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Portfolio Diversification
Range
Most Diversified
46 instruments
March 8, 2022
Least Diversified
0 instruments
November 12, 2025
Average
38.6 instruments
Most Consistent Holdings
Top 5
AXP99.8%
KO99.8%
MCD99.8%
PFE99.8%
PG99.8%
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 |
|---|---|---|---|---|
 ExxonMobil (XOM) | 6.13% | 6.32% | 99.8% | - |
 Altria (MO) | 5.85% | 5.97% | 99.8% | - |
 Iron Mountain (IRM) | 5.01% | 5.23% | 99.8% | - |
 T. Rowe Price (TROW) | 4.85% | 0% | 95.98% | 2/5/2026 |
 Shell (SHEL.L) | 4.82% | 4.51% | 99.8% | - |
 Lockheed Martin (LMT) | 3.98% | 6.22% | 99.8% | - |
 Enbridge (ENB) | 3.85% | 4.03% | 99.8% | - |
 Kraft Heinz (KHC) | 3.25% | 2.46% | 99.8% | - |
| Coca-Cola (KO) | 3.15% | 2.76% | 99.8% | - |
 Philip Morris (PM) | 3.02% | 3.69% | 99.8% | - |
 3M (MMM) | 2.52% | 0% | 97.12% | 1/26/2026 |
| Pfizer (PFE) | 2.49% | 1.4% | 99.8% | - |
| American Express (AXP) | 2.38% | 3.51% | 99.8% | - |
 BAT (BATS.L) | 2.22% | 2.63% | 99.8% | - |
 Mastercard (MA) | 2.13% | 3.04% | 95.45% | - |
 Brazil Index MSCI Ishares (EWZ) | 2.06% | 5.69% | 99.8% | - |
 Unilever (ULVR.L) | 2.02% | 1.54% | 99.8% | - |
 Kimberly-Clark (KMB) | 1.98% | 0% | 97.12% | 1/26/2026 |
 Bitcoin (BTC) | 1.89% | 8.22% | 61.65% | - |
 Merck (MRK) | 1.86% | 0% | 73.96% | 2/11/2025 |
 Bayer (BAYN.DE) | 1.76% | 0.98% | 99.73% | - |
 Johnson & Johnson (JNJ) | 1.71% | 0% | 84.34% | 7/16/2025 |
 Bristol-Myers Squibb (BMY) | 1.6% | 0% | 73.96% | 2/11/2025 |
| Procter & Gamble (PG) | 1.54% | 1.12% | 99.8% | - |
 MercadoLibre (MELI) | 1.51% | 13.17% | 27.04% | - |
 Berkshire Hathaway (BRK.B) | 1.49% | 3.12% | 99.8% | - |
| McDonald's (MCD) | 1.49% | 1.88% | 99.8% | - |
 Stellantis (STLAM.MI) | 1.46% | 0% | 80.52% | 5/20/2025 |
 Waste Management (WM) | 1.45% | 1.53% | 99.8% | - |
 BHP (BHP) | 1.36% | 1.25% | 99.8% | - |
 Enel (ENEL.MI) | 1.19% | 0% | 52.01% | 3/18/2024 |
 SPDR Gold (GLD) | 1.1% | 0% | 47.52% | 1/10/2024 |
 Colgate (CL) | 1.09% | 0% | 84.67% | 7/21/2025 |
 Intel (INTC) | 1.07% | 0% | 73.9% | 2/10/2025 |
 Walgreens (WBA) | 0.91% | 0% | 52.01% | 3/18/2024 |
 AbbVie (ABBV) | 0.84% | 0% | 72.76% | 1/24/2025 |
 Omega Healthcare (OHI) | 0.78% | 0% | 51.14% | 3/15/2024 |
 Nestle (NESN.ZU) | 0.74% | 0% | 84.27% | 7/15/2025 |
 Celsius (CELH) | 0.71% | 0% | 22.36% | 2/10/2025 |
 Nu (NU) | 0.64% | 0% | 19.14% | 11/6/2025 |
 Verizon (VZ) | 0.62% | 0% | 73.96% | 2/11/2025 |
 Barrick (B) | 0.62% | 0% | 86.14% | 8/12/2025 |
 Cisco (CSCO) | 0.58% | 0% | 72.76% | 1/24/2025 |
 Boeing (BA) | 0.58% | 0% | 52.07% | 3/19/2024 |
 iShares TIPS Bond ETF (TIP) | 0.49% | 0% | 37.42% | 10/16/2023 |
 Equinor (EQNR) | 0.37% | 2.31% | 25.84% | - |
 Eni (ENI.MI) | 0.27% | 0% | 12.38% | 7/5/2022 |
 Generali (G.MI) | 0.22% | 0% | 23.09% | 1/10/2024 |
 Petrobras (PBR.A) | 0.22% | 0% | 50.07% | 4/4/2025 |
 AT&T (T) | 0.13% | 0% | 8.37% | 5/6/2022 |
 PPL (PPL) | 0.12% | 0% | 6.22% | 4/4/2022 |
 TotalEnergies (TTE.PA) | 0.08% | 0% | 8.63% | 5/10/2022 |
 AMD (AMD) | 0.07% | 0% | 6.22% | 5/14/2025 |
 Nike (NKE) | 0.04% | 0% | 6.83% | 7/1/2025 |
 Lowe's (LOW) | 0.03% | 0% | 25.5% | 3/15/2024 |
 Solventum (SOLV) | 0.02% | 0% | 5.49% | 6/24/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.02% | 0% | 2.34% | 5/12/2025 |
 Warner Bros Discovery (WBD) | 0% | 0% | 1.61% | 5/6/2022 |
 Amazon (AMZN) | 0% | 0% | 3.68% | 3/22/2022 |
 Litecoin (LTC) | 0% | 0% | 3.82% | 6/24/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.07% | 12/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| MercadoLibre (MELI) | 10.03% | 8.67% |
| Bitcoin (BTC) | 9.12% | 7.55% |
| Altria (MO) | 5.61% | 5.74% |
| ExxonMobil (XOM) | 2.78% | 5.57% |
| Lockheed Martin (LMT) | 4.63% | 4.97% |
| Iron Mountain (IRM) | 2.61% | 4.58% |
| American Express (AXP) | 2.12% | 4.46% |
| Shell (SHEL.L) | 2.96% | 4.4% |
| Enbridge (ENB) | 3.78% | 3.96% |
| Philip Morris (PM) | 2.5% | 3.86% |
| Brazil Index MSCI Ishares (EWZ) | 3.97% | 3.59% |
| T. Rowe Price (TROW) | 4.95% | 3.13% |
| Mastercard (MA) | 2.4% | 3.09% |
| BAT (BATS.L) | 2.18% | 2.87% |
| Coca-Cola (KO) | 2.43% | 2.78% |
| Kraft Heinz (KHC) | 4.58% | 2.69% |
| Berkshire Hathaway (BRK.B) | 1.95% | 2.37% |
| McDonald's (MCD) | 1.9% | 1.95% |
| Unilever (ULVR.L) | 1.86% | 1.69% |
| Waste Management (WM) | 1.04% | 1.52% |
| Pfizer (PFE) | 2.54% | 1.43% |
| Equinor (EQNR) | 1.65% | 1.32% |
| Kimberly-Clark (KMB) | 1.94% | 1.24% |
| BHP (BHP) | 1.61% | 1.17% |
| Procter & Gamble (PG) | 1.33% | 1.16% |
| Bayer (BAYN.DE) | 1.78% | 1.1% |
| 3M (MMM) | 0.33% | 0.23% |
Cash & Instruments Over Time
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