Portfolio Diversification
Range
Most Diversified
96 instruments
July 13, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.9 instruments
Most Consistent Holdings
Top 5
MSFT93.16%
ABBV82.48%
AAPL80.47%
LOW80.47%
O77.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 JeppeKirkBonde | 14.66% | 0% | 49.09% | 7/18/2023 |
 AMD (AMD) | 10.38% | 0% | 62.14% | 12/12/2023 |
| Microsoft (MSFT) | 4% | 0% | 93.16% | 2/1/2025 |
 UnitedHealth (UNH) | 2.84% | 0% | 67.15% | 2/1/2025 |
 vincenzost | 2.75% | 0% | 19.34% | 8/3/2022 |
 ADP (ADP) | 2.51% | 0% | 64.05% | 2/1/2025 |
| Realty Income (O) | 2.48% | 0% | 77.55% | 2/1/2025 |
 Visa (V) | 2.46% | 0% | 55.75% | 2/1/2025 |
 Broadcom (AVGO) | 2.39% | 0% | 69.53% | 2/1/2025 |
 Tesla (TSLA) | 2.3% | 0% | 69.8% | 3/6/2024 |
 Mastercard (MA) | 2.24% | 0% | 55.75% | 2/1/2025 |
 Alphabet (GOOGL) | 2.02% | 0% | 30.11% | 2/1/2025 |
| Lowe's (LOW) | 1.92% | 0% | 80.47% | 2/1/2025 |
| AbbVie (ABBV) | 1.91% | 0% | 82.48% | 2/1/2025 |
 NVIDIA (NVDA) | 1.9% | 0% | 44.16% | 5/25/2023 |
 Snap-on (SNA) | 1.8% | 0% | 48.63% | 2/1/2025 |
 Hershey (HSY) | 1.79% | 0% | 43.34% | 2/1/2025 |
| Apple (AAPL) | 1.71% | 0% | 80.47% | 2/1/2025 |
 Kroger (KR) | 1.67% | 0% | 70.8% | 2/1/2025 |
 Home Depot (HD) | 1.67% | 0% | 70.8% | 2/1/2025 |
 Williams-Sonoma (WSM) | 1.53% | 0% | 58.58% | 2/1/2025 |
 Arbor Realty (ABR) | 1.49% | 0% | 64.14% | 8/5/2024 |
 Cintas (CTAS) | 1.42% | 0% | 48.63% | 2/1/2025 |
 NextEra (NEE) | 1.4% | 0% | 62.32% | 2/1/2025 |
 Texas Roadhouse (TXRH) | 1.37% | 0% | 47.17% | 2/1/2025 |
 Texas Instruments (TXN) | 1.33% | 0% | 70.8% | 2/1/2025 |
 Bitcoin (BTC) | 1.26% | 0% | 44.16% | 5/25/2023 |
 Lam Research (LRCX) | 1.19% | 0% | 70.8% | 2/1/2025 |
 Domino's (DPZ) | 1.16% | 0% | 70.8% | 2/1/2025 |
 Ethereum (ETH) | 1.16% | 0% | 44.16% | 5/25/2023 |
 Starbucks (SBUX) | 1.07% | 0% | 39.42% | 8/5/2024 |
 Sherwin-Williams (SHW) | 1% | 0% | 64.14% | 8/5/2024 |
 OneMain (OMF) | 0.91% | 0% | 54.47% | 8/5/2024 |
 JPMorgan (JPM) | 0.88% | 0% | 54.47% | 8/5/2024 |
 BlackRock (BLK) | 0.83% | 0% | 40.69% | 8/5/2024 |
 Amgen (AMGN) | 0.77% | 0% | 47.72% | 8/5/2024 |
 L3Harris (LHX) | 0.69% | 0% | 35.13% | 3/7/2024 |
 Best Buy (BBY) | 0.64% | 0% | 40.51% | 3/6/2024 |
 Altria (MO) | 0.63% | 0% | 31.84% | 7/20/2023 |
 Union Pacific (UNP) | 0.62% | 0% | 40.69% | 3/6/2024 |
 Carlisle (CSL) | 0.59% | 0% | 30.84% | 8/5/2024 |
 T. Rowe Price (TROW) | 0.52% | 0% | 29.84% | 7/20/2023 |
 Norfolk Southern (NSC) | 0.47% | 0% | 20.44% | 3/6/2024 |
