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Portfolio Diversification
Range
Most Diversified
97 instruments
May 1, 2024
Least Diversified
0 instruments
April 4, 2026
Average
82.4 instruments
Most Consistent Holdings
Top 5
AAPL99.5%
GOOG99.5%
META99.5%
AMZN99.5%
AXP99.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 ZIM (ZIM) | 5.49% | 5.21% | 99.5% | - |
 NVIDIA (NVDA) | 3.53% | 3.62% | 99.5% | - |
 Palantir (PLTR) | 2.75% | 3.6% | 99.5% | - |
 Eli Lilly (LLY) | 2.12% | 2.51% | 99.5% | - |
 AMD (AMD) | 2.06% | 4.38% | 99.5% | - |
| Meta (META) | 1.81% | 1.47% | 99.5% | - |
 Tesla (TSLA) | 1.77% | 1.42% | 99.5% | - |
 Intel (INTC) | 1.68% | 1.89% | 99.5% | - |
 GE (GE) | 1.55% | 1.72% | 99.5% | - |
 TSMC (TSM) | 1.47% | 2.04% | 99.5% | - |
| Alphabet (GOOG) | 1.35% | 1.5% | 99.5% | - |
| American Express (AXP) | 1.33% | 1.12% | 99.5% | - |
 Walmart (WMT) | 1.28% | 1.49% | 99.5% | - |
 Xiaomi (1810.HK) | 1.27% | 0.94% | 99.5% | - |
 Raytheon (RTX) | 1.26% | 1.79% | 99.5% | - |
 3M (MMM) | 1.25% | 1.06% | 99.5% | - |
 Stanley Black & Decker (SWK) | 1.25% | 1.92% | 99.5% | - |
 Occidental (OXY) | 1.22% | 1.38% | 99.5% | - |
 NextEra (NEE) | 1.21% | 0.94% | 99.5% | - |
 Valeo (FR.PA) | 1.21% | 1.03% | 99.5% | - |
 Altria (MO) | 1.2% | 1.34% | 99.5% | - |
 Tencent (0700.HK) | 1.2% | 0.88% | 97.49% | - |
| Amazon (AMZN) | 1.19% | 1.12% | 99.5% | - |
 Nucor (NUE) | 1.18% | 1.68% | 99.5% | - |
 D.R. Horton (DHI) | 1.16% | 0.96% | 99.5% | - |
 Air Products (APD) | 1.15% | 0.98% | 99.5% | - |
 AT&T (T.US) | 1.15% | 0.85% | 99.5% | - |
 Genuine Parts (GPC) | 1.15% | 0.96% | 99.5% | - |
 CVS Health (CVS) | 1.14% | 1.68% | 72.2% | - |
| Apple (AAPL) | 1.13% | 1.45% | 99.5% | - |
 Coca-Cola (KO) | 1.13% | 1.5% | 99.5% | - |
 Simon (SPG) | 1.12% | 1.15% | 99.5% | - |
 Realty Income (O) | 1.12% | 1.06% | 99.5% | - |
 Emerson (EMR) | 1.11% | 1.37% | 99.5% | - |
 AbbVie (ABBV) | 1.1% | 1.3% | 99.5% | - |
 Merck (MRK) | 1.09% | 2.11% | 86.57% | - |
 Johnson & Johnson (JNJ) | 1.08% | 1.34% | 99.5% | - |
 Pfizer (PFE) | 1.08% | 1.04% | 99.5% | - |
 PepsiCo (PEP) | 1.07% | 0.99% | 99.5% | - |
 Medtronic (MDT.US) | 1.05% | 1.1% | 99.5% | - |
 Volkswagen (VOW3.DE) | 1.04% | 0.63% | 99.5% | - |
 Sysco (SYY) | 1.04% | 1.03% | 99.5% | - |
 ExxonMobil (XOM) | 1.04% | 1.3% | 99.5% | - |
 Maersk (MAERSKB.CO) | 1.03% | 1.22% | 99.5% | - |
 Chevron (CVX.US) | 1.03% | 1.25% | 99.5% | - |
 Essex Property Trust (ESS) | 1.03% | 0.67% | 99.5% | - |
 Colgate (CL) | 1.02% | 1.2% | 99.5% | - |
 Aflac (AFL) | 0.99% | 1.35% | 99.5% | - |
 Procter & Gamble (PG) | 0.99% | 1.37% | 99.5% | - |
 ITW (ITW) | 0.99% | 0.99% | 99.5% | - |
 Lowe's (LOW) | 0.96% | 1.06% | 99.5% | - |
 Bank of America (BAC) | 0.96% | 1.13% | 82.97% | - |
 Stellantis (STLA.US) | 0.94% | 0.45% | 99.5% | - |
 Leggett & Platt (LEG) | 0.93% | 0% | 67.89% | 9/1/2026 |
 Agree Realty (ADC) | 0.93% | 0.72% | 86.57% | - |
 Dover (DOV) | 0.92% | 0.99% | 99.5% | - |
 Kimberly-Clark (KMB) | 0.92% | 0.92% | 99.5% | - |
 Southern Co (SO) | 0.91% | 1.17% | 99.5% | - |
 Ford (F) | 0.91% | 0.81% | 99.5% | - |
 BMW (BMW.DE) | 0.89% | 0.5% | 99.5% | - |
 BYD (01211.HK) | 0.89% | 0.65% | 99.5% | - |
 Kraft Heinz (KHC) | 0.88% | 1.08% | 82.97% | - |
 Mercedes-Benz (MBG.DE) | 0.86% | 0.66% | 99.5% | - |
 Omega Healthcare (OHI) | 0.82% | 0.9% | 86.57% | - |
 GE Vernova (GEV) | 0.8% | 1.58% | 67.17% | - |
 Crown Castle (CCI) | 0.79% | 0.76% | 86.57% | - |
 General Mills (GIS) | 0.74% | 1% | 72.2% | - |
 Greif (GEF) | 0.72% | 0.84% | 86.57% | - |
 Petrobras (PBR.A) | 0.72% | 0.99% | 86.57% | - |
 Plug Power (PLUG) | 0.59% | 0.4% | 99.5% | - |
 British American Tobacco (BTI) | 0.55% | 0% | 43.25% | 9/3/2024 |
 Walgreens (WBA) | 0.49% | 0% | 40.52% | 8/12/2025 |
 Hormel (HRL) | 0.49% | 0% | 43.32% | 9/4/2024 |
 IBM (IBM) | 0.44% | 0% | 43.25% | 9/3/2024 |
 UMC (UMC) | 0.44% | 0% | 46.34% | 10/17/2024 |
 Abbott (ABT.US) | 0.42% | 0% | 43.32% | 9/4/2024 |
 Alibaba (9988.HK) | 0.4% | 0% | 43.32% | 9/4/2024 |
 VF Corp (VFC) | 0.4% | 0% | 46.34% | 10/17/2024 |
 Inditex (ITX.MC) | 0.4% | 0% | 43.25% | 9/3/2024 |
 Rio Tinto (RIO) | 0.39% | 0% | 43.25% | 9/3/2024 |
 Li Auto (LI) | 0.39% | 0% | 43.32% | 9/4/2024 |
 Adidas (ADS.DE) | 0.38% | 0% | 43.25% | 9/3/2024 |
 Franklin Resources (BEN) | 0.35% | 0% | 46.34% | 10/17/2024 |
 ConEd (ED) | 0.35% | 0% | 43.25% | 9/3/2024 |
 Yadea (1585.HK) | 0.34% | 0% | 43.32% | 9/4/2024 |
 BASF (BAS.DE) | 0.34% | 0% | 43.25% | 9/3/2024 |
 Great Wall Motor (2333.HK) | 0.33% | 0% | 36.78% | 6/5/2024 |
 Nio (NIO) | 0.33% | 0% | 46.34% | 10/17/2024 |
 XPeng (XPEV) | 0.31% | 0% | 45.19% | 9/30/2024 |
 China Unicom HK (0762.HK) | 0.3% | 0% | 35.92% | 6/5/2024 |
 Shell (SHEL.L) | 0.29% | 0% | 27.23% | 1/22/2024 |
 Crowdstrike (CRWD) | 0.29% | 1.43% | 34.12% | - |
 Lucid (LCID) | 0.28% | 0% | 46.34% | 10/17/2024 |
 Nikola (NKLAQ) | 0.26% | 0% | 43.32% | 9/4/2024 |
 Blackstone Mortgage Trust (BXMT) | 0.25% | 0% | 30.39% | 9/4/2024 |
 BP (BP.L) | 0.25% | 0% | 27.23% | 1/22/2024 |
 Allianz (ALV.DE) | 0.24% | 0% | 27.23% | 1/22/2024 |
 Tesco (TSCO.L) | 0.23% | 0% | 27.3% | 1/23/2024 |
 LyondellBasell (LYB) | 0.23% | 0% | 30.39% | 9/4/2024 |
 Adecoagro (AGRO) | 0.23% | 0% | 30.39% | 9/4/2024 |
 UnitedHealth (UNH) | 0.22% | 0.83% | 34.12% | - |
 Fisker (FSRNQ) | 0.21% | 0% | 30.89% | 3/14/2024 |
 VICI Properties (VICI) | 0.19% | 0.54% | 36.06% | - |
 Adobe (ADBE) | 0.18% | 0.5% | 34.05% | - |
 Shopify (SHOP) | 0.15% | 0.64% | 36.06% | - |
 Dominion Energy (D) | 0.14% | 0.5% | 37.14% | - |
 WP Carey (WPC) | 0.13% | 0.41% | 36.06% | - |
 Ferrari (RACE) | 0.11% | 0.47% | 27.16% | - |
 LVMH (MC.PA) | 0.11% | 0.56% | 27.16% | - |
 Solventum (SOLV) | 0.02% | 0% | 11.06% | 9/4/2024 |
 GE HealthCare (GEHC) | 0.01% | 0% | 2.01% | 2/2/2023 |
 Incitec Pivot (DNL.ASX) | 0% | 0% | 0.14% | 1/28/2023 |
 Svitzer (SVITZR.CO) | 0% | 0% | 2.59% | 6/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ZIM (ZIM) | 5.7% | 5.04% |
