Portfolio Diversification
Range
Most Diversified
270 instruments
November 19, 2024
Least Diversified
0 instruments
June 5, 2022
Average
87.5 instruments
Most Consistent Holdings
Top 5
JNJ99.58%
KO99.58%
PG99.58%
PEP99.58%
CL99.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since June 5, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 4.94% | 0% | 83.65% | 2/1/2025 |
 Alphabet (GOOGL) | 3.1% | 0% | 90.34% | 2/1/2025 |
 Microsoft (MSFT) | 3.05% | 0% | 90.76% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 2.71% | 0% | 91.51% | 2/1/2025 |
 Federal Realty (FRT) | 2.38% | 0% | 94.8% | 12/18/2024 |
 National Fuel (NFG) | 2.34% | 0% | 94.8% | 12/18/2024 |
| Johnson & Johnson (JNJ) | 2.07% | 0% | 99.58% | 2/1/2025 |
 Tesla (TSLA) | 1.96% | 0% | 86.31% | 2/1/2025 |
 Parker-Hannifin (PH) | 1.58% | 0% | 94.8% | 12/18/2024 |
 AbbVie (ABBV) | 1.46% | 0% | 95.22% | 2/1/2025 |
| Procter & Gamble (PG) | 1.39% | 0% | 99.58% | 2/1/2025 |
 Pentair (PNR) | 1.37% | 0% | 87.05% | 12/18/2024 |
| Colgate (CL) | 1.37% | 0% | 99.58% | 2/1/2025 |
| PepsiCo (PEP) | 1.36% | 0% | 99.58% | 2/1/2025 |
 Alibaba (BABA) | 1.35% | 0% | 46.71% | 2/1/2025 |
 PPG (PPG) | 1.33% | 0% | 95.01% | 2/1/2025 |
| Coca-Cola (KO) | 1.33% | 0% | 99.58% | 2/1/2025 |
 Altria (MO) | 1.31% | 0% | 99.04% | 2/1/2025 |
 BD (BDX) | 1.3% | 0% | 94.9% | 12/19/2024 |
 Lowe's (LOW) | 1.29% | 0% | 94.9% | 12/19/2024 |
 Abbott (ABT) | 1.26% | 0% | 94.8% | 12/18/2024 |
 Stanley Black & Decker (SWK) | 1.26% | 0% | 94.9% | 12/19/2024 |
 Target (TGT) | 1.25% | 0% | 94.9% | 12/19/2024 |
 ABM (ABM) | 1.25% | 0% | 94.9% | 12/19/2024 |
 3M (MMM) | 1.22% | 0% | 94.69% | 12/17/2024 |
 Emerson (EMR) | 1.2% | 0% | 94.8% | 12/18/2024 |
 ITW (ITW) | 1.19% | 0% | 94.8% | 12/18/2024 |
 Grainger (GWW) | 1.18% | 0% | 94.9% | 2/1/2025 |
 H.B. Fuller (FUL) | 1.17% | 0% | 98.09% | 2/1/2025 |
 Hormel (HRL) | 1.17% | 0% | 94.9% | 12/19/2024 |
 Black Hills (BKH) | 1.17% | 0% | 94.8% | 12/18/2024 |
 Cincinnati Financial (CINF) | 1.16% | 0% | 94.8% | 12/18/2024 |
 Nordson (NDSN) | 1.16% | 0% | 94.9% | 12/19/2024 |
 Sysco (SYY) | 1.14% | 0% | 95.22% | 2/1/2025 |
 Walmart (WMT) | 1.14% | 0% | 87.47% | 12/18/2024 |
 Universal Corp (UVV) | 1.12% | 0% | 94.8% | 12/18/2024 |
 Dover (DOV) | 1.12% | 0% | 94.9% | 12/19/2024 |
 S&P Global (SPGI) | 1.12% | 0% | 87.58% | 12/19/2024 |
 Genuine Parts (GPC) | 1.11% | 0% | 94.9% | 12/19/2024 |
 Kimberly-Clark (KMB) | 1.07% | 0% | 94.9% | 12/19/2024 |
 Leggett & Platt (LEG) | 1.07% | 0% | 79.3% | 7/24/2024 |
 McDonald's (MCD) | 1.07% | 0% | 87.05% | 12/18/2024 |
 Apple (AAPL) | 1.07% | 0% | 84.39% | 2/1/2025 |
 ConEd (ED) | 1.04% | 0% | 87.15% | 12/19/2024 |
 Nucor (NUE) | 1.03% | 0% | 87.58% | 12/19/2024 |
 ADM (ADM) | 1.01% | 0% | 88.22% | 2/1/2025 |
 Medtronic (MDT.US) | 0.99% | 0% | 87.15% | 12/19/2024 |
 ADP (ADP) | 0.92% | 0% | 87.05% | 12/18/2024 |
 American States Water (AWR) | 0.89% | 0% | 81.85% | 12/18/2024 |
 Cal Water (CWT) | 0.88% | 0% | 81.95% | 12/19/2024 |
 VF Corp (VFC) | 0.84% | 0% | 71.55% | 7/24/2024 |
 Commerce Bank (CBSH) | 0.8% | 0% | 81.95% | 12/19/2024 |
 Walgreens (WBA) | 0.78% | 0% | 76.96% | 10/17/2024 |
