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Portfolio Diversification
Range
Most Diversified
18 instruments
April 27, 2024
Least Diversified
0 instruments
April 4, 2026
Average
13.4 instruments
Most Consistent Holdings
Top 5
GOOG99.83%
BABA99.75%
OHI75.25%
DIS71.99%
KHC69.23%
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) | 17.28% | 10.13% | 99.83% | - |
| Alibaba (BABA) | 10.73% | 4.43% | 99.75% | - |
 BAT (BATS.L) | 8.18% | 0% | 61.79% | 7/29/2025 |
| Omega Healthcare (OHI) | 6.35% | 0% | 75.25% | 7/1/2025 |
| Kraft Heinz (KHC) | 5.77% | 8.35% | 69.23% | - |
 Realty Income (O) | 4.79% | 0% | 65.22% | 2/5/2026 |
 Repsol (REP.MC) | 3.53% | 0% | 54.52% | 2/20/2026 |
 UNFI (UNFI) | 3.36% | 0% | 51.67% | 11/25/2024 |
 CVS Health (CVS) | 3.3% | 0% | 35.87% | 7/1/2025 |
| Disney (DIS) | 3.26% | 0% | 71.99% | 5/21/2025 |
 IIPR (IIPR) | 2.99% | 10.73% | 31.77% | - |
 LVMH (MC.PA) | 2.79% | 6.87% | 24.25% | - |
 Meta (META) | 2.48% | 0% | 14.05% | 6/21/2023 |
 Molson Coors (TAP) | 2.47% | 3.96% | 47.83% | - |
 Tesla (TSLA) | 2.25% | 0% | 22.32% | 12/4/2024 |
 Apple (AAPL) | 2.13% | 0% | 40.47% | 5/7/2024 |
 LyondellBasell (LYB) | 1.95% | 0% | 21.24% | 3/13/2026 |
 Diageo (DGE.L) | 1.81% | 9.11% | 24.33% | - |
 Intel (INTC) | 1.72% | 0% | 14.05% | 6/21/2023 |
 BOGG (BGEO.L) | 1.55% | 0% | 34.62% | 5/3/2024 |
 Amazon (AMZN) | 1.37% | 0% | 19.65% | 8/28/2023 |
 GEO (GEO) | 1.07% | 0% | 53.6% | 12/18/2024 |
 Johnson & Johnson (JNJ) | 1.05% | 0% | 44.82% | 10/16/2025 |
 Viscofan (VIS.MC) | 0.98% | 5.33% | 15.38% | - |
 Starbucks (SBUX) | 0.9% | 0% | 12.46% | 9/23/2024 |
 Novo-Nordisk (NVO) | 0.78% | 9.18% | 12.12% | - |
 HP (HPQ) | 0.73% | 0% | 49% | 9/23/2024 |
 Vanguard Total World Stock ETF (VT.US) | 0.59% | 0% | 2.68% | 2/3/2023 |
 PayPal (PYPL) | 0.45% | 7.66% | 6.27% | - |
 Bayer (BAYN.DE) | 0.44% | 0% | 18.65% | 7/29/2025 |
 Robert Half (RHI) | 0.27% | 6.35% | 4.85% | - |
 Hims & Hers (HIMS) | 0.22% | 5.74% | 7.44% | - |
 Logista (LOG.MC) | 0.2% | 0% | 29.01% | 2/6/2026 |
 Cardano (ADA) | 0.18% | 0% | 7.36% | 4/1/2023 |
 Wolters Kluwer (WKL.NV) | 0.15% | 4.78% | 3.09% | - |
 Iberdrola (IBE.MC) | 0.15% | 0% | 35.03% | 7/2/2025 |
 Adidas (ADS.DE) | 0.14% | 0% | 3.6% | 2/14/2023 |
 Terra Classic (LUNC) | 0.14% | 0% | 7.19% | 3/30/2023 |
 3M (MMM) | 0.13% | 0% | 1.84% | 4/30/2024 |
 Brookfield (BAM) | 0.13% | 3.52% | 5.94% | - |
 Berkshire Hathaway (BRK.B) | 0.13% | 0% | 4.01% | 3/31/2023 |
 Stellar (XLM) | 0.07% | 0% | 7.36% | 4/1/2023 |
 Uber (UBER) | 0.04% | 1.39% | 3.09% | - |
 Polestar (PSNY) | 0.04% | 0% | 28.68% | 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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