Portfolio Diversification
Range
Most Diversified
14 instruments
January 1, 2022
Least Diversified
11 instruments
November 21, 2023
Average
12.7 instruments
Most Consistent Holdings
Top 5
CVX100%
XOM100%
SHEL100%
AMD100%
VTI100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| ExxonMobil (XOM) | 16.39% | 15.78% | 100% | - |
| Shell (SHEL) | 13.82% | 13.78% | 100% | - |
| AMD (AMD) | 9% | 7.01% | 100% | - |
| Vanguard Total Stock Market ETF (VTI) | 8.87% | 9.58% | 100% | - |
 Vanguard Information Technology (VGT) | 8.69% | 8.11% | 100% | - |
 Federal Realty (FRT) | 8.29% | 6.93% | 100% | - |
 Realty Income (O) | 6.1% | 7.98% | 100% | - |
| Chevron (CVX) | 5.05% | 7.34% | 100% | - |
 Vanguard FTSE Emerging Markets (VWO) | 4.86% | 3.99% | 100% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 4.82% | 2.46% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 3.23% | 2.29% | 100% | - |
 Coca-Cola Europacific (CCEP) | 2.94% | 0% | 55.75% | 11/20/2023 |
 Nio (NIO) | 2.03% | 6.07% | 33.08% | - |
 Twitter (TWTR) | 1.72% | 0% | 24.2% | 10/28/2022 |
 Coca-Cola (KO) | 1.12% | 0% | 55.75% | 11/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ExxonMobil (XOM) | 7.89% | 15.21% |
| Shell (SHEL) | 8.49% | 12.71% |
| Vanguard Total Stock Market ETF (VTI) | 8.05% | 9.96% |
| Vanguard Information Technology (VGT) | 5.53% | 8.99% |
| AMD (AMD) | 8.18% | 8.55% |
| Federal Realty (FRT) | 9.02% | 7.97% |
| Chevron (CVX) | 9% | 7.38% |
| Realty Income (O) | 11.59% | 7.24% |
| Nio (NIO) | 9% | 5.98% |
| Vanguard FTSE Emerging Markets (VWO) | 6.51% | 3.8% |
| Vanguard Real Estate ETF (VNQ) | 2.77% | 2.27% |
| Vanguard FTSE Developed Market ETF (VEA) | 3.06% | 2.17% |