Portfolio Diversification
Range
Most Diversified
178 instruments
July 10, 2025
Least Diversified
0 instruments
February 2, 2025
Average
130.1 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
META99.89%
MSFT99.89%
AMZN99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 4.27% | 3.69% | 99.89% | - |
| Meta (META) | 4.08% | 2.71% | 99.89% | - |
| Amazon (AMZN) | 1.77% | 0.96% | 99.89% | - |
 BMW (BMW.DE) | 1.73% | 0.87% | 99.89% | - |
 Realty Income (O) | 1.64% | 0.78% | 99.89% | - |
 Boeing (BA) | 1.61% | 0.69% | 99.89% | - |
| Alphabet (GOOG) | 1.6% | 1.24% | 99.89% | - |
 NextEra (NEE) | 1.56% | 0.81% | 99.89% | - |
 JPMorgan (JPM) | 1.53% | 0.91% | 99.89% | - |
 Adobe (ADBE) | 1.51% | 0.43% | 99.89% | - |
 Simon (SPG) | 1.45% | 0.64% | 99.89% | - |
 Rio Tinto (RIO) | 1.41% | 0.8% | 99.89% | - |
 GE (GE) | 1.37% | 0.96% | 99.89% | - |
 Mercedes-Benz (MBG.DE) | 1.36% | 0.95% | 99.89% | - |
| Microsoft (MSFT) | 1.33% | 0.68% | 99.89% | - |
 Nike (NKE) | 1.32% | 1.62% | 99.89% | - |
 WP Carey (WPC) | 1.32% | 0.87% | 99.89% | - |
 AMD (AMD) | 1.27% | 1.34% | 99.89% | - |
 Adidas (ADS.DE) | 1.26% | 0.5% | 99.89% | - |
 Palantir (PLTR) | 1.25% | 2.23% | 99.89% | - |
 GM (GM) | 1.18% | 0.57% | 99.89% | - |
 Tyson Foods (TSN) | 1.14% | 0.45% | 99.89% | - |
 Starbucks (SBUX) | 1.12% | 0.5% | 99.89% | - |
 Lockheed Martin (LMT) | 1.1% | 0.39% | 99.89% | - |
| Apple (AAPL) | 1.07% | 0.9% | 99.89% | - |
 Airbnb (ABNB) | 1.04% | 0.4% | 99.89% | - |
 Tesla (TSLA) | 1.04% | 0.54% | 99.89% | - |
 Airbus (AIR.PA) | 1.03% | 0.52% | 99.89% | - |
 Mastercard (MA) | 0.99% | 0.46% | 99.89% | - |
 Suncor (SU) | 0.99% | 0.41% | 99.89% | - |
 Shell (SHEL) | 0.98% | 0.54% | 99.89% | - |
 Sysco (SYY) | 0.96% | 0.41% | 99.89% | - |
 Stanley Black & Decker (SWK) | 0.94% | 0.6% | 99.89% | - |
 Visa (V) | 0.94% | 0.46% | 99.89% | - |
 Merck (MRK) | 0.93% | 0.74% | 99.89% | - |
 United Airlines (UAL) | 0.91% | 0.57% | 99.89% | - |
 Target (TGT) | 0.9% | 0.44% | 99.89% | - |
 Sony (SONY) | 0.9% | 0.42% | 99.89% | - |
 Enbridge (ENB) | 0.89% | 0.46% | 99.89% | - |
 FedEx (FDX) | 0.89% | 0.3% | 99.89% | - |
 Union Pacific (UNP) | 0.88% | 0.33% | 99.89% | - |
 Sherwin-Williams (SHW) | 0.88% | 0.39% | 99.89% | - |
 Macy's (M) | 0.87% | 0.28% | 99.89% | - |
 Coca-Cola (KO) | 0.85% | 0.39% | 99.89% | - |
