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Portfolio Diversification
Range
Most Diversified
23 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21.2 instruments
Most Consistent Holdings
Top 5
MSFT99.52%
DIS99.52%
JNJ99.52%
MMM99.52%
PFE99.52%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 8.26% | 7.65% | 99.52% | - |
 Unilever (ULVR.L) | 7.19% | 5.41% | 99.52% | - |
 Amgen (AMGN) | 5.81% | 5.24% | 99.52% | - |
 Gilead Sciences (GILD) | 5.51% | 4.46% | 99.52% | - |
 General Mills (GIS) | 5.5% | 5.05% | 99.52% | - |
 Procter & Gamble (PG) | 5.43% | 5.25% | 99.52% | - |
| Johnson & Johnson (JNJ) | 5.41% | 5.28% | 99.52% | - |
 Kellanova (K) | 5.13% | 0% | 96.76% | 12/12/2025 |
 GSK (GSK.L) | 4.87% | 5.97% | 99.52% | - |
 Colgate (CL) | 4.83% | 5.07% | 99.52% | - |
 LTC Properties (LTC.US) | 4.67% | 5.88% | 99.52% | - |
 Kimberly-Clark (KMB) | 4.59% | 5.11% | 99.52% | - |
 Cardinal Health (CAH) | 4.55% | 7.06% | 99.52% | - |
| 3M (MMM) | 4.28% | 5.38% | 99.52% | - |
 AbbVie (ABBV) | 4.08% | 3.84% | 99.52% | - |
| Pfizer (PFE) | 4.05% | 4.38% | 99.52% | - |
| Disney (DIS) | 3.58% | 4.49% | 99.52% | - |
 Novartis (NVS) | 3.23% | 5.27% | 99.52% | - |
 Kraft Heinz (KHC) | 3.03% | 4.05% | 99.52% | - |
 Patterson (PDCO) | 2.62% | 0% | 81.02% | 4/22/2025 |
 Solventum (SOLV) | 0.72% | 4.72% | 44.86% | - |
 Kellogg's (KLG) | 0.19% | 0% | 49.9% | 9/29/2025 |
 Sandoz (SDZNY) | 0.1% | 0.06% | 57.21% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 1.38% | 12/29/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 7.85% | 8.15% |
| Cardinal Health (CAH) | 5.09% | 6.91% |
| GSK (GSK.L) | 5.21% | 6.1% |
| Unilever (ULVR.L) | 6.22% | 5.52% |
| 3M (MMM) | 5.59% | 5.52% |
| LTC Properties (LTC.US) | 5.96% | 5.39% |
| General Mills (GIS) | 6.28% | 5.29% |
| Amgen (AMGN) | 4.48% | 5.19% |
| Procter & Gamble (PG) | 5.9% | 5.13% |
| Kimberly-Clark (KMB) | 6.34% | 5.1% |
| Novartis (NVS) | 4.49% | 5.06% |
| Johnson & Johnson (JNJ) | 3.94% | 5.03% |
| Solventum (SOLV) | 4.63% | 4.75% |
| Colgate (CL) | 5.53% | 4.72% |
| Disney (DIS) | 5.16% | 4.65% |
| Gilead Sciences (GILD) | 3.95% | 4.42% |
| Kraft Heinz (KHC) | 4.99% | 4.34% |
| Pfizer (PFE) | 4.77% | 4.27% |
| AbbVie (ABBV) | 3.24% | 4.13% |
| Sandoz (SDZNY) | 0% | 0.06% |
Cash & Instruments Over Time
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