Portfolio Diversification
Range
Most Diversified
6 instruments
May 1, 2024
Least Diversified
0 instruments
August 2, 2025
Average
3.2 instruments
Most Consistent Holdings
Top 5
T70.69%
KO47.31%
MSFT47.22%
BAC45.81%
GOOG44.02%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 14.64% | 0% | 44.02% | 5/27/2024 |
| Coca-Cola (KO) | 12.14% | 0% | 47.31% | 11/4/2024 |
| Bank of America (BAC) | 9.63% | 0% | 45.81% | 8/1/2024 |
| AT&T (T) | 7.24% | 0% | 70.69% | 8/1/2025 |
| Microsoft (MSFT) | 6.6% | 0% | 47.22% | 5/27/2024 |
 Rio Tinto (RIO) | 6.29% | 0% | 24.69% | 8/1/2025 |
 Oil (Non Expiry) (OIL) | 1.59% | 0% | 6.79% | 8/20/2025 |
 Activision Blizzard, Inc. (ATVI) | 1.44% | 0% | 4.24% | 2/16/2023 |
 Johnson & Johnson (JNJ) | 0.43% | 0% | 24.41% | 1/16/2025 |
 XRP (XRP) | 0.03% | 0% | 0.19% | 3/11/2025 |
 Intel (INTC) | 0.01% | 0% | 0.09% | 4/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rio Tinto (RIO) | 45.47% | 39.53% |
| AT&T (T) | 6.5% | 11.28% |
| Johnson & Johnson (JNJ) | 7.2% | 7.04% |