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Portfolio Diversification
Range
Most Diversified
44 instruments
February 26, 2025
Least Diversified
0 instruments
November 12, 2025
Average
30.6 instruments
Most Consistent Holdings
Top 5
DIS98.08%
PYPL97.04%
GOOG92.1%
META90.94%
INTC83.57%
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 |
|---|---|---|---|---|
| Meta (META) | 5.46% | 3% | 90.94% | - |
 Adidas (ADS.DE) | 4.86% | 0% | 43.44% | 4/17/2024 |
| Alphabet (GOOG) | 4.68% | 2.4% | 92.1% | - |
 AT&T (T.US) | 4.3% | 0% | 63.94% | 2/7/2025 |
| Disney (DIS) | 4.17% | 3.37% | 98.08% | - |
| PayPal (PYPL) | 3.82% | 3.68% | 97.04% | - |
 Pfizer (PFE) | 3.53% | 3.87% | 75.32% | - |
 Nike (NKE) | 3.4% | 7.04% | 54.88% | - |
 Shell (SHEL) | 3.27% | 0% | 34.2% | 9/8/2023 |
 Teleperformance (TEP.PA) | 2.75% | 5.87% | 67.54% | - |
 GSK (GSK.L) | 2.63% | 0% | 67.13% | 4/3/2025 |
 EPAM (EPAM) | 2.34% | 4.71% | 70.56% | - |
 JinkoSolar (JKS) | 2.31% | 1.67% | 69.51% | - |
 Target (TGT) | 2.26% | 0% | 67.31% | 8/24/2026 |
 Activision Blizzard, Inc. (ATVI) | 1.98% | 0% | 27.7% | 9/26/2023 |
 Cigna (CI) | 1.96% | 2.46% | 73.17% | - |
 Adobe (ADBE) | 1.92% | 6.93% | 54.36% | - |
 LVMH (MC.PA) | 1.84% | 3.38% | 62.66% | - |
 American Express (AXP) | 1.81% | 0% | 60.8% | 8/29/2025 |
 JPMorgan (JPM) | 1.75% | 0% | 41.58% | 3/20/2024 |
 Humana (HUM) | 1.65% | 0.64% | 55.34% | - |
| Intel (INTC) | 1.49% | 0% | 83.57% | 1/15/2026 |
 UPS (UPS) | 1.48% | 3.86% | 46.05% | - |
 Starbucks (SBUX) | 1.44% | 0.52% | 54.47% | - |
 Airbus (AIR.PA) | 1.36% | 0% | 45.18% | 8/15/2025 |
 ExxonMobil (XOM) | 1.21% | 0% | 8.36% | 5/25/2022 |
 Volkswagen (VOW3.DE) | 1.2% | 1.91% | 62.83% | - |
 Globant (GLOB) | 1.19% | 4.64% | 26.48% | - |
 PUMA (PUM.DE) | 1.15% | 2.11% | 57.26% | - |
 United Airlines (UAL) | 1.13% | 0% | 58.13% | 10/30/2024 |
 Hershey (HSY) | 1.12% | 0.78% | 60.45% | - |
 Alibaba (BABA) | 1.06% | 0% | 38.33% | 9/10/2025 |
 Amazon (AMZN) | 1.05% | 0.35% | 44.77% | - |
 Warner Bros Discovery (WBD) | 1.04% | 0% | 70.67% | 9/12/2025 |
 Delta (DAL) | 0.99% | 0% | 45.93% | 4/1/2024 |
 Kinder Morgan (KMI) | 0.95% | 0% | 52.09% | 7/17/2024 |
 BP (BP.L) | 0.93% | 0% | 40.94% | 3/5/2026 |
 Occidental (OXY) | 0.86% | 0% | 39.2% | 3/26/2026 |
 VF Corp (VFC) | 0.85% | 0% | 33.57% | 12/9/2024 |
 Endava (DAVA) | 0.85% | 0.61% | 54.94% | - |
 CVS Health (CVS) | 0.84% | 0% | 45.59% | 10/17/2025 |
 McDonald's (MCD) | 0.69% | 3.4% | 50% | - |
 Microsoft (MSFT) | 0.68% | 4.06% | 34.32% | - |
 Lululemon (LULU) | 0.61% | 3.59% | 23.34% | - |
 Stellantis (STLA.US) | 0.58% | 0.99% | 46.46% | - |
 Lufthansa (LHA.DE) | 0.57% | 0% | 18.99% | 12/13/2022 |
 PepsiCo (PEP) | 0.54% | 2.17% | 38.73% | - |
 Nagarro (NA9.DE) | 0.52% | 0% | 42.68% | 9/20/2026 |
 Salesforce (CRM) | 0.5% | 4.64% | 18.7% | - |
 Akzo Nobel (AKZA.NV) | 0.41% | 0.76% | 48.32% | - |
 Netflix (NFLX) | 0.38% | 2.59% | 16.26% | - |
 Deere (DE) | 0.34% | 0% | 44.02% | 1/15/2026 |
