Portfolio Diversification
Range
Most Diversified
83 instruments
October 31, 2023
Least Diversified
0 instruments
August 29, 2023
Average
47.4 instruments
Most Consistent Holdings
Top 5
CVX75.51%
HD74.01%
V74.01%
PG73.88%
MA73.74%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 29, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Apple (AAPL) | 1.5% | 0% | 72.65% | 9/5/2025 |
| Chevron (CVX) | 1.17% | 0% | 75.51% | 9/5/2025 |
 Coca-Cola (KO) | 1.17% | 0% | 73.06% | 9/5/2025 |
 PepsiCo (PEP) | 1.13% | 0% | 73.33% | 9/5/2025 |
 Pfizer (PFE) | 1.06% | 0% | 73.47% | 9/5/2025 |
 Samsung (SMSN.L) | 1.03% | 0% | 61.5% | 9/5/2025 |
 AMD (AMD) | 1.02% | 0% | 49.93% | 8/5/2025 |
| Home Depot (HD) | 0.99% | 0% | 74.01% | 9/5/2025 |
 UPS (UPS) | 0.99% | 0% | 69.93% | 8/6/2025 |
| Visa (V) | 0.98% | 0% | 74.01% | 9/5/2025 |
 Merck (MRK) | 0.95% | 0% | 73.2% | 9/5/2025 |
 Unilever (ULVR.L) | 0.94% | 0% | 60.54% | 9/5/2025 |
| Mastercard (MA) | 0.94% | 0% | 73.74% | 9/5/2025 |
 Meta (META) | 0.93% | 0% | 34.15% | 9/5/2025 |
 Kimberly-Clark (KMB) | 0.91% | 0% | 73.47% | 9/5/2025 |
 Nike (NKE) | 0.89% | 0% | 70.34% | 9/5/2025 |
 Freeport-McMoRan (FCX) | 0.88% | 0% | 56.73% | 8/18/2025 |
 Qualcomm (QCOM) | 0.88% | 0% | 59.32% | 9/5/2025 |
 Tesla (TSLA) | 0.87% | 0% | 50.48% | 9/5/2025 |
 Expeditors (EXPD) | 0.87% | 0% | 73.2% | 9/5/2025 |
 Microsoft (MSFT) | 0.84% | 0% | 34.83% | 9/5/2025 |
 Colgate (CL) | 0.83% | 0% | 70.88% | 8/14/2025 |
 NVIDIA (NVDA) | 0.83% | 0% | 33.06% | 9/2/2025 |
 Johnson & Johnson (JNJ) | 0.81% | 0% | 60.54% | 9/5/2025 |
 Caterpillar (CAT) | 0.79% | 0% | 48.57% | 9/5/2025 |
 Alphabet (GOOG) | 0.79% | 0% | 33.47% | 9/5/2025 |
 Applied Materials (AMAT) | 0.79% | 0% | 57.28% | 8/15/2025 |
| Procter & Gamble (PG) | 0.78% | 0% | 73.88% | 9/5/2025 |
 Crowdstrike (CRWD) | 0.74% | 0% | 43.67% | 8/5/2025 |
 Adobe (ADBE) | 0.72% | 0% | 58.23% | 8/12/2025 |
 TSMC (TSM) | 0.71% | 0% | 56.46% | 8/5/2025 |
 Vale (VALE) | 0.7% | 0% | 70.88% | 9/5/2025 |
 Crocs (CROX) | 0.7% | 0% | 34.42% | 8/12/2025 |
 Barrick (B) | 0.68% | 0% | 54.15% | 5/8/2025 |
 Robert Half (RHI) | 0.65% | 0% | 56.05% | 8/6/2025 |
 Texas Instruments (TXN) | 0.64% | 0% | 37.82% | 7/23/2024 |
 Boeing (BA) | 0.64% | 0% | 35.65% | 9/5/2025 |
 Bitcoin (BTC) | 0.63% | 0% | 50.34% | 9/5/2025 |
 Intel (INTC) | 0.63% | 0% | 37.82% | 7/23/2024 |
 Clorox (CLX) | 0.62% | 0% | 37.82% | 7/23/2024 |
 Medtronic (MDT.US) | 0.62% | 0% | 37.82% | 7/23/2024 |
 ITW (ITW) | 0.61% | 0% | 37.82% | 7/23/2024 |
 Mondelez (MDLZ) | 0.61% | 0% | 38.23% | 7/23/2024 |
 Broadcom (AVGO) | 0.61% | 0% | 44.63% | 9/2/2025 |
 3M (MMM) | 0.6% | 0% | 35.78% | 7/8/2024 |