 Icahn Enterprises (IEP) | 0.7% | 0% | 18.05% | 2/1/2025 |
 Markel (MKL) | 0.68% | 0% | 46.5% | 2/1/2025 |
 United Bankshares (UBSI) | 0.65% | 0% | 67.3% | 12/18/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.6% | 0% | 42.78% | 2/1/2025 |
 Fortis (FTS) | 0.59% | 0% | 67.41% | 12/19/2024 |
 Middlesex Water (MSEX) | 0.59% | 0% | 67.41% | 12/19/2024 |
 Carlisle (CSL) | 0.54% | 0% | 49.26% | 12/18/2024 |
 Realty Income (O) | 0.54% | 0% | 53.82% | 2/1/2025 |
 Baidu (BIDU) | 0.48% | 0% | 21.76% | 2/1/2025 |
 Main Street Capital (MAIN) | 0.47% | 0% | 52.87% | 2/1/2025 |
 STAG (STAG) | 0.47% | 0% | 53.61% | 2/1/2025 |
 Caterpillar (CAT) | 0.45% | 0% | 44.16% | 2/1/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.4% | 0% | 19.75% | 2/1/2025 |
 Disney (DIS) | 0.36% | 0% | 37.58% | 11/21/2024 |
 KraneShares CSI China Internet (KWEB) | 0.35% | 0% | 17.41% | 2/1/2025 |
 Ethereum (ETH) | 0.35% | 0% | 19.64% | 2/1/2025 |
 Deere (DE) | 0.34% | 0% | 41.4% | 2/1/2025 |
 Invesco China Technology ETF (CQQQ) | 0.32% | 0% | 17.41% | 2/1/2025 |
 Rli (RLI) | 0.31% | 0% | 38.85% | 12/18/2024 |
 iShares MSCI China ETF (MCHI) | 0.3% | 0% | 19.75% | 2/1/2025 |
 Lancaster Colony (LANC) | 0.3% | 0% | 38.75% | 2/1/2025 |
 Kenvue (KVUE) | 0.29% | 0% | 38.96% | 12/19/2024 |
 Ecopetrol (EC) | 0.29% | 0% | 17.52% | 2/1/2025 |
 MSA (MSA) | 0.29% | 0% | 38.54% | 12/19/2024 |
 MGEE (MGEE) | 0.29% | 0% | 38.43% | 12/17/2024 |
 Pershing Square (PSH.L) | 0.28% | 0% | 36.2% | 2/1/2025 |
 Tootsie Roll (TR) | 0.28% | 0% | 38.54% | 2/1/2025 |
 SJW Group (SJW) | 0.28% | 0% | 38.43% | 12/19/2024 |
 NW Natural (NWN) | 0.28% | 0% | 38.64% | 12/19/2024 |
 Aramco (SAOC) | 0.28% | 0% | 19.75% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.27% | 0% | 21.23% | 2/1/2025 |
 Tennant (TNC) | 0.27% | 0% | 34.5% | 12/19/2024 |
 Torm PLC (TRMD-A.CO) | 0.26% | 0% | 18.05% | 2/1/2025 |
 iShares China Large-Cap ETF (FXI) | 0.26% | 0% | 17.41% | 2/1/2025 |
 Vale (VALE) | 0.23% | 0% | 18.58% | 2/1/2025 |
 Columbia India Consumer ETF (INCO) | 0.23% | 0% | 17.83% | 2/1/2025 |
 LVMH (MC.PA) | 0.21% | 0% | 20.91% | 2/1/2025 |
 Gorman-Rupp (GRC.US) | 0.2% | 0% | 30.47% | 12/19/2024 |
 Dampskibsselskabet Norden A/S (DNORD.CO) | 0.19% | 0% | 17.83% | 2/1/2025 |
 Sherwin-Williams (SHW) | 0.18% | 0% | 51.27% | 12/18/2024 |
 RPM (RPM) | 0.17% | 0% | 49.26% | 12/18/2024 |
 Brookfield (BN.US) | 0.17% | 0% | 41.4% | 2/1/2025 |
 UPM (UPM.HE) | 0.17% | 0% | 20.38% | 2/1/2025 |
 MicroStrategy (MSTR) | 0.16% | 0% | 16.88% | 2/1/2025 |
 ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 0.16% | 0% | 18.05% | 2/1/2025 |
 VinaCapital (VOF.L) | 0.16% | 0% | 19.75% | 2/1/2025 |
 Petrobras (PBR.A) | 0.16% | 0% | 17.41% | 2/1/2025 |
 Yancoal Australia Ltd (YAL.ASX) | 0.15% | 0% | 18.58% | 2/1/2025 |
 BW LPG (BWLPG.OL) | 0.15% | 0% | 17.83% | 2/1/2025 |
 Stepan (SCL) | 0.15% | 0% | 22.72% | 12/19/2024 |
 Alibaba (9988.HK) | 0.15% | 0% | 17.94% | 2/1/2025 |
 MPC (MPCC.OL) | 0.15% | 0% | 17.41% | 2/1/2025 |
 Cardano (ADA) | 0.14% | 0% | 19% | 2/1/2025 |
 XRP (XRP) | 0.14% | 0% | 19.85% | 2/1/2025 |
 PetroChina (00857.HK) | 0.12% | 0% | 18.58% | 2/1/2025 |
