Portfolio Diversification
Range
Most Diversified
50 instruments
May 19, 2022
Least Diversified
25 instruments
April 10, 2025
Average
35 instruments
Most Consistent Holdings
Top 5
DHL.DE86.49%
TSN83.05%
PFE82.88%
SNY81.74%
AMZN79.2%
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 |
|---|---|---|---|---|
 Vanguard Total Bond Market ETF (BND) | 7.05% | 0% | 63.31% | 3/14/2024 |
 Alphabet (GOOG) | 3.92% | 0% | 71.83% | 6/27/2024 |
| Pfizer (PFE) | 2.72% | 3.37% | 82.88% | - |
| Deutsche Post (DHL.DE) | 2.49% | 4.21% | 86.49% | - |
| Sanofi (SNY) | 2.48% | 3.35% | 81.74% | - |
| Amazon (AMZN) | 2.36% | 0% | 79.2% | 9/25/2024 |
| Tyson Foods (TSN) | 2.28% | 3.79% | 83.05% | - |
 ICBC (1398.HK) | 2.06% | 0% | 62.98% | 12/23/2024 |
 Airbnb (ABNB) | 2.05% | 0% | 79.2% | 9/25/2024 |
 Meta (META) | 1.93% | 0% | 59.3% | 1/24/2024 |
 Bank of America (BAC) | 1.9% | 0% | 68.88% | 10/11/2024 |
 Repsol (REP.MC) | 1.77% | 3.94% | 58.56% | - |
 Disney (DIS) | 1.72% | 4.92% | 46.44% | - |
 BHP (BHP) | 1.66% | 0% | 70.93% | 10/2/2024 |
 Vanguard FTSE Developed Market ETF (VEA) | 1.62% | 0% | 14.25% | 6/24/2022 |
 Skyworks (SWKS) | 1.58% | 0% | 58.97% | 3/31/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 1.57% | 0% | 14.25% | 6/24/2022 |
 ABF (ABF.L) | 1.53% | 4.03% | 50.94% | - |
 WH Group (288.HK) | 1.47% | 0% | 54.71% | 9/25/2024 |
 The Hartford (HIG) | 1.46% | 0% | 46.68% | 6/24/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 1.41% | 0% | 18.43% | 8/17/2022 |
 Equinor (EQNR) | 1.4% | 0% | 53.64% | 1/6/2025 |
 Veolia (VIE.PA) | 1.31% | 4.74% | 36.94% | - |
 PICC (2328.HK) | 1.29% | 0% | 38.08% | 3/11/2024 |
 Enphase (ENPH) | 1.29% | 2.63% | 48.65% | - |
 Mowi (MOWI.OL) | 1.27% | 0% | 42.34% | 4/9/2025 |
 Nomad Foods (NOMD) | 1.25% | 3.82% | 36.69% | - |
 Bunge (BG) | 1.23% | 4.23% | 36.69% | - |
 China Tower (788.HK) | 1.22% | 3.89% | 36.94% | - |
 UMC (UMC) | 1.16% | 0% | 63.06% | 3/11/2024 |
 Diageo (DEO) | 1.16% | 3.23% | 43.08% | - |
 Saint-Gobain (SGO.PA) | 1.14% | 0% | 33.5% | 5/3/2024 |
 PayPal (PYPL) | 1.09% | 0% | 64.54% | 8/8/2024 |
 Stellantis (STLA.US) | 1.03% | 0% | 37.59% | 12/14/2023 |
 China Railway Construction (1186.HK) | 1.03% | 0% | 44.23% | 9/25/2024 |
 Amundi (AMUN.PA) | 1.01% | 4.38% | 28.42% | - |
 DigitalOcean (DOCN) | 1.01% | 4.2% | 24.73% | - |
 Hengan (1044.HK) | 0.99% | 0% | 44.64% | 9/25/2024 |
