Portfolio Diversification
Range
Most Diversified
87 instruments
October 3, 2024
Least Diversified
0 instruments
March 7, 2024
Average
47.3 instruments
Most Consistent Holdings
Top 5
PYPL96.71%
DIS93.64%
CVX92.11%
ACB91.01%
SNDL91.01%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 7, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Apple (AAPL) | 3.62% | 6.6% | 76.97% | - |
| PayPal (PYPL) | 3.42% | 5.84% | 96.71% | - |
 Verizon (VZ) | 3.19% | 6.53% | 82.68% | - |
 British American Tobacco (BTI) | 3.02% | 7.82% | 66.01% | - |
 Altria (MO) | 3% | 6.82% | 62.94% | - |
 Kraft Heinz (KHC) | 2.85% | 6.17% | 68.42% | - |
| Chevron (CVX) | 2.75% | 3.98% | 92.11% | - |
 PepsiCo (PEP) | 2.69% | 6.02% | 83.11% | - |
 Diageo (DEO) | 2.55% | 5.41% | 63.16% | - |
 Procter & Gamble (PG) | 2.13% | 2.97% | 83.11% | - |
 Mondelez (MDLZ) | 2.08% | 3.04% | 63.16% | - |
 Amazon (AMZN) | 1.92% | 1.91% | 64.25% | - |
 NVIDIA (NVDA) | 1.87% | 2.17% | 73.25% | - |
 Nike (NKE) | 1.84% | 3.86% | 54.17% | - |
 Rio Tinto (RIO) | 1.65% | 3.28% | 75.22% | - |
 Enbridge (ENB) | 1.48% | 0% | 54.39% | 2/4/2025 |
 Main Street Capital (MAIN) | 1.47% | 3.48% | 79.82% | - |
 Tesla (TSLA) | 1.45% | 1.98% | 69.08% | - |
 Realty Income (O) | 1.41% | 3.49% | 57.02% | - |
| Disney (DIS) | 1.31% | 2.38% | 93.64% | - |
 Microsoft (MSFT) | 1.24% | 0% | 36.84% | 11/15/2024 |
 Cisco (CSCO) | 1.2% | 1.87% | 57.68% | - |
 Starbucks (SBUX) | 1.17% | 0% | 56.14% | 3/10/2025 |
 Tencent (0700.HK) | 1.06% | 0.88% | 52.41% | - |
 CNR (CNI) | 1.04% | 2.66% | 46.93% | - |
 McDonald's (MCD) | 1.02% | 1.84% | 48.46% | - |
 ExxonMobil (XOM) | 1% | 0% | 47.37% | 11/15/2024 |
 Xinyi Solar (0968.HK) | 0.96% | 0% | 33.33% | 3/10/2025 |
 Cameco (CCJ) | 0.95% | 0.46% | 61.4% | - |
 Shopify (SHOP) | 0.93% | 0% | 63.38% | 2/4/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.92% | 0% | 31.58% | 7/30/2024 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.92% | 0% | 31.14% | 7/29/2024 |
 Philip Morris (PM) | 0.91% | 0% | 39.47% | 11/19/2024 |
 Tilray (TLRY) | 0.89% | 0.14% | 89.47% | - |
 Chubb (CB) | 0.87% | 0% | 54.61% | 2/5/2025 |
 American Express (AXP) | 0.87% | 3.01% | 36.4% | - |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 0.85% | 0% | 41.23% | 10/15/2024 |
 Medtronic (MDT.US) | 0.84% | 1.67% | 55.48% | - |
 Meta (META) | 0.82% | 0% | 42.98% | 11/15/2024 |
