Portfolio Diversification
Range
Most Diversified
44 instruments
February 26, 2025
Least Diversified
11 instruments
January 15, 2022
Average
28.4 instruments
Most Consistent Holdings
Top 5
INTC100%
DIS98.45%
PYPL97.12%
META91.14%
GOOG90.85%
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) | 6.52% | 0% | 91.14% | 7/30/2025 |
 Adidas (ADS.DE) | 6.18% | 0% | 55.2% | 4/17/2024 |
 AT&T (T) | 5.46% | 0% | 81.25% | 2/7/2025 |
| Alphabet (GOOG) | 4.94% | 7.05% | 90.85% | - |
| Disney (DIS) | 4.43% | 3.8% | 98.45% | - |
 Shell (SHEL) | 4.15% | 0% | 43.47% | 9/8/2023 |
| PayPal (PYPL) | 4.08% | 2.8% | 97.12% | - |
 GSK (GSK.L) | 3.34% | 0% | 85.31% | 4/3/2025 |
 Pfizer (PFE) | 3.34% | 5.05% | 69.52% | - |
 Nike (NKE) | 2.64% | 6.98% | 43.54% | - |
 Activision Blizzard, Inc. (ATVI) | 2.52% | 0% | 35.2% | 9/26/2023 |
 Teleperformance (TEP.PA) | 2.36% | 3.84% | 59.63% | - |
 American Express (AXP) | 2.29% | 0% | 77.27% | 8/29/2025 |
 JPMorgan (JPM) | 2.23% | 0% | 52.84% | 3/20/2024 |
 JinkoSolar (JKS) | 2.22% | 2.95% | 62.14% | - |
 EPAM (EPAM) | 2.09% | 2.6% | 63.47% | - |
 Cigna (CI) | 1.87% | 1.79% | 66.79% | - |
| Intel (INTC) | 1.86% | 1.24% | 100% | - |
 Airbus (AIR.PA) | 1.73% | 0% | 57.42% | 8/15/2025 |
 ExxonMobil (XOM) | 1.54% | 0% | 10.63% | 5/25/2022 |
 Starbucks (SBUX.RTH) | 1.52% | 1.75% | 43.03% | - |
 LVMH (MC.PA) | 1.49% | 3.77% | 53.43% | - |
 Humana (HUM) | 1.49% | 2.6% | 44.13% | - |
 Target (TGT.RTH) | 1.46% | 5.29% | 63.47% | - |
 United Airlines (UAL.RTH) | 1.44% | 0% | 73.87% | 10/30/2024 |
 Alibaba (BABA) | 1.35% | 0% | 48.71% | 9/10/2025 |
 Warner Bros Discovery (WBD) | 1.33% | 0% | 89.82% | 9/12/2025 |
 Delta (DAL) | 1.26% | 0% | 58.38% | 4/1/2024 |
 Amazon (AMZN) | 1.25% | 0% | 38.45% | 8/4/2023 |
 Kinder Morgan (KMI) | 1.21% | 0% | 66.2% | 7/17/2024 |
 Hershey (HSY) | 1.16% | 1.88% | 50.63% | - |
 BP (BP.L) | 1.11% | 0.82% | 42.21% | - |
 VF Corp (VFC) | 1.08% | 0% | 42.66% | 12/9/2024 |
 CVS Health (CVS) | 1.07% | 0% | 57.93% | 10/17/2025 |
 Volkswagen (VOW3.DE) | 0.98% | 2.18% | 53.65% | - |
 Adobe (ADBE) | 0.98% | 3.46% | 42.88% | - |
 PUMA (PUM.DE) | 0.83% | 2.01% | 46.57% | - |
 Occidental (OXY) | 0.8% | 2.69% | 38.45% | - |
 Endava (DAVA) | 0.79% | 1.62% | 43.62% | - |
 Lufthansa (LHA.DE) | 0.73% | 0% | 24.13% | 12/13/2022 |
 UPS (UPS.RTH) | 0.67% | 4.92% | 32.32% | - |
 McDonald's (MCD) | 0.59% | 0.55% | 37.34% | - |
 Stellantis (STLA.US) | 0.45% | 1.23% | 32.84% | - |
 Deere (DE) | 0.4% | 0.48% | 49.74% | - |
 PepsiCo (PEP) | 0.36% | 2.33% | 23.03% | - |
 Mercedes-Benz (MBG.DE) | 0.35% | 1.17% | 29.74% | - |
 Akzo Nobel (AKZA.NV) | 0.32% | 0.91% | 35.2% | - |
 BMW (BMW.DE) | 0.31% | 0.36% | 29.74% | - |
 Nagarro (NA9.DE) | 0.31% | 1.59% | 30.26% | - |
 SMA (S92.DE) | 0.28% | 0% | 28.34% | 8/8/2025 |
 Globant (GLOB) | 0.27% | 5.3% | 7.45% | - |
 SeSa (SES.MI) | 0.24% | 0% | 24.65% | 9/15/2025 |
 Visa (V) | 0.21% | 0% | 11% | 8/5/2022 |
 Alphabet (GOOGL) | 0.19% | 1.57% | 15.79% | - |
 Microsoft (MSFT) | 0.16% | 0.99% | 17.42% | - |
 Teva (TEVA) | 0.13% | 0% | 12.55% | 8/13/2025 |
 Apple (AAPL) | 0.13% | 0% | 5.68% | 6/11/2024 |
 Nestle (NESN.ZU) | 0.12% | 0.95% | 12.62% | - |
 AMD (AMD) | 0.11% | 0% | 10.26% | 6/25/2025 |
 YPF (YPF) | 0.09% | 2.67% | 4.87% | - |
 Celsius (CELH) | 0.09% | 0% | 10.33% | 3/31/2025 |
 Citi (C) | 0.07% | 0% | 8.63% | 8/10/2022 |
 Lululemon (LULU) | 0.06% | 2% | 3.47% | - |
 BAT (BATS.L) | 0.04% | 0% | 1.03% | 1/14/2022 |
 eToro Group LTD (ETOR) | 0.02% | 0.94% | 4.5% | - |
 U-Haul (UHAL) | 0% | 0% | 0.96% | 8/13/2025 |
 Kenvue (KVUE.RTH) | 0% | 0.89% | 0.22% | - |
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.RTH) | 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.RTH) | 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.RTH) | 0.85% | 0.83% |
| Celsius (CELH) | 0.68% | 0.65% |
| PepsiCo (PEP) | 0.59% | 0.56% |
| Nestle (NESN.ZU) | 0.52% | 0.51% |