Portfolio Diversification
Range
Most Diversified
63 instruments
February 1, 2025
Least Diversified
0 instruments
November 5, 2022
Average
33.4 instruments
Most Consistent Holdings
Top 5
COLO-B.CO79.08%
MUV2.DE78.95%
FRE.DE78.95%
BTI78.95%
TTE.PA75.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 5, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 33.85% | 0% | 37.61% | 9/19/2023 |
| British American Tobacco (BTI) | 1.6% | 0% | 78.95% | 2/1/2025 |
| Fresenius (FRE.DE) | 1.56% | 0% | 78.95% | 2/1/2025 |
 Novonesis B (NSIS-B.CO) | 1.43% | 0% | 59.03% | 2/1/2025 |
| TotalEnergies (TTE.PA) | 1.42% | 0% | 75.09% | 2/1/2025 |
 Halma (HLMA.L) | 1.41% | 0% | 70.36% | 2/1/2025 |
| Coloplast (COLO-B.CO) | 1.39% | 0% | 79.08% | 2/1/2025 |
 Unilever (ULVR.L) | 1.38% | 0% | 75.09% | 2/1/2025 |
 Frontline (FRO) | 1.31% | 0% | 61.02% | 2/1/2025 |
 Hermes (RMS.PA) | 1.29% | 0% | 58.28% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 1.21% | 0% | 46.08% | 2/1/2025 |
 DHT Holdings (DHT) | 1.19% | 0% | 61.02% | 2/1/2025 |
 Henkel (HEN3.DE) | 1.18% | 0% | 58.28% | 2/1/2025 |
 Air Liquide (AI.PA) | 1.17% | 0% | 58.28% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.17% | 0% | 67.5% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.17% | 0% | 59.15% | 2/1/2025 |
 Novartis (NVS) | 1.1% | 0% | 58.28% | 2/1/2025 |
 Konecranes (KCR.HE) | 1.1% | 0% | 48.57% | 2/1/2025 |
 BHP (BHP) | 1.08% | 0% | 59.15% | 2/1/2025 |
 HDFC (HDB) | 1.08% | 0% | 59.03% | 2/1/2025 |
 Spirax-Sarco (SPX.L) | 1.07% | 0% | 58.28% | 2/1/2025 |
 Eni (ENI.MI) | 1.06% | 0% | 62.02% | 2/1/2025 |
 Alphabet (GOOGL) | 1.06% | 0% | 51.56% | 2/1/2025 |
 Diageo (DEO) | 1.04% | 0% | 67.5% | 2/1/2025 |
 Golden Ocean (GOGL.US) | 1.03% | 0% | 35.99% | 9/3/2024 |
| Munich Re (MUV2.DE) | 1.03% | 0% | 78.95% | 2/1/2025 |
 Bakkafrost (BAKKA.OL) | 0.99% | 0% | 52.3% | 2/1/2025 |
 Philips (PHIA.NV) | 0.99% | 0% | 58.28% | 2/1/2025 |
 Realty Income (O) | 0.98% | 0% | 54.67% | 2/1/2025 |
 Aramco (SAOC) | 0.97% | 0% | 62.14% | 2/1/2025 |
 Microsoft (MSFT) | 0.96% | 0% | 51.56% | 2/1/2025 |
 Chubb (CB) | 0.96% | 0% | 74.72% | 2/1/2025 |
 Sanofi (SAN.PA) | 0.95% | 0% | 58.28% | 2/1/2025 |
 Gjensidige (GJF.OL) | 0.95% | 0% | 54.05% | 2/1/2025 |
 Nestle (NESN.ZU) | 0.95% | 0% | 58.28% | 2/1/2025 |
 Pandora (PNDORA.CO) | 0.95% | 0% | 48.57% | 2/1/2025 |
 RELX (REL.L) | 0.91% | 0% | 70.36% | 2/1/2025 |
 Betsson (BETSB.ST) | 0.89% | 0% | 48.57% | 2/1/2025 |
 Tryg (TRYG.CO) | 0.88% | 0% | 52.43% | 2/1/2025 |
 Mowi (MOWI.OL) | 0.87% | 0% | 52.3% | 2/1/2025 |
 Wolters Kluwer (WKL.NV) | 0.87% | 0% | 70.36% | 2/1/2025 |
 Orkla (ORK.OL) | 0.85% | 0% | 48.57% | 2/1/2025 |
 LEG Immobilien (LEG.DE) | 0.84% | 0% | 48.57% | 2/1/2025 |
 CRH (CRH.L) | 0.83% | 0% | 67.5% | 2/1/2025 |
 Amcor (AMCR) | 0.82% | 0% | 48.69% | 2/1/2025 |
 Kinder Morgan (KMI) | 0.81% | 0% | 44.71% | 2/1/2025 |
 Handelsbanken (SHB-A.ST) | 0.78% | 0% | 48.57% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.71% | 0% | 61.02% | 2/1/2025 |
 Enbridge (ENB) | 0.71% | 0% | 44.71% | 2/1/2025 |
 Nordic American Tankers (NAT) | 0.69% | 0% | 34% | 2/1/2025 |
 NextEra (NEE) | 0.68% | 0% | 37.86% | 2/1/2025 |
 ASSA ABLOY (ASSA-B.ST) | 0.66% | 0% | 58.28% | 2/1/2025 |
