Portfolio Diversification
Range
Most Diversified
64 instruments
April 29, 2022
Least Diversified
0 instruments
February 2, 2025
Average
50.7 instruments
Most Consistent Holdings
Top 5
AAPL99.85%
GOOG99.85%
META99.85%
MSFT99.85%
AMZN99.85%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 5.72% | 0% | 99.85% | 10/19/2025 |
| Meta (META) | 5.03% | 0% | 99.85% | 10/19/2025 |
| Alphabet (GOOG) | 5.01% | 0% | 99.85% | 10/19/2025 |
| Microsoft (MSFT) | 4.57% | 0% | 99.85% | 10/19/2025 |
 Procter & Gamble (PG) | 3.58% | 0% | 99.85% | 10/19/2025 |
 PepsiCo (PEP) | 3.25% | 0% | 99.85% | 10/19/2025 |
 JPMorgan (JPM) | 2.91% | 0% | 99.85% | 10/19/2025 |
 ExxonMobil (XOM) | 2.82% | 0% | 99.85% | 10/19/2025 |
 Lockheed Martin (LMT) | 2.78% | 0% | 99.85% | 10/19/2025 |
 Philip Morris (PM.RTH.) | 2.7% | 0% | 99.85% | 10/19/2025 |
 Visa (V) | 2.69% | 0% | 99.85% | 10/19/2025 |
 D.R. Horton (DHI) | 2.64% | 0% | 99.85% | 10/19/2025 |
 Johnson & Johnson (JNJ) | 2.62% | 0% | 99.85% | 10/19/2025 |
| Amazon (AMZN) | 2.5% | 0% | 99.85% | 10/19/2025 |
 Walmart (WMT) | 2.34% | 0% | 99.85% | 10/19/2025 |
 McDonald's (MCD) | 2.33% | 0% | 99.85% | 10/19/2025 |
 Coca-Cola (KO) | 2.26% | 0% | 99.85% | 10/19/2025 |
 Netflix (NFLX) | 2.09% | 0% | 99.85% | 10/19/2025 |
 Realty Income (O) | 2.07% | 0% | 99.85% | 10/19/2025 |
 Palantir (PLTR) | 1.9% | 0% | 83.48% | 3/11/2025 |
 Pfizer (PFE) | 1.79% | 0% | 99.85% | 10/19/2025 |
 TSMC (TSM) | 1.76% | 0% | 99.85% | 10/19/2025 |
 Qualcomm (QCOM) | 1.68% | 0% | 99.85% | 10/19/2025 |
 Unilever (ULVR.L) | 1.61% | 0% | 99.85% | 10/19/2025 |
 Republic Services (RSG) | 1.58% | 0% | 99.85% | 10/19/2025 |
 FedEx (FDX) | 1.52% | 0% | 99.85% | 10/19/2025 |
 Disney (DIS) | 1.43% | 0% | 99.85% | 10/19/2025 |
 Rio Tinto (RIO) | 1.4% | 0% | 99.85% | 10/19/2025 |
 Travelers (TRV) | 1.33% | 0% | 99.85% | 10/19/2025 |
 Alibaba (BABA) | 1.26% | 0% | 99.85% | 10/19/2025 |
 Verizon (VZ) | 1.26% | 0% | 99.85% | 10/19/2025 |
 Volkswagen (VOW3.DE) | 1.23% | 0% | 99.85% | 10/19/2025 |
 Bank of America (BAC) | 1.22% | 0% | 99.85% | 10/19/2025 |
 Altria (MO) | 1.15% | 0% | 99.85% | 10/19/2025 |
 Baidu (BIDU) | 1.11% | 0% | 99.85% | 10/19/2025 |
 Roche (ROG.ZU) | 1.06% | 0% | 99.85% | 10/19/2025 |
 AT&T (T) | 1.01% | 0% | 99.85% | 10/19/2025 |
 Vale (VALE) | 0.86% | 0% | 91.22% | 10/19/2025 |
 Home Depot (HD) | 0.84% | 0% | 92.48% | 10/19/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.84% | 0% | 52.73% | 10/19/2025 |
 Caterpillar (CAT) | 0.82% | 0% | 52.65% | 10/19/2025 |
 Amgen (AMGN) | 0.73% | 0% | 47.12% | 10/31/2023 |
 Barrick (B) | 0.72% | 0% | 40.19% | 7/25/2023 |
 NVIDIA (NVDA) | 0.71% | 0% | 40.19% | 7/25/2023 |
 SPDR Gold (GLD) | 0.63% | 0% | 40.19% | 7/25/2023 |
 3M (MMM) | 0.63% | 0% | 99.85% | 10/19/2025 |
 Delta (DAL) | 0.62% | 0% | 40.19% | 7/25/2023 |
 Intel (INTC) | 0.61% | 0% | 53.54% | 1/26/2024 |
 RWE (RWE.DE) | 0.46% | 0% | 43.51% | 10/19/2025 |
 Nestle (NESN.ZU) | 0.44% | 0% | 40.19% | 7/25/2023 |
