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Portfolio Diversification
Range
Most Diversified
54 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
42.5 instruments
Most Consistent Holdings
Top 5
MCD99.29%
ALLY99.29%
CA.PA99.23%
ABBV99.23%
TMO99.23%
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 |
|---|---|---|---|---|
| AbbVie (ABBV) | 4.13% | 5.1% | 99.23% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 4.09% | 3.53% | 93.31% | - |
 Norsk Hydro (NHY.OL) | 3.84% | 4.26% | 99.23% | - |
| McDonald's (MCD) | 3.14% | 2.28% | 99.29% | - |
 Coca-Cola (KO) | 3.02% | 4.85% | 98.99% | - |
 Games Workshop (GAW.L) | 2.92% | 4.75% | 99.23% | - |
| Carrefour (CA.PA) | 2.86% | 2.32% | 99.23% | - |
 AXA (CS.PA) | 2.83% | 6.07% | 72.45% | - |
 Waste Management (WM) | 2.5% | 4.54% | 72.1% | - |
 FedEx (FDX) | 2.48% | 0% | 89.63% | 4/2/2026 |
 CVS Health (CVS) | 2.32% | 2.03% | 98.99% | - |
 Tyson Foods (TSN) | 2.26% | 2.58% | 98.99% | - |
 Micron (MU) | 2.24% | 0% | 81.16% | 11/4/2025 |
| Ally (ALLY) | 2.21% | 1.77% | 99.29% | - |
| Thermo Fisher (TMO) | 2.21% | 1.99% | 99.23% | - |
 General Mills (GIS) | 2.13% | 1.1% | 92.12% | - |
 Realty Income (O) | 2.08% | 1.47% | 98.99% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2% | 1.38% | 93.9% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.91% | 0% | 93.19% | 6/5/2026 |
 iShares Core Conservative Allocation ETF (AOK) | 1.77% | 1.45% | 98.99% | - |
 Tapestry (TPR) | 1.74% | 0% | 75.06% | 7/24/2025 |
 ABM (ABM) | 1.72% | 1.85% | 98.99% | - |
 Republic Services (RSG) | 1.68% | 1.53% | 98.93% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.54% | 1.13% | 98.7% | - |
 SPDR S&P Regional Banking ETF (KRE) | 1.42% | 0% | 61.49% | 7/24/2025 |
 Adobe (ADBE) | 1.37% | 0.74% | 99.05% | - |
 Vonovia (VNA.DE) | 1.37% | 0.64% | 98.99% | - |
 SPDR Gold (GLD) | 1.31% | 0% | 61.08% | 7/24/2025 |
 Alphabet (GOOG) | 1.29% | 0% | 89.75% | 4/2/2026 |
 Bath & Body Works (BBWI) | 1.21% | 0.43% | 99.23% | - |
 Microsoft (MSFT) | 1.2% | 2.35% | 36.37% | - |
 Alibaba (9988.HK) | 1.18% | 0.94% | 99.17% | - |
 Ternium (TX) | 1.12% | 2.55% | 60.49% | - |
 Cemex (CX) | 1.12% | 0% | 93.31% | 6/5/2026 |
 Veolia (VIE.PA) | 1.04% | 2.12% | 50.06% | - |
 STAG (STAG) | 1.03% | 0.79% | 98.76% | - |
 Takeda (TAK) | 1.02% | 1.39% | 98.99% | - |
 Sea (SE) | 0.93% | 0% | 81.16% | 11/4/2025 |
 Dell (DELL) | 0.93% | 6.8% | 37.91% | - |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.84% | 0% | 75.06% | 7/24/2025 |
 Prosus (PRX.NV) | 0.81% | 0.44% | 98.76% | - |
 Turtle Beach (TBCH) | 0.79% | 0.89% | 99.23% | - |
 Xinyi Solar (0968.HK) | 0.66% | 0.17% | 99.23% | - |
 Owens Corning (OC) | 0.45% | 0% | 40.7% | 12/18/2023 |
 Orsted (ORSTED.CO) | 0.4% | 0% | 76.18% | 8/12/2025 |
