 99.92% | - |
| Cemex (CX) | 1.22% | 0.99% | 99.92% | - |
 Alibaba (9988.HK) | 1.16% | 1.38% | 99.92% | - |
 STAG (STAG) | 1.09% | 0.94% | 99.85% | - |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 1.08% | 0% | 96.5% | 7/24/2025 |
 Sea (SE) | 1.06% | 3.42% | 99.92% | - |
 Takeda (TAK) | 0.95% | 1.38% | 99.92% | - |
 Microsoft (MSFT) | 0.9% | 2.84% | 19.04% | - |
 Ternium (TX) | 0.88% | 1.87% | 50.04% | - |
 Prosus (PRX.NV) | 0.87% | 0.76% | 99.85% | - |
 Xinyi Solar (0968.HK) | 0.78% | 0.35% | 99.92% | - |
 Turtle Beach (TBCH) | 0.74% | 1.32% | 99.92% | - |
 Veolia (VIE.PA) | 0.69% | 2.25% | 37.01% | - |
 Owens Corning (OC) | 0.58% | 0% | 52.32% | 12/18/2023 |
 Orsted (ORSTED.CO) | 0.51% | 0% | 97.94% | 8/12/2025 |
 Freeport-McMoRan (FCX) | 0.43% | 0% | 28.03% | 1/26/2023 |
 ARK Genomic Revolution ETF (ARKG) | 0.39% | 0.27% | 99.92% | - |
 Dell (DELL) | 0.37% | 1.79% | 21.4% | - |
 Energy Transfer (ET) | 0.35% | 0% | 25.29% | 12/20/2022 |
 STMicroelectronics (STMPA.PA) | 0.35% | 0% | 28.94% | 2/8/2023 |
 Sanderson Farms Inc (SAFM) | 0.31% | 0% | 15.61% | 7/25/2022 |
 Infineon (IFX.DE) | 0.31% | 0% | 26.35% | 2/8/2023 |
 Deere (DE) | 0.23% | 0% | 8.3% | 4/20/2022 |
 NVIDIA (NVDA) | 0.22% | 1.44% | 16.91% | - |
 Ryder (R) | 0.19% | 0% | 10.05% | 5/13/2022 |
 Douyu (DOYU) | 0.18% | 0% | 52.32% | 12/18/2023 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.14% | 0% | 6.85% | 4/1/2022 |
 Plug Power (PLUG) | 0.12% | 0% | 16.6% | 8/9/2022 |
 SPDR S&P Bank ETF (KBE) | 0.12% | 0% | 6.55% | 3/28/2022 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.11% | 0% | 6.7% | 3/30/2022 |
 Teladoc (TDOC) | 0.1% | 0% | 52.32% | 12/18/2023 |
 Danaos (DAC) | 0.1% | 0% | 6.09% | 3/22/2022 |
 BYD (01211.HK) | 0.09% | 0% | 4.11% | 2/23/2022 |
 Vanguard Small-Cap Value ETF (VBR) | 0.01% | 0% | 0.53% | 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% |