Portfolio Diversification
Range
Most Diversified
16 instruments
April 1, 2023
Least Diversified
0 instruments
February 2, 2025
Average
14.2 instruments
Most Consistent Holdings
Top 5
CVX99.88%
XOM99.88%
TSN99.88%
AFL99.88%
RS99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR S&P 500 UCITS ETF (SPY5.L) | 37.65% | 2.33% | 89.4% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 26.77% | 0% | 99.4% | 4/16/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 4.87% | 7.88% | 99.88% | - |
 PulteGroup (PHM) | 3.57% | 3.32% | 99.88% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.38% | 0% | 61.2% | 8/27/2024 |
| Reliance Steel (RS) | 3.33% | 3.12% | 99.88% | - |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 3.1% | 10.01% | 38.31% | - |
| ExxonMobil (XOM) | 3.03% | 1.84% | 99.88% | - |
| Aflac (AFL) | 2.51% | 2.14% | 99.88% | - |
| Chevron (CVX) | 2.42% | 1.33% | 99.88% | - |
 Commercial Metals (CMC) | 2.27% | 1.32% | 99.88% | - |
 HF Sinclair (DINO) | 1.37% | 0% | 60.24% | 5/23/2024 |
| Tyson Foods (TSN) | 1.25% | 1.45% | 99.88% | - |
 Cincinnati Financial (CINF) | 1.07% | 1.18% | 99.88% | - |
 Phillips 66 (PSX) | 0.86% | 0% | 71.2% | 8/23/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.71% | 59.22% | 1.57% | - |
 First American (FAF) | 0.48% | 0% | 60.24% | 5/23/2024 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.27% | 2.51% | 10.36% | - |
 Murphy Oil (MUR) | 0.21% | 0% | 8.67% | 3/16/2023 |
 Comerica (CMA) | 0.15% | 0% | 16.99% | 5/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 37.15% | 41.58% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 24.77% | 24.34% |
| iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 12.54% | 10.12% |
| iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 9.29% | 7.55% |
| PulteGroup (PHM) | 3.1% | 3.78% |
| Reliance Steel (RS) | 2.79% | 3.02% |
| Aflac (AFL) | 1.24% | 2.05% |
| ExxonMobil (XOM) | 1.86% | 1.84% |
| Commercial Metals (CMC) | 1.24% | 1.53% |
| Chevron (CVX) | 1.86% | 1.39% |
| Tyson Foods (TSN) | 1.86% | 1.35% |
| Cincinnati Financial (CINF) | 1.24% | 1.27% |