 ARK Genomic Revolution ETF (ARKG) | 0.37% | 0.42% | 98.99% | - |
 Freeport-McMoRan (FCX) | 0.33% | 0% | 21.8% | 1/26/2023 |
 Energy Transfer (ET) | 0.28% | 0% | 19.67% | 12/20/2022 |
 STMicroelectronics (STMPA.PA) | 0.27% | 0% | 22.51% | 2/8/2023 |
 Sanderson Farms Inc (SAFM) | 0.24% | 0% | 12.14% | 7/25/2022 |
 Infineon (IFX.DE) | 0.24% | 0% | 20.5% | 2/8/2023 |
 NVIDIA (NVDA) | 0.22% | 0% | 16.59% | 11/4/2025 |
 Deere (DE) | 0.18% | 0% | 6.46% | 4/20/2022 |
 Ryder (R) | 0.14% | 0% | 7.82% | 5/13/2022 |
 Douyu (DOYU) | 0.14% | 0% | 40.7% | 12/18/2023 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.11% | 0% | 5.33% | 4/1/2022 |
 Plug Power (PLUG) | 0.1% | 0% | 12.91% | 8/9/2022 |
 SPDR S&P Bank ETF (KBE) | 0.09% | 0% | 5.09% | 3/28/2022 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.09% | 0% | 5.21% | 3/30/2022 |
 Teladoc (TDOC) | 0.08% | 0% | 40.7% | 12/18/2023 |
 Danaos (DAC) | 0.07% | 0% | 4.74% | 3/22/2022 |
 BYD (01211.HK) | 0.07% | 0% | 3.2% | 2/23/2022 |
 Vanguard Morningstar Small-Cap Value ETF (VBR) | 0.01% | 0% | 0.41% | 1/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AXA (CS.PA) | 5.56% | 6.25% |
| Games Workshop (GAW.L) | 3.77% | 5.65% |
| Waste Management (WM) | 4.46% | 5.18% |
| AbbVie (ABBV) | 2.85% | 4.96% |
| Norsk Hydro (NHY.OL) | 3.57% | 4.32% |
| Coca-Cola (KO) | 4% | 4.29% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 3.67% | 3.66% |
| Tyson Foods (TSN) | 3.41% | 3.24% |
| McDonald's (MCD) | 2.35% | 3.11% |
| FedEx (FDX) | 2.62% | 2.63% |
| Microsoft (MSFT) | 2.67% | 2.57% |
| Alphabet (GOOG) | 1.05% | 2.29% |
| Ally (ALLY) | 2.1% | 2.21% |
| Veolia (VIE.PA) | 2.12% | 2.19% |
| Carrefour (CA.PA) | 2.7% | 2.17% |
| Thermo Fisher (TMO) | 2.1% | 1.99% |
| CVS Health (CVS) | 2.1% | 1.96% |
| Ternium (TX) | 1.89% | 1.91% |
| ABM (ABM) | 1.84% | 1.72% |
| Dell (DELL) | 1.66% | 1.67% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.57% | 1.65% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.36% | 1.65% |
| Republic Services (RSG) | 1.05% | 1.65% |
| Realty Income (O) | 1.84% | 1.62% |
| iShares Core Conservative Allocation ETF (AOK) | 1.57% | 1.59% |
| General Mills (GIS) | 2.46% | 1.55% |
| Alibaba (9988.HK) | 2.62% | 1.38% |
| Takeda (TAK) | 1.29% | 1.3% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 1.31% | 1.28% |
| Adobe (ADBE) | 1.88% | 1.15% |
| Cemex (CX) | 0.79% | 1.12% |
| Turtle Beach (TBCH) | 1.85% | 1.11% |
| Vonovia (VNA.DE) | 2.1% | 0.95% |
| STAG (STAG) | 1.05% | 0.87% |
| Prosus (PRX.NV) | 1.05% | 0.7% |
| Bath & Body Works (BBWI) | 1.84% | 0.57% |
| ARK Genomic Revolution ETF (ARKG) | 1.05% | 0.29% |
| Xinyi Solar (0968.HK) | 1.31% | 0.26% |
Cash & Instruments Over Time
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