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Portfolio Diversification
Range
Most Diversified
18 instruments
April 27, 2024
Least Diversified
0 instruments
April 4, 2026
Average
13.5 instruments
Most Consistent Holdings
Top 5
GOOG99.68%
BABA99.6%
OHI72.29%
KHC70.28%
DIS69.16%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 17% | 9.47% | 99.68% | - |
| Alibaba (BABA) | 10.45% | 3.31% | 99.6% | - |
 BAT (BATS.L) | 7.86% | 0% | 59.36% | 7/29/2025 |
| Omega Healthcare (OHI) | 6.1% | 0% | 72.29% | 7/1/2025 |
| Kraft Heinz (KHC) | 5.92% | 9.56% | 70.28% | - |
 Realty Income (O) | 4.6% | 0% | 62.65% | 2/5/2026 |
 Repsol (REP.MC) | 3.39% | 0% | 52.37% | 2/20/2026 |
 IIPR (IIPR) | 3.27% | 10.46% | 34.3% | - |
 UNFI (UNFI) | 3.23% | 0% | 49.64% | 11/25/2024 |
 CVS Health (CVS) | 3.17% | 0% | 34.46% | 7/1/2025 |
| Disney (DIS) | 3.13% | 0% | 69.16% | 5/21/2025 |
 LVMH (MC.PA) | 2.91% | 5.92% | 27.07% | - |
 Molson Coors (TAP) | 2.5% | 3.07% | 49.72% | - |
 Meta (META) | 2.39% | 0% | 13.49% | 6/21/2023 |
 Tesla (TSLA) | 2.17% | 0% | 21.45% | 12/4/2024 |
 Diageo (DGE.L) | 2.06% | 7.83% | 27.15% | - |
 Apple (AAPL) | 2.05% | 0% | 38.88% | 5/7/2024 |
 LyondellBasell (LYB) | 1.87% | 0% | 20.4% | 3/13/2026 |
 Intel (INTC) | 1.65% | 0% | 13.49% | 6/21/2023 |
 BOGG (BGEO.L) | 1.49% | 0% | 33.25% | 5/3/2024 |
 Amazon (AMZN) | 1.32% | 0% | 18.88% | 8/28/2023 |
 Viscofan (VIS.MC) | 1.12% | 4.56% | 18.47% | - |
 Novo-Nordisk (NVO) | 1.09% | 8.11% | 15.42% | - |
 GEO (GEO) | 1.03% | 0% | 51.49% | 12/18/2024 |
 Johnson & Johnson (JNJ) | 1.01% | 0% | 43.05% | 10/16/2025 |
 Starbucks (SBUX) | 0.87% | 0% | 11.97% | 9/23/2024 |
 HP (HPQ) | 0.7% | 0% | 47.07% | 9/23/2024 |
 PayPal (PYPL) | 0.68% | 5.36% | 9.8% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.56% | 0% | 2.57% | 2/3/2023 |
 Robert Half (RHI) | 0.48% | 6.11% | 8.43% | - |
 Bayer (BAYN.DE) | 0.42% | 0% | 17.91% | 7/29/2025 |
 Hims & Hers (HIMS) | 0.38% | 4.38% | 10.92% | - |
 Wolters Kluwer (WKL.NV) | 0.36% | 6.88% | 6.75% | - |
 Brookfield (BAM) | 0.24% | 2.87% | 9.48% | - |
 Logista (LOG.MC) | 0.19% | 0% | 27.87% | 2/6/2026 |
 Uber (UBER) | 0.17% | 6.58% | 6.75% | - |
 Cardano (ADA) | 0.17% | 0% | 7.07% | 4/1/2023 |
 Iberdrola (IBE.MC) | 0.14% | 0% | 33.65% | 7/2/2025 |
 Adidas (ADS.DE) | 0.14% | 0% | 3.45% | 2/14/2023 |
 Terra Classic (LUNC) | 0.13% | 0% | 6.91% | 3/30/2023 |
 3M (MMM) | 0.13% | 0% | 1.77% | 4/30/2024 |
 Berkshire Hathaway (BRK.B) | 0.12% | 0% | 3.86% | 3/31/2023 |
 Alexandria (ARE) | 0.1% | 3.13% | 3.21% | - |
 Stellar (XLM) | 0.07% | 0% | 7.07% | 4/1/2023 |
 Comcast (CMCSA) | 0.05% | 2.47% | 3.13% | - |
 Polestar (PSNY) | 0.04% | 0% | 27.55% | 4/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| IIPR (IIPR) | 14.16% | 12.04% |
| Alphabet (GOOG) | 4.88% | 11.88% |
| LyondellBasell (LYB) | 14.53% | 11.69% |
| LVMH (MC.PA) | 9.74% | 11.33% |
| Kraft Heinz (KHC) | 13.45% | 9.62% |
| Diageo (DGE.L) | 11.04% | 8.89% |
| Repsol (REP.MC) | 5% | 6.36% |
| Viscofan (VIS.MC) | 6.82% | 6.08% |
| Alibaba (BABA) | 3.25% | 5.82% |
| Molson Coors (TAP) | 6.34% | 5.26% |
| Novo-Nordisk (NVO) | 4.95% | 4.96% |
| Realty Income (O) | 4.95% | 4.67% |
| Logista (LOG.MC) | 0.53% | 0.47% |
Cash & Instruments Over Time
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