 Caterpillar (CAT) | 0.81% | 0.41% | 99.89% | - |
 Wells Fargo (WFC) | 0.81% | 0.46% | 99.89% | - |
 Intel (INTC) | 0.79% | 0.28% | 99.89% | - |
 British American Tobacco (BTI) | 0.78% | 0.56% | 95.02% | - |
 Verizon (VZ) | 0.78% | 0.76% | 99.89% | - |
 CVS Health (CVS) | 0.76% | 0.61% | 99.89% | - |
 Delta (DAL) | 0.75% | 0.85% | 99.89% | - |
 IBM (IBM) | 0.75% | 0.46% | 99.89% | - |
 Southwest (LUV) | 0.75% | 0.41% | 99.89% | - |
 Raytheon (RTX) | 0.74% | 0.41% | 99.89% | - |
 Toll Brothers (TOL) | 0.68% | 0.3% | 99.89% | - |
 Home Depot (HD) | 0.67% | 0.26% | 99.89% | - |
 Phillips 66 (PSX) | 0.66% | 0.26% | 99.89% | - |
 Colgate (CL) | 0.66% | 0.26% | 99.89% | - |
 D.R. Horton (DHI) | 0.65% | 0.24% | 99.89% | - |
 Johnson & Johnson (JNJ) | 0.64% | 0.38% | 99.89% | - |
 Domino's (DPZ) | 0.64% | 0.28% | 99.89% | - |
 Continental (CON.DE) | 0.61% | 0.55% | 99.89% | - |
 AbbVie (ABBV) | 0.6% | 0.25% | 99.89% | - |
 PepsiCo (PEP) | 0.6% | 0.93% | 99.89% | - |
 Rolls-Royce (RR.L) | 0.58% | 0.64% | 99.89% | - |
 US Bancorp (USB) | 0.58% | 0.6% | 92.74% | - |
 Eversource (ES) | 0.58% | 0.27% | 95.02% | - |
 Whirlpool (WHR) | 0.57% | 0.22% | 99.89% | - |
 Bank of America (BAC) | 0.57% | 0.37% | 92.31% | - |
 Stryker (SYK) | 0.56% | 0.25% | 99.89% | - |
 UnitedHealth (UNH) | 0.56% | 0.7% | 99.89% | - |
 Constellation Brands (STZ) | 0.55% | 0.59% | 99.89% | - |
 Walmart (WMT) | 0.55% | 0.3% | 99.89% | - |
 NatWest (NWG.L) | 0.51% | 0.32% | 99.89% | - |
 Bristol-Myers Squibb (BMY) | 0.5% | 0.32% | 99.89% | - |
 Goldman Sachs (GS) | 0.48% | 0.3% | 99.89% | - |
 Travel + Leisure (TNL) | 0.47% | 0.23% | 99.89% | - |
 Philip Morris (PM) | 0.47% | 0.29% | 99.89% | - |
 Hormel (HRL) | 0.46% | 0.24% | 99.89% | - |
 Duke Energy (DUK) | 0.46% | 0.28% | 95.02% | - |
 Kraft Heinz (KHC) | 0.45% | 0.29% | 99.89% | - |
 STAG (STAG) | 0.45% | 0.63% | 94.47% | - |
 Genuine Parts (GPC) | 0.43% | 0.59% | 77.9% | - |
 Emerson (EMR) | 0.42% | 0.23% | 99.89% | - |
 Booking (BKNG) | 0.41% | 0.24% | 99.89% | - |
 PayPal (PYPL) | 0.41% | 0.51% | 99.89% | - |
 Disney (DIS) | 0.4% | 0.54% | 99.89% | - |
 J.B.Hunt (JBHT) | 0.4% | 0.58% | 99.89% | - |
 LVMH (MC.PA) | 0.4% | 0.51% | 99.89% | - |
 ExxonMobil (XOM) | 0.39% | 0.14% | 99.89% | - |
 Federal Realty (FRT) | 0.39% | 0.61% | 90.68% | - |
 Pfizer (PFE) | 0.39% | 0.63% | 99.89% | - |
