Portfolio Diversification
Range
Most Diversified
36 instruments
November 17, 2025
Least Diversified
0 instruments
October 20, 2025
Average
19 instruments
Most Consistent Holdings
Top 5
PBR99.71%
BRK.B99.71%
NOC99.71%
BATS.L99.71%
RIO99.71%
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 |
|---|---|---|---|---|
 Alphabet (GOOG) | 11.24% | 15.39% | 77.59% | - |
 Energy Transfer (ET) | 11.12% | 0.24% | 28.55% | - |
| BAT (BATS.L) | 9.85% | 7.13% | 99.71% | - |
 Microsoft (MSFT) | 9.79% | 8.01% | 74.59% | - |
| Petrobras (PBR) | 8.88% | 3.8% | 99.71% | - |
 Vale (VALE) | 6.93% | 4.55% | 99.64% | - |
 Meta (META) | 5% | 6.43% | 72.59% | - |
 TSMC (TSM) | 4.02% | 7.12% | 72.95% | - |
| Rio Tinto (RIO) | 3.52% | 2.69% | 99.71% | - |
| Northrop Grumman (NOC) | 2.74% | 1.56% | 99.71% | - |
 Arbor Realty (ABR) | 2.54% | 1.09% | 73.45% | - |
 Waste Management (WM) | 2.47% | 3.75% | 48.97% | - |
| Berkshire Hathaway (BRK.B) | 2.29% | 3.51% | 99.71% | - |
 Rheinmetall (RHM.DE) | 2.09% | 5.64% | 40.54% | - |
 Icahn Enterprises (IEP) | 1.87% | 0% | 24.27% | 12/28/2022 |
 Altria (MO) | 1.73% | 3.62% | 49.18% | - |
 Alibaba (BABA) | 1.42% | 5.1% | 45.32% | - |
 American Water (AWK) | 1.2% | 2.03% | 42.61% | - |
 ADM (ADM) | 0.99% | 1.63% | 44.97% | - |
 Titan Machinery (TITN) | 0.88% | 1.65% | 40.54% | - |
 Verizon (VZ) | 0.87% | 0.47% | 99.5% | - |
 Dassault Aviation (AM.PA) | 0.86% | 2.57% | 33.83% | - |
 ZIM (ZIM) | 0.76% | 1.02% | 84.01% | - |
 CNR (CNI) | 0.61% | 0.69% | 47.97% | - |
 US Bancorp (USB) | 0.6% | 0% | 10.99% | 3/13/2023 |
 BlackRock (BLK) | 0.55% | 2.1% | 23.05% | - |
 ExxonMobil (XOM) | 0.41% | 1.18% | 29.41% | - |
 MPLX (MPLX) | 0.4% | 0% | 9.56% | 12/28/2022 |
 MercadoLibre (MELI) | 0.38% | 1.05% | 29.62% | - |
 Atkore (ATKR) | 0.37% | 0.84% | 31.33% | - |
 Humacyte (HUMA) | 0.27% | 0.3% | 31.33% | - |
 Palo Alto Networks (PANW) | 0.25% | 0.85% | 25.27% | - |
 SSE (SSE.L) | 0.21% | 1.17% | 20.77% | - |
 Veolia (VIE.PA) | 0.15% | 0.73% | 18.7% | - |
 JPMorgan (JPM) | 0.13% | 0% | 4.21% | 3/13/2023 |
 Turtle Beach (TBCH) | 0.1% | 0% | 9.21% | 5/10/2022 |
 Foot Locker (FL) | 0.1% | 0% | 9.21% | 5/10/2022 |
 Westrock (SW) | 0.1% | 0.6% | 16.63% | - |
 Skechers (SKX) | 0.04% | 0% | 9.35% | 9/17/2025 |
 Take-Two (TTWO) | 0.03% | 0.24% | 11.85% | - |
 Essential Utilities (WTRG) | 0.01% | 0.25% | 4.85% | - |
 Halliburton (HAL) | 0.01% | 0.21% | 4.64% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0% | 0.32% | 1% | - |
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% |