 Amazon (AMZN) | 0.12% | 0% | 19.96% | 2/1/2025 |
 TDS (TDS) | 0.12% | 0% | 52.12% | 12/17/2024 |
 Solventum (SOLV) | 0.12% | 0% | 27.28% | 12/17/2024 |
 Yanzhou Coal (1171.HK) | 0.12% | 0% | 18.58% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.11% | 0% | 19.53% | 2/1/2025 |
 Nordea (NDA_SE.ST) | 0.11% | 0% | 19.32% | 2/1/2025 |
 Mandatum (MANTA.HE) | 0.11% | 0% | 19.75% | 2/1/2025 |
 Agree Realty (ADC) | 0.1% | 0% | 18.79% | 2/1/2025 |
 Sampo (SAMPO.HE) | 0.1% | 0% | 19.21% | 2/1/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.1% | 0% | 19% | 2/1/2025 |
 Atlas Copco (ATCO-A.ST) | 0.09% | 0% | 19.53% | 2/1/2025 |
 Patria (PAX) | 0.09% | 0% | 15.39% | 2/1/2025 |
 Reliance (RIGD.L) | 0.09% | 0% | 14.76% | 12/27/2024 |
 Fortescue (FMG.ASX) | 0.09% | 0% | 18.58% | 2/1/2025 |
 BAT (BATS.L) | 0.09% | 0% | 14.86% | 2/1/2025 |
 Chainlink (LINK) | 0.09% | 0% | 17.94% | 2/1/2025 |
 Gladstone Land (LAND) | 0.09% | 0% | 14.86% | 2/1/2025 |
 NNN (NNN) | 0.09% | 0% | 9.87% | 2/1/2025 |
 Pembina (PBA) | 0.08% | 0% | 14.86% | 2/1/2025 |
 Sinopec (0386.HK) | 0.08% | 0% | 18.58% | 2/1/2025 |
 Sinopec (02386.HK) | 0.08% | 0% | 18.58% | 2/1/2025 |
 BHP (BHP.ASX) | 0.08% | 0% | 18.58% | 2/1/2025 |
 Chevron (CVX) | 0.08% | 0% | 15.29% | 12/23/2024 |
 Woodside Energy (WDS.ASX) | 0.08% | 0% | 17.3% | 2/1/2025 |
 PDD Holdings (PDD) | 0.07% | 0% | 12.42% | 12/19/2024 |
 JD.com (JD.US) | 0.07% | 0% | 12.1% | 2/1/2025 |
 NetEase (NTES) | 0.07% | 0% | 15.29% | 1/24/2025 |
 Costco (COST) | 0.07% | 0% | 15.5% | 12/4/2024 |
 Polkadot (DOT) | 0.07% | 0% | 18.47% | 2/1/2025 |
 Shell (SHEL.L) | 0.07% | 0% | 18.58% | 2/1/2025 |
 AGNC (AGNC) | 0.07% | 0% | 17.41% | 2/1/2025 |
 Solana (SOL) | 0.07% | 0% | 18.9% | 2/1/2025 |
 Link REIT (823.HK) | 0.07% | 0% | 18.58% | 2/1/2025 |
 Vodafone (VOD.L) | 0.07% | 0% | 17.41% | 2/1/2025 |
 Ping An Healthcare (1833.HK) | 0.07% | 0% | 13.91% | 12/19/2024 |
 KONE (KNEBV.HE) | 0.07% | 0% | 19.11% | 2/1/2025 |
 Frontline (FRO) | 0.06% | 0% | 7.64% | 2/1/2025 |
 Air Products (APD) | 0.06% | 0% | 16.99% | 12/18/2024 |
 Meta (META) | 0.06% | 0% | 19.43% | 2/1/2025 |
 JD (9618.HK) | 0.06% | 0% | 15.39% | 1/8/2025 |
 Vesta (VTMX) | 0.06% | 0% | 14.86% | 2/1/2025 |
 Rio Tinto (RIO.ASX) | 0.06% | 0% | 18.58% | 2/1/2025 |
 Tencent (0700.HK) | 0.06% | 0% | 18.58% | 2/1/2025 |
 ASML (ASML.NV) | 0.06% | 0% | 19% | 2/1/2025 |
 IBM (IBM) | 0.06% | 0% | 14.12% | 11/21/2024 |
 C.H. Robinson (CHRW) | 0.06% | 0% | 13.16% | 11/12/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.06% | 0% | 19% | 2/1/2025 |
 China Life (HK) (2628.HK) | 0.06% | 0% | 18.58% | 2/1/2025 |
 L&T (LTOD.L) | 0.06% | 0% | 14.76% | 12/27/2024 |
 WP Carey (WPC) | 0.06% | 0% | 12.95% | 1/10/2025 |
 Brown-Forman (BF-B) | 0.05% | 0% | 13.8% | 11/25/2024 |
 ICBC (1398.HK) | 0.05% | 0% | 13.91% | 12/19/2024 |
 Ping An (2318.HK) | 0.05% | 0% | 18.58% | 2/1/2025 |
 Maersk (MAERSKB.CO) | 0.05% | 0% | 11.25% | 11/21/2024 |
 Munich Re (MUV2.DE) | 0.05% | 0% | 14.86% | 2/1/2025 |
 Zurich Insurance (ZURN.ZU) | 0.05% | 0% | 14.65% | 12/17/2024 |
