Portfolio Diversification
Range
Most Diversified
108 instruments
May 23, 2023
Least Diversified
0 instruments
February 2, 2022
Average
74.3 instruments
Most Consistent Holdings
Top 5
LOW78.59%
PH78.59%
DOV78.59%
ABM78.59%
CTAS78.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since February 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 triangulacapital | 1.83% | 0% | 98.12% | 2/1/2025 |
 ingruc | 1.65% | 0% | 98.12% | 2/1/2025 |
 Coinbase (COIN) | 1.58% | 0% | 56.9% | 2/1/2025 |
 BigTech | 1.57% | 0% | 90.23% | 2/1/2025 |
 2BSmart | 1.54% | 0% | 98.12% | 2/1/2025 |
 arash007 | 1.53% | 0% | 98.12% | 2/1/2025 |
 Meta (META) | 1.45% | 0% | 74.84% | 1/13/2025 |
 Alderique | 1.38% | 0% | 98.12% | 2/1/2025 |
 Cancer-Med | 1.37% | 0% | 90.23% | 2/1/2025 |
 AlexZy | 1.37% | 0% | 98.12% | 2/1/2025 |
 FoodDrink | 1.35% | 0% | 90.23% | 2/1/2025 |
 Nezatron | 1.33% | 0% | 98.12% | 2/1/2025 |
 DonFan | 1.33% | 0% | 95.02% | 2/1/2025 |
 Danielovic135 | 1.32% | 0% | 95.02% | 2/1/2025 |
 EuropeEconomy | 1.27% | 0% | 90.23% | 2/1/2025 |
 Utilities | 1.24% | 0% | 90.23% | 2/1/2025 |
 liborvasa | 1.22% | 0% | 98.12% | 2/1/2025 |
 tradecatalog | 1.2% | 0% | 88.45% | 10/21/2024 |
 Iura10 | 1.17% | 0% | 92.77% | 2/1/2025 |
 fabiancardona08 | 1.16% | 0% | 93.8% | 12/17/2024 |
 ValueFund | 1.16% | 0% | 79.53% | 2/1/2025 |
 DividendGrowth | 1.14% | 0% | 40.85% | 5/26/2023 |
 Rapidev12sp | 1.14% | 0% | 84.88% | 2/1/2025 |
 NordicEconomy | 1.13% | 0% | 90.23% | 2/1/2025 |
 Ralph Lauren (RL) | 1.13% | 0% | 69.86% | 2/1/2025 |
 Schneider Electric (SU.PA) | 1.12% | 0% | 76.24% | 2/1/2025 |
 RIVABULLMARKET | 1.12% | 0% | 92.77% | 2/1/2025 |
 IBM (IBM) | 1.11% | 0% | 76.62% | 2/1/2025 |
 JeppeKirkBonde | 1.07% | 0% | 38.97% | 2/1/2025 |
 NestorArmstrong | 1.07% | 0% | 98.12% | 2/1/2025 |
 Teduinvest | 1.06% | 0% | 73.33% | 2/1/2025 |
 JiLMMM | 1.05% | 0% | 73.33% | 2/1/2025 |
 FoodTech | 1.05% | 0% | 81.88% | 2/1/2025 |
 Apple (AAPL) | 1.04% | 0% | 74.84% | 1/13/2025 |
 DividendsMonthly | 1.02% | 0% | 75.12% | 12/16/2024 |
| Cintas (CTAS) | 1.01% | 0% | 78.31% | 2/1/2025 |
 Microsoft (MSFT) | 1% | 0% | 74.84% | 1/13/2025 |
 Amazon (AMZN) | 1% | 0% | 76.62% | 2/1/2025 |
 lee88eng | 1% | 0% | 98.12% | 2/1/2025 |
 Thibautr | 1% | 0% | 98.12% | 2/1/2025 |
 Alphabet (GOOG) | 0.99% | 0% | 76.62% | 2/1/2025 |