 3M (MMM) | 0.39% | 0.19% | 99.89% | - |
 Alibaba (BABA) | 0.38% | 0.26% | 99.89% | - |
 eBay (EBAY) | 0.37% | 0.21% | 99.89% | - |
 Lufthansa (LHA.DE) | 0.33% | 0.19% | 99.89% | - |
 Public Storage (PSA) | 0.32% | 0.14% | 95.02% | - |
 Morgan Stanley (MS) | 0.32% | 0.26% | 74.43% | - |
 Activision Blizzard, Inc. (ATVI) | 0.31% | 0% | 30.44% | 10/16/2023 |
 General Mills (GIS) | 0.3% | 0.2% | 81.58% | - |
 Bayer (BAYN.DE) | 0.28% | 0.22% | 77.9% | - |
 Deutsche Post (DHL.DE) | 0.28% | 0.22% | 95.02% | - |
 Unilever (ULVR.L) | 0.26% | 0.17% | 79.31% | - |
 Costco (COST) | 0.26% | 0.13% | 99.89% | - |
 GE Vernova (GEV) | 0.26% | 0.51% | 51.14% | - |
 Lowe's (LOW) | 0.25% | 0.47% | 99.89% | - |
 Walgreens (WBA) | 0.25% | 0.05% | 99.89% | - |
 AT&T (T) | 0.25% | 0.13% | 99.89% | - |
 EA (EA) | 0.24% | 0.19% | 95.12% | - |
 Stellantis (STLAM.MI) | 0.23% | 0.41% | 36.29% | - |
 Volkswagen (VOW3.DE) | 0.23% | 0.78% | 43.88% | - |
 Kroger (KR) | 0.23% | 0.12% | 99.67% | - |
 Danaher (DHR) | 0.22% | 0.25% | 86.02% | - |
 MGM (MGM) | 0.22% | 1.04% | 37.05% | - |
 Charter (CHTR) | 0.21% | 0.09% | 99.89% | - |
 UPS (UPS) | 0.2% | 0.68% | 43.88% | - |
 Porsche (PAH3.DE) | 0.2% | 0.31% | 43.88% | - |
 ADP (ADP) | 0.19% | 0.1% | 87.97% | - |
 Mondelez (MDLZ) | 0.19% | 0.5% | 39.33% | - |
 Travelers (TRV) | 0.17% | 0.12% | 74.32% | - |
 Citi (C) | 0.17% | 0.1% | 99.89% | - |
 Nucor (NUE) | 0.17% | 0.71% | 36.29% | - |
 Pinterest (PINS) | 0.16% | 0.71% | 32.5% | - |
 Nio (NIO) | 0.16% | 0.04% | 99.89% | - |
 Accenture (ACN) | 0.15% | 0.66% | 43.88% | - |
 Cisco (CSCO) | 0.15% | 0.22% | 44.31% | - |
 American Airlines (AAL) | 0.15% | 0.05% | 99.89% | - |
 Samsung (SMSN.L) | 0.14% | 0.58% | 19.72% | - |
 Dell (DELL) | 0.14% | 0.91% | 18.85% | - |
 Kimberly-Clark (KMB) | 0.14% | 0.36% | 70.86% | - |
 Warner Bros Discovery (WBD) | 0.13% | 0.24% | 99.89% | - |
 RWE (RWE.DE) | 0.12% | 0.27% | 39.33% | - |
 Lennar (LEN) | 0.11% | 0.6% | 19.28% | - |
 SSE (SSE.L) | 0.11% | 0.45% | 19.72% | - |
 Wendy's (WEN) | 0.11% | 0.19% | 30.99% | - |
 Host Hotels (HST) | 0.1% | 0.52% | 14.41% | - |
 Carlisle (CSL) | 0.09% | 0.44% | 18.09% | - |
 McDonald's (MCD) | 0.08% | 0.53% | 43.88% | - |
 Equinor (EQNR.OL) | 0.08% | 0.15% | 32.07% | - |
 Centene (CNC) | 0.08% | 0.53% | 19.61% | - |
 BP (BP.L) | 0.08% | 0.15% | 32.18% | - |