 Hershey (HSY) | 0.05% | 0% | 16.24% | 2/1/2025 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.05% | 0% | 3.82% | 2/1/2025 |
 BlackStone (BX) | 0.05% | 0% | 12.1% | 11/21/2024 |
 TRON (TRX) | 0.05% | 0% | 18.79% | 2/1/2025 |
 Adobe (ADBE) | 0.05% | 0% | 13.16% | 12/23/2024 |
 Neste (NESTE.HE) | 0.05% | 0% | 11.89% | 1/2/2025 |
 BlackRock (BLK) | 0.05% | 0% | 12.1% | 11/21/2024 |
 National Grid (NG.L) | 0.05% | 0% | 12.63% | 2/1/2025 |
 Rexford Industrial (REXR) | 0.05% | 0% | 9.87% | 12/23/2024 |
 UnitedHealth (UNH) | 0.05% | 0% | 11.89% | 11/21/2024 |
 Visa (V) | 0.05% | 0% | 12.63% | 2/1/2025 |
 Fortum (FORTUM.HE) | 0.04% | 0% | 14.65% | 1/9/2025 |
 Lockheed Martin (LMT) | 0.04% | 0% | 14.86% | 12/19/2024 |
 Legal & General (LGEN.L) | 0.04% | 0% | 15.29% | 1/8/2025 |
 Vonovia (VNA.DE) | 0.04% | 0% | 12.63% | 2/1/2025 |
 BNP Paribas (BNP.PA) | 0.04% | 0% | 14.33% | 12/19/2024 |
 Bank of China (3988.HK) | 0.04% | 0% | 14.86% | 2/1/2025 |
 Golar LNG (GLNG) | 0.04% | 0% | 13.27% | 2/1/2025 |
 Metsa Board (METSB.HE) | 0.04% | 0% | 6.79% | 12/20/2024 |
 HSBC (HSBA.L) | 0.04% | 0% | 14.12% | 12/17/2024 |
 Valmet (VALMT.HE) | 0.04% | 0% | 10.3% | 12/20/2024 |
 Alexandria (ARE) | 0.04% | 0% | 10.83% | 2/1/2025 |
 Gladstone Investment (GAIN) | 0.04% | 0% | 12.31% | 1/8/2025 |
 HDFC (HDB) | 0.04% | 0% | 12.31% | 12/4/2024 |
 ABC (1288.HK) | 0.04% | 0% | 14.01% | 12/20/2024 |
 Micron (MU) | 0.04% | 0% | 10.93% | 2/1/2025 |
 ASSA ABLOY (ASSA-B.ST) | 0.04% | 0% | 14.12% | 2/1/2025 |
 Vipshop (VIPS) | 0.04% | 0% | 10.51% | 12/27/2024 |
 SBA (SBAC) | 0.04% | 0% | 9.87% | 12/23/2024 |
 Alfa Laval (ALFA.ST) | 0.04% | 0% | 14.01% | 2/1/2025 |
 Kesko (KESKOB.HE) | 0.04% | 0% | 12.31% | 1/8/2025 |
 Enel (ENIC) | 0.04% | 0% | 15.18% | 2/1/2025 |
 AT&T (T) | 0.03% | 0% | 12.95% | 12/16/2024 |
 Prospect Capital (PSEC) | 0.03% | 0% | 12.85% | 12/19/2024 |
 FICO (FICO) | 0.03% | 0% | 10.62% | 2/1/2025 |
 Netflix (NFLX) | 0.03% | 0% | 11.46% | 2/1/2025 |
 Aker BP (AKRBP.OL) | 0.03% | 0% | 11.46% | 2/1/2025 |
 Pfizer (PFE) | 0.03% | 0% | 7.43% | 12/23/2024 |
 Phoenix (PHNX.L) | 0.03% | 0% | 3.82% | 2/1/2025 |
 JPMorgan (JPM) | 0.03% | 0% | 10.93% | 11/21/2024 |
 Medical Properties Trust (MPW) | 0.03% | 0% | 12.95% | 2/1/2025 |
 Infosys (INFY) | 0.03% | 0% | 13.27% | 12/18/2024 |
 MPLX (MPLX) | 0.03% | 0% | 12.95% | 12/17/2024 |
 NVIDIA (NVDA) | 0.03% | 0% | 8.28% | 2/1/2025 |
 Alerian MLP ETF (AMLP) | 0.03% | 0% | 12.95% | 12/17/2024 |
 CommBank (CBA.ASX) | 0.03% | 0% | 9.77% | 12/18/2024 |
 ARMOUR Residential REIT (ARR) | 0.03% | 0% | 8.39% | 12/19/2024 |
 Sandvik (SAND.ST) | 0.03% | 0% | 10.4% | 2/1/2025 |
 Airtel Africa (AAF.L) | 0.03% | 0% | 8.07% | 2/1/2025 |
 Verizon (VZ) | 0.03% | 0% | 12.42% | 12/16/2024 |
 Meituan (03690.HK) | 0.03% | 0% | 10.19% | 12/19/2024 |
 MSCI (MSCI) | 0.03% | 0% | 10.4% | 2/1/2025 |
 Nokian Tyres (TYRES.HE) | 0.03% | 0% | 10.19% | 12/19/2024 |
 Coca-Cola Consolidated (COKE) | 0.03% | 0% | 8.07% | 12/19/2024 |
 Autodesk (ADSK) | 0.03% | 0% | 9.24% | 11/12/2024 |
 Nu (NU) | 0.03% | 0% | 8.39% | 2/1/2025 |
 Sino Land (83.HK) | 0.02% | 0% | 10.19% | 12/19/2024 |
 CSN (SID) | 0.02% | 0% | 6.79% | 2/1/2025 |
