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Portfolio Diversification
Range
Most Diversified
55 instruments
January 16, 2022
Least Diversified
0 instruments
February 2, 2025
Average
41.3 instruments
Most Consistent Holdings
Top 5
AAPL99.8%
MSFT99.8%
CVX99.8%
HD99.8%
JPM99.8%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 5.88% | 8.51% | 99.8% | - |
 Broadcom (AVGO) | 4.56% | 7.51% | 99.8% | - |
 Oracle (ORCL) | 3% | 2.87% | 99.8% | - |
 Hermes (RMS.PA) | 2.92% | 2.46% | 99.8% | - |
 ExxonMobil (XOM) | 2.91% | 3.4% | 99.8% | - |
 Walmart (WMT) | 2.83% | 4.34% | 99.8% | - |
| Apple (AAPL) | 2.82% | 3.15% | 99.8% | - |
| Microsoft (MSFT) | 2.75% | 2.59% | 99.8% | - |
 TSMC (TSM) | 2.73% | 5.38% | 99.8% | - |
| Chevron (CVX) | 2.66% | 2.8% | 99.8% | - |
| JPMorgan (JPM) | 2.58% | 3.39% | 99.8% | - |
 Visa (V) | 2.5% | 2.61% | 99.8% | - |
 Mastercard (MA) | 2.46% | 2.58% | 99.8% | - |
 McDonald's (MCD) | 2.44% | 2.59% | 99.8% | - |
 Coca-Cola (KO) | 2.42% | 2.68% | 99.8% | - |
 Caterpillar (CAT) | 2.4% | 5.12% | 82.2% | - |
| Home Depot (HD) | 2.24% | 2.22% | 99.8% | - |
 Omega Healthcare (OHI) | 2.23% | 2.95% | 99.8% | - |
 LVMH (MC.PA) | 2.14% | 1.75% | 99.8% | - |
 BlackRock (BLK) | 2.1% | 2.35% | 99.8% | - |
 WP Carey (WPC) | 2.01% | 2.37% | 99.8% | - |
 Realty Income (O) | 1.99% | 2.29% | 99.8% | - |
 Cisco (CSCO) | 1.92% | 3.14% | 82.2% | - |
 PepsiCo (PEP) | 1.89% | 0% | 83.2% | 6/30/2025 |
 Accenture (ACN) | 1.87% | 0% | 84.4% | 7/18/2025 |
 AbbVie (ABBV) | 1.84% | 2.89% | 82.2% | - |
 Colgate (CL) | 1.79% | 2.44% | 82.2% | - |
 Zoetis (ZTS) | 1.79% | 0% | 91.7% | 11/4/2025 |
 Procter & Gamble (PG) | 1.75% | 2.15% | 82.2% | - |
 ASML (ASML) | 1.74% | 0% | 84.4% | 7/18/2025 |
 Verizon (VZ) | 1.68% | 2.69% | 82.2% | - |
 MetLife (MET) | 1.66% | 2.08% | 82.2% | - |
 Comcast (CMCSA) | 1.59% | 0% | 73.76% | 10/30/2025 |
 Johnson & Johnson (JNJ) | 1.47% | 0% | 68.34% | 11/19/2024 |
 Capgemini (CAP.PA) | 1.36% | 0% | 67.07% | 10/31/2024 |
 Stanley Black & Decker (SWK) | 1.35% | 0% | 65.6% | 6/30/2025 |
 Nestle (NESN.ZU) | 1.29% | 0% | 64.19% | 9/17/2024 |
 Alphabet (GOOG) | 1.23% | 3.45% | 62.38% | - |
 Starbucks (SBUX) | 1.15% | 0% | 61.04% | 8/1/2024 |
 Eli Lilly (LLY) | 1.1% | 2.76% | 59.3% | - |
 Nike (NKE) | 1.06% | 0% | 58.77% | 6/28/2024 |
 UPS (UPS) | 0.98% | 0% | 55.56% | 1/30/2025 |
 Meta (META) | 0.96% | 2.31% | 62.38% | - |