| SNDL (SNDL) | 0.8% | 0.28% | 91.01% | - |
 Visa (V) | 0.77% | 0% | 27.41% | 7/11/2024 |
 Kinder Morgan (KMI) | 0.7% | 0% | 35.53% | 11/1/2024 |
 Berkshire Hathaway (BRK.B) | 0.69% | 0% | 24.56% | 7/9/2024 |
 Mastercard (MA) | 0.68% | 0% | 27.41% | 7/11/2024 |
 Bank of America (BAC) | 0.68% | 0% | 29.61% | 8/1/2024 |
 Barrick (B) | 0.68% | 0% | 73.25% | 4/21/2025 |
 Goldman Sachs (GS) | 0.66% | 0% | 22.81% | 7/24/2024 |
 Occidental (OXY) | 0.57% | 0% | 26.1% | 1/31/2025 |
| Aurora Cannabis (ACB) | 0.51% | 0.51% | 91.01% | - |
 Deutsche Telekom (DTE.DE) | 0.5% | 0% | 36.4% | 11/4/2024 |
 AT&T (T) | 0.47% | 0% | 24.12% | 10/15/2024 |
 Citi (C) | 0.47% | 0% | 20.61% | 6/21/2024 |
 BAT (BATS.L) | 0.46% | 0% | 17.32% | 8/9/2024 |
 B2Gold (BTG.US) | 0.45% | 0% | 55.7% | 1/31/2025 |
 Canopy Growth (CGC) | 0.44% | 0% | 63.16% | 1/31/2025 |
 Coinbase (COIN) | 0.4% | 0% | 40.57% | 10/21/2024 |
 Mercedes-Benz (MBG.DE) | 0.4% | 0% | 35.09% | 10/30/2024 |
 Comcast (CMCSA) | 0.39% | 0% | 23.25% | 2/4/2025 |
 Rolls-Royce (RR.L) | 0.39% | 0% | 32.02% | 8/1/2024 |
 Volkswagen (VOW3.DE) | 0.38% | 0% | 34.87% | 10/30/2024 |
 BMW (BMW.DE) | 0.38% | 0% | 33.11% | 10/30/2024 |
 Fidelity Global Quality Income ETF (FGEQ.DE) | 0.37% | 0% | 28.07% | 9/6/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.36% | 0% | 28.07% | 9/6/2024 |
 iShares STOXX Global Select Dividend 100 UCITS ETF (SDGPEX.DE) | 0.36% | 0% | 28.07% | 9/6/2024 |
 BCE (BCE) | 0.34% | 0% | 29.82% | 10/28/2024 |
 Coca-Cola (KO) | 0.34% | 0% | 30.04% | 10/7/2024 |
 Alphabet (GOOGL) | 0.34% | 0% | 23.03% | 7/24/2024 |
 JPMorgan (JPM) | 0.32% | 0% | 13.6% | 6/21/2024 |
 Sony (SONY) | 0.31% | 0.46% | 21.05% | - |
 Alibaba (9988.HK) | 0.29% | 0.88% | 15.13% | - |
 PDD Holdings (PDD) | 0.28% | 0% | 15.57% | 12/10/2024 |
 Vale (VALE) | 0.28% | 0% | 29.82% | 2/4/2025 |
 LVMH (MC.PA) | 0.28% | 0% | 18.64% | 11/8/2024 |
 Establishment Labs (ESTA) | 0.28% | 0% | 21.71% | 1/10/2025 |
 Alibaba (BABA) | 0.26% | 0% | 17.32% | 10/14/2024 |
 Allianz (ALV.DE) | 0.26% | 0% | 35.31% | 10/31/2024 |
 Alphabet (GOOG) | 0.24% | 0% | 6.36% | 4/5/2024 |
 Ulta (ULTA) | 0.24% | 0% | 19.96% | 11/21/2024 |
 AXA (CS.PA) | 0.23% | 0% | 33.33% | 10/31/2024 |
 Legal & General (LGEN.L) | 0.23% | 0% | 30.92% | 10/31/2024 |
 eBay (EBAY) | 0.22% | 0% | 16.23% | 10/9/2024 |
 Intel (INTC) | 0.21% | 0% | 13.6% | 10/10/2024 |
