Portfolio Diversification
Range
Most Diversified
46 instruments
March 8, 2022
Least Diversified
29 instruments
July 17, 2025
Average
40.8 instruments
Most Consistent Holdings
Top 5
AXP100%
KO100%
MCD100%
MMM100%
PFE100%
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) | 6.26% | 5.21% | 100% | - |
 Altria (MO) | 5.82% | 6.1% | 100% | - |
 T. Rowe Price (TROW) | 5.18% | 4.08% | 97.87% | - |
 Iron Mountain (IRM) | 5% | 5.73% | 100% | - |
 Shell (SHEL.L) | 4.92% | 4.4% | 100% | - |
 Enbridge (ENB) | 3.85% | 3.89% | 100% | - |
 Lockheed Martin (LMT) | 3.82% | 3.15% | 100% | - |
 Kraft Heinz (KHC) | 3.34% | 3.22% | 100% | - |
| Coca-Cola (KO) | 3.23% | 2.9% | 100% | - |
| 3M (MMM) | 2.89% | 0.98% | 100% | - |
 Philip Morris (PM) | 2.88% | 4.49% | 100% | - |
| Pfizer (PFE) | 2.69% | 1.47% | 100% | - |
 Merck (MRK) | 2.2% | 0% | 87.35% | 2/11/2025 |
 Kimberly-Clark (KMB) | 2.13% | 1.63% | 100% | - |
 BAT (BATS.L) | 2.12% | 2.7% | 100% | - |
| American Express (AXP) | 2.09% | 3.88% | 100% | - |
 Unilever (ULVR.L) | 2.08% | 1.81% | 100% | - |
 Johnson & Johnson (JNJ) | 2.01% | 0% | 99.6% | 7/16/2025 |
 Mastercard (MA) | 1.98% | 3.12% | 94.86% | - |
 Bristol-Myers Squibb (BMY) | 1.89% | 0% | 87.35% | 2/11/2025 |
 Bayer (BAYN.DE) | 1.85% | 1.42% | 100% | - |
 Brazil Index MSCI Ishares (EWZ) | 1.78% | 3.17% | 100% | - |
 Stellantis (STLAM.MI) | 1.72% | 0% | 95.1% | 5/20/2025 |
 Procter & Gamble (PG) | 1.6% | 1.31% | 100% | - |
 Bitcoin (BTC) | 1.48% | 0% | 63% | 5/12/2025 |
 Waste Management (WM) | 1.44% | 1.63% | 100% | - |
| McDonald's (MCD) | 1.42% | 1.97% | 100% | - |
 BHP (BHP) | 1.41% | 1.05% | 100% | - |
 Enel (ENEL.MI) | 1.4% | 0% | 61.42% | 3/18/2024 |
 Berkshire Hathaway (BRK.B) | 1.35% | 2.33% | 100% | - |
 SPDR Gold (GLD) | 1.3% | 0% | 56.13% | 1/10/2024 |
 Colgate (CL) | 1.29% | 1.27% | 100% | - |
 Intel (INTC) | 1.26% | 0% | 87.27% | 2/10/2025 |
 Walgreens (WBA) | 1.07% | 0% | 61.42% | 3/18/2024 |
 AbbVie (ABBV) | 0.99% | 0% | 85.93% | 1/24/2025 |
 Omega Healthcare (OHI) | 0.92% | 0% | 60.4% | 3/15/2024 |
 Nestle (NESN.ZU) | 0.88% | 0% | 99.53% | 7/15/2025 |
 Celsius (CELH) | 0.84% | 0% | 26.4% | 2/10/2025 |
 Verizon (VZ) | 0.73% | 0% | 87.35% | 2/11/2025 |
 Barrick (B) | 0.72% | 0.66% | 100% | - |
 Cisco (CSCO) | 0.69% | 0% | 85.93% | 1/24/2025 |
 Boeing (BA) | 0.68% | 0% | 61.5% | 3/19/2024 |
