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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
ROG.ZU98.86%
CSCO98.79%
CVX98.79%
JNJ98.79%
PFE98.79%
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) | 12.02% | 14.84% | 98.79% | - |
| Chevron (CVX) | 9.83% | 10.39% | 98.79% | - |
| Johnson & Johnson (JNJ) | 8.09% | 10.47% | 98.79% | - |
 Procter & Gamble (PG) | 7.96% | 7.22% | 98.73% | - |
 Thermo Fisher (TMO) | 7.46% | 6.11% | 98.79% | - |
| Cisco (CSCO) | 7.45% | 9.4% | 98.79% | - |
 Abbott (ABT) | 7.3% | 6.38% | 98.79% | - |
 Adobe (ADBE) | 6.97% | 3.83% | 98.66% | - |
| Roche (ROG.ZU) | 6.23% | 6.92% | 98.86% | - |
| Pfizer (PFE) | 5.13% | 3.51% | 98.79% | - |
 XRP (XRP) | 0.94% | 0% | 0.94% | 1/14/2022 |
 Flare (FLR) | 0.05% | 0.03% | 74.85% | - |
 Songbird (SGB) | 0.01% | 0% | 68.08% | 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) | 7.74% | 8.93% |
| Thermo Fisher (TMO) | 7.74% | 7.51% |
| Abbott (ABT) | 7.74% | 7.48% |
| Procter & Gamble (PG) | 7.74% | 6.88% |
| Roche (ROG.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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