Portfolio Diversification
Range
Most Diversified
44 instruments
February 26, 2025
Least Diversified
11 instruments
January 15, 2022
Average
26.5 instruments
Most Consistent Holdings
Top 5
INTC100%
GSK.L98.63%
DIS98.21%
META96.67%
PYPL96.67%
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 |
|---|---|---|---|---|
| Meta (META) | 7.29% | 2.85% | 96.67% | - |
 Adidas (ADS.DE) | 7.15% | 0% | 63.82% | 4/17/2024 |
 AT&T (T) | 6.31% | 0% | 93.94% | 2/7/2025 |
 Alphabet (GOOG) | 4.82% | 5.14% | 89.42% | - |
 Shell (SHEL) | 4.8% | 0% | 50.26% | 9/8/2023 |
| Disney (DIS) | 4.47% | 3.72% | 98.21% | - |
| PayPal (PYPL) | 4.24% | 3.06% | 96.67% | - |
| GSK (GSK.L) | 3.86% | 0% | 98.63% | 4/3/2025 |
 Pfizer (PFE) | 3.05% | 5.5% | 64.76% | - |
 Activision Blizzard, Inc. (ATVI) | 2.91% | 0% | 40.7% | 9/26/2023 |
 JPMorgan (JPM) | 2.58% | 0% | 61.09% | 3/20/2024 |
 American Express (AXP) | 2.42% | 2.26% | 78.07% | - |
 JinkoSolar (JKS) | 2.12% | 2.49% | 56.23% | - |
 Teleperformance (TEP.PA) | 2.1% | 4.64% | 53.33% | - |
 EPAM (EPAM) | 1.94% | 3.11% | 57.76% | - |
| Intel (INTC) | 1.91% | 1.6% | 100% | - |
 Nike (NKE) | 1.91% | 6.97% | 34.73% | - |
 Airbus (AIR.PA) | 1.87% | 1.15% | 56.31% | - |
 Cigna (CI) | 1.86% | 2.39% | 61.6% | - |
 ExxonMobil (XOM) | 1.78% | 0% | 12.29% | 5/25/2022 |
 United Airlines (UAL) | 1.66% | 0% | 85.41% | 10/30/2024 |
 Delta (DAL) | 1.45% | 0% | 67.49% | 4/1/2024 |
 Amazon (AMZN) | 1.44% | 0% | 44.45% | 8/4/2023 |
 Starbucks (SBUX) | 1.42% | 2.46% | 34.13% | - |
 Kinder Morgan (KMI) | 1.4% | 0% | 76.54% | 7/17/2024 |
 Warner Bros Discovery (WBD) | 1.37% | 1.22% | 91.38% | - |
 LVMH (MC.PA) | 1.26% | 3.04% | 46.16% | - |
 Alibaba (BABA) | 1.26% | 2.65% | 44.03% | - |
 VF Corp (VFC) | 1.25% | 0% | 49.32% | 12/9/2024 |
 Humana (HUM) | 1.23% | 3.89% | 35.41% | - |
 BP (BP.L) | 1.16% | 0.86% | 33.19% | - |
 Target (TGT) | 1.04% | 4.31% | 57.76% | - |
 Hershey (HSY) | 0.96% | 2.91% | 42.92% | - |
 CVS Health (CVS) | 0.94% | 2.91% | 51.54% | - |
 Lufthansa (LHA.DE) | 0.84% | 0% | 27.9% | 12/13/2022 |
 Volkswagen (VOW3.DE) | 0.77% | 2.58% | 46.42% | - |
 Adobe (ADBE) | 0.69% | 2.72% | 33.96% | - |
 PUMA (PUM.DE) | 0.65% | 2.17% | 38.23% | - |
 Endava (DAVA) | 0.63% | 1.69% | 34.81% | - |
 McDonald's (MCD) | 0.6% | 0.68% | 27.65% | - |
 Occidental (OXY) | 0.46% | 3.15% | 28.84% | - |
 Deere (DE) | 0.35% | 1.14% | 41.89% | - |
