Portfolio Diversification
Range
Most Diversified
6 instruments
May 1, 2024
Least Diversified
0 instruments
August 2, 2025
Average
3.4 instruments
Most Consistent Holdings
Top 5
T76.53%
KO51.22%
MSFT51.12%
BAC49.59%
GOOG47.65%
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) | 15.85% | 0% | 47.65% | 5/27/2024 |
| Coca-Cola (KO) | 13.14% | 0% | 51.22% | 11/4/2024 |
| Bank of America (BAC) | 10.43% | 0% | 49.59% | 8/1/2024 |
| AT&T (T) | 7.84% | 0% | 76.53% | 8/1/2025 |
| Microsoft (MSFT) | 7.14% | 0% | 51.12% | 5/27/2024 |
 Rio Tinto (RIO) | 6.81% | 0% | 26.73% | 8/1/2025 |
 Oil (Non Expiry) (OIL) | 1.72% | 0% | 7.35% | 8/20/2025 |
 Activision Blizzard, Inc. (ATVI) | 1.56% | 0% | 4.59% | 2/16/2023 |
 Johnson & Johnson (JNJ) | 0.46% | 0% | 26.43% | 1/16/2025 |
 XRP (XRP) | 0.03% | 0% | 0.2% | 3/11/2025 |
 Intel (INTC) | 0.01% | 0% | 0.1% | 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% |