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Portfolio Diversification
Range
Most Diversified
22 instruments
January 7, 2026
Least Diversified
0 instruments
October 20, 2025
Average
14.8 instruments
Most Consistent Holdings
Top 5
PYPL99.74%
BCH99.74%
T98.12%
MMM97.01%
IBM90.32%
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 |
|---|---|---|---|---|
| 3M (MMM) | 17.71% | 10.15% | 97.01% | - |
 Devon Energy (DVN) | 17.13% | 14.31% | 83.89% | - |
| AT&T (T) | 15.83% | 8.93% | 98.12% | - |
 Walgreens (WBA) | 11.75% | 0% | 83.76% | 9/1/2025 |
| IBM (IBM) | 8.57% | 2.62% | 90.32% | - |
 Shell (SHEL) | 6.59% | 10.2% | 66.54% | - |
 UPS (UPS) | 4.37% | 14.61% | 40.22% | - |
| Bitcoin Cash (BCH) | 1.95% | 0.7% | 99.74% | - |
 iShares Silver Trust (SLV) | 1.92% | 15.18% | 26.19% | - |
 SPDR Gold (GLD) | 1.51% | 6.09% | 26.12% | - |
 Enterprise Products (EPD) | 1.33% | 0% | 21.51% | 3/4/2024 |
 Warner Bros Discovery (WBD) | 1.2% | 0% | 84.28% | 12/2/2025 |
 Grab (GRAB) | 1.2% | 0% | 14.81% | 2/9/2023 |
 CVS Health (CVS) | 1.1% | 6.65% | 30.47% | - |
 Solana (SOL) | 0.99% | 0% | 68.16% | 12/17/2024 |
 Cardano (ADA) | 0.82% | 0.39% | 74.92% | - |
 XRP (XRP) | 0.76% | 0% | 68.16% | 12/17/2024 |
| PayPal (PYPL) | 0.72% | 0.14% | 99.74% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.6% | 0% | 24.24% | 10/15/2025 |
 Energy Transfer (ET) | 0.6% | 0% | 12.61% | 8/24/2022 |
 Coca-Cola (KO) | 0.56% | 0% | 21.77% | 1/13/2026 |
 Diamondback (FANG) | 0.39% | 0% | 3.7% | 11/1/2022 |
 Kyndryl (KD) | 0.36% | 0% | 23.07% | 2/14/2023 |
 AngloGold Ashanti (AU) | 0.24% | 3.26% | 9.03% | - |
 Abrdn Palladium ETF Trust (PALL) | 0.22% | 3.73% | 7.02% | - |
 US Natural Gas (UNG) | 0.21% | 0% | 11.57% | 3/18/2026 |
 FuelCell Energy (FCEL) | 0.17% | 0.13% | 41.46% | - |
 Chevron (CVX) | 0.17% | 1.33% | 8.45% | - |
 DMK Pharmaceuticals (DMKPQ) | 0.15% | 0% | 28.72% | 4/23/2024 |
 ProShares Ultra Bloomberg Natural Gas (BOIL) | 0.11% | 0% | 2.86% | 3/19/2026 |
 Merck (MRK) | 0.08% | 0% | 12.61% | 1/8/2026 |
 DRDGOLD (DRD) | 0.07% | 0% | 5.07% | 1/2/2026 |
 Nike (NKE) | 0.05% | 0% | 4.48% | 4/17/2026 |
 Abrdn Platinum ETF Trust (PPLT) | 0.05% | 0.35% | 7.02% | - |
 Lumen (LUMN) | 0.04% | 0% | 1.3% | 2/1/2022 |
 Starbucks (SBUX) | 0.02% | 0% | 0.91% | 5/22/2024 |
 United States Oil Fund (USO) | 0.02% | 0% | 16.18% | 3/2/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.01% | 0% | 1.17% | 8/7/2025 |
 Shell (SHEL.L) | 0.01% | 0% | 0.78% | 7/10/2023 |
 Harmony Gold (HMY) | 0.01% | 1.24% | 1.23% | - |
 Plug Power (PLUG) | 0.01% | 0% | 0.19% | 12/30/2022 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.32% | 11/27/2024 |
 Ballard Power (BLDP) | 0.01% | 0% | 0.58% | 7/17/2024 |
 DexCom (DXCM) | 0% | 0% | 0.39% | 8/1/2024 |
 NetEase (NTES) | 0% | 0% | 0.26% | 3/7/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.13% | 6/18/2023 |
 QuantumScape (QS) | 0% | 0% | 0.06% | 1/13/2022 |
 Asensus (ASXC) | 0% | 0% | 0.06% | 2/14/2023 |
 Ford (F) | 0% | 0% | 0.06% | 8/30/2024 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Devon Energy (DVN) | 20.35% | 13.81% |
| UPS (UPS) | 15.69% | 13.63% |
| 3M (MMM) | 11.55% | 13.48% |
| iShares Silver Trust (SLV) | 8.64% | 12.49% |
| AT&T (T) | 9.9% | 10.39% |
| SPDR Gold (GLD) | 8.16% | 9.22% |
| Shell (SHEL) | 9.21% | 9.1% |
| IBM (IBM) | 2.57% | 5.34% |
| CVS Health (CVS) | 3.85% | 4.54% |
| AngloGold Ashanti (AU) | 2.69% | 2.58% |
| Bitcoin Cash (BCH) | 2.06% | 1.71% |
| Coca-Cola (KO) | 0.96% | 0.92% |
| Abrdn Platinum ETF Trust (PPLT) | 0.75% | 0.7% |
| Abrdn Palladium ETF Trust (PALL) | 0.68% | 0.63% |
| Merck (MRK) | 0.49% | 0.61% |
| FuelCell Energy (FCEL) | 0.63% | 0.35% |
| DRDGOLD (DRD) | 0.21% | 0.23% |
| PayPal (PYPL) | 0.86% | 0.2% |
| United States Oil Fund (USO) | 0.09% | 0.07% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
| DMK Pharmaceuticals (DMKPQ) | 0.65% | 0% |
Cash & Instruments Over Time
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