 Stellantis (STLA.US) | 0.33% | 1.33% | 22.35% | - |
 SMA (S92.DE) | 0.28% | 0.42% | 23.29% | - |
 UPS (UPS) | 0.27% | 2.81% | 21.76% | - |
 Visa (V) | 0.25% | 0% | 12.71% | 8/5/2022 |
 Akzo Nobel (AKZA.NV) | 0.22% | 0.91% | 25.09% | - |
 Mercedes-Benz (MBG.DE) | 0.22% | 1.32% | 18.77% | - |
 BMW (BMW.DE) | 0.21% | 1.28% | 18.77% | - |
 Nagarro (NA9.DE) | 0.18% | 0.8% | 19.37% | - |
 Apple (AAPL) | 0.15% | 0% | 6.57% | 6/11/2024 |
 SeSa (SES.MI) | 0.14% | 1.08% | 15.78% | - |
 Celsius (CELH) | 0.1% | 0% | 11.95% | 3/31/2025 |
 PepsiCo (PEP) | 0.1% | 0.59% | 11.01% | - |
 Citi (C) | 0.08% | 0% | 9.98% | 8/10/2022 |
 AMD (AMD) | 0.06% | 1.12% | 6.14% | - |
 BAT (BATS.L) | 0.05% | 0% | 1.19% | 1/14/2022 |
 Nestle (NESN.ZU) | 0.04% | 0% | 7.17% | 3/4/2025 |
 Teva (TEVA) | 0.03% | 1.09% | 4.61% | - |
 Microsoft (MSFT) | 0.03% | 0.86% | 4.52% | - |
 Alphabet (GOOGL) | 0.02% | 1.13% | 2.73% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Nike (NKE) | 7.27% | 6.52% |
| Alphabet (GOOG) | 2.96% | 5.89% |
| Pfizer (PFE) | 6.68% | 5.52% |
| Disney (DIS) | 4.23% | 4.51% |
| Starbucks (SBUX) | 4.08% | 4.37% |
| Teleperformance (TEP.PA) | 5.33% | 4.11% |
| EPAM (EPAM) | 3.38% | 4.01% |
| PayPal (PYPL) | 4.06% | 3.95% |
| American Express (AXP) | 1.86% | 3.71% |
| JinkoSolar (JKS) | 4.9% | 3.53% |
| Humana (HUM) | 4.23% | 3.44% |
| LVMH (MC.PA) | 3.55% | 3.42% |
| Meta (META) | 0.51% | 3.07% |
| Alibaba (BABA) | 2.54% | 2.84% |
| Volkswagen (VOW3.DE) | 2.79% | 2.59% |
| Endava (DAVA) | 2.45% | 2.49% |
| McDonald's (MCD) | 2.11% | 2.4% |
| AT&T (T) | 2.75% | 2.39% |
| Cigna (CI) | 2.2% | 2.37% |
| Hershey (HSY) | 2.32% | 2.14% |
| Occidental (OXY) | 2.24% | 2.08% |
| CVS Health (CVS) | 2.75% | 1.96% |
| PUMA (PUM.DE) | 1.69% | 1.88% |
| Adobe (ADBE) | 1.89% | 1.73% |
| Stellantis (STLA.US) | 2.03% | 1.69% |
| SMA (S92.DE) | 2.2% | 1.62% |
| Intel (INTC) | 2.54% | 1.56% |
| Warner Bros Discovery (WBD) | 1.36% | 1.47% |
| BMW (BMW.DE) | 1.18% | 1.31% |
| Mercedes-Benz (MBG.DE) | 1.35% | 1.31% |
| Target (TGT) | 1.1% | 1.26% |
| Airbus (AIR.PA) | 1.01% | 1.19% |
| GSK (GSK.L) | 1.18% | 1.17% |
| Deere (DE) | 0.85% | 0.99% |
| Akzo Nobel (AKZA.NV) | 0.93% | 0.95% |
| Nagarro (NA9.DE) | 0.85% | 0.89% |
| BP (BP.L) | 0.85% | 0.87% |
| SeSa (SES.MI) | 1.06% | 0.83% |
| UPS (UPS) | 0.85% | 0.83% |
| Celsius (CELH) | 0.68% | 0.65% |
| PepsiCo (PEP) | 0.59% | 0.56% |
| Nestle (NESN.ZU) | 0.52% | 0.51% |