 Investcorp India (IVCA) | 0.02% | 0% | 12.63% | 2/1/2025 |
 TSMC (TSM) | 0.02% | 0% | 8.81% | 2/1/2025 |
 Norsk Hydro (NHY.OL) | 0.02% | 0% | 7.43% | 10/24/2024 |
 Tata Steel (TTST.L) | 0.02% | 0% | 6.69% | 12/19/2024 |
 Metso (METSO.HE) | 0.02% | 0% | 9.98% | 12/17/2024 |
 RCI Hospitality (RICK) | 0.02% | 0% | 6.48% | 11/21/2024 |
 BP (BP.L) | 0.02% | 0% | 10.08% | 1/8/2025 |
 Service Corp Intl (SCI) | 0.02% | 0% | 6.79% | 2/1/2025 |
 Big Yellow (BYG.L) | 0.02% | 0% | 7.86% | 12/27/2024 |
 UNITE Group (UTG.L) | 0.02% | 0% | 7.96% | 12/19/2024 |
 LTC Properties (LTC.US) | 0.02% | 0% | 4.25% | 2/1/2025 |
 Stora Enso (STERV.HE) | 0.02% | 0% | 6.69% | 12/19/2024 |
 Coca Cola Hellenic (CCH.L) | 0.02% | 0% | 8.17% | 12/20/2024 |
 United Utilities (UU.L) | 0.02% | 0% | 8.07% | 12/20/2024 |
 UMC (UMC) | 0.02% | 0% | 8.07% | 12/19/2024 |
 Supermicro (SMCI) | 0.02% | 0% | 7.11% | 12/12/2024 |
 Digital Realty (DLR) | 0.02% | 0% | 8.92% | 2/1/2025 |
 Konecranes (KCR.HE) | 0.02% | 0% | 8.07% | 12/20/2024 |
 Whitehaven Coal (WHC.ASX) | 0.02% | 0% | 7.96% | 12/18/2024 |
 Moody's (MCO) | 0.02% | 0% | 7.32% | 12/3/2024 |
 Energy Transfer (ET) | 0.02% | 0% | 7.96% | 12/18/2024 |
 Douyu (DOYU) | 0.02% | 0% | 7.96% | 12/19/2024 |
 Essential Properties (EPRT) | 0.02% | 0% | 7.32% | 1/2/2025 |
 Wärtsilä (WRT1V.HE) | 0.02% | 0% | 10.3% | 12/20/2024 |
 Coca-Cola Europacific (CCEP) | 0.02% | 0% | 8.07% | 12/19/2024 |
 Trip.com (TCOM.CH) | 0.02% | 0% | 7.64% | 1/24/2025 |
 Unilever (ULVR.L) | 0.02% | 0% | 7.96% | 1/8/2025 |
 MercadoLibre (MELI) | 0.02% | 0% | 8.28% | 2/1/2025 |
 Alpha Metallurgical (AMR) | 0.02% | 0% | 7.01% | 2/1/2025 |
 GAIL India Limited (GAID.L) | 0.02% | 0% | 5.94% | 12/20/2024 |
 VICI Properties (VICI) | 0.01% | 0% | 6.69% | 1/8/2025 |
 KKR (KKR) | 0.01% | 0% | 6.48% | 11/21/2024 |
 Nike (NKE) | 0.01% | 0% | 4.25% | 2/1/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 0.01% | 0% | 11.04% | 11/15/2024 |
 Warrior Met Coal (HCC) | 0.01% | 0% | 5.41% | 10/25/2024 |
 Mastercard (MA) | 0.01% | 0% | 6.05% | 11/21/2024 |
 Lufax (LU) | 0.01% | 0% | 6.26% | 12/19/2024 |
 SBI (SBID.L) | 0.01% | 0% | 5.84% | 12/19/2024 |
 Mahindra (MHID.L) | 0.01% | 0% | 4.99% | 12/20/2024 |
 ICICI Bank (IBN) | 0.01% | 0% | 5.31% | 12/5/2024 |
 O'Reilly Auto (ORLY) | 0.01% | 0% | 4.88% | 11/13/2024 |
 Caesars (CZR) | 0.01% | 0% | 5.31% | 12/19/2024 |
 Orchid Island (ORC) | 0.01% | 0% | 7.43% | 12/19/2024 |
 Invitation Homes (INVH) | 0.01% | 0% | 2.87% | 12/26/2024 |
 Bilibili (BILI) | 0.01% | 0% | 7.54% | 2/1/2025 |
 Lenovo (0992.HK) | 0.01% | 0% | 3.72% | 12/19/2024 |
 Telstra (TLS.ASX) | 0.01% | 0% | 8.07% | 12/18/2024 |
 Cronos (CRO) | 0.01% | 0% | 9.77% | 2/1/2025 |
 Bitcoin (BTC) | 0.01% | 0% | 5.73% | 2/1/2025 |
 Xiaomi (1810.HK) | 0.01% | 0% | 3.72% | 12/19/2024 |
 Yum China (YUMC) | 0.01% | 0% | 6.05% | 1/24/2025 |
 Wipro (WIT) | 0.01% | 0% | 3.93% | 11/22/2024 |
 Omega Healthcare (OHI) | 0.01% | 0% | 4.35% | 12/17/2024 |
 Sun Communities (SUI.US) | 0.01% | 0% | 4.14% | 12/16/2024 |
 Peabody Energy (BTU) | 0.01% | 0% | 2.55% | 12/19/2024 |
 Horizon Technology (HRZN) | 0.01% | 0% | 3.5% | 12/23/2024 |