 AndreaMarcon16 | 0.98% | 0% | 92.77% | 2/1/2025 |
| Parker-Hannifin (PH) | 0.98% | 0% | 78.59% | 2/1/2025 |
 Finanzkasper | 0.94% | 0% | 92.77% | 2/1/2025 |
 Visa (V) | 0.94% | 0% | 73.62% | 2/1/2025 |
| 0.89% | 0% | 61.22% | 2/28/2024 | |
 AI-Revolution | 0.89% | 0% | 56.81% | 2/1/2025 |
 Dassault Systemes (DSY.PA) | 0.87% | 0% | 57.75% | 6/17/2024 |
 ImrichMajercsik | 0.8% | 0% | 92.77% | 2/1/2025 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.74% | 0% | 52.58% | 11/28/2023 |
 Danone (BN.PA) | 0.73% | 0% | 37.75% | 11/6/2024 |
 Chip-Tech | 0.73% | 0% | 55.59% | 2/1/2025 |
| Dover (DOV) | 0.73% | 0% | 78.59% | 2/1/2025 |
 Adobe (ADBE) | 0.73% | 0% | 56.9% | 2/1/2025 |
 ChinaTech | 0.72% | 0% | 55.77% | 2/1/2025 |
| ABM (ABM) | 0.69% | 0% | 78.59% | 2/1/2025 |
| Lowe's (LOW) | 0.65% | 0% | 78.59% | 2/1/2025 |
 Genuine Parts (GPC) | 0.62% | 0% | 69.58% | 10/28/2024 |
 AdamosH | 0.61% | 0% | 48.45% | 2/1/2025 |
 Thermo Fisher (TMO) | 0.59% | 0% | 76.24% | 2/1/2025 |
 Home Depot (HD) | 0.57% | 0% | 73.62% | 2/1/2025 |
 Procter & Gamble (PG) | 0.55% | 0% | 45.92% | 11/6/2024 |
 iiapad0ks | 0.54% | 0% | 66.38% | 2/28/2024 |
 iBore99 | 0.53% | 0% | 39.62% | 2/1/2025 |
 JORDENBOER | 0.52% | 0% | 54.37% | 11/5/2024 |
| 0.51% | 0% | 44.32% | 8/29/2023 | |
 Eli Lilly (LLY) | 0.51% | 0% | 33.8% | 1/13/2025 |
 MaxDividend | 0.5% | 0% | 37.56% | 5/24/2023 |
| 0.49% | 0% | 41.88% | 2/28/2024 | |
 BHP (BHP) | 0.48% | 0% | 68.36% | 12/30/2024 |
| 0.46% | 0% | 30.7% | 8/25/2023 | |
 Aukie2008 | 0.45% | 0% | 35.21% | 12/16/2024 |
 Trigano (TRI.PA) | 0.44% | 0% | 55.49% | 6/17/2024 |
 Porsche (P911.DE) | 0.43% | 0% | 42.25% | 1/10/2024 |
 Stefans9312 | 0.41% | 0% | 57.46% | 2/1/2025 |
 Engie (ENGI.PA) | 0.4% | 0% | 34.84% | 6/17/2024 |
 HalalDividend | 0.4% | 0% | 31.55% | 2/1/2025 |
 ChristopheNour | 0.4% | 0% | 31.55% | 2/1/2025 |
 Starbucks (SBUX) | 0.39% | 0% | 48.54% | 3/21/2024 |
 Stellantis (STLA.US) | 0.39% | 0% | 22.91% | 6/6/2023 |
 Drcmart | 0.39% | 0% | 31.55% | 2/1/2025 |
 Saint-Gobain (SGO.PA) | 0.39% | 0% | 29.58% | 2/1/2025 |
 Coca-Cola (KO) | 0.39% | 0% | 43.57% | 2/2/2024 |
 Texas Instruments (TXN) | 0.39% | 0% | 44.13% | 4/1/2024 |
| 0.38% | 0% | 32.86% | 2/28/2023 | |
 DivGrowth | 0.38% | 0% | 35.31% | 5/24/2023 |
 DrPeterWilson | 0.37% | 0% | 44.32% | 8/29/2023 |
| 0.31% | 0% | 28.83% | 3/15/2023 | |