 Frontline (FRO) | 0.21% | 0% | 23.68% | 10/7/2024 |
 Generali (G.MI) | 0.21% | 0% | 33.33% | 10/31/2024 |
 Vodafone (VOD.L) | 0.2% | 0% | 17.11% | 8/9/2024 |
 Vestas (VWS.CO) | 0.18% | 0% | 23.68% | 12/20/2024 |
 General Mills (GIS) | 0.17% | 0% | 13.16% | 11/6/2024 |
 Cronos (CRON) | 0.17% | 0% | 25.88% | 7/23/2024 |
 CVS Health (CVS) | 0.17% | 0% | 5.48% | 11/15/2024 |
 AbbVie (ABBV) | 0.16% | 0% | 21.27% | 10/7/2024 |
 Scorpio Tankers (STNG) | 0.16% | 0% | 17.98% | 9/11/2024 |
 Organigram (OGI) | 0.15% | 0% | 25.88% | 7/23/2024 |
 Pernod Ricard (RI.PA) | 0.15% | 0% | 6.14% | 10/31/2024 |
 Adobe (ADBE) | 0.15% | 0% | 6.36% | 4/5/2024 |
 Broadcom (AVGO) | 0.13% | 0% | 8.11% | 7/24/2024 |
 Vodafone (VOD) | 0.13% | 0% | 14.47% | 10/15/2024 |
 UnitedHealth (UNH) | 0.12% | 0% | 14.69% | 10/14/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.12% | 0% | 13.38% | 10/15/2024 |
 Newmont (NEM) | 0.11% | 0% | 33.99% | 10/24/2024 |
 Xtrackers FTSE Vietnam Swap UCITS ETF (XFVT.DE) | 0.11% | 0% | 16.67% | 10/15/2024 |
 Walmart (WMT) | 0.1% | 0% | 8.99% | 7/31/2024 |
 Netflix (NFLX) | 0.1% | 0% | 4.39% | 4/4/2024 |
 Baidu (BIDU) | 0.1% | 0% | 9.65% | 10/14/2024 |
 Airbnb (ABNB) | 0.09% | 0% | 8.33% | 11/4/2024 |
 WP Carey (WPC) | 0.09% | 0% | 8.99% | 10/31/2024 |
 GrowGeneration (GRWG) | 0.09% | 0% | 26.1% | 7/23/2024 |
 Moody's (MCO) | 0.09% | 0% | 3.73% | 4/4/2024 |
 Union Pacific (UNP) | 0.08% | 0% | 5.48% | 11/15/2024 |
 Kinross Gold (KGC) | 0.08% | 0% | 30.48% | 10/7/2024 |
 Qualcomm (QCOM) | 0.07% | 0% | 3.29% | 11/15/2024 |
 Agnico Eagle (AEM) | 0.07% | 0% | 30.48% | 10/7/2024 |
 Match Group (MTCH) | 0.07% | 0% | 7.24% | 10/30/2024 |
 Ethereum (ETH) | 0.06% | 0% | 12.28% | 1/26/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.06% | 0% | 12.28% | 1/26/2025 |
 Royal Gold (RGLD) | 0.06% | 0% | 30.48% | 10/7/2024 |
 Solana (SOL) | 0.06% | 0% | 11.4% | 1/22/2025 |
 Bitcoin (BTC) | 0.06% | 0% | 11.4% | 1/22/2025 |
 Wheaton Precious Metals (WPM) | 0.05% | 0% | 30.48% | 10/7/2024 |
 ApeCoin (APE) | 0.05% | 0% | 12.06% | 1/26/2025 |
 Estee Lauder (EL) | 0.05% | 0.55% | 10.31% | - |
 Chainlink (LINK) | 0.05% | 0% | 12.28% | 1/26/2025 |
 IOTA (MIOTA) | 0.05% | 0% | 12.06% | 1/26/2025 |
 Polkadot (DOT) | 0.05% | 0% | 12.28% | 1/26/2025 |
 The Sandbox (SAND) | 0.05% | 0% | 11.84% | 1/26/2025 |
 TSMC (TSM) | 0.04% | 0% | 7.46% | 8/26/2024 |
