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Portfolio Diversification
Range
Most Diversified
54 instruments
August 8, 2025
Least Diversified
42 instruments
January 2, 2023
Average
48 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 7.77% | 6.79% | 100% | - |
 NVIDIA (NVDA) | 7.06% | 1.51% | 99.65% | - |
| Amazon (AMZN) | 6.12% | 6.43% | 100% | - |
| Alphabet (GOOG) | 6.07% | 9.28% | 100% | - |
 Shell (SHEL) | 5.29% | 6.23% | 100% | - |
| Apple (AAPL) | 5.19% | 4.98% | 100% | - |
 S&P Global (SPGI) | 4.98% | 4.91% | 100% | - |
 McDonald's (MCD) | 4.92% | 4.19% | 100% | - |
 Visa (V) | 3.93% | 4.2% | 100% | - |
 Mastercard (MA) | 3.81% | 4.12% | 100% | - |
 AbbVie (ABBV) | 3.2% | 4.16% | 100% | - |
| Meta (META) | 3.05% | 4.23% | 100% | - |
 ExxonMobil (XOM) | 2.82% | 4.15% | 100% | - |
 Chevron (CVX) | 2.51% | 3.3% | 100% | - |
 American Tower (AMT) | 2.17% | 1.29% | 100% | - |
 Coca-Cola (KO) | 1.83% | 1.91% | 100% | - |
 Digital Realty (DLR) | 1.7% | 2.01% | 100% | - |
 WP Carey (WPC) | 1.63% | 1.46% | 100% | - |
 Realty Income (O) | 1.37% | 1.25% | 100% | - |
 LVMH (MC.PA) | 1.36% | 0.72% | 100% | - |
 Bristol-Myers Squibb (BMY) | 1.07% | 1.01% | 100% | - |
 Caterpillar (CAT) | 1.06% | 1.18% | 100% | - |
 Sherwin-Williams (SHW) | 1% | 1.12% | 100% | - |
 Oracle (ORCL) | 0.98% | 0.31% | 100% | - |
 Airbus (AIR.PA) | 0.95% | 0.87% | 100% | - |
 TotalEnergies (TTE.PA) | 0.9% | 0.81% | 100% | - |
 Tesla (TSLA) | 0.81% | 0% | 59.51% | 11/26/2024 |
 BNP Paribas (BNP.PA) | 0.81% | 0.83% | 100% | - |
 Salesforce (CRM) | 0.79% | 0% | 37.19% | 3/12/2024 |
| 0.77% | 0% | 6.95% | 3/24/2023 | |
 Renault (RNO.PA) | 0.68% | 0.37% | 100% | - |
 Credit Agricole (ACA.PA) | 0.67% | 0.74% | 100% | - |
 Air Products (APD) | 0.66% | 0.48% | 100% | - |
 Alphabet (GOOGL) | 0.64% | 0.86% | 84.8% | - |
 Marvell (MRVL) | 0.51% | 1.28% | 66.46% | - |
 Etsy (ETSY) | 0.5% | 0% | 37.19% | 3/12/2024 |
 Cardano (ADA) | 0.41% | 0% | 30.41% | 2/27/2025 |
 Synopsys (SNPS) | 0.41% | 0.82% | 66.46% | - |
 PPG (PPG) | 0.37% | 0.23% | 100% | - |
 Samsung (SMSN.L) | 0.35% | 0.57% | 100% | - |
 AXA (CS.PA) | 0.32% | 0.3% | 93.05% | - |
 AMD (AMD) | 0.32% | 0.77% | 66.46% | - |
 Klepierre (LI.PA) | 0.27% | 0% | 37.19% | 3/12/2024 |
 Bitcoin (BTC) | 0.27% | 0% | 11.64% | 2/27/2025 |
 Axcelis (ACLS) | 0.25% | 0.55% | 66.46% | - |
 Rheinmetall (RHM.DE) | 0.25% | 1.32% | 22.24% | - |
 PayPal (PYPL) | 0.22% | 0% | 37.19% | 3/12/2024 |
 Rio Tinto (RIO) | 0.18% | 0.69% | 39.27% | - |
 STMicroelectronics (STMPA.PA) | 0.18% | 0.24% | 62.29% | - |
 Prysmian (PRY.MI) | 0.17% | 0.88% | 22.15% | - |
 3M (MMM) | 0.17% | 0% | 81.93% | 10/30/2025 |
 Rolls-Royce (RR.L) | 0.16% | 0.86% | 22.24% | - |
 Roper (ROP) | 0.14% | 0.08% | 93.05% | - |
