Portfolio Diversification
Range
Most Diversified
23 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21.3 instruments
Most Consistent Holdings
Top 5
MSFT99.85%
DIS99.85%
JNJ99.85%
MMM99.85%
PFE99.85%
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) | 8.28% | 9.26% | 99.85% | - |
 Unilever (ULVR.L) | 7.31% | 6.33% | 99.85% | - |
 Amgen (AMGN) | 5.87% | 5.11% | 99.85% | - |
 General Mills (GIS) | 5.63% | 3.53% | 99.85% | - |
 Gilead Sciences (GILD) | 5.6% | 3.85% | 99.85% | - |
 Procter & Gamble (PG) | 5.52% | 4.16% | 99.85% | - |
| Johnson & Johnson (JNJ) | 5.46% | 5% | 99.85% | - |
 Kellanova (K) | 5.31% | 4.96% | 99.85% | - |
 Colgate (CL) | 4.88% | 4.26% | 99.85% | - |
 GSK (GSK.L) | 4.81% | 5.8% | 99.85% | - |
 LTC Properties (LTC.US) | 4.7% | 4.35% | 99.85% | - |
 Kimberly-Clark (KMB) | 4.63% | 3.27% | 99.85% | - |
 Cardinal Health (CAH) | 4.42% | 5.62% | 99.85% | - |
| 3M (MMM) | 4.2% | 5.68% | 99.85% | - |
 AbbVie (ABBV) | 4.09% | 4.46% | 99.85% | - |
| Pfizer (PFE) | 4.04% | 4.5% | 99.85% | - |
| Disney (DIS) | 3.55% | 3.33% | 99.85% | - |
 Novartis (NVS) | 3.13% | 5.15% | 99.85% | - |
 Kraft Heinz (KHC) | 2.97% | 3.25% | 99.85% | - |
 Patterson (PDCO) | 2.8% | 0% | 86.51% | 4/22/2025 |
 Solventum (SOLV) | 0.46% | 4.64% | 41.49% | - |
 Kellogg's (KLG) | 0.2% | 0% | 53.28% | 9/29/2025 |
 Sandoz (SDZNY) | 0.1% | 0.05% | 54.68% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 5.21% | 9.16% |
| Unilever (ULVR.L) | 7.81% | 7.36% |
| Kellanova (K) | 5.21% | 5.81% |
| 3M (MMM) | 7.81% | 5.77% |
| Pfizer (PFE) | 7.81% | 5.65% |
| Procter & Gamble (PG) | 5.21% | 5.56% |
| Patterson (PDCO) | 5.21% | 5.48% |
| Amgen (AMGN) | 5.21% | 5.28% |
| Cardinal Health (CAH) | 2.6% | 5.07% |
| Colgate (CL) | 5.21% | 4.93% |
| General Mills (GIS) | 5.21% | 4.82% |
| Johnson & Johnson (JNJ) | 5.21% | 4.51% |
| Kimberly-Clark (KMB) | 5.21% | 4.29% |
| LTC Properties (LTC.US) | 5.21% | 4.24% |
| AbbVie (ABBV) | 2.6% | 4.12% |
| Disney (DIS) | 5.21% | 4.01% |
| GSK (GSK.L) | 5.21% | 3.66% |
| Gilead Sciences (GILD) | 2.6% | 3.49% |
| Novartis (NVS) | 2.6% | 2.61% |
| Kraft Heinz (KHC) | 2.6% | 2.23% |
| Solventum (SOLV) | 0% | 0.44% |
| Kellogg's (KLG) | 0% | 0.32% |
| Sandoz (SDZNY) | 0% | 0.22% |