 Comcast (CMCSA) | 0.08% | 0.43% | 14.41% | - |
 Ulta (ULTA) | 0.07% | 0.19% | 27.95% | - |
 Carnival (CCL) | 0.07% | 0.14% | 36.29% | - |
 Baidu (BIDU) | 0.07% | 0.47% | 11.38% | - |
 Novo Nordisk (NOVO-B.CO) | 0.07% | 0.6% | 14.41% | - |
 Porsche (P911.DE) | 0.07% | 0.37% | 12.57% | - |
 Dominion Energy (D) | 0.07% | 0.08% | 43.88% | - |
 CNRL (CNQ) | 0.06% | 0.14% | 33.69% | - |
 Ford (F) | 0.06% | 0.16% | 32.5% | - |
 Deckers (DECK) | 0.06% | 0.59% | 12.03% | - |
 Amgen (AMGN) | 0.06% | 0.64% | 7.58% | - |
 Store Capital Corp. (STOR) | 0.05% | 0% | 3.79% | 2/6/2023 |
 Chevron (CVX) | 0.05% | 0.48% | 9.1% | - |
 Pool Corp. (POOL) | 0.05% | 0.26% | 19.61% | - |
 Eli Lilly (LLY) | 0.05% | 0.59% | 6.93% | - |
 HP (HPQ) | 0.05% | 0.42% | 8.34% | - |
 Micron (MU) | 0.04% | 0.18% | 18.85% | - |
 Dior (CDI.PA) | 0.04% | 0.28% | 11.48% | - |
 Procter & Gamble (PG) | 0.04% | 0.71% | 7.58% | - |
 Henkel (HEN3.DE) | 0.04% | 0.29% | 10.62% | - |
 Evolution (EVO.ST) | 0.04% | 0.14% | 19.72% | - |
 Air Products (APD) | 0.04% | 0.4% | 11.38% | - |
 Foot Locker (FL) | 0.03% | 0.08% | 29.25% | - |
 Synopsys (SNPS) | 0.03% | 0.3% | 9.97% | - |
 Oracle (ORCL) | 0.03% | 0.27% | 11.81% | - |
 Thermo Fisher (TMO) | 0.03% | 0.75% | 3.47% | - |
 Nordson (NDSN) | 0.02% | 0.15% | 12.03% | - |
 Solventum (SOLV) | 0.02% | 0.02% | 51.25% | - |
 Digital Realty (DLR) | 0.02% | 0.08% | 18.85% | - |
 Salesforce (CRM) | 0.02% | 0.3% | 5.85% | - |
 Net Lease Office Properties (NLOP) | 0.02% | 0.01% | 67.61% | - |
 Renault (RNO.PA) | 0.02% | 0.38% | 3.47% | - |
 Norsk Hydro (NHY.OL) | 0.02% | 0.16% | 8.78% | - |
 Veralto (VLTO) | 0.02% | 0.01% | 70.86% | - |
 Chipotle (CMG) | 0.01% | 0.43% | 2.82% | - |
 Workday (WDAY) | 0.01% | 0.29% | 2.17% | - |
 Inditex (ITX.MC) | 0.01% | 0.27% | 2.17% | - |
 Toyota (TM) | 0% | 0.29% | 1.41% | - |
 Lukoil OAO-ADR (LKOD.L) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 0.76% | 6.1% |
| Meta (META) | 2.1% | 4.69% |
| Palantir (PLTR) | 0.76% | 2.35% |
| Amazon (AMZN) | 1.53% | 1.95% |
| BMW (BMW.DE) | 2.1% | 1.7% |
| WP Carey (WPC) | 2.29% | 1.62% |
| NextEra (NEE) | 1.91% | 1.62% |
| Alphabet (GOOG) | 1.34% | 1.62% |
| JPMorgan (JPM) | 1.15% | 1.58% |
| Realty Income (O) | 2.1% | 1.56% |
| Mercedes-Benz (MBG.DE) | 2.1% | 1.45% |
| Nike (NKE) | 2.1% | 1.43% |
| Simon (SPG) | 1.15% | 1.41% |