 Disney (DIS) | 0.76% | 0% | 47.52% | 1/10/2024 |
 3M (MMM) | 0.66% | 0% | 40.9% | 10/2/2023 |
 Berkshire Hathaway (BRK.B) | 0.45% | 0% | 17.6% | 10/3/2022 |
 Air Liquide (AI.PA) | 0.38% | 0% | 17.6% | 10/3/2022 |
 L'Oréal (OR.PA) | 0.34% | 0% | 17.6% | 10/3/2022 |
 Tesla (TSLA) | 0.34% | 0% | 17.6% | 10/3/2022 |
 Amazon (AMZN) | 0.31% | 0% | 17.6% | 10/3/2022 |
 Adobe (ADBE) | 0.3% | 0% | 17.6% | 10/3/2022 |
 Domino's (DPZ) | 0.29% | 0% | 17.6% | 10/3/2022 |
 Netflix (NFLX) | 0.21% | 0% | 17.6% | 10/3/2022 |
 RH (RH) | 0.2% | 0% | 17.6% | 10/3/2022 |
 Eutelsat (ETL.PA) | 0.14% | 0% | 8.17% | 5/3/2022 |
 Bitcoin (BTC) | 0.14% | 0% | 16.73% | 10/3/2022 |
 Ethereum (ETH) | 0.14% | 0% | 16.73% | 10/3/2022 |
 FDJ (FDJU.PA) | 0.11% | 0% | 8.17% | 5/3/2022 |
 Nexity (NXI.PA) | 0.11% | 0% | 8.17% | 5/3/2022 |
 Solana (SOL) | 0.1% | 0% | 16.73% | 10/3/2022 |
 Polkadot (DOT) | 0.09% | 0% | 16.73% | 10/3/2022 |
 Polygon Ecosystem (ex Matic) (POL) | 0.09% | 0% | 16.6% | 10/3/2022 |
 Decentraland (MANA) | 0.09% | 0% | 16.73% | 10/3/2022 |
 Enjin (ENJ) | 0.09% | 0% | 16.6% | 9/30/2022 |
 The Sandbox (SAND) | 0.09% | 0% | 16.6% | 10/3/2022 |
 Axie Infinity (AXS) | 0.09% | 0% | 16.6% | 9/30/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.27% | 8.98% |
| Broadcom (AVGO) | 3.27% | 7.99% |
| TSMC (TSM) | 3.27% | 4.91% |
| Caterpillar (CAT) | 3.27% | 4.38% |
| Walmart (WMT) | 3.27% | 3.97% |
| JPMorgan (JPM) | 3.27% | 3.84% |
| Oracle (ORCL) | 3.27% | 3.71% |
| Alphabet (GOOG) | 3.27% | 3.7% |
| Apple (AAPL) | 3.27% | 3.38% |
| Cisco (CSCO) | 3.27% | 3.13% |
| Microsoft (MSFT) | 3.27% | 3.12% |
| Eli Lilly (LLY) | 3.27% | 3.04% |
| Visa (V) | 3.27% | 2.93% |
| AbbVie (ABBV) | 3.27% | 2.92% |
| Mastercard (MA) | 3.27% | 2.87% |
| Hermes (RMS.PA) | 3.27% | 2.82% |
| Omega Healthcare (OHI) | 3.27% | 2.79% |
| ExxonMobil (XOM) | 3.27% | 2.75% |
| BlackRock (BLK) | 3.27% | 2.68% |
| McDonald's (MCD) | 3.27% | 2.45% |
| Coca-Cola (KO) | 3.13% | 2.38% |
| Meta (META) | 3.13% | 2.31% |
| MetLife (MET) | 3.13% | 2.23% |
| Chevron (CVX) | 3.13% | 2.21% |
| LVMH (MC.PA) | 3.13% | 2.2% |
| Verizon (VZ) | 3.13% | 2.1% |
| Home Depot (HD) | 3.13% | 2.09% |
| WP Carey (WPC) | 3.13% | 2.04% |
| Colgate (CL) | 3.13% | 2.01% |
| Procter & Gamble (PG) | 3.13% | 1.95% |
| Realty Income (O) | 3.13% | 1.94% |
Cash & Instruments Over Time
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