Portfolio Diversification
Range
Most Diversified
55 instruments
January 16, 2022
Least Diversified
0 instruments
February 2, 2025
Average
44.1 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
MSFT99.91%
CVX99.91%
HD99.91%
JPM99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 5.08% | 0% | 99.91% | 2/1/2025 |
 Broadcom (AVGO) | 3.65% | 0% | 99.91% | 2/1/2025 |
 ExxonMobil (XOM) | 3.02% | 0% | 99.91% | 2/1/2025 |
 Hermes (RMS.PA) | 2.9% | 0% | 99.91% | 2/1/2025 |
| Chevron (CVX) | 2.81% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 2.78% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 2.66% | 0% | 99.91% | 2/1/2025 |
 Oracle (ORCL) | 2.66% | 0% | 99.91% | 2/1/2025 |
 Walmart (WMT) | 2.5% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 2.46% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 2.42% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 2.37% | 0% | 99.91% | 2/1/2025 |
 PepsiCo (PEP) | 2.34% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 2.33% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 2.28% | 0% | 99.91% | 2/1/2025 |
| JPMorgan (JPM) | 2.26% | 0% | 99.91% | 2/1/2025 |
 Accenture (ACN) | 2.24% | 0% | 99.91% | 2/1/2025 |
 TSMC (TSM) | 2.23% | 0% | 99.91% | 2/1/2025 |
| Home Depot (HD) | 2.23% | 0% | 99.91% | 2/1/2025 |
 Omega Healthcare (OHI) | 2.13% | 0% | 99.91% | 2/1/2025 |
 ASML (ASML) | 2.05% | 0% | 99.91% | 2/1/2025 |
 WP Carey (WPC) | 2% | 0% | 99.91% | 2/1/2025 |
 Realty Income (O) | 2% | 0% | 99.91% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 2% | 0% | 93.16% | 11/19/2024 |
 Zoetis (ZTS) | 1.99% | 0% | 99.91% | 2/1/2025 |
 Caterpillar (CAT) | 1.97% | 0% | 75.91% | 2/1/2025 |
 BlackRock (BLK) | 1.94% | 0% | 99.91% | 2/1/2025 |
 Capgemini (CAP.PA) | 1.85% | 0% | 91.42% | 10/31/2024 |
 Nestle (NESN.ZU) | 1.76% | 0% | 87.5% | 9/17/2024 |
 Comcast (CMCSA) | 1.7% | 0% | 75.91% | 2/1/2025 |
 Colgate (CL) | 1.65% | 0% | 75.91% | 2/1/2025 |
 Procter & Gamble (PG) | 1.61% | 0% | 75.91% | 2/1/2025 |
 Cisco (CSCO) | 1.61% | 0% | 75.91% | 2/1/2025 |
 Stanley Black & Decker (SWK) | 1.6% | 0% | 75.91% | 2/1/2025 |
 Starbucks (SBUX) | 1.56% | 0% | 83.21% | 8/1/2024 |
 AbbVie (ABBV) | 1.56% | 0% | 75.91% | 2/1/2025 |
 Verizon (VZ) | 1.49% | 0% | 75.91% | 2/1/2025 |
 MetLife (MET) | 1.45% | 0% | 75.91% | 2/1/2025 |
 Nike (NKE) | 1.45% | 0% | 80.11% | 6/28/2024 |
 UPS (UPS) | 1.33% | 0% | 75.73% | 1/30/2025 |
 Disney (DIS) | 1.04% | 0% | 64.78% | 1/10/2024 |
 3M (MMM) | 0.9% | 0% | 55.75% | 10/2/2023 |
 Alphabet (GOOG) | 0.76% | 0% | 48.91% | 2/1/2025 |