 Teva (TEVA) | 0.01% | 0% | 2.97% | 12/4/2024 |
 Eli Lilly (LLY) | 0.01% | 0% | 3.72% | 12/4/2024 |
 Agnico Eagle (AEM) | 0.01% | 0% | 3.29% | 11/19/2024 |
 Invesco Mortgage Capital (IVR) | 0.01% | 0% | 3.5% | 2/1/2025 |
 Cargotec (CGCBV.HE) | 0.01% | 0% | 3.29% | 11/5/2024 |
 Axis Bank (AXB.L) | 0.01% | 0% | 5.84% | 12/19/2024 |
 Weibo (WB) | 0.01% | 0% | 5.63% | 1/24/2025 |
 Cosmos (ATOM) | 0.01% | 0% | 8.92% | 2/1/2025 |
 Hello Group (MOMO) | 0% | 0% | 3.93% | 2/1/2025 |
 Qifu Technology (QFIN) | 0% | 0% | 5.63% | 1/24/2025 |
 EPR (EPR) | 0% | 0% | 2.65% | 12/16/2024 |
 PayPal (PYPL) | 0% | 0% | 2.12% | 11/21/2024 |
 ZTO Express (ZTO) | 0% | 0% | 3.29% | 12/19/2024 |
 Arch Resources (ARCH) | 0% | 0% | 3.5% | 11/6/2024 |
 Venture Global Inc (VG) | 0% | 0% | 0.85% | 2/1/2025 |
 China Railway (0390.HK) | 0% | 0% | 3.72% | 12/19/2024 |
 Cleanspark (CLSK) | 0% | 0% | 3.82% | 2/1/2025 |
 Adecoagro (AGRO) | 0% | 0% | 1.59% | 12/19/2024 |
 Hive (HIVE) | 0% | 0% | 3.82% | 2/1/2025 |
 Marathon Digital (MARA) | 0% | 0% | 3.5% | 2/1/2025 |
 Nokia (NOKIA.HE) | 0% | 0% | 1.7% | 10/21/2024 |
 Futu (FUTU) | 0% | 0% | 2.87% | 12/19/2024 |
 Quant (QNT) | 0% | 0% | 5.73% | 2/1/2025 |
 Iris Energy (IREN) | 0% | 0% | 3.08% | 2/1/2025 |
 BeiGene (ONC) | 0% | 0% | 3.29% | 12/19/2024 |
 Invesco Solar ETF (TAN) | 0% | 0% | 2.12% | 12/3/2024 |
 ZIM (ZIM) | 0% | 0% | 3.18% | 12/19/2024 |
 Stellar (XLM) | 0% | 0% | 6.05% | 2/1/2025 |
 KE Holdings (BEKE) | 0% | 0% | 2.87% | 12/19/2024 |
 Algorand (ALGO) | 0% | 0% | 5.73% | 2/1/2025 |
 Farmland Partners (FPI) | 0% | 0% | 1.27% | 12/16/2024 |
 British Land (BLND.L) | 0% | 0% | 1.17% | 12/20/2024 |
 FedEx (FDX) | 0% | 0% | 2.12% | 10/11/2024 |
 Hedera Hashgraph (HBAR) | 0% | 0% | 4.88% | 2/1/2025 |
 Land Securities (LAND.L) | 0% | 0% | 1.06% | 12/19/2024 |
 Franklin FTSE India ETF (FLIN) | 0% | 0% | 7.43% | 10/24/2024 |
 Samsung (SMSN.L) | 0% | 0% | 0.74% | 11/21/2024 |
 Sibanye Stillwater (SBSW) | 0% | 0% | 0.96% | 1/2/2025 |
 Arbitrum (ARB) | 0% | 0% | 5.2% | 2/1/2025 |
 Baozun (BZUN) | 0% | 0% | 0.74% | 12/18/2024 |
 Uniswap (UNI) | 0% | 0% | 5.73% | 2/1/2025 |
 Avalanche (AVAX) | 0% | 0% | 5.1% | 2/1/2025 |
 Seritage (SRG.US) | 0% | 0% | 0.85% | 12/19/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0% | 0% | 1.38% | 12/4/2024 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0% | 0% | 1.27% | 12/3/2024 |
 Golden Ocean (GOGL.US) | 0% | 0% | 1.17% | 2/1/2025 |
 Aave (AAVE) | 0% | 0% | 2.97% | 2/1/2025 |
 Coinbase (COIN) | 0% | 0% | 3.61% | 2/1/2025 |
 Fresnillo (FRES.L) | 0% | 0% | 0.74% | 11/19/2024 |
 Sui (SUI) | 0% | 0% | 2.44% | 2/1/2025 |
 Near Protocol (NEAR) | 0% | 0% | 2.12% | 2/1/2025 |
 Broadcom (AVGO) | 0% | 0% | 0.53% | 2/1/2025 |
 Toncoin (Experimental) (TON) | 0% | 0% | 1.8% | 2/1/2025 |
 New Fortress Energy (NFE) | 0% | 0% | 0.53% | 11/6/2024 |
 Global X SuperDividend ETF (SDIV) | 0% | 0% | 0.85% | 2/1/2025 |
 Direxion Daily MSCI Brazil Bull 2X Shares (BRZU) | 0% | 0% | 0.74% | 12/26/2024 |
 Outokumpu (OUT1V.HE) | 0% | 0% | 0.74% | 12/30/2024 |
 Emirates NBD (EMIRATESNBD.AE) | 0% | 0% | 0.11% | 2/1/2025 |
 DIB (DIB.AE) | 0% | 0% | 0.11% | 2/1/2025 |
