Portfolio Diversification
Range
Most Diversified
35 instruments
September 23, 2025
Least Diversified
9 instruments
May 11, 2022
Average
18.6 instruments
Most Consistent Holdings
Top 5
PBR100%
BRK.B100%
NOC100%
BATS.L100%
RIO100%
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 |
|---|---|---|---|---|
 Energy Transfer (ET) | 11.48% | 0.24% | 26.47% | - |
 Alphabet (GOOG) | 11.2% | 12.6% | 77.14% | - |
| BAT (BATS.L) | 9.98% | 6.33% | 100% | - |
 Microsoft (MSFT) | 9.87% | 8.62% | 74.04% | - |
| Petrobras (PBR) | 9.06% | 3.59% | 100% | - |
 Vale (VALE) | 7.03% | 4.06% | 99.93% | - |
 Meta (META) | 4.97% | 7.32% | 71.98% | - |
 TSMC (TSM) | 3.94% | 7.41% | 72.35% | - |
| Rio Tinto (RIO) | 3.56% | 2.59% | 100% | - |
| Northrop Grumman (NOC) | 2.78% | 1.73% | 100% | - |
 Arbor Realty (ABR) | 2.59% | 1.47% | 72.86% | - |
 Waste Management (WM) | 2.45% | 3.82% | 47.71% | - |
| Berkshire Hathaway (BRK.B) | 2.26% | 3.46% | 100% | - |
 Rheinmetall (RHM.DE) | 1.96% | 6.62% | 38.86% | - |
 Icahn Enterprises (IEP) | 1.93% | 0% | 25.07% | 12/28/2022 |
 Altria (MO) | 1.68% | 4.08% | 47.79% | - |
 Alibaba (BABA) | 1.31% | 5.29% | 43.81% | - |
 American Water (AWK) | 1.18% | 2.28% | 41% | - |
 ADM (ADM) | 0.97% | 1.75% | 43.44% | - |
 Verizon (VZ) | 0.88% | 0.48% | 99.93% | - |
 Titan Machinery (TITN) | 0.86% | 1.52% | 38.86% | - |
 Dassault Aviation (AM.PA) | 0.81% | 2.67% | 31.93% | - |
 ZIM (ZIM) | 0.76% | 0.72% | 83.92% | - |
 US Bancorp (USB) | 0.62% | 0% | 11.36% | 3/13/2023 |
 CNR (CNI) | 0.61% | 0.71% | 46.53% | - |
 BlackRock (BLK) | 0.5% | 2.39% | 20.8% | - |
 MPLX (MPLX) | 0.42% | 0% | 9.88% | 12/28/2022 |
 ExxonMobil (XOM) | 0.39% | 1.16% | 27.51% | - |
 MercadoLibre (MELI) | 0.36% | 1.05% | 27.58% | - |
 Atkore (ATKR) | 0.36% | 0.85% | 29.35% | - |
 Humacyte (HUMA) | 0.27% | 0.41% | 29.35% | - |
 Palo Alto Networks (PANW) | 0.23% | 0.96% | 23.08% | - |
 SSE (SSE.L) | 0.19% | 1.01% | 18.44% | - |
 JPMorgan (JPM) | 0.14% | 0% | 4.35% | 3/13/2023 |
 Veolia (VIE.PA) | 0.14% | 0.75% | 16.3% | - |
 Turtle Beach (TBCH) | 0.11% | 0% | 9.51% | 5/10/2022 |
 Foot Locker (FL) | 0.1% | 0% | 9.51% | 5/10/2022 |
 Westrock (SW) | 0.08% | 0.71% | 14.16% | - |
 Skechers (SKX) | 0.04% | 0% | 9.66% | 9/17/2025 |
 Take-Two (TTWO) | 0.02% | 0.26% | 9.51% | - |
 Essential Utilities (WTRG) | 0.01% | 0.27% | 2.36% | - |
 Halliburton (HAL) | 0% | 0.18% | 1.92% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.89% | 13.11% |
| Microsoft (MSFT) | 6.57% | 9.81% |
| Meta (META) | 5.06% | 8.28% |
| TSMC (TSM) | 5.24% | 6.87% |
| BAT (BATS.L) | 7.51% | 6.54% |
| Petrobras (PBR) | 5.64% | 5.5% |
| Waste Management (WM) | 5.59% | 4.95% |
| Altria (MO) | 4.95% | 4.55% |
| Vale (VALE) | 7.28% | 4.49% |
| Berkshire Hathaway (BRK.B) | 4.75% | 4.42% |
| Alibaba (BABA) | 4.34% | 3.72% |
| Rheinmetall (RHM.DE) | 3.27% | 3.22% |
| American Water (AWK) | 3.21% | 2.74% |
| Arbor Realty (ABR) | 2.73% | 2.42% |
| Titan Machinery (TITN) | 3.19% | 1.94% |
| ADM (ADM) | 2.63% | 1.93% |
| Northrop Grumman (NOC) | 2.09% | 1.89% |
| Rio Tinto (RIO) | 2.19% | 1.68% |
| Humacyte (HUMA) | 2.04% | 1.66% |
| Dassault Aviation (AM.PA) | 1.87% | 1.65% |
| ZIM (ZIM) | 2.54% | 1.6% |
| ExxonMobil (XOM) | 2.04% | 1.54% |
| Atkore (ATKR) | 1.84% | 1.51% |
| MercadoLibre (MELI) | 1.67% | 1.23% |
| Palo Alto Networks (PANW) | 1.46% | 1.17% |
| CNR (CNI) | 1.46% | 1.04% |
| Verizon (VZ) | 0.88% | 0.66% |