 Occidental (OXY) | 0.62% | 0% | 37.86% | 2/1/2025 |
 Energy Transfer (ET) | 0.62% | 0% | 37.86% | 2/1/2025 |
 Nu (NU) | 0.59% | 0% | 34% | 2/1/2025 |
 L'Oréal (OR.PA) | 0.55% | 0% | 58.28% | 2/1/2025 |
 Aegon (AGN.NV) | 0.5% | 0% | 33.87% | 2/1/2025 |
 Salzgitter (SZG.DE) | 0.41% | 0% | 17.43% | 2/1/2025 |
 Vale (VALE) | 0.35% | 0% | 17.43% | 2/1/2025 |
 Rio Tinto (RIO.L) | 0.35% | 0% | 19.55% | 2/1/2025 |
 Alibaba (BABA) | 0.31% | 0% | 20.55% | 2/1/2025 |
 WP Carey (WPC) | 0.27% | 0% | 13.7% | 2/1/2025 |
 Dampskibsselskabet Norden A/S (DNORD.CO) | 0.27% | 0% | 21.92% | 2/1/2025 |
 Leggett & Platt (LEG) | 0.24% | 0% | 14.69% | 5/2/2024 |
 CLP (00002.HK) | 0% | 0% | 0.12% | 8/3/2023 |
 Lancashire (LRE.L) | 0% | 0% | 0.12% | 2/1/2025 |
 AES (AES) | 0% | 0% | 0.12% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Semiconductor ETF (SOXX) | 2.84% | 2.61% |
| Salzgitter (SZG.DE) | 2.32% | 2.38% |
| Kinder Morgan (KMI) | 1.55% | 2.29% |
| Konecranes (KCR.HE) | 1.55% | 2.23% |
| Alphabet (GOOGL) | 1.55% | 2.09% |
| Pandora (PNDORA.CO) | 1.55% | 2.05% |
| Novonesis B (NSIS-B.CO) | 1.55% | 2.03% |
| WP Carey (WPC) | 2.32% | 2% |
| Hermes (RMS.PA) | 1.55% | 2% |
| Halma (HLMA.L) | 1.55% | 1.93% |
| Nordic American Tankers (NAT) | 3.1% | 1.9% |
| Betsson (BETSB.ST) | 1.55% | 1.89% |
| Fresenius (FRE.DE) | 1.55% | 1.87% |
| Vale (VALE) | 2.32% | 1.86% |
| Henkel (HEN3.DE) | 1.55% | 1.83% |
| Energy Transfer (ET) | 1.55% | 1.82% |
| Occidental (OXY) | 2.32% | 1.81% |
| Rio Tinto (RIO.L) | 1.94% | 1.78% |
| Enbridge (ENB) | 1.55% | 1.76% |
| Orkla (ORK.OL) | 1.55% | 1.74% |
| Bakkafrost (BAKKA.OL) | 1.55% | 1.72% |
| Philips (PHIA.NV) | 1.55% | 1.71% |
| Schwab US Dividend Equity ETF (SCHD) | 1.55% | 1.7% |
| Unilever (ULVR.L) | 1.54% | 1.67% |
| NextEra (NEE) | 1.55% | 1.66% |
| Microsoft (MSFT) | 1.55% | 1.66% |
| Gjensidige (GJF.OL) | 1.55% | 1.64% |
| HDFC (HDB) | 1.55% | 1.6% |
| Air Liquide (AI.PA) | 1.55% | 1.6% |
| LEG Immobilien (LEG.DE) | 1.55% | 1.57% |
| British American Tobacco (BTI) | 1.55% | 1.56% |
| Handelsbanken (SHB-A.ST) | 1.55% | 1.5% |
| Novartis (NVS) | 1.55% | 1.49% |
| Tryg (TRYG.CO) | 1.55% | 1.49% |
| Mowi (MOWI.OL) | 1.55% | 1.49% |
| Realty Income (O) | 1.55% | 1.48% |
| Alibaba (BABA) | 1.55% | 1.48% |
| Amcor (AMCR) | 1.55% | 1.43% |
| Aegon (AGN.NV) | 1.55% | 1.42% |
| Nu (NU) | 1.55% | 1.38% |
| Novo Nordisk (NOVO-B.CO) | 1.55% | 1.38% |
| Sanofi (SAN.PA) | 1.55% | 1.38% |
| Coloplast (COLO-B.CO) | 1.55% | 1.37% |
| DHT Holdings (DHT) | 1.55% | 1.35% |
| TotalEnergies (TTE.PA) | 1.55% | 1.35% |
| BHP (BHP) | 1.55% | 1.27% |
| Eni (ENI.MI) | 1.55% | 1.26% |
| Aramco (SAOC) | 1.55% | 1.21% |
| Spirax-Sarco (SPX.L) | 1.55% | 1.19% |
| CRH (CRH.L) | 0.77% | 1.17% |
| Diageo (DEO) | 1.55% | 1.15% |
| Dampskibsselskabet Norden A/S (DNORD.CO) | 1.55% | 1.15% |
| Frontline (FRO) | 1.55% | 1.13% |
| Nestle (NESN.ZU) | 1.55% | 1.1% |
| RELX (REL.L) | 0.77% | 1.07% |
| Wolters Kluwer (WKL.NV) | 0.77% | 1.05% |
| Chubb (CB) | 0.77% | 1.05% |
| Munich Re (MUV2.DE) | 0.77% | 1.02% |
| ASSA ABLOY (ASSA-B.ST) | 0.77% | 1.01% |
| iShares MSCI India ETF (INDA) | 0.77% | 0.86% |
| L'Oréal (OR.PA) | 0.77% | 0.65% |