 Vanguard Total International Bond ETF (BNDX) | 0.97% | 0% | 14% | 6/21/2022 |
 Microsoft (MSFT) | 0.96% | 0% | 35.46% | 4/3/2023 |
 STMicroelectronics (STM.US) | 0.95% | 4.24% | 28.17% | - |
 PetroChina (00857.HK) | 0.86% | 0% | 34.81% | 6/16/2023 |
 China Railway (0390.HK) | 0.8% | 3.84% | 20.8% | - |
 Mercedes-Benz (MBG.DE) | 0.79% | 3.53% | 27.44% | - |
 Enbridge (ENB) | 0.77% | 0% | 24.49% | 1/6/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0.77% | 0% | 18.43% | 8/17/2022 |
 TotalEnergies (TTE.PA) | 0.76% | 0% | 33.17% | 3/15/2023 |
 LKQ (LKQ) | 0.75% | 3.79% | 20.8% | - |
 Humana (HUM) | 0.74% | 0% | 23.18% | 12/23/2024 |
 Rio Tinto (RIO.L) | 0.71% | 0% | 38.66% | 8/9/2023 |
 Tencent (0700.HK) | 0.7% | 0% | 20.8% | 10/7/2024 |
 FMC (FMC) | 0.69% | 4.35% | 19.57% | - |
 ENN Energy (02688.HK) | 0.65% | 0% | 30.06% | 3/27/2025 |
 Alibaba (BABA) | 0.65% | 0% | 22.19% | 9/26/2024 |
 CSPC (01093.HK) | 0.64% | 0% | 22.69% | 1/11/2024 |
 Coca-Cola (KO) | 0.64% | 0% | 19.82% | 3/11/2024 |
 JD.com (JD.US) | 0.58% | 0% | 15.4% | 4/3/2025 |
 Novartis (NVS) | 0.57% | 0% | 28.75% | 4/3/2023 |
 Spotify (SPOT) | 0.55% | 0% | 37.18% | 4/25/2023 |
 Baidu (BIDU) | 0.54% | 0% | 15.48% | 4/3/2025 |
 Shopify (SHOP) | 0.54% | 0% | 40.87% | 6/9/2023 |
 Elevance Health (ELV) | 0.53% | 3.8% | 13.6% | - |
 Scotiabank (BNS) | 0.52% | 0% | 23.01% | 12/14/2023 |
 Grafton Group (GFTU.L) | 0.5% | 0% | 18.1% | 11/15/2023 |
 Cranswick (CWK.L) | 0.5% | 0% | 18.1% | 11/15/2023 |
 Ericsson (ERIC) | 0.5% | 0% | 21.62% | 12/28/2023 |
 China Gas (00384.HK) | 0.49% | 0% | 32.92% | 3/2/2023 |
 GlaxoSmithKline (GSK) | 0.45% | 0% | 17.2% | 4/3/2023 |
 Tesco (TSCO.L) | 0.45% | 0% | 24.24% | 4/3/2023 |
 Carrefour (CA.PA) | 0.44% | 0% | 24.24% | 4/3/2023 |
 Altria (MO) | 0.43% | 0% | 14.66% | 9/9/2024 |
 Rio Tinto (RIO) | 0.43% | 0% | 17.36% | 3/14/2024 |
 FedEx (FDX) | 0.43% | 0% | 21.87% | 2/9/2023 |
 Honda (HMC) | 0.42% | 0% | 27.19% | 4/24/2023 |
 Toyota (TM) | 0.42% | 0% | 37.1% | 4/24/2023 |
 Starbucks (SBUX) | 0.42% | 0% | 15.15% | 9/13/2024 |
 Booking (BKNG) | 0.41% | 0% | 22.93% | 1/19/2023 |
 Engie (ENGI.PA) | 0.41% | 0% | 20.72% | 3/2/2023 |
 Want Want (151.HK) | 0.4% | 0% | 15.23% | 10/11/2023 |
 Utilities Select Sector SPDR (XLU) | 0.38% | 0% | 12.29% | 5/31/2022 |
 Continental (CON.DE) | 0.37% | 0% | 11.79% | 9/25/2024 |
 Adobe (ADBE) | 0.37% | 4.93% | 14.82% | - |
 Micron (MU) | 0.34% | 0% | 33.01% | 3/3/2023 |