 XRP (XRP) | 0.04% | 0% | 11.4% | 1/22/2025 |
 Shiba (in millions) (SHIBxM) | 0.04% | 0% | 12.06% | 1/26/2025 |
 GigaCloud (GCT) | 0.04% | 0% | 5.48% | 10/23/2024 |
 Litecoin (LTC) | 0.04% | 0% | 12.06% | 1/25/2025 |
 Tezos (XTZ) | 0.04% | 0% | 11.84% | 1/26/2025 |
 Dogecoin (DOGE) | 0.04% | 0% | 12.06% | 1/26/2025 |
 Avalanche (AVAX) | 0.04% | 0% | 6.36% | 1/26/2025 |
 Quant (QNT) | 0.04% | 0% | 11.84% | 1/26/2025 |
 JD.com (JD.US) | 0.04% | 0% | 4.39% | 10/15/2024 |
 Cardano (ADA) | 0.04% | 0% | 12.28% | 1/26/2025 |
 Filecoin (FIL) | 0.04% | 0% | 11.84% | 1/26/2025 |
 Uniswap (UNI) | 0.04% | 0% | 12.06% | 1/26/2025 |
 SIXT (SIX2.DE) | 0.04% | 0% | 8.77% | 10/14/2024 |
 Decentraland (MANA) | 0.04% | 0% | 12.06% | 1/26/2025 |
 Cosmos (ATOM) | 0.03% | 0% | 6.36% | 1/26/2025 |
 Airbus (AIR.PA) | 0.03% | 0% | 6.14% | 7/24/2024 |
 FMC (FMC) | 0.03% | 0% | 2.41% | 11/15/2024 |
 Dash (DASH) | 0.03% | 0% | 7.89% | 1/7/2025 |
 Marvell (MRVL) | 0.03% | 0% | 2.41% | 10/14/2024 |
 Ryanair (RYAAY) | 0.02% | 0% | 6.8% | 10/7/2024 |
 Siemens Energy (ENR.DE) | 0.02% | 0% | 6.8% | 10/7/2024 |
 Stellar (XLM) | 0.02% | 0% | 5.48% | 1/22/2025 |
 JD (9618.HK) | 0.02% | 0.9% | 2.41% | - |
 Gala V2 (GALA) | 0.02% | 0% | 6.36% | 1/26/2025 |
 Supermicro (SMCI) | 0.02% | 0% | 3.95% | 8/26/2024 |
 Riot (RIOT) | 0.02% | 0% | 2.85% | 10/21/2024 |
 Aave (AAVE) | 0.02% | 0% | 5.48% | 1/22/2025 |
 Sibanye Stillwater (SBSW) | 0.02% | 0% | 8.55% | 10/30/2024 |
 Bitcoin Cash (BCH) | 0.02% | 0% | 5.26% | 12/26/2024 |
 EOS (EOS) | 0.02% | 0% | 5.26% | 12/26/2024 |
 1inch (1INCH) | 0.02% | 0% | 5.26% | 12/26/2024 |
 Centamin (CEY.L) | 0.02% | 0% | 13.6% | 7/22/2024 |
 Ethereum Classic (ETC) | 0.02% | 0% | 5.04% | 12/26/2024 |
 Tsakos (TEN.US) | 0.02% | 0% | 3.51% | 10/24/2024 |
 Pan American Silver (PAAS) | 0.02% | 0% | 12.94% | 7/19/2024 |
 Build and Build (BNB) | 0.02% | 0% | 5.48% | 12/26/2024 |
 Lufthansa (LHA.DE) | 0.01% | 0% | 7.02% | 10/9/2024 |
 Alamos Gold (AGI) | 0.01% | 0% | 9.21% | 7/2/2024 |
 Sandstorm Gold (SAND.US) | 0.01% | 0% | 9.21% | 7/2/2024 |
 Algorand (ALGO) | 0.01% | 0% | 3.29% | 1/22/2025 |
 Delta (DAL) | 0.01% | 0% | 5.92% | 10/3/2024 |
 MAG Silver (MAG) | 0.01% | 0% | 8.33% | 6/28/2024 |
 Southwest (LUV) | 0.01% | 0% | 5.92% | 10/3/2024 |
 Glencore (GLEN.L) | 0.01% | 0% | 5.26% | 10/15/2024 |
 NextEra (NEE) | 0.01% | 0% | 5.26% | 10/3/2024 |