 3M (MMM) | 0.38% | 0% | 29.84% | 7/20/2023 |
 US Bancorp (USB) | 0.31% | 0% | 19.98% | 7/20/2023 |
 Stanley Black & Decker (SWK) | 0.31% | 0% | 29.84% | 7/20/2023 |
 PNC (PNC) | 0.29% | 0% | 23.63% | 8/28/2023 |
 MSCI (MSCI) | 0.29% | 0% | 11.59% | 2/1/2025 |
 Enbridge (ENB) | 0.28% | 0% | 29.84% | 7/20/2023 |
 WP Carey (WPC) | 0.28% | 0% | 29.84% | 7/20/2023 |
 Medical Properties Trust (MPW) | 0.27% | 0% | 18.89% | 7/20/2023 |
 Universal Corp (UVV) | 0.27% | 0% | 29.84% | 7/20/2023 |
 Target (TGT) | 0.27% | 0% | 33.3% | 8/28/2023 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.26% | 0% | 9.03% | 10/23/2023 |
 Bank of America (BAC) | 0.26% | 0% | 23.63% | 8/28/2023 |
 Walgreens (WBA) | 0.25% | 0% | 18.16% | 3/13/2023 |
 Medtronic (MDT.US) | 0.24% | 0% | 29.84% | 7/20/2023 |
 HP (HPQ) | 0.24% | 0% | 27.46% | 10/12/2023 |
 ITW (ITW) | 0.22% | 0% | 33.3% | 8/28/2023 |
 Johnson & Johnson (JNJ) | 0.22% | 0% | 16.88% | 8/28/2023 |
 Air Products (APD) | 0.22% | 0% | 23.08% | 10/26/2023 |
 Icahn Enterprises (IEP) | 0.21% | 0% | 12.96% | 12/21/2022 |
 Pfizer (PFE) | 0.21% | 0% | 17.06% | 7/20/2023 |
 Ball (BALL) | 0.2% | 0% | 20.16% | 7/20/2023 |
 Dover (DOV) | 0.2% | 0% | 29.84% | 7/20/2023 |
 Ferrexpo (FXPO.L) | 0.19% | 0% | 16.97% | 2/27/2023 |
 PPG (PPG) | 0.19% | 0% | 29.84% | 7/20/2023 |
 Dominion Energy (D) | 0.19% | 0% | 20.16% | 7/20/2023 |
 American Tower (AMT) | 0.19% | 0% | 29.84% | 7/20/2023 |
 Hercules Capital (HTGC) | 0.17% | 0% | 20.16% | 7/20/2023 |
 Whirlpool (WHR) | 0.16% | 0% | 20.16% | 7/20/2023 |
 FedEx (FDX) | 0.16% | 0% | 23.63% | 8/28/2023 |
 Ecolab (ECL) | 0.16% | 0% | 19.07% | 7/20/2023 |
 Verizon (VZ) | 0.16% | 0% | 20.16% | 7/20/2023 |
 Essex Property Trust (ESS) | 0.16% | 0% | 16.51% | 7/20/2023 |
 PayPal (PYPL) | 0.16% | 0% | 29.84% | 7/20/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.15% | 0% | 9.03% | 10/23/2023 |
 Qualcomm (QCOM) | 0.15% | 0% | 18.07% | 7/20/2023 |
 Eastman Chemical (EMN) | 0.14% | 0% | 18.89% | 7/20/2023 |
 Abbott (ABT) | 0.14% | 0% | 15.15% | 8/28/2023 |
 Costco (COST) | 0.14% | 0% | 23.63% | 8/28/2023 |
 BMW (BMW.DE) | 0.14% | 0% | 20.26% | 7/21/2023 |
 Public Storage (PSA) | 0.13% | 0% | 20.16% | 7/20/2023 |
 TSMC (TSM) | 0.13% | 0% | 20.16% | 7/20/2023 |
 Comcast (CMCSA) | 0.13% | 0% | 19.98% | 7/20/2023 |
 Mercedes-Benz (MBG.DE) | 0.13% | 0% | 20.26% | 7/21/2023 |
 Northrop Grumman (NOC) | 0.12% | 0% | 16.88% | 8/28/2023 |
