Portfolio Diversification
Range
Most Diversified
10 instruments
July 7, 2023
Least Diversified
7 instruments
January 5, 2022
Average
8.4 instruments
Most Consistent Holdings
Top 5
MSFT100%
PG100%
V100%
ABBV100%
CRWD98.8%
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) | 20.01% | 0% | 98.24% | 6/17/2025 |
| Crowdstrike (CRWD) | 14.68% | 32.12% | 98.8% | - |
| AbbVie (ABBV) | 12.14% | 8.92% | 100% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 10.87% | 17.04% | 56.03% | - |
| Visa (V) | 9.4% | 6.53% | 100% | - |
| Microsoft (MSFT) | 7.7% | 5.29% | 100% | - |
| Procter & Gamble (PG) | 6.32% | 2.91% | 100% | - |
 Delta (DAL) | 6.02% | 0% | 78.29% | 10/10/2024 |
 Johnson & Johnson (JNJ) | 4.07% | 0% | 43.97% | 7/31/2023 |
 Activision Blizzard, Inc. (ATVI) | 1.49% | 0% | 24.98% | 10/16/2023 |
 Ally (ALLY) | 1.39% | 5.62% | 23.94% | - |
 Bitcoin (BTC) | 0.47% | 0% | 9.1% | 3/6/2025 |
 Eni (ENI.MI) | 0.27% | 6.19% | 4.39% | - |
 Occidental (OXY) | 0.02% | 0% | 1.76% | 7/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Crowdstrike (CRWD) | 25.14% | 26.36% |
| Vanguard Dividend Appreciation ETF (VIG) | 22.59% | 19.73% |
| Suncor (SU) | 13.54% | 15.74% |
| AbbVie (ABBV) | 10.31% | 10.17% |
| Visa (V) | 5.69% | 7.09% |
| Ally (ALLY) | 7.58% | 6.11% |
| Microsoft (MSFT) | 4.01% | 5.46% |
| Bitcoin (BTC) | 6.99% | 5.2% |
| Procter & Gamble (PG) | 3.64% | 3.77% |