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Portfolio Diversification
Range
Most Diversified
10 instruments
July 7, 2023
Least Diversified
7 instruments
January 5, 2022
Average
8.3 instruments
Most Consistent Holdings
Top 5
MSFT100%
PG100%
V100%
ABBV100%
CRWD98.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Suncor (SU) | 17.2% | 0% | 84.43% | 6/17/2025 |
| Crowdstrike (CRWD) | 16.79% | 27.14% | 98.97% | - |
| AbbVie (ABBV) | 11.85% | 9.95% | 100% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 11.81% | 17.92% | 62.21% | - |
| Visa (V) | 8.95% | 5.82% | 100% | - |
| Microsoft (MSFT) | 7.36% | 4.45% | 100% | - |
| Procter & Gamble (PG) | 5.82% | 2.66% | 100% | - |
 Delta (DAL) | 5.17% | 0% | 67.28% | 10/10/2024 |
 Johnson & Johnson (JNJ) | 3.5% | 0% | 37.79% | 7/31/2023 |
 Eni (ENI.MI) | 2.4% | 25.42% | 17.83% | - |
 Ally (ALLY) | 1.99% | 5.78% | 34.64% | - |
 Activision Blizzard, Inc. (ATVI) | 1.28% | 0% | 21.47% | 10/16/2023 |
 Bitcoin (BTC) | 0.4% | 0% | 7.82% | 3/6/2025 |
 Occidental (OXY) | 0.01% | 0% | 1.51% | 7/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Crowdstrike (CRWD) | 21.77% | 28.52% |
| Eni (ENI.MI) | 30.9% | 22.98% |
| Vanguard Dividend Appreciation ETF (VIG) | 19.56% | 17.48% |
| AbbVie (ABBV) | 8.93% | 10.33% |
| Visa (V) | 4.93% | 6.22% |
| Ally (ALLY) | 6.57% | 6.06% |
| Microsoft (MSFT) | 3.47% | 4.95% |
| Procter & Gamble (PG) | 3.15% | 2.54% |
Cash & Instruments Over Time
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