Portfolio Diversification
Range
Most Diversified
49 instruments
January 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
42.4 instruments
Most Consistent Holdings
Top 5
HPQ99.87%
IBM99.87%
KO99.87%
MCD99.87%
MMM99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Coca-Cola (KO) | 9.74% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 8.35% | 0% | 78.62% | 2/1/2025 |
 Intel (INTC) | 6.64% | 0% | 86.99% | 2/1/2025 |
 Microsoft (MSFT) | 5.49% | 0% | 81.41% | 2/1/2025 |
 AT&T (T) | 5.43% | 0% | 99.87% | 2/1/2025 |
 Stanley Black & Decker (SWK) | 4.28% | 0% | 96.81% | 2/1/2025 |
 T. Rowe Price (TROW) | 3.62% | 0% | 83.4% | 11/11/2024 |
 Procter & Gamble (PG) | 3.53% | 0% | 99.87% | 2/1/2025 |
 Colgate (CL) | 3.28% | 0% | 95.48% | 2/1/2025 |
 C3.ai (AI) | 3.18% | 0% | 86.99% | 2/1/2025 |
 NetApp (NTAP) | 3.17% | 0% | 84.33% | 2/1/2025 |
| HP (HPQ) | 2.6% | 0% | 99.87% | 2/1/2025 |
 Baker Hughes (BKR) | 2.59% | 0% | 64.28% | 2/1/2025 |
 Altria (MO) | 2.54% | 0% | 25.9% | 7/18/2023 |
 Kellanova (K) | 2.52% | 0% | 99.87% | 2/1/2025 |
 Verizon (VZ) | 2.09% | 0% | 99.87% | 2/1/2025 |
 Leggett & Platt (LEG) | 1.89% | 0% | 99.87% | 2/1/2025 |
 Cisco (CSCO) | 1.71% | 0% | 88.45% | 2/1/2025 |
 AGNC (AGNC) | 1.7% | 0% | 99.6% | 2/1/2025 |
 Baidu (BIDU) | 1.47% | 0% | 94.02% | 2/1/2025 |
 Medical Properties Trust (MPW) | 1.33% | 0% | 99.6% | 2/1/2025 |
 ConAgra (CAG) | 1.23% | 0% | 84.33% | 2/1/2025 |
| 3M (MMM) | 1.17% | 0% | 99.87% | 2/1/2025 |
 Domino's (DMP.ASX) | 1.14% | 0% | 56.57% | 4/15/2024 |
 Abbott (ABT) | 1.1% | 0% | 24.04% | 2/1/2025 |
 Kinder Morgan (KMI) | 0.99% | 0% | 25.9% | 7/18/2023 |
 ExxonMobil (XOM) | 0.97% | 0% | 99.87% | 2/1/2025 |
| IBM (IBM) | 0.96% | 0% | 99.87% | 2/1/2025 |
 Shell (SHEL) | 0.94% | 0% | 99.87% | 2/1/2025 |
 ARMOUR Residential REIT (ARR) | 0.92% | 0% | 99.87% | 2/1/2025 |
 Kellogg's (KLG) | 0.86% | 0% | 64.28% | 2/1/2025 |
 Amcor (AMCR) | 0.86% | 0% | 99.87% | 2/1/2025 |
| McDonald's (MCD) | 0.84% | 0% | 99.87% | 2/1/2025 |
 Universal Corp (UVV) | 0.82% | 0% | 99.87% | 2/1/2025 |
 Walmart (WMT) | 0.77% | 0% | 99.87% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.73% | 0% | 13.15% | 10/16/2023 |
 PepsiCo (PEP) | 0.72% | 0% | 99.87% | 2/1/2025 |
 Take-Two (TTWO) | 0.72% | 0% | 10.89% | 2/1/2025 |
 Infineon (IFX.DE) | 0.66% | 0% | 86.85% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.57% | 0% | 15.94% | 2/1/2025 |
 Old Republic (ORI) | 0.52% | 0% | 99.87% | 2/1/2025 |
 Philip Morris (PM) | 0.46% | 0% | 99.87% | 2/1/2025 |
 BYD Electronic (00285.HK) | 0.42% | 0% | 86.85% | 2/1/2025 |
 Realty Income (O) | 0.38% | 0% | 99.87% | 2/1/2025 |
 AES (AES) | 0.35% | 0% | 67.6% | 2/1/2025 |
 Cal Water (CWT) | 0.35% | 0% | 99.87% | 2/1/2025 |
 VF Corp (VFC) | 0.33% | 0% | 99.87% | 2/1/2025 |
 ADM (ADM) | 0.31% | 0% | 99.87% | 2/1/2025 |
 Walgreens (WBA) | 0.24% | 0% | 99.87% | 2/1/2025 |
 Pfizer (PFE) | 0.2% | 0% | 10.76% | 2/1/2025 |
 Wish (LOGC) | 0.18% | 0% | 8.76% | 4/24/2023 |
 NVIDIA (NVDA) | 0.13% | 0% | 27.89% | 2/1/2025 |
 Occidental (OXY) | 0.13% | 0% | 3.72% | 1/30/2023 |
 Alphabet (GOOG) | 0.07% | 0% | 16.73% | 2/1/2025 |
 Solventum (SOLV) | 0.07% | 0% | 40.24% | 2/1/2025 |
 Citi (C) | 0.06% | 0% | 3.05% | 1/24/2023 |
 LyondellBasell (LYB) | 0.04% | 0% | 2.26% | 2/1/2025 |
 Sysco (SYY) | 0.03% | 0% | 3.72% | 1/30/2023 |
 Novartis (NVS) | 0.03% | 0% | 3.72% | 1/30/2023 |
 McCormick (MKC) | 0.03% | 0% | 3.98% | 2/1/2023 |
 Kraft Heinz (KHC) | 0.03% | 0% | 3.32% | 1/26/2023 |
 Tesla (TSLA) | 0.03% | 0% | 1.2% | 1/10/2023 |
 Chevron (CVX) | 0.02% | 0% | 1.2% | 1/10/2023 |
 Newmont (NEM) | 0.02% | 0% | 1.46% | 1/12/2023 |
 Emerson (EMR) | 0.01% | 0% | 1.46% | 1/12/2023 |
 Fastenal (FAST) | 0.01% | 0% | 1.2% | 1/10/2023 |
 Celanese (CE) | 0.01% | 0% | 0.53% | 1/5/2023 |
 Hormel (HRL) | 0% | 0% | 0.4% | 1/4/2023 |
 Nike (NKE) | 0% | 0% | 0.27% | 1/3/2023 |
 Caterpillar (CAT) | 0% | 0% | 0.27% | 1/3/2023 |
 ConocoPhillips (COP) | 0% | 0% | 0.27% | 1/3/2023 |
 Medtronic (MDT.US) | 0% | 0% | 0.27% | 1/3/2023 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.27% | 1/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 7.66% | 11.08% |
| Coca-Cola (KO) | 9.13% | 9.05% |
| Take-Two (TTWO) | 6.62% | 6.62% |
| AT&T (T) | 5.25% | 6.46% |
| Intel (INTC) | 8.56% | 5.06% |
| C3.ai (AI) | 4.53% | 4.94% |
| Baker Hughes (BKR) | 3.9% | 4.42% |
| NetApp (NTAP) | 2.31% | 4.16% |
| Colgate (CL) | 3.23% | 3.79% |
| Procter & Gamble (PG) | 3.13% | 3.64% |
| Stanley Black & Decker (SWK) | 4.01% | 3.61% |
| Volkswagen (VOW3.DE) | 3.71% | 3.54% |
| Kellanova (K) | 2.54% | 2.89% |
| HP (HPQ) | 2.1% | 2.36% |
| Verizon (VZ) | 2.16% | 2.19% |
| Cisco (CSCO) | 1.89% | 2.12% |
| Pfizer (PFE) | 2.12% | 2.09% |
| Microsoft (MSFT) | 1.96% | 1.99% |
| Abbott (ABT) | 1.57% | 1.49% |
| AGNC (AGNC) | 1.66% | 1.38% |
| ConAgra (CAG) | 1.83% | 1.34% |
| 3M (MMM) | 1.21% | 1.28% |
| Baidu (BIDU) | 1.99% | 1.12% |
| IBM (IBM) | 0.74% | 1.04% |
| Walmart (WMT) | 0.55% | 0.99% |
| ExxonMobil (XOM) | 0.89% | 0.86% |
| Shell (SHEL) | 0.74% | 0.79% |
| McDonald's (MCD) | 0.74% | 0.75% |
| Universal Corp (UVV) | 0.74% | 0.74% |
| Amcor (AMCR) | 0.93% | 0.7% |
| Leggett & Platt (LEG) | 2.51% | 0.7% |
| Medical Properties Trust (MPW) | 2.06% | 0.69% |
| Infineon (IFX.DE) | 0.79% | 0.69% |
| ARMOUR Residential REIT (ARR) | 1.1% | 0.68% |
| BYD Electronic (00285.HK) | 0.37% | 0.62% |
| Old Republic (ORI) | 0.37% | 0.55% |
| PepsiCo (PEP) | 0.68% | 0.55% |
| NVIDIA (NVDA) | 0.47% | 0.48% |
| Alphabet (GOOG) | 0.42% | 0.47% |
| Philip Morris (PM) | 0.4% | 0.46% |
| AES (AES) | 0.54% | 0.38% |
| VF Corp (VFC) | 0.4% | 0.31% |
| Realty Income (O) | 0.37% | 0.3% |
| Cal Water (CWT) | 0.37% | 0.26% |
| ADM (ADM) | 0.37% | 0.2% |
| Kellogg's (KLG) | 0% | 0.16% |
| Solventum (SOLV) | 0% | 0.16% |
| Walgreens (WBA) | 0.37% | 0.08% |