 Berkshire Hathaway (BRK.B) | 0.33% | 0% | 12.29% | 5/31/2022 |
 Darling (DAR) | 0.33% | 0% | 9.09% | 1/27/2025 |
 ASML (ASML) | 0.29% | 0% | 28.99% | 1/12/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.29% | 0% | 6.63% | 12/15/2023 |
 NVIDIA (NVDA) | 0.28% | 0% | 26.78% | 12/13/2022 |
 JPMorgan (JPM) | 0.27% | 0% | 15.48% | 11/21/2022 |
 Unilever (UL.US) | 0.27% | 0% | 9.5% | 3/11/2024 |
 Real Estate Select Sector SPDR (XLRE) | 0.25% | 0% | 8.85% | 4/19/2022 |
 UPS (UPS) | 0.22% | 0% | 13.02% | 3/15/2023 |
 NXP (NXPI) | 0.22% | 4.42% | 5.57% | - |
 Akamai (AKAM) | 0.22% | 4.01% | 5.32% | - |
 NNN (NNN) | 0.21% | 3.55% | 5.9% | - |
 Merck (MRK) | 0.21% | 0% | 9.17% | 3/14/2023 |
 Chubb (CB) | 0.2% | 0% | 11.71% | 10/28/2022 |
 Kraft Heinz (KHC) | 0.19% | 0% | 7.29% | 3/13/2024 |
 Henkel (HEN3.DE) | 0.19% | 0% | 8.11% | 11/10/2022 |
 General Mills (GIS) | 0.18% | 0% | 7.29% | 3/13/2024 |
 Teck (TECK) | 0.17% | 0% | 17.04% | 12/2/2022 |
 Thor (THO) | 0.16% | 0% | 5.81% | 6/14/2023 |
 BYD (01211.HK) | 0.16% | 0% | 18.43% | 8/17/2022 |
 CVS Health (CVS) | 0.15% | 0% | 5% | 3/13/2024 |
 Qualcomm (QCOM) | 0.13% | 0% | 6.47% | 4/3/2023 |
 Schlumberger (SLB) | 0.13% | 0% | 11.63% | 5/23/2022 |
 Vale (VALE) | 0.13% | 0% | 16.87% | 11/28/2022 |
 Visa (V) | 0.11% | 0% | 6.47% | 3/21/2022 |
 Roku (ROKU) | 0.11% | 0% | 29.57% | 1/19/2023 |
 SunPower (SPWRQ) | 0.1% | 0% | 6.47% | 10/25/2023 |
 NRG Energy (NRG) | 0.09% | 0% | 6.47% | 11/14/2022 |
 Electricite de France SA (EDF.PA_old) | 0.09% | 0% | 12.2% | 8/11/2022 |
 Ford (F) | 0.08% | 0% | 6.06% | 8/16/2022 |
 Ambev (ABEV) | 0.07% | 0% | 3.28% | 3/14/2023 |
 Enel (ENEL.MI) | 0.06% | 0% | 10.16% | 5/30/2022 |
 JD (9618.HK) | 0.06% | 0% | 5.65% | 3/11/2022 |
 Iberdrola (IBE.MC) | 0.06% | 0% | 11.22% | 5/30/2022 |
 BlackStone (BX) | 0.05% | 0% | 5.81% | 5/31/2022 |
 Sonic Healthcare (SHL.ASX) | 0.04% | 0% | 1.64% | 4/3/2023 |
 Bank of China (3988.HK) | 0.04% | 0% | 1.56% | 3/22/2023 |
 Alibaba (9988.HK) | 0.04% | 0% | 5.65% | 3/11/2022 |
 L'Oréal (OR.PA) | 0.04% | 0% | 9.58% | 4/28/2022 |
 CLP (00002.HK) | 0.04% | 0% | 8.52% | 5/23/2022 |
 Unilever (ULVR.L) | 0.03% | 0% | 9.58% | 4/28/2022 |
 National Grid (NG.L) | 0.03% | 0% | 9.5% | 4/27/2022 |
 Nestle (NESN.ZU) | 0.03% | 0% | 9.58% | 4/28/2022 |
 iShares TIPS Bond ETF (TIP) | 0.03% | 0% | 1.64% | 3/21/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.02% | 0% | 8.27% | 4/19/2022 |
