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Portfolio Diversification
Range
Most Diversified
25 instruments
August 23, 2024
Least Diversified
0 instruments
April 4, 2026
Average
20.6 instruments
Most Consistent Holdings
Top 5
NKE99.66%
KMB99.54%
ABT.US93.93%
PG89.69%
CVX.US89.69%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 3M (MMM) | 20.04% | 0% | 89.58% | 2/23/2026 |
 Philip Morris (PM) | 12.26% | 0% | 89.23% | 2/20/2026 |
| Chevron (CVX.US) | 9.55% | 0% | 89.69% | 2/24/2026 |
 Johnson & Johnson (JNJ) | 8.29% | 0% | 89.58% | 2/23/2026 |
 Bitcoin (BTC) | 7.49% | 76.99% | 10.42% | - |
 Altria (MO) | 6.19% | 0% | 89.58% | 2/23/2026 |
| Nike (NKE) | 4.73% | 3.58% | 99.66% | - |
| Abbott (ABT.US) | 4.47% | 0% | 93.93% | 4/2/2026 |
 Unilever (UL.US) | 3.81% | 0% | 89.58% | 2/23/2026 |
 Mondelez (MDLZ) | 3.25% | 8.2% | 72.97% | - |
 Hasbro (HAS) | 3.06% | 0% | 86.37% | 1/26/2026 |
 Disney (DIS) | 2.28% | 0% | 59.68% | 1/26/2026 |
 PepsiCo (PEP) | 2.08% | 0% | 88.77% | 3/27/2026 |
 Toyota (TM) | 1.75% | 1.98% | 72.85% | - |
 Coca-Cola (KO) | 1.61% | 0% | 89.58% | 2/23/2026 |
 Starbucks (SBUX) | 1.39% | 0% | 86.37% | 1/26/2026 |
 Intel (INTC) | 1.38% | 0% | 59.11% | 1/21/2026 |
 Hershey (HSY) | 1.26% | 0% | 89.46% | 2/24/2026 |
 Tesla (TSLA) | 0.82% | 0% | 20.05% | 2/14/2025 |
| Kimberly-Clark (KMB) | 0.7% | 3.95% | 99.54% | - |
 Microsoft (MSFT) | 0.57% | 0% | 46.74% | 2/14/2025 |
 Alphabet (GOOG) | 0.57% | 0% | 76.98% | 1/21/2026 |
 Colgate (CL) | 0.34% | 0% | 89.58% | 2/23/2026 |
 Walmart (WMT) | 0.34% | 0% | 26.46% | 8/20/2024 |
 AT&T (T.US) | 0.34% | 0% | 38.37% | 12/3/2024 |
 Shell (SHEL) | 0.26% | 0% | 80.64% | 2/24/2026 |
 Adobe (ADBE) | 0.25% | 2.45% | 24.86% | - |
 ADP (ADP) | 0.23% | 2.84% | 16.84% | - |
| Procter & Gamble (PG) | 0.08% | 0% | 89.69% | 2/24/2026 |
 IBM (IBM) | 0.06% | 0% | 2.86% | 1/25/2024 |
 Solventum (SOLV) | 0.01% | 0% | 0.11% | 4/3/2024 |
 MAGNUM ICE CREAM CO BV (MICC.US) | 0% | 0% | 0.69% | 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.US) | 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.US) | 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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