 Plug Power (PLUG) | 0.38% | 0% | 99.85% | 10/19/2025 |
 Gilead Sciences (GILD) | 0.37% | 0% | 40.19% | 7/25/2023 |
 First Solar (FSLR) | 0.36% | 0% | 19.54% | 10/5/2022 |
 Societe Generale (GLE.PA) | 0.34% | 0% | 25.29% | 3/22/2023 |
 Adobe (ADBE) | 0.28% | 0% | 34.22% | 7/25/2023 |
 Teladoc (TDOC) | 0.25% | 0% | 40.19% | 7/25/2023 |
 BNP Paribas (BNP.PA) | 0.25% | 0% | 27.43% | 3/21/2023 |
 Mosaic (MOS) | 0.25% | 0% | 35.55% | 2/6/2024 |
 Warner Bros Discovery (WBD) | 0.24% | 0% | 46.31% | 1/29/2024 |
 Solventum (SOLV) | 0.16% | 0% | 41.45% | 10/19/2025 |
 Vistra (VST) | 0.16% | 0% | 13.64% | 7/5/2022 |
 AbbVie (ABBV) | 0.16% | 0% | 13.64% | 7/5/2022 |
 Roblox (RBLX) | 0.11% | 0% | 38.64% | 7/25/2023 |
 Starbucks (SBUX.RTH.) | 0.1% | 0% | 14.6% | 7/18/2022 |
 Lufthansa (LHA.DE) | 0.09% | 0% | 10.18% | 5/19/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.07% | 0% | 6.93% | 4/5/2022 |
 BlackRock (BLK) | 0.07% | 0% | 13.64% | 7/5/2022 |
 Beyond Meat (BYND) | 0.07% | 0% | 30.38% | 3/13/2023 |
 GSK (GSK.L) | 0.05% | 0% | 10.18% | 5/19/2022 |
 Whirlpool (WHR) | 0.04% | 0% | 1.99% | 7/18/2022 |
 Sberbank of Russia (SBERL.L) | 0.01% | 0% | 9.29% | 9/8/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.07% | 3/17/2022 |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 2.26% | 6.85% |
| Apple (AAPL) | 4.53% | 6.57% |
| Meta (META) | 3.23% | 6.45% |
| Alphabet (GOOG) | 4.53% | 5.73% |
| Microsoft (MSFT) | 3.23% | 4.18% |
| Procter & Gamble (PG) | 3.94% | 3.78% |
| JPMorgan (JPM) | 1.94% | 3.2% |
| Visa (V) | 2.59% | 3.16% |
| D.R. Horton (DHI) | 2.59% | 2.94% |
| Walmart (WMT) | 1.94% | 2.84% |
| Philip Morris (PM.RTH.) | 2.59% | 2.83% |
| Amazon (AMZN) | 2.59% | 2.7% |
| Netflix (NFLX) | 1.94% | 2.69% |
| PepsiCo (PEP) | 3.23% | 2.69% |
| Lockheed Martin (LMT) | 2.59% | 2.62% |
| TSMC (TSM) | 1.94% | 2.58% |
| Johnson & Johnson (JNJ) | 3.23% | 2.29% |
| Realty Income (O) | 3.23% | 2.28% |
| Coca-Cola (KO) | 2.26% | 2.18% |
| ExxonMobil (XOM) | 1.29% | 2.02% |
| Republic Services (RSG) | 1.29% | 1.79% |
| McDonald's (MCD) | 1.62% | 1.77% |
| FedEx (FDX) | 1.94% | 1.75% |
| Qualcomm (QCOM) | 1.94% | 1.57% |
| Bank of America (BAC) | 1.94% | 1.55% |
| Travelers (TRV) | 1.29% | 1.53% |
| Caterpillar (CAT) | 1.29% | 1.53% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.94% | 1.48% |
| Unilever (ULVR.L) | 1.94% | 1.47% |
| Disney (DIS) | 1.94% | 1.24% |
| Altria (MO) | 1.29% | 1.21% |
| Home Depot (HD) | 1.16% | 1.14% |
| AT&T (T) | 1.94% | 1.12% |
| Rio Tinto (RIO) | 1.94% | 1.06% |
| Verizon (VZ) | 1.94% | 1.04% |
| Pfizer (PFE) | 1.94% | 0.97% |
| Roche (ROG.ZU) | 1.62% | 0.96% |
| Alibaba (BABA) | 3.23% | 0.91% |
| RWE (RWE.DE) | 1.29% | 0.89% |
| Baidu (BIDU) | 2.59% | 0.71% |
| Vale (VALE) | 1.68% | 0.71% |
| Volkswagen (VOW3.DE) | 1.29% | 0.64% |
| 3M (MMM) | 1.29% | 0.64% |
| Solventum (SOLV) | 0.39% | 0.39% |
| Plug Power (PLUG) | 2.07% | 0.26% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |