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
ROG.ZU98.8%
CSCO98.73%
CVX98.73%
JNJ98.73%
PFE98.73%
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) | 11.93% | 12.19% | 98.73% | - |
| Chevron (CVX) | 9.84% | 8.72% | 98.73% | - |
 Procter & Gamble (PG) | 8.01% | 6.97% | 98.66% | - |
| Johnson & Johnson (JNJ) | 8% | 9.71% | 98.73% | - |
 Thermo Fisher (TMO) | 7.47% | 7.31% | 98.73% | - |
| Cisco (CSCO) | 7.34% | 9.95% | 98.73% | - |
 Abbott (ABT) | 7.32% | 7.62% | 98.73% | - |
 Adobe (ADBE) | 7.12% | 5.22% | 98.66% | - |
| Roche (ROG.ZU) | 6.19% | 6.55% | 98.8% | - |
| Pfizer (PFE) | 5.22% | 3.68% | 98.73% | - |
 XRP (XRP) | 0.99% | 0% | 0.99% | 1/14/2022 |
 Flare (FLR) | 0.05% | 0.05% | 73.46% | - |
 Songbird (SGB) | 0.01% | 0% | 71.83% | 10/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ExxonMobil (XOM) | 7.88% | 12.26% |
| Chevron (CVX) | 7.88% | 9.29% |
| Procter & Gamble (PG) | 7.88% | 8.81% |
| Cisco (CSCO) | 7.88% | 8.21% |
| Abbott (ABT) | 7.88% | 7.39% |
| Thermo Fisher (TMO) | 7.88% | 7.37% |
| Adobe (ADBE) | 7.88% | 7.28% |
| Johnson & Johnson (JNJ) | 7.88% | 7.17% |
| Roche (ROG.ZU) | 7.88% | 5.78% |
| Pfizer (PFE) | 7.88% | 4.06% |
| Flare (FLR) | 0.11% | 0.1% |
| Songbird (SGB) | 0.02% | 0.01% |