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Portfolio Diversification
Range
Most Diversified
25 instruments
August 23, 2024
Least Diversified
0 instruments
February 2, 2025
Average
19.2 instruments
Most Consistent Holdings
Top 5
MMM97.9%
KMB96.74%
JNJ94.79%
KO94.79%
PG94.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 3M (MMM) | 28.84% | 0% | 97.9% | 2/23/2026 |
 Philip Morris (PM) | 11.22% | 0% | 91.61% | 2/20/2026 |
 Intel (INTC) | 8.91% | 0% | 73.89% | 1/21/2026 |
 Chevron (CVX) | 7.59% | 0% | 87.72% | 2/24/2026 |
| Johnson & Johnson (JNJ) | 7.35% | 0% | 94.79% | 2/23/2026 |
 Altria (MO) | 4.55% | 0% | 72.42% | 2/23/2026 |
 Abbott (ABT) | 3.87% | 3.32% | 81.66% | - |
 Nike (NKE) | 3.37% | 4.58% | 74.36% | - |
 Walmart (WMT) | 3.1% | 0% | 55.24% | 8/20/2024 |
 Unilever (UL.US) | 2.94% | 0% | 87.65% | 2/23/2026 |
 Hasbro (HAS) | 2.52% | 0% | 77.54% | 1/26/2026 |
 Mondelez (MDLZ) | 1.81% | 8.31% | 44.44% | - |
 Bitcoin (BTC) | 1.76% | 70.7% | 29.76% | - |
| Coca-Cola (KO) | 1.56% | 0% | 94.79% | 2/23/2026 |
 Disney (DIS) | 1.54% | 0% | 40.33% | 1/26/2026 |
 PepsiCo (PEP) | 1.39% | 4% | 59.52% | - |
 Starbucks (SBUX) | 1.09% | 0% | 90.29% | 1/26/2026 |
 Toyota (TM) | 1.08% | 2.46% | 44.44% | - |
 Hershey (HSY) | 0.85% | 0% | 60.53% | 2/24/2026 |
 Microsoft (MSFT) | 0.73% | 0% | 50.74% | 2/14/2025 |
 Tesla (TSLA) | 0.55% | 0% | 13.52% | 2/14/2025 |
 IBM (IBM) | 0.55% | 0% | 21.52% | 1/25/2024 |
| Kimberly-Clark (KMB) | 0.52% | 4.13% | 96.74% | - |
 Colgate (CL) | 0.44% | 0% | 94.64% | 2/23/2026 |
 Alphabet (GOOG) | 0.38% | 0% | 52.06% | 1/21/2026 |
 AT&T (T) | 0.35% | 0% | 37.84% | 12/3/2024 |
 Ethereum (ETH) | 0.25% | 0% | 26.73% | 11/20/2023 |
| Procter & Gamble (PG) | 0.24% | 0% | 94.79% | 2/24/2026 |
 Shell (SHEL) | 0.18% | 0% | 54.55% | 2/24/2026 |
 Adobe (ADBE) | 0.09% | 1.25% | 11.97% | - |
 ADP (ADP) | 0.06% | 1.24% | 6.53% | - |
 Solventum (SOLV) | 0% | 0% | 0.08% | 4/3/2024 |
 MAGNUM ICE CREAM CO BV (MICC.US) | 0% | 0% | 0.47% | 12/17/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| 3M (MMM) | 13.1% | 16.63% |
| Philip Morris (PM) | 9.8% | 13.42% |
| Chevron (CVX) | 12.51% | 10.27% |
| Johnson & Johnson (JNJ) | 8.79% | 9.5% |
| Mondelez (MDLZ) | 9.78% | 7.02% |
| Altria (MO) | 5.34% | 5.9% |
| Nike (NKE) | 8.22% | 5.13% |
| Abbott (ABT) | 4.07% | 3.93% |
| PepsiCo (PEP) | 4.75% | 3.79% |
| Disney (DIS) | 3.47% | 3.47% |
| Hasbro (HAS) | 2.46% | 3.45% |
| Unilever (UL.US) | 3.38% | 3.3% |
| Intel (INTC) | 2.05% | 2.91% |
| Toyota (TM) | 2.69% | 2.55% |
| Hershey (HSY) | 2.03% | 1.69% |
| Kimberly-Clark (KMB) | 1.94% | 1.53% |
| Starbucks (SBUX) | 1.74% | 1.5% |
| Coca-Cola (KO) | 1.43% | 1.45% |
| Alphabet (GOOG) | 0.57% | 0.95% |
| ADP (ADP) | 0.62% | 0.49% |
| Adobe (ADBE) | 0.55% | 0.47% |
| Shell (SHEL) | 0.36% | 0.31% |
| Colgate (CL) | 0.29% | 0.26% |
| Procter & Gamble (PG) | 0.07% | 0.06% |
Cash & Instruments Over Time
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