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Portfolio Diversification
Range
Most Diversified
55 instruments
January 16, 2022
Least Diversified
0 instruments
February 2, 2025
Average
41 instruments
Most Consistent Holdings
Top 5
AAPL99.68%
MSFT99.68%
CVX99.68%
HD99.68%
JPM99.68%
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) | 5.96% | 9.05% | 99.68% | - |
 Broadcom (AVGO) | 4.65% | 9.21% | 99.68% | - |
 Oracle (ORCL) | 3% | 3.17% | 99.68% | - |
 ExxonMobil (XOM) | 2.93% | 3.21% | 99.68% | - |
 Hermes (RMS.PA) | 2.9% | 2.04% | 99.68% | - |
 Walmart (WMT) | 2.88% | 4.35% | 99.68% | - |
| Apple (AAPL) | 2.83% | 3.16% | 99.68% | - |
 TSMC (TSM) | 2.81% | 5.86% | 99.68% | - |
| Microsoft (MSFT) | 2.74% | 2.52% | 99.68% | - |
| Chevron (CVX) | 2.66% | 2.62% | 99.68% | - |
| JPMorgan (JPM) | 2.6% | 3.46% | 99.68% | - |
 Visa (V) | 2.49% | 2.41% | 99.68% | - |
 Caterpillar (CAT) | 2.49% | 6.04% | 82.62% | - |
 Mastercard (MA) | 2.45% | 2.35% | 99.68% | - |
 McDonald's (MCD) | 2.44% | 2.26% | 99.68% | - |
 Coca-Cola (KO) | 2.42% | 2.52% | 99.68% | - |
 Omega Healthcare (OHI) | 2.25% | 2.72% | 99.68% | - |
| Home Depot (HD) | 2.23% | 2% | 99.68% | - |
 LVMH (MC.PA) | 2.13% | 1.58% | 99.68% | - |
 BlackRock (BLK) | 2.11% | 2.46% | 99.68% | - |
 WP Carey (WPC) | 2.02% | 2.28% | 99.68% | - |
 Realty Income (O) | 1.99% | 2.13% | 99.68% | - |
 Cisco (CSCO) | 1.96% | 3.34% | 82.62% | - |
 AbbVie (ABBV) | 1.86% | 2.39% | 82.62% | - |
 PepsiCo (PEP) | 1.84% | 0% | 80.61% | 6/30/2025 |
 Accenture (ACN) | 1.82% | 0% | 81.78% | 7/18/2025 |
 Colgate (CL) | 1.8% | 2.05% | 82.62% | - |
 Procter & Gamble (PG) | 1.76% | 1.93% | 82.62% | - |
 Zoetis (ZTS) | 1.73% | 0% | 88.85% | 11/4/2025 |
 Verizon (VZ) | 1.7% | 2.35% | 82.62% | - |
 ASML (ASML) | 1.68% | 0% | 81.78% | 7/18/2025 |
 MetLife (MET) | 1.67% | 2.06% | 82.62% | - |
 Comcast (CMCSA) | 1.54% | 0% | 71.47% | 10/30/2025 |
 Johnson & Johnson (JNJ) | 1.42% | 0% | 66.21% | 11/19/2024 |
 Capgemini (CAP.PA) | 1.31% | 0% | 64.98% | 10/31/2024 |
 Stanley Black & Decker (SWK) | 1.31% | 0% | 63.55% | 6/30/2025 |
 Alphabet (GOOG) | 1.3% | 3.71% | 63.42% | - |
 Nestle (NESN.ZU) | 1.25% | 0% | 62.19% | 9/17/2024 |
 Eli Lilly (LLY) | 1.15% | 2.42% | 60.44% | - |
 Starbucks (SBUX) | 1.11% | 0% | 59.14% | 8/1/2024 |
 Nike (NKE) | 1.03% | 0% | 56.94% | 6/28/2024 |
 Meta (META) | 0.99% | 2.24% | 63.42% | - |
 UPS (UPS) | 0.95% | 0% | 53.83% | 1/30/2025 |
 Disney (DIS) | 0.74% | 0% | 46.04% | 1/10/2024 |
 3M (MMM) | 0.64% | 0% | 39.62% | 10/2/2023 |
 Berkshire Hathaway (BRK.B) | 0.44% | 0% | 17.06% | 10/3/2022 |
 Air Liquide (AI.PA) | 0.37% | 0% | 17.06% | 10/3/2022 |
 L'Oréal (OR.PA) | 0.33% | 0% | 17.06% | 10/3/2022 |
 Tesla (TSLA) | 0.33% | 0% | 17.06% | 10/3/2022 |
 Amazon (AMZN) | 0.3% | 0% | 17.06% | 10/3/2022 |
 Adobe (ADBE) | 0.29% | 0% | 17.06% | 10/3/2022 |
 Domino's (DPZ) | 0.28% | 0% | 17.06% | 10/3/2022 |
 Netflix (NFLX) | 0.2% | 0% | 17.06% | 10/3/2022 |
 RH (RH) | 0.19% | 0% | 17.06% | 10/3/2022 |
 Eutelsat (ETL.PA) | 0.14% | 0% | 7.91% | 5/3/2022 |
 Bitcoin (BTC) | 0.13% | 0% | 16.21% | 10/3/2022 |
 Ethereum (ETH) | 0.13% | 0% | 16.21% | 10/3/2022 |
 FDJ (FDJU.PA) | 0.11% | 0% | 7.91% | 5/3/2022 |
 Nexity (NXI.PA) | 0.11% | 0% | 7.91% | 5/3/2022 |
 Solana (SOL) | 0.09% | 0% | 16.21% | 10/3/2022 |
 Polkadot (DOT) | 0.09% | 0% | 16.21% | 10/3/2022 |
 Polygon Ecosystem (ex Matic) (POL) | 0.09% | 0% | 16.08% | 10/3/2022 |
 Decentraland (MANA) | 0.09% | 0% | 16.21% | 10/3/2022 |
 Enjin (ENJ) | 0.09% | 0% | 16.08% | 9/30/2022 |
 The Sandbox (SAND) | 0.09% | 0% | 16.08% | 10/3/2022 |
 Axie Infinity (AXS) | 0.08% | 0% | 16.08% | 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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