Portfolio Diversification
Range
Most Diversified
53 instruments
April 6, 2023
Least Diversified
0 instruments
February 2, 2025
Average
48.1 instruments
Most Consistent Holdings
Top 5
T99.87%
SONY99.87%
ADBE99.87%
FME.DE99.87%
ADS.DE99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SAP (SAP.DE) | 3.87% | 0% | 92.03% | 12/4/2024 |
 Intesa Sanpaolo (ISP.MI) | 3.83% | 0% | 88.98% | 1/27/2025 |
 Microsoft (MSFT) | 3.4% | 0% | 90.17% | 2/1/2025 |
| Adidas (ADS.DE) | 3.37% | 0% | 99.87% | 2/1/2025 |
 Samsung (SMSN.L) | 2.96% | 0% | 95.48% | 12/30/2024 |
 Enel (ENEL.MI) | 2.69% | 0% | 99.87% | 2/1/2025 |
 Cigna (CI) | 2.57% | 0% | 80.21% | 2/1/2025 |
| Adobe (ADBE) | 2.39% | 0% | 99.87% | 2/1/2025 |
 BlackRock (BLK) | 2.38% | 0% | 99.87% | 2/1/2025 |
| Sony (SONY) | 2.12% | 0% | 99.87% | 2/1/2025 |
 Veolia (VIE.PA) | 1.99% | 0% | 99.87% | 2/1/2025 |
 Schneider Electric (SU.PA) | 1.98% | 0% | 64.14% | 5/6/2024 |
| AT&T (T) | 1.95% | 0% | 99.87% | 2/1/2025 |
 Deutsche Post (DHL.DE) | 1.92% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 1.92% | 0% | 92.3% | 2/1/2025 |
| Fresenius Medical Care (FME.DE) | 1.91% | 0% | 99.87% | 2/1/2025 |
 Vonovia (VNA.DE) | 1.89% | 0% | 99.87% | 2/1/2025 |
 Reckitt (RKT.L) | 1.88% | 0% | 89.51% | 2/1/2025 |
 Sanofi (SAN.PA) | 1.81% | 0% | 88.84% | 2/1/2025 |
 Verizon (VZ) | 1.77% | 0% | 81.67% | 9/16/2024 |
 National Grid (NG.L) | 1.71% | 0% | 88.31% | 2/1/2025 |
 Kroger (KR) | 1.68% | 0% | 89.38% | 2/1/2025 |
 Iberdrola (IBE.MC) | 1.61% | 0% | 88.58% | 2/1/2025 |
 UPM (UPM.HE) | 1.56% | 0% | 99.87% | 2/1/2025 |
 GSK (GSK.L) | 1.51% | 0% | 99.87% | 2/1/2025 |
 Vestas (VWS.CO) | 1.51% | 0% | 99.87% | 2/1/2025 |
 Orange (ORA.PA) | 1.5% | 0% | 88.84% | 2/1/2025 |
 Intel (INTC) | 1.5% | 0% | 94.69% | 12/24/2024 |
 SBA (SBAC) | 1.42% | 0% | 90.44% | 2/1/2025 |
 Kering (KER.PA) | 1.42% | 0% | 99.87% | 2/1/2025 |
 WPP (WPP.L) | 1.42% | 0% | 99.87% | 2/1/2025 |
 Fortum (FORTUM.HE) | 1.38% | 0% | 99.87% | 2/1/2025 |
 Vivendi (VIV.PA) | 1.37% | 0% | 94.69% | 12/24/2024 |
 Hapag-Lloyd (HLAG.DE) | 1.33% | 0% | 67.99% | 2/1/2025 |
 Barclays (BARC.L) | 1.32% | 0% | 90.17% | 2/1/2025 |
 PayPal (PYPL) | 1.31% | 0% | 99.87% | 2/1/2025 |
 Roche (ROG.ZU) | 1.28% | 0% | 99.87% | 2/1/2025 |
 Anglo American (AAL.L) | 1.25% | 0% | 86.06% | 2/1/2025 |
 Ford (F) | 1.23% | 0% | 79.42% | 2/1/2025 |
 Medtronic (MDT.US) | 1.16% | 0% | 85.26% | 2/1/2025 |
 Cisco (CSCO) | 1.07% | 0% | 88.31% | 2/1/2025 |
 Healthpeak (DOC) | 1.07% | 0% | 94.69% | 12/24/2024 |
 Paramount (PARA) | 1.06% | 0% | 94.69% | 12/24/2024 |
 BMO (BMO) | 1.05% | 0% | 88.45% | 2/1/2025 |
 BASF (BAS.DE) | 1% | 0% | 57.9% | 3/20/2024 |
 Thermo Fisher (TMO) | 0.96% | 0% | 56.31% | 3/8/2024 |
 Autodesk (ADSK) | 0.93% | 0% | 50.33% | 1/22/2024 |
 Fortescue (FMG.ASX) | 0.91% | 0% | 62.55% | 2/1/2025 |
 Tesco (TSCO.L) | 0.86% | 0% | 47.94% | 1/4/2024 |
 Illumina (ILMN) | 0.8% | 0% | 99.87% | 2/1/2025 |
 Saint-Gobain (SGO.PA) | 0.58% | 0% | 27.09% | 7/27/2023 |
 VF Corp (VFC) | 0.55% | 0% | 94.69% | 12/24/2024 |
 Starbucks (SBUX) | 0.43% | 0% | 32.14% | 2/1/2025 |
 Infineon (IFX.DE) | 0.4% | 0% | 14.87% | 4/26/2023 |
 L'Oréal (OR.PA) | 0.32% | 0% | 14.21% | 4/21/2023 |
 Holcim (HOLN.ZU) | 0.25% | 0% | 9.16% | 3/13/2023 |
 AXA (CS.PA) | 0.25% | 0% | 9.43% | 3/15/2023 |
 EA (EA) | 0.24% | 0% | 35.46% | 12/20/2023 |
 Gilead Sciences (GILD) | 0.24% | 0% | 7.7% | 3/1/2023 |
 Ventas (VTR) | 0.23% | 0% | 7.7% | 3/1/2023 |
 H&M (HM-B.ST) | 0.22% | 0% | 11.42% | 3/30/2023 |
 Allianz (ALV.DE) | 0.22% | 0% | 9.16% | 3/13/2023 |
 Siemens (SIE.DE) | 0.22% | 0% | 9.43% | 3/15/2023 |
 Publicis (PUB.PA) | 0.21% | 0% | 9.16% | 3/13/2023 |
 BNP Paribas (BNP.PA) | 0.21% | 0% | 7.7% | 3/1/2023 |
 Stellantis (STLAM.MI) | 0.19% | 0% | 9.56% | 3/16/2023 |
 MTR (00066.HK) | 0.18% | 0% | 9.43% | 3/15/2023 |
 ExxonMobil (XOM) | 0.15% | 0% | 9.03% | 12/13/2023 |
 Philip Morris (PM) | 0.13% | 0% | 11.02% | 2/1/2024 |
 RTL Group (RRTL.DE) | 0.13% | 0% | 5.05% | 2/9/2023 |
 Colgate (CL) | 0.05% | 0% | 13.01% | 4/28/2023 |
 Chevron (CVX) | 0.03% | 0% | 2.39% | 7/24/2023 |
 Parker-Hannifin (PH) | 0.02% | 0% | 2.92% | 9/11/2023 |
 CITIC Securities (6030.HK) | 0.01% | 0% | 1.33% | 8/22/2023 |
 Southern Copper (SCCO) | 0.01% | 0% | 0.93% | 4/12/2023 |
 Canal+ France (CAN.L) | 0% | 0% | 0.8% | 12/24/2024 |
 Havas Bv (HAVAS.NV) | 0% | 0% | 0.8% | 12/24/2024 |
 Louis Hachette Group (ALHG.PA) | 0% | 0% | 0.8% | 12/24/2024 |
 Grail Inc (GRAL) | 0% | 0% | 0.93% | 7/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Intesa Sanpaolo (ISP.MI) | 3.65% | 5.65% |
| Microsoft (MSFT) | 2.98% | 4.25% |
| Adidas (ADS.DE) | 3.31% | 4.18% |
| BlackRock (BLK) | 2.32% | 3.2% |
| Enel (ENEL.MI) | 2.65% | 3.05% |
| Cigna (CI) | 2.65% | 2.79% |
| Sony (SONY) | 2.32% | 2.42% |
| AT&T (T) | 1.99% | 2.28% |
| Vonovia (VNA.DE) | 2.32% | 2.27% |
| Barclays (BARC.L) | 1.33% | 2.23% |
| Veolia (VIE.PA) | 2.32% | 2.19% |
| Adobe (ADBE) | 2.32% | 2.17% |
| Hapag-Lloyd (HLAG.DE) | 1.99% | 2.16% |
| Kroger (KR) | 1.66% | 2.1% |
| Fresenius Medical Care (FME.DE) | 2.32% | 2.07% |
| Iberdrola (IBE.MC) | 1.66% | 1.94% |
| PayPal (PYPL) | 2.32% | 1.92% |
| Sanofi (SAN.PA) | 1.99% | 1.9% |
| Apple (AAPL) | 1.33% | 1.88% |
| Reckitt (RKT.L) | 2.32% | 1.84% |
| National Grid (NG.L) | 1.99% | 1.71% |
| Deutsche Post (DHL.DE) | 1.99% | 1.56% |
| Cisco (CSCO) | 1.33% | 1.54% |
| BMO (BMO) | 1.33% | 1.47% |
| Orange (ORA.PA) | 1.66% | 1.46% |
| Anglo American (AAL.L) | 1.66% | 1.44% |
| Starbucks (SBUX) | 1.33% | 1.44% |
| WPP (WPP.L) | 1.66% | 1.35% |
| SBA (SBAC) | 1.66% | 1.34% |
| Vestas (VWS.CO) | 2.32% | 1.34% |
| Fortum (FORTUM.HE) | 1.66% | 1.33% |
| Fortescue (FMG.ASX) | 1.66% | 1.31% |
| UPM (UPM.HE) | 1.66% | 1.26% |
| GSK (GSK.L) | 1.66% | 1.26% |
| Ford (F) | 1.66% | 1.23% |
| Medtronic (MDT.US) | 1.33% | 1.21% |
| Roche (ROG.ZU) | 1.66% | 1.17% |
| Kering (KER.PA) | 1.99% | 0.87% |
| Illumina (ILMN) | 1.66% | 0.64% |