Portfolio Diversification
Range
Most Diversified
44 instruments
February 26, 2025
Least Diversified
11 instruments
January 15, 2022
Average
27.6 instruments
Most Consistent Holdings
Top 5
INTC100%
DIS98.34%
META96.92%
PYPL96.92%
WBD92.02%
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) | 6.97% | 1.8% | 96.92% | - |
 Adidas (ADS.DE) | 6.62% | 0% | 59.08% | 4/17/2024 |
 AT&T (T) | 5.85% | 0% | 86.97% | 2/7/2025 |
 Alphabet (GOOG) | 4.84% | 5.43% | 90.21% | - |
| Disney (DIS) | 4.45% | 4.25% | 98.34% | - |
 Shell (SHEL) | 4.45% | 0% | 46.52% | 9/8/2023 |
| PayPal (PYPL) | 4.16% | 3.18% | 96.92% | - |
 GSK (GSK.L) | 3.58% | 0% | 91.31% | 4/3/2025 |
 Pfizer (PFE) | 3.21% | 5.12% | 67.38% | - |
 Activision Blizzard, Inc. (ATVI) | 2.7% | 0% | 37.68% | 9/26/2023 |
 American Express (AXP) | 2.41% | 1.62% | 79.7% | - |
 JPMorgan (JPM) | 2.38% | 0% | 56.56% | 3/20/2024 |
 Nike (NKE) | 2.29% | 7.85% | 39.57% | - |
 Teleperformance (TEP.PA) | 2.26% | 4.03% | 56.79% | - |
 JinkoSolar (JKS) | 2.16% | 3.05% | 59.48% | - |
 EPAM (EPAM) | 2.04% | 2.96% | 60.9% | - |
| Intel (INTC) | 1.89% | 1.66% | 100% | - |
 Cigna (CI) | 1.87% | 1.81% | 64.45% | - |
 Airbus (AIR.PA) | 1.82% | 1.36% | 59.56% | - |
 ExxonMobil (XOM) | 1.65% | 0% | 11.37% | 5/25/2022 |
 United Airlines (UAL) | 1.54% | 0% | 79.07% | 10/30/2024 |
 Starbucks (SBUX) | 1.49% | 2.37% | 39.02% | - |
 LVMH (MC.PA) | 1.38% | 2.91% | 50.16% | - |
 Humana (HUM) | 1.38% | 2.94% | 40.21% | - |
| Warner Bros Discovery (WBD) | 1.36% | 1.64% | 92.02% | - |
 Alibaba (BABA) | 1.35% | 2.48% | 48.18% | - |
 Delta (DAL) | 1.34% | 0% | 62.48% | 4/1/2024 |
 Amazon (AMZN) | 1.33% | 0% | 41.15% | 8/4/2023 |
 Kinder Morgan (KMI) | 1.29% | 0% | 70.85% | 7/17/2024 |
 Target (TGT) | 1.26% | 3.99% | 60.9% | - |
 VF Corp (VFC) | 1.16% | 0% | 45.66% | 12/9/2024 |
 BP (BP.L) | 1.13% | 0.82% | 38.15% | - |
 Hershey (HSY) | 1.08% | 2.62% | 47.16% | - |
 CVS Health (CVS) | 1.06% | 2.26% | 55.13% | - |
 Volkswagen (VOW3.DE) | 0.89% | 2.23% | 50.39% | - |
 Adobe (ADBE) | 0.84% | 2.43% | 38.86% | - |
 Lufthansa (LHA.DE) | 0.78% | 0% | 25.83% | 12/13/2022 |
 PUMA (PUM.DE) | 0.76% | 1.99% | 42.81% | - |
 Endava (DAVA) | 0.71% | 1.53% | 39.65% | - |
 Occidental (OXY) | 0.65% | 2.9% | 34.12% | - |
 McDonald's (MCD) | 0.6% | 0.54% | 32.94% | - |
 UPS (UPS) | 0.44% | 2.45% | 27.57% | - |
 Stellantis (STLA.US) | 0.4% | 1.11% | 28.12% | - |
 Deere (DE) | 0.39% | 0.53% | 46.21% | - |
 Mercedes-Benz (MBG.DE) | 0.3% | 1.15% | 24.8% | - |
 SMA (S92.DE) | 0.29% | 0.52% | 28.99% | - |
 BMW (BMW.DE) | 0.28% | 1.32% | 24.8% | - |
 Akzo Nobel (AKZA.NV) | 0.28% | 0.89% | 30.65% | - |
 Nagarro (NA9.DE) | 0.24% | 1.13% | 25.36% | - |
 Visa (V) | 0.23% | 0% | 11.77% | 8/5/2022 |
 PepsiCo (PEP) | 0.23% | 2.2% | 17.61% | - |
 SeSa (SES.MI) | 0.22% | 0.96% | 22.04% | - |
 Apple (AAPL) | 0.14% | 0% | 6.08% | 6/11/2024 |
 AMD (AMD) | 0.12% | 0% | 10.98% | 6/25/2025 |
 Teva (TEVA) | 0.12% | 1.1% | 11.69% | - |
 Alphabet (GOOGL) | 0.11% | 1.2% | 9.87% | - |
 Microsoft (MSFT) | 0.1% | 1.01% | 11.61% | - |
 Celsius (CELH) | 0.09% | 0% | 11.06% | 3/31/2025 |
 Citi (C) | 0.07% | 0% | 9.24% | 8/10/2022 |
 BAT (BATS.L) | 0.05% | 0% | 1.11% | 1/14/2022 |
 Nestle (NESN.ZU) | 0.03% | 0% | 6.64% | 3/4/2025 |
 Globant (GLOB) | 0.02% | 1.86% | 0.95% | - |
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% |