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Portfolio Diversification
Range
Most Diversified
10 instruments
July 7, 2023
Least Diversified
0 instruments
April 4, 2026
Average
8.1 instruments
Most Consistent Holdings
Top 5
MSFT99.48%
V99.48%
CRWD98.68%
ABBV90.79%
PG87.33%
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 |
|---|---|---|---|---|
| Crowdstrike (CRWD) | 17.99% | 16.44% | 98.68% | - |
 Suncor (SU) | 14.44% | 0% | 70.87% | 6/17/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 11.84% | 0% | 66.95% | 10/21/2026 |
| AbbVie (ABBV) | 10.53% | 0% | 90.79% | 6/3/2026 |
| Visa (V) | 8.16% | 3.37% | 99.48% | - |
| Microsoft (MSFT) | 7.71% | 12.29% | 99.48% | - |
 Eni (ENI.MI) | 5.55% | 10.99% | 30.57% | - |
| Procter & Gamble (PG) | 4.98% | 0% | 87.33% | 3/30/2026 |
 Delta (DAL) | 4.34% | 0% | 56.48% | 10/10/2024 |
 Johnson & Johnson (JNJ) | 2.94% | 0% | 31.72% | 7/31/2023 |
 Banca Mediolanum (BMED.MI) | 2.29% | 10.1% | 12.09% | - |
 Ally (ALLY) | 1.85% | 0% | 32.47% | 3/30/2026 |
 Activision Blizzard, Inc. (ATVI) | 1.08% | 0% | 18.02% | 10/16/2023 |
 Bitcoin (BTC) | 0.34% | 0% | 6.56% | 3/6/2025 |
 Imperial Brands (IMB.L) | 0.32% | 19.33% | 2.13% | - |
 Legal & General (LGEN.L) | 0.15% | 17.39% | 1.15% | - |
 AMD (AMD) | 0.09% | 6.31% | 1.67% | - |
 NVIDIA (NVDA) | 0.07% | 3.93% | 1.67% | - |
 Occidental (OXY) | 0.01% | 0% | 1.27% | 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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