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Portfolio Diversification
Range
Most Diversified
23 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21 instruments
Most Consistent Holdings
Top 5
MSFT99.08%
DIS99.08%
JNJ99.08%
MMM99.08%
PFE99.08%
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) | 8.02% | 5.64% | 99.08% | - |
 Unilever (ULVR.L) | 6.93% | 5.56% | 98.96% | - |
 Amgen (AMGN) | 5.72% | 4.98% | 99.08% | - |
 General Mills (GIS) | 5.44% | 5.57% | 99.08% | - |
 Gilead Sciences (GILD) | 5.41% | 5.22% | 99.08% | - |
| Johnson & Johnson (JNJ) | 5.38% | 5.37% | 99.08% | - |
 Procter & Gamble (PG) | 5.35% | 4.62% | 99.08% | - |
 GSK (GSK.L) | 4.98% | 5.49% | 98.96% | - |
 Colgate (CL) | 4.82% | 4.68% | 99.08% | - |
 LTC Properties (LTC.US) | 4.75% | 5.73% | 99.08% | - |
 Cardinal Health (CAH) | 4.74% | 6.37% | 99.08% | - |
 Kimberly-Clark (KMB) | 4.64% | 5.29% | 99.08% | - |
 Kellanova (K) | 4.55% | 0% | 85.91% | 12/12/2025 |
| 3M (MMM) | 4.33% | 5.08% | 99.08% | - |
 AbbVie (ABBV) | 4.12% | 5.42% | 99.08% | - |
| Pfizer (PFE) | 4.11% | 4.89% | 99.08% | - |
| Disney (DIS) | 3.66% | 4.53% | 99.08% | - |
 Novartis (NVS) | 3.42% | 4.85% | 98.96% | - |
 Kraft Heinz (KHC) | 3.2% | 5.34% | 99.08% | - |
 Patterson (PDCO) | 2.33% | 0% | 71.94% | 4/22/2025 |
 Solventum (SOLV) | 1.16% | 5.26% | 50.55% | - |
 Kellogg's (KLG) | 0.16% | 0% | 44.3% | 9/29/2025 |
 Sandoz (SDZNY) | 0.1% | 0.06% | 61.52% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 1.23% | 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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