 ExxonMobil (XOM) | 0.31% | 0% | 26.76% | 1/13/2025 |
| 0.31% | 0% | 35.96% | 5/31/2023 | |
 acetoandrea | 0.3% | 0% | 33.43% | 2/28/2024 |
 axisnet | 0.3% | 0% | 27.51% | 2/28/2023 |
 Illumina (ILMN) | 0.29% | 0% | 22.25% | 5/30/2023 |
 Four-Horsemen | 0.29% | 0% | 20% | 1/5/2023 |
 McDonald's (MCD) | 0.29% | 0% | 8.17% | 8/20/2024 |
 Trex8u247 | 0.28% | 0% | 24.69% | 11/25/2022 |
 Accenture (ACN) | 0.28% | 0% | 42.54% | 2/1/2025 |
 bwoodinv | 0.27% | 0% | 24.79% | 11/28/2022 |
 rubymza | 0.27% | 0% | 24.79% | 11/28/2022 |
 adams302 | 0.27% | 0% | 33.52% | 2/29/2024 |
 McCormick (MKC) | 0.26% | 0% | 35.77% | 11/3/2023 |
| 0.24% | 0% | 30.99% | 6/18/2024 | |
 ACM-NL | 0.24% | 0% | 16.81% | 8/29/2023 |
 mischellka | 0.22% | 0% | 18.31% | 12/16/2024 |
 Kering (KER.PA) | 0.19% | 0% | 24.98% | 11/28/2023 |
 Gilead Sciences (GILD) | 0.18% | 0% | 16.43% | 5/30/2023 |
 Caterpillar (CAT) | 0.18% | 0% | 21.41% | 5/30/2023 |
 NextEra (NEE) | 0.17% | 0% | 27.89% | 8/7/2023 |
 Bitcoin (BTC) | 0.17% | 0% | 14.84% | 10/28/2022 |
 Ethereum (ETH) | 0.16% | 0% | 13.99% | 10/28/2022 |
 Air Products (APD) | 0.16% | 0% | 21.41% | 5/30/2023 |
 Chevron (CVX) | 0.16% | 0% | 22.07% | 6/6/2023 |
 Federal Realty (FRT) | 0.15% | 0% | 21.69% | 5/30/2023 |
 MetaverseLife | 0.14% | 0% | 10.7% | 10/12/2022 |
| 0.14% | 0% | 9.67% | 9/30/2022 | |
 Sherwin-Williams (SHW) | 0.14% | 0% | 21.41% | 5/30/2023 |
 General Dynamics (GD) | 0.14% | 0% | 21.41% | 5/30/2023 |
 American Water (AWK) | 0.14% | 0% | 21.69% | 5/30/2023 |
 General Mills (GIS) | 0.14% | 0% | 22.16% | 6/6/2023 |
 Nordson (NDSN) | 0.14% | 0% | 21.69% | 5/30/2023 |
 Tesla (TSLA) | 0.14% | 0% | 21.69% | 5/30/2023 |
 Johnson & Johnson (JNJ) | 0.13% | 0% | 22.35% | 6/6/2023 |
 3M (MMM) | 0.13% | 0% | 21.69% | 5/30/2023 |
 Brown & Brown (BRO) | 0.12% | 0% | 21.41% | 5/30/2023 |
| 0.12% | 0% | 20.75% | 1/4/2024 | |
 Hormel (HRL) | 0.12% | 0% | 21.69% | 5/30/2023 |
 Private-Equity | 0.1% | 0% | 9.11% | 2/1/2025 |
 Target (TGT) | 0.1% | 0% | 16.71% | 5/30/2023 |
| 0.1% | 0% | 53.15% | 12/4/2023 | |
 Axcelis (ACLS) | 0.1% | 0% | 11.36% | 4/18/2024 |
 AbbVie (ABBV) | 0.1% | 0% | 16.71% | 5/30/2023 |
 Shopify (SHOP) | 0.08% | 0% | 5.07% | 2/1/2025 |
 Aedifica (AED.BR) | 0.08% | 0% | 3.76% | 10/28/2024 |
 Pioneer Natural Resources Company (PXD) | 0.08% | 0% | 16.43% | 5/30/2023 |