 Emaar (EMAAR.AE) | 0% | 0% | 0.11% | 2/1/2025 |
 Golden Ocean (GOGL.OL) | 0% | 0% | 1.06% | 2/1/2025 |
 iQIYI (IQ.US) | 0% | 0% | 0.32% | 11/25/2024 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.53% | 2/1/2025 |
 Xunlei (XNET) | 0% | 0% | 0.21% | 12/19/2024 |
 IWG (IWG.L) | 0% | 0% | 0.32% | 12/30/2024 |
 Albemarle (ALB) | 0% | 0% | 0.21% | 2/1/2025 |
 Global X Uranium ETF (URA) | 0% | 0% | 0.42% | 2/1/2025 |
 Zhihu (ZH) | 0% | 0% | 0.11% | 12/19/2024 |
 Jumia (JMIA) | 0% | 0% | 0.11% | 2/1/2025 |
 Okeanis Eco Tankers Corp (OET.OL) | 0% | 0% | 0.11% | 2/1/2025 |
 Kongsberg Gruppen ASA (KOG.OL) | 0% | 0% | 0.11% | 2/1/2025 |
 CNR (CNI) | 0% | 0% | 0.11% | 2/1/2025 |
 Mitsubishi UFJ (MUFG) | 0% | 0% | 0.11% | 2/1/2025 |
 Sea (SE) | 0% | 0% | 0.11% | 2/1/2025 |
 TransUnion (TRU) | 0% | 0% | 0.11% | 2/1/2025 |
 New Hope (NHC.ASX) | 0% | 0% | 0.11% | 2/1/2025 |
 Waste Management (WM) | 0% | 0% | 0.11% | 2/1/2025 |
 GEO (GEO) | 0% | 0% | 0.21% | 11/6/2024 |
 Riot (RIOT) | 0% | 0% | 0.11% | 12/11/2024 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Brazil Index MSCI Ishares (EWZ) | 5.66% | 5.42% |
| Icahn Enterprises (IEP) | 6.03% | 5.27% |
| Alibaba (BABA) | 4.59% | 4.72% |
| Baidu (BIDU) | 3.69% | 3.75% |
| KraneShares CSI China Internet (KWEB) | 3.49% | 3.55% |
| iShares MSCI China ETF (MCHI) | 2.81% | 2.95% |
| Vale (VALE) | 3.02% | 2.95% |
| iShares China Large-Cap ETF (FXI) | 2.71% | 2.85% |
| Invesco China Technology ETF (CQQQ) | 2.75% | 2.81% |
| iShares MSCI India ETF (INDA) | 2.51% | 2.59% |
| Torm PLC (TRMD-A.CO) | 2.98% | 2.51% |
| Columbia India Consumer ETF (INCO) | 2.38% | 2.37% |
| Petrobras (PBR.A) | 2.01% | 2.02% |
| Alibaba (9988.HK) | 1.83% | 1.92% |
| Ecopetrol (EC) | 2.03% | 1.91% |
| ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 1.84% | 1.9% |
| Realty Income (O) | 1.68% | 1.76% |
| Aramco (SAOC) | 1.52% | 1.65% |
| Dampskibsselskabet Norden A/S (DNORD.CO) | 1.51% | 1.4% |
| BW LPG (BWLPG.OL) | 1.46% | 1.38% |
| Frontline (FRO) | 1.42% | 1.33% |
| NNN (NNN) | 1.17% | 1.23% |
| VinaCapital (VOF.L) | 1.04% | 1.13% |
| PetroChina (00857.HK) | 1.01% | 1.11% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.01% | 1.05% |
| Johnson & Johnson (JNJ) | 1.01% | 1.05% |
| STAG (STAG) | 1.01% | 1.04% |
| Pembina (PBA) | 1.01% | 1.01% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.84% | 0.88% |
| Alphabet (GOOGL) | 0.84% | 0.88% |
| PepsiCo (PEP) | 0.84% | 0.87% |
| Yancoal Australia Ltd (YAL.ASX) | 0.78% | 0.85% |
| WP Carey (WPC) | 0.84% | 0.85% |
| Atlas Copco (ATCO-A.ST) | 0.84% | 0.85% |
| Ethereum (ETH) | 0.83% | 0.84% |
| UPM (UPM.HE) | 0.84% | 0.83% |
| Colgate (CL) | 0.75% | 0.77% |
| Agree Realty (ADC) | 0.67% | 0.71% |
| Coca-Cola (KO) | 0.67% | 0.71% |
| AGNC (AGNC) | 0.68% | 0.7% |
| Microsoft (MSFT) | 0.67% | 0.7% |
| Woodside Energy (WDS.ASX) | 0.59% | 0.64% |
| Yanzhou Coal (1171.HK) | 0.64% | 0.64% |
| MPC (MPCC.OL) | 0.64% | 0.63% |
| Gladstone Land (LAND) | 0.66% | 0.58% |
| Pershing Square (PSH.L) | 0.57% | 0.57% |
| Aker BP (AKRBP.OL) | 0.52% | 0.54% |
| Schwab US Dividend Equity ETF (SCHD) | 0.5% | 0.54% |