 Eli Lilly (LLY) | 0.64% | 0% | 44.71% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.61% | 0% | 24% | 10/3/2022 |
 Meta (META) | 0.54% | 0% | 48.91% | 2/1/2025 |
 Air Liquide (AI.PA) | 0.52% | 0% | 24% | 10/3/2022 |
 L'Oréal (OR.PA) | 0.47% | 0% | 24% | 10/3/2022 |
 Tesla (TSLA) | 0.47% | 0% | 24% | 10/3/2022 |
 Amazon (AMZN) | 0.42% | 0% | 24% | 10/3/2022 |
 Adobe (ADBE) | 0.41% | 0% | 24% | 10/3/2022 |
 Domino's (DPZ) | 0.4% | 0% | 24% | 10/3/2022 |
 Netflix (NFLX) | 0.29% | 0% | 24% | 10/3/2022 |
 RH (RH) | 0.27% | 0% | 24% | 10/3/2022 |
 Eutelsat (ETL.PA) | 0.2% | 0% | 11.13% | 5/3/2022 |
 Bitcoin (BTC) | 0.19% | 0% | 22.81% | 10/3/2022 |
 Ethereum (ETH) | 0.18% | 0% | 22.81% | 10/3/2022 |
 FDJ (FDJ.PA) | 0.15% | 0% | 11.13% | 5/3/2022 |
 Nexity (NXI.PA) | 0.15% | 0% | 11.13% | 5/3/2022 |
 Solana (SOL) | 0.13% | 0% | 22.81% | 10/3/2022 |
 Polkadot (DOT) | 0.13% | 0% | 22.81% | 10/3/2022 |
 Polygon Ecosystem (ex Matic) (POL) | 0.13% | 0% | 22.63% | 10/3/2022 |
 Decentraland (MANA) | 0.13% | 0% | 22.81% | 10/3/2022 |
 Enjin (ENJ) | 0.12% | 0% | 22.63% | 9/30/2022 |
 The Sandbox (SAND) | 0.12% | 0% | 22.63% | 10/3/2022 |
 Axie Infinity (AXS) | 0.12% | 0% | 22.63% | 9/30/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.67% | 8.86% |
| Broadcom (AVGO) | 2.67% | 6.86% |
| TSMC (TSM) | 2.67% | 3.49% |
| Oracle (ORCL) | 2.67% | 3.49% |
| Walmart (WMT) | 2.67% | 3.47% |
| Apple (AAPL) | 2.67% | 3.21% |
| Hermes (RMS.PA) | 2.67% | 3.05% |
| JPMorgan (JPM) | 2.67% | 3.04% |
| Caterpillar (CAT) | 2.67% | 2.93% |
| Microsoft (MSFT) | 2.67% | 2.82% |
| Visa (V) | 2.67% | 2.7% |
| Mastercard (MA) | 2.67% | 2.69% |
| BlackRock (BLK) | 2.67% | 2.55% |
| ExxonMobil (XOM) | 2.67% | 2.43% |
| Cisco (CSCO) | 2.67% | 2.43% |
| Home Depot (HD) | 2.67% | 2.38% |
| Omega Healthcare (OHI) | 2.67% | 2.33% |
| MetLife (MET) | 2.67% | 2.3% |
| Colgate (CL) | 2.67% | 2.29% |
| AbbVie (ABBV) | 2.67% | 2.25% |
| Accenture (ACN) | 2.67% | 2.25% |
| McDonald's (MCD) | 2.67% | 2.25% |
| Procter & Gamble (PG) | 2.67% | 2.24% |
| Coca-Cola (KO) | 2.67% | 2.14% |
| Eli Lilly (LLY) | 2.67% | 2.09% |
| Chevron (CVX) | 2.67% | 2.09% |
| Verizon (VZ) | 2.67% | 2.03% |
| Comcast (CMCSA) | 2.67% | 1.98% |
| ASML (ASML) | 2.67% | 1.94% |
| LVMH (MC.PA) | 2.67% | 1.87% |
| Stanley Black & Decker (SWK) | 2.67% | 1.86% |
| PepsiCo (PEP) | 2.67% | 1.85% |
| Zoetis (ZTS) | 2.67% | 1.79% |
| Realty Income (O) | 2.67% | 1.74% |
| WP Carey (WPC) | 2.67% | 1.61% |
| UPS (UPS) | 2.67% | 1.55% |
| Meta (META) | 1.62% | 1.36% |
| Alphabet (GOOG) | 1.62% | 1.35% |