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Portfolio Diversification
Range
Most Diversified
12 instruments
February 4, 2023
Least Diversified
0 instruments
January 15, 2022
Average
11.4 instruments
Most Consistent Holdings
Top 5
ROP.ZU98.55%
ABT.US98.55%
CSCO98.49%
CVX.US98.49%
JNJ98.49%
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) | 12.15% | 14.48% | 98.49% | - |
| Chevron (CVX.US) | 9.84% | 10.17% | 98.49% | - |
| Johnson & Johnson (JNJ) | 8.17% | 9.77% | 98.49% | - |
 Procter & Gamble (PG) | 7.85% | 6.51% | 98.36% | - |
| Cisco (CSCO) | 7.63% | 14.28% | 98.49% | - |
 Thermo Fisher (TMO) | 7.34% | 5.67% | 98.49% | - |
| Abbott (ABT.US) | 7.17% | 5.04% | 98.55% | - |
 Adobe (ADBE) | 6.75% | 3.48% | 98.3% | - |
| Roche (ROP.ZU) | 6.2% | 6.15% | 98.55% | - |
 Pfizer (PFE) | 5.02% | 3.37% | 98.49% | - |
 XRP (XRP) | 0.88% | 0% | 0.88% | 1/14/2022 |
 Flare (FLR) | 0.05% | 0.02% | 76.03% | - |
 Songbird (SGB) | 0.01% | 0% | 64.04% | 10/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ExxonMobil (XOM) | 7.74% | 12.53% |
| Cisco (CSCO) | 7.74% | 9.76% |
| Johnson & Johnson (JNJ) | 7.74% | 9.39% |
| Chevron (CVX.US) | 7.74% | 8.93% |
| Thermo Fisher (TMO) | 7.74% | 7.51% |
| Abbott (ABT.US) | 7.74% | 7.48% |
| Procter & Gamble (PG) | 7.74% | 6.88% |
| Roche (ROP.ZU) | 7.74% | 6.71% |
| Adobe (ADBE) | 7.74% | 5.23% |
| Pfizer (PFE) | 7.74% | 3.48% |
| Flare (FLR) | 0.11% | 0.04% |
| Songbird (SGB) | 0.02% | 0% |
Cash & Instruments Over Time
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