 Procter & Gamble (PG) | 0.14% | 0.24% | 93.05% | - |
 Babcock (BAB.L) | 0.14% | 0.68% | 22.24% | - |
 Nio (NIO) | 0.14% | 0% | 37.19% | 3/12/2024 |
 Melrose (MRO.L) | 0.13% | 0.54% | 22.24% | - |
 Ecolab (ECL) | 0.11% | 0.11% | 93.05% | - |
 AT&T (T) | 0.11% | 0% | 88.88% | 10/30/2025 |
 BAE Systems (BA.L) | 0.09% | 0.65% | 18.42% | - |
 AeroVironment (AVAV) | 0.08% | 0.33% | 18.42% | - |
 UnitedHealth (UNH) | 0.07% | 0.28% | 33.88% | - |
 SAP (SAP.DE) | 0.05% | 0.4% | 11.12% | - |
 Leonardo (LDO.MI) | 0.03% | 0.3% | 11.12% | - |
 Alibaba (9988.HK) | 0.02% | 0% | 9.12% | 4/19/2023 |
 Solventum (SOLV) | 0.01% | 0% | 49.87% | 10/30/2025 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 37.19% | 3/12/2024 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 7.65% | 1/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.79% | 9.75% |
| Microsoft (MSFT) | 7.32% | 8.02% |
| Amazon (AMZN) | 6.68% | 6.95% |
| S&P Global (SPGI) | 5.98% | 5.66% |
| Shell (SHEL) | 5.63% | 5.39% |
| Apple (AAPL) | 4.12% | 5.25% |
| Visa (V) | 4.51% | 4.64% |
| Mastercard (MA) | 4.33% | 4.5% |
| Meta (META) | 3.22% | 4.32% |
| AbbVie (ABBV) | 3.34% | 3.97% |
| McDonald's (MCD) | 4.38% | 3.89% |
| ExxonMobil (XOM) | 2.84% | 3.3% |
| Chevron (CVX) | 2.96% | 2.64% |
| Digital Realty (DLR) | 2.24% | 1.77% |
| Coca-Cola (KO) | 2.05% | 1.73% |
| NVIDIA (NVDA) | 1.4% | 1.58% |
| WP Carey (WPC) | 2.09% | 1.29% |
| Rheinmetall (RHM.DE) | 1.92% | 1.29% |
| American Tower (AMT) | 1.9% | 1.2% |
| Sherwin-Williams (SHW) | 1.28% | 1.1% |
| Realty Income (O) | 1.72% | 1.08% |
| Marvell (MRVL) | 1.39% | 0.99% |
| Caterpillar (CAT) | 0.47% | 0.99% |
| Airbus (AIR.PA) | 0.64% | 0.98% |
| LVMH (MC.PA) | 1.17% | 0.94% |
| Alphabet (GOOGL) | 0.7% | 0.9% |
| AMD (AMD) | 1.05% | 0.86% |
| Rolls-Royce (RR.L) | 0.87% | 0.78% |
| BNP Paribas (BNP.PA) | 0.64% | 0.78% |
| Credit Agricole (ACA.PA) | 0.72% | 0.78% |
| Prysmian (PRY.MI) | 0.7% | 0.77% |
| Bristol-Myers Squibb (BMY) | 1.22% | 0.74% |
| Synopsys (SNPS) | 1.05% | 0.68% |
| TotalEnergies (TTE.PA) | 0.64% | 0.66% |
| Rio Tinto (RIO) | 0.7% | 0.61% |
| Babcock (BAB.L) | 0.7% | 0.61% |
| Melrose (MRO.L) | 0.7% | 0.58% |
| Axcelis (ACLS) | 0.96% | 0.54% |
| BAE Systems (BA.L) | 0.7% | 0.5% |
| SAP (SAP.DE) | 0.7% | 0.48% |
| Renault (RNO.PA) | 0.52% | 0.46% |
| Air Products (APD) | 0.69% | 0.43% |
| Samsung (SMSN.L) | 0.38% | 0.39% |
| Oracle (ORCL) | 0.22% | 0.39% |
| AeroVironment (AVAV) | 0.52% | 0.35% |
| AXA (CS.PA) | 0.22% | 0.33% |
| Leonardo (LDO.MI) | 0.35% | 0.25% |
| PPG (PPG) | 0.47% | 0.22% |
| Procter & Gamble (PG) | 0.3% | 0.22% |
| STMicroelectronics (STMPA.PA) | 0.52% | 0.19% |
| Ecolab (ECL) | 0.12% | 0.11% |
| Roper (ROP) | 0.12% | 0.1% |
Cash & Instruments Over Time
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