 Western Midstream (WES) | 0.08% | 0% | 4.23% | 12/17/2022 |
 Biogen (BIIB) | 0.07% | 0% | 8.36% | 2/1/2025 |
 ChinaCar | 0.07% | 0% | 5.07% | 9/9/2022 |
 iShares MSCI India ETF (INDA) | 0.06% | 0% | 5.45% | 11/25/2024 |
 Moderna (MRNA) | 0.05% | 0% | 6.38% | 8/7/2023 |
 Occidental (OXY) | 0.05% | 0% | 2.72% | 1/9/2024 |
 FDJ (FDJ.PA) | 0.05% | 0% | 4.32% | 12/12/2023 |
 Global-Edge | 0.05% | 0% | 2.25% | 11/25/2024 |
 Martidg97 | 0.05% | 0% | 4.41% | 2/1/2025 |
 Space-Investor | 0.05% | 0% | 4.41% | 2/1/2025 |
 Allianz (ALV.DE) | 0.04% | 0% | 7.32% | 5/31/2023 |
 IshfaaqPeerally | 0.04% | 0% | 4.32% | 2/1/2025 |
 Stellantis (STLAM.MI) | 0.03% | 0% | 2.63% | 9/20/2023 |
 Hermes (RMS.PA) | 0.03% | 0% | 2.54% | 11/22/2023 |
 Sunoco (SUN) | 0.03% | 0% | 2.07% | 9/29/2023 |
 Parsons (PSN.US) | 0.03% | 0% | 3.47% | 2/22/2024 |
 F&G Annuities & Life (FG) | 0.03% | 0% | 13.99% | 5/30/2023 |
 Stryker (SYK) | 0.01% | 0% | 4.51% | 9/27/2023 |
 Apollo (APO) | 0.01% | 0% | 1.5% | 11/29/2023 |
 Scilex (SCLX) | 0.01% | 0% | 40.94% | 8/5/2024 |
 Knife River (KNF) | 0.01% | 0% | 35.31% | 6/17/2024 |
 Lear (LEA) | 0.01% | 0% | 0.38% | 8/11/2023 |
 BNP Paribas (BNP.PA) | 0% | 0% | 7.04% | 5/30/2023 |
 Prosus (PRX.NV) | 0% | 0% | 12.21% | 1/23/2024 |
 Solventum (SOLV) | 0% | 0% | 7.04% | 6/17/2024 |
 GE HealthCare (GEHC) | 0% | 0% | 9.58% | 5/30/2023 |
 GE Vernova (GEV) | 0% | 0% | 6.95% | 6/17/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 2.16% | 5/5/2022 |
 Accelleron (ACLN.ZU) | 0% | 0% | 0.09% | 10/4/2022 |
 Mirati Therapeutics Inc Merger CVR (MRTX.CVR) | 0% | 0% | 0% | - |
 Country Garden (2007.HK) | 0% | 0% | 0% | - |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
 Cavendish Hydrogen (CAVEN.OL) | 0% | 0% | 0% | - |
 Glatfelter (MAGN) | 0% | 0% | 0% | - |
 Veralto (VLTO) | 0% | 0% | 0% | - |
 Net Lease Office Properties (NLOP) | 0% | 0% | 0% | - |
 Southern Copper (SCCO) | 0% | 0% | 0% | - |
 Gerdau (GGB) | 0% | 0% | 0% | - |
 Philips (PHIA.NV) | 0% | 0% | 0% | - |
 Mandatum (MANTA.HE) | 0% | 0% | 0% | - |
 Mink Therapeutics (INKT) | 0% | 0% | 0% | - |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
 Sandoz (SDZNY) | 0% | 0% | 0% | - |
 Air Liquide (AI.PA) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 5.25% | 5.01% |
| Meta (META) | 3.6% | 4.57% |