 Roche (ROG.ZU) | 0.02% | 0% | 5.65% | 3/23/2022 |
 Weyerhaeuser (WY) | 0.02% | 0% | 2.29% | 5/31/2022 |
 AstraZeneca (AZN) | 0.02% | 0% | 6.39% | 3/23/2022 |
 Eni (ENI.MI) | 0.02% | 0% | 1.72% | 3/23/2022 |
 Sony (SONY) | 0.02% | 0% | 1.8% | 5/25/2022 |
 British American Tobacco (BTI) | 0.01% | 0% | 1.72% | 5/18/2022 |
 GSK (GSK.L) | 0.01% | 0% | 2.7% | 4/25/2022 |
 Orkla (ORK.OL) | 0.01% | 0% | 0.57% | 3/22/2023 |
 Wise (WISE.L) | 0.01% | 0% | 2.29% | 4/20/2022 |
 Ahold (AD.NV) | 0.01% | 0% | 1.56% | 6/6/2022 |
 Vinci (DG.PA) | 0.01% | 0% | 3.93% | 3/23/2022 |
 E.ON (EOAN.DE) | 0.01% | 0% | 3.93% | 3/23/2022 |
 T. Rowe Price (TROW) | 0.01% | 0% | 0.98% | 6/6/2022 |
 Ping An (2318.HK) | 0.01% | 0% | 0.74% | 11/28/2022 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.33% | 11/15/2022 |
 Regeneron (REGN) | 0.01% | 0% | 1.15% | 5/31/2022 |
 Diageo (DGE.L) | 0.01% | 0% | 2.95% | 4/28/2022 |
 AstraZeneca (AZN.L) | 0.01% | 0% | 2.21% | 4/19/2022 |
 Charles Schwab (SCHW) | 0.01% | 0% | 0.74% | 3/30/2022 |
 ABC (1288.HK) | 0% | 0% | 0.16% | 3/24/2023 |
 Procter & Gamble (PG) | 0% | 0% | 0.41% | 11/7/2022 |
 UGI (UGI) | 0% | 0% | 0.33% | 11/23/2022 |
 Kunlun Energy (00135.HK) | 0% | 0% | 0.25% | 11/18/2022 |
 Heineken (HEIO.NV) | 0% | 0% | 0.16% | 11/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Disney (DIS) | 3.62% | 4.65% |
| China Railway (0390.HK) | 3.41% | 4.04% |
| Mowi (MOWI.OL) | 3.41% | 3.88% |
| Enbridge (ENB) | 2.98% | 3.78% |
| Pfizer (PFE) | 4.26% | 3.76% |
| Repsol (REP.MC) | 3.84% | 3.74% |
| China Tower (788.HK) | 2.98% | 3.7% |
| Tyson Foods (TSN) | 4.05% | 3.66% |
| DigitalOcean (DOCN) | 2.77% | 3.65% |
| Diageo (DEO) | 3.84% | 3.63% |
| Nomad Foods (NOMD) | 3.84% | 3.61% |
| STMicroelectronics (STM.US) | 4.69% | 3.52% |
| Mercedes-Benz (MBG.DE) | 3.41% | 3.48% |
| Amundi (AMUN.PA) | 3.2% | 3.47% |
| Elevance Health (ELV) | 3.2% | 3.43% |
| Veolia (VIE.PA) | 3.41% | 3.42% |
| Darling (DAR) | 3.41% | 3.39% |
| LKQ (LKQ) | 3.41% | 3.37% |
| JD.com (JD.US) | 3.41% | 3.37% |
| Baidu (BIDU) | 3.41% | 3.34% |
| ENN Energy (02688.HK) | 3.41% | 3.33% |
| Deutsche Post (DHL.DE) | 3.41% | 3.33% |
| Skyworks (SWKS) | 3.84% | 3.28% |
| Enphase (ENPH) | 2.77% | 3.13% |
| ABF (ABF.L) | 3.2% | 3.08% |
| Equinor (EQNR) | 3.2% | 3.06% |
| Sanofi (SNY) | 2.77% | 3.05% |
| Bunge (BG) | 3.41% | 3.02% |
| FMC (FMC) | 3.41% | 2.91% |