 Main Street Capital (MAIN) | 0.12% | 0% | 20.16% | 7/20/2023 |
 Intel (INTC) | 0.12% | 0% | 20.16% | 7/20/2023 |
 Nike (NKE) | 0.12% | 0% | 8.58% | 8/28/2023 |
 Simon (SPG) | 0.12% | 0% | 20.16% | 7/20/2023 |
 Ares Capital (ARCC) | 0.12% | 0% | 20.16% | 7/20/2023 |
 AT&T (T) | 0.11% | 0% | 20.16% | 7/20/2023 |
 Adidas (ADS.DE) | 0.11% | 0% | 15.05% | 5/25/2023 |
 McCormick (MKC) | 0.11% | 0% | 14.51% | 7/20/2023 |
 Leggett & Platt (LEG) | 0.11% | 0% | 20.16% | 7/20/2023 |
 Cullen/Frost Bankers (CFR) | 0.1% | 0% | 11.59% | 7/20/2023 |
 Humana (HUM) | 0.1% | 0% | 4.2% | 8/28/2023 |
 S&P Global (SPGI) | 0.09% | 0% | 16.88% | 8/28/2023 |
 Goldman Sachs (GS) | 0.08% | 0% | 9.85% | 8/28/2023 |
 UPS (UPS) | 0.08% | 0% | 9.85% | 8/28/2023 |
 Danaher (DHR) | 0.08% | 0% | 16.88% | 8/28/2023 |
 CVS Health (CVS) | 0.08% | 0% | 8.94% | 7/20/2023 |
 Tyson Foods (TSN) | 0.07% | 0% | 8.94% | 7/20/2023 |
 Hormel (HRL) | 0.07% | 0% | 14.51% | 7/20/2023 |
 Caterpillar (CAT) | 0.05% | 0% | 9.22% | 8/28/2023 |
 CNRL (CNQ) | 0.05% | 0% | 9.85% | 8/28/2023 |
 VICI Properties (VICI) | 0.04% | 0% | 8.58% | 8/28/2023 |
 Sysco (SYY) | 0.04% | 0% | 7.94% | 7/20/2023 |
 PepsiCo (PEP) | 0.03% | 0% | 6.75% | 8/28/2023 |
 Ashland (ASH) | 0.03% | 0% | 6.39% | 7/20/2023 |
 Lockheed Martin (LMT) | 0.03% | 0% | 3.38% | 8/28/2023 |
 Chevron (CVX) | 0.03% | 0% | 5.75% | 7/20/2023 |
 Electrolux (ELUXB.ST) | 0.01% | 0% | 1.64% | 2/27/2023 |
 Philips (PHG) | 0.01% | 0% | 1.64% | 2/27/2023 |
 Enterprise Products (EPD) | 0.01% | 0% | 1% | 12/20/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.09% | 3/30/2023 |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 10.23% | 9.23% |
| Alphabet (GOOGL) | 8.69% | 8.99% |
| Broadcom (AVGO) | 4.45% | 7.55% |
| UnitedHealth (UNH) | 8.75% | 7.14% |
| Visa (V) | 7.1% | 7.11% |
| ADP (ADP) | 6.34% | 6.2% |
| Mastercard (MA) | 6.29% | 6.2% |
| Snap-on (SNA) | 4.76% | 4.81% |
| Hershey (HSY) | 6.34% | 4.75% |
| Realty Income (O) | 5.07% | 4.19% |
| Home Depot (HD) | 3.42% | 3.37% |
| Apple (AAPL) | 2.92% | 3.34% |
| Williams-Sonoma (WSM) | 1.32% | 3.21% |
| MSCI (MSCI) | 3.8% | 3.18% |
| Kroger (KR) | 2.79% | 3.04% |
| Texas Roadhouse (TXRH) | 1.9% | 2.74% |
| Lowe's (LOW) | 2.7% | 2.62% |
| Cintas (CTAS) | 2.16% | 2.56% |
| NextEra (NEE) | 2.28% | 2.2% |
| Lam Research (LRCX) | 2.54% | 2.19% |
| Texas Instruments (TXN) | 2.16% | 2.01% |
| AbbVie (ABBV) | 2.03% | 1.97% |
| Domino's (DPZ) | 1.52% | 1.38% |
| NOVATEK OAO (NVTKL.L) | 0.36% | 0% |