| Coinbase (COIN) | 0.94% | 3.23% |
| ABM (ABM) | 2.98% | 2.62% |
| BigTech | 2.07% | 2.44% |
| Ralph Lauren (RL) | 1.35% | 2.28% |
| triangulacapital | 2.51% | 2% |
| IBM (IBM) | 1.35% | 1.92% |
| Schneider Electric (SU.PA) | 1.35% | 1.85% |
| 2BSmart | 1.39% | 1.83% |
| AI-Revolution | 1.76% | 1.82% |
| arash007 | 1.32% | 1.67% |
| Shopify (SHOP) | 2.24% | 1.67% |
| Amazon (AMZN) | 1.08% | 1.65% |
| ingruc | 2% | 1.64% |
| Visa (V) | 1.35% | 1.6% |
| Parker-Hannifin (PH) | 0.81% | 1.59% |
| liborvasa | 2.08% | 1.57% |
| JiLMMM | 1.8% | 1.54% |
| Alderique | 1.8% | 1.53% |
| Cintas (CTAS) | 1.08% | 1.53% |
| Alphabet (GOOG) | 1.08% | 1.53% |
| Finanzkasper | 1.17% | 1.52% |
| AlexZy | 1.41% | 1.51% |
| Danielovic135 | 1.48% | 1.47% |
| DonFan | 1.48% | 1.46% |
| Cancer-Med | 1.6% | 1.45% |
| Saint-Gobain (SGO.PA) | 1.49% | 1.44% |
| Teduinvest | 1.58% | 1.43% |
| EuropeEconomy | 1.53% | 1.42% |
| ValueFund | 1.57% | 1.41% |
| ChinaTech | 1.42% | 1.39% |
| Utilities | 1.53% | 1.38% |
| AdamosH | 1.39% | 1.37% |
| FoodDrink | 1.51% | 1.36% |
| Microsoft (MSFT) | 1.08% | 1.36% |
| Eli Lilly (LLY) | 1.35% | 1.34% |
| iBore99 | 1.55% | 1.32% |
| NestorArmstrong | 1.54% | 1.32% |
| RIVABULLMARKET | 1.45% | 1.31% |
| Nezatron | 1.51% | 1.31% |
| ChristopheNour | 1.52% | 1.26% |
| NordicEconomy | 1.4% | 1.24% |
| Drcmart | 1.43% | 1.23% |
| Iura10 | 1.66% | 1.23% |
| HalalDividend | 1.37% | 1.22% |
| Chip-Tech | 1.42% | 1.2% |
| Rapidev12sp | 1.38% | 1.16% |
| FoodTech | 1.37% | 1.15% |
| Private-Equity | 1.36% | 1.11% |
| Martidg97 | 1.37% | 1.1% |
| Space-Investor | 1.35% | 1.1% |
| JeppeKirkBonde | 1.36% | 1.09% |
| ExxonMobil (XOM) | 1.35% | 1.03% |
| Dover (DOV) | 0.81% | 1.02% |
| lee88eng | 1.19% | 1.01% |
| IshfaaqPeerally | 1.22% | 1% |
| Biogen (BIIB) | 1.08% | 0.99% |
| Thibautr | 1.11% | 0.98% |
| Adobe (ADBE) | 1.08% | 0.96% |
| AndreaMarcon16 | 1.13% | 0.92% |
| Lowe's (LOW) | 0.81% | 0.85% |
| Home Depot (HD) | 0.81% | 0.83% |
| ImrichMajercsik | 0.93% | 0.82% |
| Stefans9312 | 0.91% | 0.7% |
| Thermo Fisher (TMO) | 0.81% | 0.69% |
| Accenture (ACN) | 0.68% | 0.62% |
| Glatfelter (MAGN) | 0% | 0% |
| Southern Copper (SCCO) | 0% | 0% |
| Mirati Therapeutics Inc Merger CVR (MRTX.CVR) | 0% | 0% |
| Scilex (SCLX) | 0% | 0% |
| Country Garden (2007.HK) | 0.01% | 0% |
| NOVATEK OAO (NVTKL.L) | 0.06% | 0% |