| Tesla (TSLA) | 0.76% | 1.4% |
| GE (GE) | 0.76% | 1.28% |
| United Airlines (UAL) | 0.76% | 1.26% |
| GM (GM) | 1.15% | 1.2% |
| Adidas (ADS.DE) | 1.34% | 1.2% |
| Microsoft (MSFT) | 0.96% | 1.19% |
| Boeing (BA) | 1.34% | 1.12% |
| Adobe (ADBE) | 1.34% | 1.1% |
| Apple (AAPL) | 0.76% | 1.08% |
| Starbucks (SBUX) | 1.34% | 1.04% |
| Tyson Foods (TSN) | 1.34% | 1.03% |
| Continental (CON.DE) | 1.34% | 1% |
| Rio Tinto (RIO) | 1.34% | 0.94% |
| CVS Health (CVS) | 1.53% | 0.94% |
| Mastercard (MA) | 0.76% | 0.93% |
| Enbridge (ENB) | 0.96% | 0.92% |
| AMD (AMD) | 0.76% | 0.89% |
| Genuine Parts (GPC) | 1.15% | 0.88% |
| Airbus (AIR.PA) | 0.76% | 0.88% |
| Lockheed Martin (LMT) | 0.76% | 0.88% |
| Visa (V) | 0.76% | 0.87% |
| Sysco (SYY) | 0.96% | 0.84% |
| Wells Fargo (WFC) | 0.57% | 0.84% |
| British American Tobacco (BTI) | 0.96% | 0.83% |
| Macy's (M) | 0.96% | 0.82% |
| Sherwin-Williams (SHW) | 0.76% | 0.81% |
| Airbnb (ABNB) | 0.96% | 0.8% |
| Suncor (SU) | 0.57% | 0.79% |
| Sony (SONY) | 0.76% | 0.79% |
| Southwest (LUV) | 1.15% | 0.78% |
| Target (TGT) | 1.15% | 0.78% |
| FedEx (FDX) | 0.76% | 0.78% |
| Caterpillar (CAT) | 0.57% | 0.77% |
| Delta (DAL) | 0.57% | 0.74% |
| IBM (IBM) | 0.57% | 0.74% |
| Rolls-Royce (RR.L) | 0.19% | 0.73% |
| Stellantis (STLAM.MI) | 0.96% | 0.73% |
| Bank of America (BAC) | 0.57% | 0.73% |
| Shell (SHEL) | 0.57% | 0.72% |
| Coca-Cola (KO) | 0.76% | 0.72% |
| Porsche (PAH3.DE) | 0.96% | 0.71% |
| Union Pacific (UNP) | 0.76% | 0.71% |
| Toll Brothers (TOL) | 0.38% | 0.69% |
| Raytheon (RTX) | 0.57% | 0.66% |
| Stanley Black & Decker (SWK) | 1.15% | 0.65% |
| GE Vernova (GEV) | 0% | 0.63% |
| Verizon (VZ) | 0.96% | 0.62% |
| Merck (MRK) | 0.57% | 0.62% |
| Walmart (WMT) | 0.38% | 0.61% |
| Home Depot (HD) | 0.57% | 0.59% |
| Whirlpool (WHR) | 0.96% | 0.58% |
| Colgate (CL) | 0.57% | 0.57% |
| US Bancorp (USB) | 0.57% | 0.56% |
| Hormel (HRL) | 0.76% | 0.55% |
| Volkswagen (VOW3.DE) | 0.76% | 0.55% |
| Johnson & Johnson (JNJ) | 0.76% | 0.55% |
| D.R. Horton (DHI) | 0.38% | 0.54% |
| Domino's (DPZ) | 0.57% | 0.53% |
| Duke Energy (DUK) | 0.57% | 0.53% |
| NatWest (NWG.L) | 0.38% | 0.52% |
| Goldman Sachs (GS) | 0.38% | 0.51% |
| Intel (INTC) | 1.15% | 0.51% |
| Eversource (ES) | 0.76% | 0.5% |
| AbbVie (ABBV) | 0.38% | 0.5% |
| Morgan Stanley (MS) | 0.38% | 0.49% |