| Palantir (PLTR) | 1.07% | 4.5% |
| NVIDIA (NVDA) | 1.78% | 4.04% |
| AMD (AMD) | 1.78% | 2.56% |
| Eli Lilly (LLY) | 1.42% | 2.21% |
| Alphabet (GOOG) | 1.42% | 1.93% |
| Merck (MRK) | 2.14% | 1.93% |
| GE (GE) | 1.07% | 1.91% |
| Leggett & Platt (LEG) | 2.49% | 1.81% |
| TSMC (TSM) | 1.25% | 1.78% |
| Tesla (TSLA) | 0.71% | 1.75% |
| CVS Health (CVS) | 1.78% | 1.74% |
| Raytheon (RTX) | 1.25% | 1.69% |
| Meta (META) | 1.6% | 1.61% |
| Stanley Black & Decker (SWK) | 2.14% | 1.47% |
| Walmart (WMT) | 1.07% | 1.43% |
| Intel (INTC) | 1.07% | 1.4% |
| Tencent (0700.HK) | 1.07% | 1.39% |
| Medtronic (MDT.US) | 1.6% | 1.39% |
| Kraft Heinz (KHC) | 2.14% | 1.37% |
| Valeo (FR.PA) | 1.42% | 1.37% |
| Bank of America (BAC) | 1.07% | 1.37% |
| General Mills (GIS) | 2.14% | 1.35% |
| Xiaomi (1810.HK) | 1.07% | 1.34% |
| Apple (AAPL) | 1.42% | 1.33% |
| GE Vernova (GEV) | 0.36% | 1.32% |
| PepsiCo (PEP) | 1.78% | 1.31% |
| American Express (AXP) | 1.07% | 1.3% |
| Nucor (NUE) | 1.42% | 1.27% |
| AT&T (T.US) | 1.25% | 1.27% |
| 3M (MMM) | 1.07% | 1.23% |
| Volkswagen (VOW3.DE) | 1.42% | 1.22% |
| Occidental (OXY) | 1.96% | 1.2% |
| Coca-Cola (KO) | 1.42% | 1.19% |
| NextEra (NEE) | 1.25% | 1.15% |
| Aflac (AFL) | 1.25% | 1.15% |
| Emerson (EMR) | 1.07% | 1.15% |
| Procter & Gamble (PG) | 1.6% | 1.13% |
| Johnson & Johnson (JNJ) | 1.07% | 1.1% |
| Realty Income (O) | 1.42% | 1.09% |
| Amazon (AMZN) | 1.07% | 1.08% |
| AbbVie (ABBV) | 1.07% | 1.07% |
| Altria (MO) | 1.07% | 1.06% |
| BMW (BMW.DE) | 1.07% | 1.06% |
| Lowe's (LOW) | 1.25% | 1.04% |
| Crown Castle (CCI) | 1.42% | 1.02% |
| Colgate (CL) | 1.42% | 1.01% |
| Simon (SPG) | 1.07% | 1.01% |
| Maersk (MAERSKB.CO) | 1.07% | 1% |
| Air Products (APD) | 1.42% | 0.99% |
| Southern Co (SO) | 1.25% | 0.99% |
| Genuine Parts (GPC) | 1.42% | 0.98% |
| Agree Realty (ADC) | 1.07% | 0.97% |
| Sysco (SYY) | 1.25% | 0.97% |
| Dover (DOV) | 1.07% | 0.93% |
| Mercedes-Benz (MBG.DE) | 1.07% | 0.92% |
| Stellantis (STLA.US) | 1.42% | 0.9% |
| ExxonMobil (XOM) | 1.07% | 0.9% |
| D.R. Horton (DHI) | 1.07% | 0.89% |
| Greif (GEF) | 1.07% | 0.88% |
| BYD (01211.HK) | 1.07% | 0.88% |
| Chevron (CVX.US) | 1.07% | 0.86% |
| ITW (ITW) | 1.07% | 0.85% |
| Essex Property Trust (ESS) | 1.07% | 0.85% |
| Ford (F) | 0.89% | 0.85% |
| Kimberly-Clark (KMB) | 1.25% | 0.82% |
| Omega Healthcare (OHI) | 0.71% | 0.81% |
| Pfizer (PFE) | 1.25% | 0.8% |
| Petrobras (PBR.A) | 1.07% | 0.77% |
| UnitedHealth (UNH) | 0.71% | 0.66% |
| Plug Power (PLUG) | 0.89% | 0.58% |
| Crowdstrike (CRWD) | 0.71% | 0.57% |
| Adobe (ADBE) | 0.71% | 0.56% |
| VICI Properties (VICI) | 0.71% | 0.5% |
| Shopify (SHOP) | 0.36% | 0.4% |
| LVMH (MC.PA) | 0.36% | 0.34% |
| Dominion Energy (D) | 0.36% | 0.29% |
| Ferrari (RACE) | 0.36% | 0.28% |
| WP Carey (WPC) | 0.36% | 0.28% |
Cash & Instruments Over Time
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