 Fiserv (FISV) | 0.33% | 2.29% | 19.69% | - |
 Mercedes-Benz (MBG.DE) | 0.31% | 0% | 25.9% | 12/5/2025 |
 Zoetis (ZTS) | 0.29% | 3.17% | 12.43% | - |
 BMW (BMW.DE) | 0.25% | 0% | 25.84% | 12/4/2025 |
 YPF (YPF) | 0.25% | 0% | 12.43% | 3/20/2026 |
 Nestle (NESN.ZU) | 0.25% | 0.6% | 30.49% | - |
 SMA (S92.DE) | 0.22% | 0% | 22.3% | 8/8/2025 |
 Celsius (CELH) | 0.21% | 1.88% | 17.48% | - |
 SeSa (SES.MI) | 0.19% | 0% | 19.4% | 9/15/2025 |
 eToro Group LTD (ETOR) | 0.18% | 0.83% | 24.16% | - |
 Deckers (DECK) | 0.17% | 0.65% | 20.03% | - |
 Visa (V) | 0.17% | 0% | 8.65% | 8/5/2022 |
 Alphabet (GOOGL) | 0.16% | 0% | 13.01% | 10/29/2025 |
 Uber (UBER) | 0.12% | 1.39% | 14.11% | - |
 Teva (TEVA) | 0.1% | 0% | 9.87% | 8/13/2025 |
 Apple (AAPL) | 0.1% | 0% | 4.47% | 6/11/2024 |
 Procter & Gamble (PG) | 0.1% | 0.52% | 17.94% | - |
 AMD (AMD) | 0.09% | 0% | 8.07% | 6/25/2025 |
 Kenvue (KVUE) | 0.07% | 0% | 6.33% | 2/6/2026 |
 Qualcomm (QCOM) | 0.06% | 0% | 6.04% | 5/6/2026 |
 Citi (C) | 0.05% | 0% | 6.79% | 8/10/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.05% | 2.13% | 3.43% | - |
 BAT (BATS.L) | 0.03% | 0% | 0.81% | 1/14/2022 |
 e.l.f. (ELF) | 0.03% | 0% | 3.83% | 7/27/2026 |
 Oracle (ORCL) | 0.02% | 0% | 3.08% | 9/8/2026 |
 Kraft Heinz (KHC) | 0.01% | 0% | 2.09% | 2/11/2026 |
 Kimberly-Clark (KMB) | 0% | 0% | 0.52% | 4/17/2026 |
 U-Haul (UHAL) | 0% | 0% | 0.75% | 8/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Nike (NKE) | 7.6% | 6.57% |
| Target (TGT) | 5.96% | 6.26% |
| Globant (GLOB) | 5.7% | 5.45% |
| UPS (UPS) | 4.92% | 5.14% |
| Pfizer (PFE) | 5.57% | 4.67% |
| Alphabet (GOOG) | 1.33% | 4.63% |
| Adobe (ADBE) | 4.39% | 4.19% |
| LVMH (MC.PA) | 3.34% | 3.65% |
| Teleperformance (TEP.PA) | 5.51% | 3.62% |
| Disney (DIS) | 3.08% | 3.56% |
| EPAM (EPAM) | 2.95% | 3.36% |
| JinkoSolar (JKS) | 3.8% | 2.99% |
| Occidental (OXY) | 2.75% | 2.46% |
| Lululemon (LULU) | 1.97% | 2.43% |
| PUMA (PUM.DE) | 3.08% | 2.38% |
| Cigna (CI) | 2.03% | 2.33% |
| Volkswagen (VOW3.DE) | 1.97% | 2.28% |
| Humana (HUM) | 2.49% | 2.21% |
| PayPal (PYPL) | 3.15% | 2.21% |
| Nagarro (NA9.DE) | 1.38% | 1.99% |
| PepsiCo (PEP) | 1.84% | 1.98% |
| YPF (YPF) | 1.33% | 1.97% |
| Hershey (HSY) | 1.42% | 1.66% |
| Starbucks (SBUX) | 1.4% | 1.57% |
| Endava (DAVA) | 3.74% | 1.54% |
| Deckers (DECK) | 0.92% | 1.17% |
| Stellantis (STLA.US) | 1.57% | 1.16% |
| Kenvue (KVUE) | 0.98% | 1.15% |
| Fiserv (FISV) | 0.98% | 1.09% |
| Microsoft (MSFT) | 0.66% | 0.85% |
| Nestle (NESN.ZU) | 0.71% | 0.8% |
| BP (BP.L) | 0.66% | 0.79% |
| Akzo Nobel (AKZA.NV) | 0.72% | 0.78% |
| eToro Group LTD (ETOR) | 0.72% | 0.65% |
| Procter & Gamble (PG) | 0.52% | 0.55% |
| Intel (INTC) | 0.66% | 0.51% |
| McDonald's (MCD) | 0.39% | 0.5% |
| Deere (DE) | 0.33% | 0.44% |
| Meta (META) | 0.33% | 0.37% |
| Salesforce (CRM) | 0.26% | 0.32% |
Cash & Instruments Over Time
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