| Stryker (SYK) | 0.35% | 0.49% |
| Phillips 66 (PSX) | 0.38% | 0.49% |
| J.B.Hunt (JBHT) | 0.57% | 0.48% |
| LVMH (MC.PA) | 0.57% | 0.47% |
| PepsiCo (PEP) | 0.57% | 0.47% |
| Pinterest (PINS) | 0.57% | 0.46% |
| Bristol-Myers Squibb (BMY) | 0.57% | 0.45% |
| Booking (BKNG) | 0.19% | 0.45% |
| Travel + Leisure (TNL) | 0.57% | 0.43% |
| Warner Bros Discovery (WBD) | 0.46% | 0.42% |
| Emerson (EMR) | 0.38% | 0.41% |
| Philip Morris (PM) | 0.38% | 0.41% |
| Deutsche Post (DHL.DE) | 0.57% | 0.4% |
| Pfizer (PFE) | 0.57% | 0.4% |
| General Mills (GIS) | 0.57% | 0.39% |
| Alibaba (BABA) | 0.96% | 0.39% |
| Cisco (CSCO) | 0.38% | 0.39% |
| Federal Realty (FRT) | 0.38% | 0.38% |
| UnitedHealth (UNH) | 0.38% | 0.38% |
| Kraft Heinz (KHC) | 0.57% | 0.37% |
| Unilever (ULVR.L) | 0.38% | 0.36% |
| Ulta (ULTA) | 0.38% | 0.35% |
| Bayer (BAYN.DE) | 0.76% | 0.35% |
| eBay (EBAY) | 0.38% | 0.35% |
| PayPal (PYPL) | 1.15% | 0.34% |
| Lufthansa (LHA.DE) | 0.57% | 0.34% |
| 3M (MMM) | 0.57% | 0.34% |
| Public Storage (PSA) | 0.38% | 0.32% |
| Disney (DIS) | 0.57% | 0.32% |
| Equinor (EQNR.OL) | 0.38% | 0.31% |
| BP (BP.L) | 0.38% | 0.31% |
| Constellation Brands (STZ) | 0.38% | 0.31% |
| STAG (STAG) | 0.38% | 0.3% |
| ExxonMobil (XOM) | 0.19% | 0.3% |
| MGM (MGM) | 0.38% | 0.29% |
| UPS (UPS) | 0.38% | 0.29% |
| Wendy's (WEN) | 0.38% | 0.28% |
| Mondelez (MDLZ) | 0.38% | 0.28% |
| Costco (COST) | 0.19% | 0.27% |
| RWE (RWE.DE) | 0.38% | 0.27% |
| Carnival (CCL) | 0.19% | 0.25% |
| Travelers (TRV) | 0.19% | 0.23% |
| AT&T (T) | 0.38% | 0.23% |
| ADP (ADP) | 0.19% | 0.21% |
| Kroger (KR) | 0.19% | 0.21% |
| Lowe's (LOW) | 0.19% | 0.2% |
| EA (EA) | 0.19% | 0.2% |
| Accenture (ACN) | 0.19% | 0.19% |
| Kimberly-Clark (KMB) | 0.19% | 0.17% |
| Citi (C) | 0.19% | 0.17% |
| McDonald's (MCD) | 0.19% | 0.17% |
| Charter (CHTR) | 0.38% | 0.16% |
| Dominion Energy (D) | 0.19% | 0.16% |
| Foot Locker (FL) | 0.19% | 0.15% |
| Danaher (DHR) | 0.19% | 0.15% |
| American Airlines (AAL) | 0.19% | 0.15% |
| CNRL (CNQ) | 0.19% | 0.14% |
| Ford (F) | 0.19% | 0.14% |
| Nucor (NUE) | 0.19% | 0.12% |
| Nio (NIO) | 0.76% | 0.08% |
| Walgreens (WBA) | 0.57% | 0.08% |
| Solventum (SOLV) | 0% | 0.04% |
| Net Lease Office Properties (NLOP) | 0% | 0.03% |
| Veralto (VLTO) | 0% | 0.02% |
| Lukoil OAO-ADR (LKOD.L) | 0.38% | 0% |