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Portfolio Diversification
Range
Most Diversified
10 instruments
July 7, 2023
Least Diversified
0 instruments
April 4, 2026
Average
8.3 instruments
Most Consistent Holdings
Top 5
MSFT99.93%
V99.93%
ABBV99.93%
PG99.35%
CRWD98.95%
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) | 17.11% | 20.85% | 98.95% | - |
 Suncor (SU) | 16.42% | 0% | 80.62% | 6/17/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 12.05% | 14.22% | 63.85% | - |
| AbbVie (ABBV) | 11.75% | 7.65% | 99.93% | - |
| Visa (V) | 8.79% | 4.39% | 99.93% | - |
| Microsoft (MSFT) | 7.21% | 4.8% | 99.93% | - |
| Procter & Gamble (PG) | 5.66% | 0% | 99.35% | 3/30/2026 |
 Delta (DAL) | 4.94% | 0% | 64.24% | 10/10/2024 |
 Eni (ENI.MI) | 3.59% | 27.38% | 21.48% | - |
 Johnson & Johnson (JNJ) | 3.34% | 0% | 36.08% | 7/31/2023 |
 Ally (ALLY) | 2.1% | 0% | 36.94% | 3/30/2026 |
 Activision Blizzard, Inc. (ATVI) | 1.22% | 0% | 20.5% | 10/16/2023 |
 Bitcoin (BTC) | 0.38% | 0% | 7.47% | 3/6/2025 |
 Banca Mediolanum (BMED.MI) | 0.04% | 10.69% | 0.52% | - |
 Occidental (OXY) | 0.01% | 0% | 1.44% | 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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