Portfolio Diversification
Range
Most Diversified
6 instruments
May 1, 2024
Least Diversified
1 instruments
January 2, 2023
Average
3.6 instruments
Most Consistent Holdings
Top 5
T80.39%
KO53.8%
MSFT53.7%
BAC52.09%
GOOG50.05%
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) | 16.65% | 0% | 50.05% | 5/27/2024 |
| Coca-Cola (KO) | 13.8% | 0% | 53.8% | 11/4/2024 |
| Bank of America (BAC) | 10.96% | 0% | 52.09% | 8/1/2024 |
| AT&T (T) | 8.24% | 21.31% | 80.39% | - |
| Microsoft (MSFT) | 7.5% | 0% | 53.7% | 5/27/2024 |
 Rio Tinto (RIO) | 7.16% | 33.69% | 28.08% | - |
 Oil (Non Expiry) (OIL) | 1.74% | 0% | 7.5% | 7/30/2025 |
 Activision Blizzard, Inc. (ATVI) | 1.64% | 0% | 4.82% | 2/16/2023 |
 Johnson & Johnson (JNJ) | 0.48% | 0% | 27.76% | 1/16/2025 |
 XRP (XRP) | 0.03% | 0% | 0.21% | 3/11/2025 |
 Intel (INTC) | 0.01% | 0% | 0.11% | 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% |