 iShares TIPS Bond ETF (TIP) | 0.58% | 0% | 44.19% | 10/16/2023 |
 MercadoLibre (MELI) | 0.57% | 5.31% | 14.07% | - |
 Nu (NU) | 0.41% | 3.74% | 14.07% | - |
 Eni (ENI.MI) | 0.32% | 0% | 14.62% | 7/5/2022 |
 Generali (G.MI) | 0.26% | 0% | 27.27% | 1/10/2024 |
 Petrobras (PBR.A) | 0.25% | 0% | 59.13% | 4/4/2025 |
 Equinor (EQNR) | 0.19% | 1.49% | 12.65% | - |
 AT&T (T) | 0.15% | 0% | 9.88% | 5/6/2022 |
 PPL (PPL) | 0.14% | 0% | 7.35% | 4/4/2022 |
 TotalEnergies (TTE.PA) | 0.09% | 0% | 10.2% | 5/10/2022 |
 AMD (AMD) | 0.08% | 0% | 7.35% | 5/14/2025 |
 Nike (NKE) | 0.04% | 0% | 8.06% | 7/1/2025 |
 Lowe's (LOW) | 0.04% | 0% | 30.12% | 3/15/2024 |
 Solventum (SOLV) | 0.03% | 0% | 6.48% | 6/24/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.02% | 0% | 2.77% | 5/12/2025 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 1.9% | 5/6/2022 |
 Amazon (AMZN) | 0% | 0% | 4.35% | 3/22/2022 |
 Litecoin (LTC) | 0% | 0% | 4.51% | 6/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Iron Mountain (IRM) | 2.73% | 6.69% |
| Altria (MO) | 5.93% | 6.09% |
| ExxonMobil (XOM) | 2.9% | 5.76% |
| T. Rowe Price (TROW) | 6.54% | 5.27% |
| Shell (SHEL.L) | 3.09% | 4.48% |
| Enbridge (ENB) | 3.94% | 4.06% |
| Lockheed Martin (LMT) | 2.87% | 3.66% |
| 3M (MMM) | 4.37% | 3.42% |
| Kraft Heinz (KHC) | 4.2% | 3.37% |
| Philip Morris (PM) | 2.61% | 3.35% |
| American Express (AXP) | 1.56% | 3.33% |
| Coca-Cola (KO) | 2.54% | 2.86% |
| BAT (BATS.L) | 2.28% | 2.25% |
| Mastercard (MA) | 1.47% | 2.25% |
| McDonald's (MCD) | 1.98% | 2.13% |
| Merck (MRK) | 1.73% | 2.09% |
| Unilever (ULVR.L) | 1.94% | 2.03% |
| Celsius (CELH) | 6.91% | 2.02% |
| Kimberly-Clark (KMB) | 2.18% | 2% |
| Bristol-Myers Squibb (BMY) | 2.13% | 1.79% |
| Pfizer (PFE) | 2.65% | 1.76% |
| Johnson & Johnson (JNJ) | 1.9% | 1.63% |
| Waste Management (WM) | 1.09% | 1.61% |
| Procter & Gamble (PG) | 1.39% | 1.57% |
| Nestle (NESN.ZU) | 1.84% | 1.51% |
| Colgate (CL) | 1.33% | 1.47% |
| Berkshire Hathaway (BRK.B) | 0.81% | 1.42% |
| Brazil Index MSCI Ishares (EWZ) | 2.28% | 1.4% |
| Stellantis (STLAM.MI) | 1.38% | 1.38% |
| Bayer (BAYN.DE) | 2.65% | 1.26% |
| AbbVie (ABBV) | 0.82% | 1.21% |
| BHP (BHP) | 1.68% | 1.09% |
| Cisco (CSCO) | 0.66% | 0.82% |
| Intel (INTC) | 2.03% | 0.77% |
| Verizon (VZ) | 1.07% | 0.7% |
| Barrick (B) | 0.87% | 0.55% |
| Petrobras (PBR.A) | 0.32% | 0.36% |
| Bitcoin (BTC) | 0.13% | 0.18% |