 TMTG (DJT) | 0.01% | 0% | 3.07% | 10/29/2024 |
 Hecla (HL) | 0.01% | 0% | 5.04% | 6/13/2024 |
 Iamgold (IAG) | 0% | 0% | 3.07% | 6/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tencent (0700.HK) | 3.71% | 4% |
| British American Tobacco (BTI) | 3.71% | 3.94% |
| Alibaba (9988.HK) | 3.71% | 3.91% |
| PayPal (PYPL) | 3.71% | 3.89% |
| Diageo (DEO) | 3.71% | 3.85% |
| Altria (MO) | 3.71% | 3.84% |
| Verizon (VZ) | 3.71% | 3.74% |
| Nike (NKE) | 3.71% | 3.73% |
| Tesla (TSLA) | 3.71% | 3.69% |
| Kraft Heinz (KHC) | 3.71% | 3.59% |
| Xinyi Solar (0968.HK) | 3.71% | 3.58% |
| Mondelez (MDLZ) | 3.71% | 3.43% |
| Procter & Gamble (PG) | 2.96% | 3.07% |
| Occidental (OXY) | 2.96% | 2.99% |
| Chevron (CVX) | 2.96% | 2.9% |
| PepsiCo (PEP) | 2.96% | 2.84% |
| Enbridge (ENB) | 1.85% | 2.18% |
| Shopify (SHOP) | 1.85% | 1.96% |
| Disney (DIS) | 1.85% | 1.92% |
| Tilray (TLRY) | 1.85% | 1.91% |
| McDonald's (MCD) | 1.85% | 1.91% |
| Chubb (CB) | 1.85% | 1.89% |
| CNR (CNI) | 1.85% | 1.88% |
| Starbucks (SBUX) | 1.85% | 1.87% |
| Realty Income (O) | 1.85% | 1.83% |
| Comcast (CMCSA) | 1.85% | 1.83% |
| Medtronic (MDT.US) | 1.85% | 1.8% |
| Vale (VALE) | 1.85% | 1.79% |
| Rio Tinto (RIO) | 1.85% | 1.78% |
| SNDL (SNDL) | 1.85% | 1.72% |
| Barrick (B) | 1.85% | 1.63% |
| B2Gold (BTG.US) | 1.85% | 1.61% |
| Establishment Labs (ESTA) | 0.74% | 0.97% |
| Main Street Capital (MAIN) | 0.74% | 0.89% |
| Aurora Cannabis (ACB) | 0.93% | 0.87% |
| Canopy Growth (CGC) | 0.93% | 0.73% |
| Avalanche (AVAX) | 0.67% | 0.68% |
| Solana (SOL) | 0.67% | 0.66% |
| Ethereum (ETH) | 0.67% | 0.66% |
| Bitcoin (BTC) | 0.66% | 0.66% |
| Polygon Ecosystem (ex Matic) (POL) | 0.67% | 0.62% |
| Chainlink (LINK) | 0.67% | 0.58% |
| Cosmos (ATOM) | 0.37% | 0.36% |
| Aave (AAVE) | 0.37% | 0.36% |
| Stellar (XLM) | 0.37% | 0.36% |
| Litecoin (LTC) | 0.37% | 0.36% |
| Tezos (XTZ) | 0.37% | 0.35% |
| XRP (XRP) | 0.37% | 0.35% |
| Gala V2 (GALA) | 0.33% | 0.34% |
| Uniswap (UNI) | 0.37% | 0.34% |
| The Sandbox (SAND) | 0.37% | 0.33% |
| Filecoin (FIL) | 0.37% | 0.33% |
| Polkadot (DOT) | 0.37% | 0.33% |
| Cardano (ADA) | 0.37% | 0.33% |
| Quant (QNT) | 0.37% | 0.32% |
| IOTA (MIOTA) | 0.37% | 0.32% |
| Dogecoin (DOGE) | 0.33% | 0.3% |
| Shiba (in millions) (SHIBxM) | 0.33% | 0.29% |
| ApeCoin (APE) | 0.3% | 0.26% |
| Dash (DASH) | 0.3% | 0.26% |
| Decentraland (MANA) | 0.3% | 0.25% |