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Portfolio Diversification
Range
Most Diversified
4 instruments
January 1, 2022
Least Diversified
4 instruments
January 1, 2022
Average
4 instruments
Most Consistent Holdings
Top 5
AAPL100%
CVX100%
XOM100%
SHEL97.93%
RDS.A2.07%
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) | 27.08% | 28.18% | 100% | - |
| Apple (AAPL) | 23.84% | 23.42% | 100% | - |
| Chevron (CVX) | 21.65% | 19.25% | 100% | - |
| Shell (SHEL) | 21.64% | 21.67% | 97.93% | - |
| Royal Dutch Shell A (ADR) (RDS.A) | 0.47% | 0% | 2.07% | 1/31/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 21.43% | 27.84% |
| ExxonMobil (XOM) | 21.43% | 25.24% |
| Shell (SHEL) | 21.43% | 21.15% |
| Chevron (CVX) | 21.43% | 17.38% |
Cash & Instruments Over Time
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