| Phoenix (PHNX.L) | 0.5% | 0.54% |
| Nordea (NDA_SE.ST) | 0.5% | 0.54% |
| Kesko (KESKOB.HE) | 0.5% | 0.53% |
| Sampo (SAMPO.HE) | 0.5% | 0.53% |
| Berkshire Hathaway (BRK.B) | 0.5% | 0.53% |
| Mandatum (MANTA.HE) | 0.47% | 0.52% |
| Sinopec (0386.HK) | 0.5% | 0.52% |
| Vonovia (VNA.DE) | 0.5% | 0.51% |
| JD (9618.HK) | 0.49% | 0.51% |
| Bitcoin (BTC) | 0.49% | 0.5% |
| CSN (SID) | 0.51% | 0.48% |
| Fortescue (FMG.ASX) | 0.43% | 0.47% |
| Sinopec (02386.HK) | 0.34% | 0.47% |
| MicroStrategy (MSTR) | 0.47% | 0.46% |
| Link REIT (823.HK) | 0.45% | 0.46% |
| Novo Nordisk (NOVO-B.CO) | 0.57% | 0.46% |
| Amazon (AMZN) | 0.4% | 0.42% |
| Vodafone (VOD.L) | 0.4% | 0.4% |
| National Grid (NG.L) | 0.39% | 0.4% |
| Bank of China (3988.HK) | 0.34% | 0.39% |
| BAT (BATS.L) | 0.37% | 0.39% |
| Brookfield (BN.US) | 0.34% | 0.36% |
| Legal & General (LGEN.L) | 0.34% | 0.36% |
| Markel (MKL) | 0.34% | 0.36% |
| Cardano (ADA) | 0.35% | 0.35% |
| Gladstone Investment (GAIN) | 0.33% | 0.35% |
| Nu (NU) | 0.41% | 0.35% |
| Netflix (NFLX) | 0.34% | 0.35% |
| Procter & Gamble (PG) | 0.34% | 0.35% |
| Meta (META) | 0.33% | 0.35% |
| Essential Properties (EPRT) | 0.34% | 0.34% |
| Shell (SHEL.L) | 0.34% | 0.33% |
| Tencent (0700.HK) | 0.28% | 0.32% |
| Altria (MO) | 0.3% | 0.32% |
| BHP (BHP.ASX) | 0.27% | 0.28% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.25% | 0.27% |
| China Life (HK) (2628.HK) | 0.17% | 0.25% |
| ASML (ASML.NV) | 0.23% | 0.24% |
| Ping An (2318.HK) | 0.17% | 0.24% |
| Neste (NESTE.HE) | 0.3% | 0.24% |
| Rio Tinto (RIO.ASX) | 0.22% | 0.23% |
| NVIDIA (NVDA) | 0.2% | 0.22% |
| Polygon Ecosystem (ex Matic) (POL) | 0.22% | 0.21% |
| Hive (HIVE) | 0.2% | 0.21% |
| Iris Energy (IREN) | 0.2% | 0.2% |
| Marathon Digital (MARA) | 0.2% | 0.2% |
| Unilever (ULVR.L) | 0.2% | 0.2% |
| Tesla (TSLA) | 0.2% | 0.2% |
| Cleanspark (CLSK) | 0.19% | 0.19% |
| Main Street Capital (MAIN) | 0.17% | 0.19% |
| Investcorp India (IVCA) | 0.17% | 0.18% |
| Invesco Mortgage Capital (IVR) | 0.17% | 0.18% |
| Golar LNG (GLNG) | 0.17% | 0.18% |
| LTC Properties (LTC.US) | 0.17% | 0.18% |
| Digital Realty (DLR) | 0.17% | 0.18% |
| Fortum (FORTUM.HE) | 0.17% | 0.18% |
| Apple (AAPL) | 0.17% | 0.18% |
| VICI Properties (VICI) | 0.17% | 0.17% |
| BP (BP.L) | 0.17% | 0.17% |
| Vesta (VTMX) | 0.17% | 0.16% |
| LVMH (MC.PA) | 0.17% | 0.16% |
| MercadoLibre (MELI) | 0.17% | 0.15% |
| TRON (TRX) | 0.13% | 0.12% |
| Sibanye Stillwater (SBSW) | 0.12% | 0.12% |
| Enel (ENIC) | 0.1% | 0.11% |
| XRP (XRP) | 0.1% | 0.1% |
| Chainlink (LINK) | 0.08% | 0.08% |
| Cronos (CRO) | 0.09% | 0.08% |
| Hedera Hashgraph (HBAR) | 0.07% | 0.07% |
| Quant (QNT) | 0.07% | 0.06% |
| Solana (SOL) | 0.06% | 0.06% |
| Cosmos (ATOM) | 0.07% | 0.06% |
| Polkadot (DOT) | 0.07% | 0.06% |
| Stellar (XLM) | 0.07% | 0.06% |
| Algorand (ALGO) | 0.06% | 0.05% |
| Avalanche (AVAX) | 0.04% | 0.04% |
| Arbitrum (ARB) | 0.03% | 0.03% |
| Uniswap (UNI) | 0.03% | 0.03% |
| Coinbase (COIN) | 0.03% | 0.03% |
| Aave (AAVE) | 0.02% | 0.02% |
| Sui (SUI) | 0.01% | 0.01% |
| Near Protocol (NEAR) | 0.01% | 0.01% |
| Toncoin (Experimental) (TON) | 0.01% | 0.01% |