 Sherwin-Williams (SHW) | 0.6% | 0% | 35.65% | 9/5/2025 |
 Pan American Silver (PAAS) | 0.58% | 0% | 42.31% | 9/5/2025 |
 Rockwell Automation (ROK) | 0.58% | 0% | 37.82% | 7/23/2024 |
 Genuine Parts (GPC) | 0.58% | 0% | 38.1% | 10/24/2024 |
 Amazon (AMZN) | 0.56% | 0% | 33.61% | 8/5/2025 |
 Ethereum (ETH) | 0.56% | 0% | 38.23% | 9/5/2025 |
 Uber (UBER) | 0.56% | 0% | 30.61% | 9/5/2025 |
 Hershey (HSY) | 0.55% | 0% | 54.01% | 9/5/2025 |
 Amgen (AMGN) | 0.55% | 0% | 48.57% | 9/5/2025 |
 ExxonMobil (XOM) | 0.55% | 0% | 39.59% | 10/15/2024 |
 Cardano (ADA) | 0.52% | 0% | 32.38% | 6/1/2025 |
 Williams-Sonoma (WSM) | 0.51% | 0% | 24.22% | 4/5/2024 |
 Devon Energy (DVN) | 0.5% | 0% | 40.14% | 1/2/2025 |
 Seagate (STX.US) | 0.47% | 0% | 37.14% | 7/23/2024 |
 HP (HPQ) | 0.46% | 0% | 38.23% | 7/23/2024 |
 S&P Global (SPGI) | 0.45% | 0% | 38.23% | 7/23/2024 |
 McKesson (MCK) | 0.45% | 0% | 38.23% | 7/23/2024 |
 Air Products (APD) | 0.44% | 0% | 34.69% | 7/23/2024 |
 Norfolk Southern (NSC) | 0.44% | 0% | 23.95% | 4/5/2024 |
 Dover (DOV) | 0.44% | 0% | 38.23% | 7/23/2024 |
 Waste Management (WM) | 0.44% | 0% | 37.55% | 7/23/2024 |
 Union Pacific (UNP) | 0.44% | 0% | 38.23% | 7/23/2024 |
 Unilever (UL.US) | 0.44% | 0% | 38.37% | 7/23/2024 |
 Ecolab (ECL) | 0.43% | 0% | 34.69% | 7/23/2024 |
 Abbott (ABT) | 0.43% | 0% | 38.23% | 7/23/2024 |
 Southern Copper (SCCO) | 0.43% | 0% | 24.22% | 4/5/2024 |
 A O Smith (AOS) | 0.42% | 0% | 37.55% | 7/23/2024 |
 Skyworks (SWKS) | 0.42% | 0% | 23.67% | 4/5/2024 |
 Nordson (NDSN) | 0.42% | 0% | 38.23% | 7/23/2024 |
 Lowe's (LOW) | 0.42% | 0% | 37.55% | 7/23/2024 |
 Weyerhaeuser (WY) | 0.42% | 0% | 38.23% | 7/23/2024 |
 PPG (PPG) | 0.41% | 0% | 38.23% | 7/23/2024 |
 Cummins (CMI) | 0.41% | 0% | 37.82% | 7/23/2024 |
 Emerson (EMR) | 0.41% | 0% | 37.82% | 7/23/2024 |
 General Mills (GIS) | 0.41% | 0% | 38.23% | 7/23/2024 |
 ADP (ADP) | 0.4% | 0% | 24.9% | 4/5/2024 |
 McCormick (MKC) | 0.4% | 0% | 38.23% | 7/23/2024 |
 Nucor (NUE) | 0.4% | 0% | 37.82% | 7/23/2024 |
 Cisco (CSCO) | 0.39% | 0% | 38.37% | 7/23/2024 |
 easyJet (EZJ.L) | 0.38% | 0% | 33.33% | 8/21/2025 |
 Airbnb (ABNB) | 0.38% | 0% | 19.18% | 9/5/2025 |
 Enphase (ENPH) | 0.37% | 0% | 31.56% | 2/28/2025 |
 Petrobras (PBR.A) | 0.36% | 0% | 26.94% | 9/5/2025 |
 LVMH (MC.PA) | 0.36% | 0% | 33.61% | 8/21/2025 |
 Ryanair (RYAAY) | 0.33% | 0% | 35.1% | 9/2/2025 |
 CNR (CNI) | 0.33% | 0% | 35.65% | 9/5/2025 |
 BD (BDX) | 0.32% | 0% | 28.3% | 9/5/2025 |
 D.R. Horton (DHI) | 0.28% | 0% | 24.9% | 4/5/2024 |
 Newmont (NEM) | 0.26% | 0% | 14.01% | 7/23/2024 |
 Cintas (CTAS) | 0.25% | 0% | 24.9% | 4/5/2024 |
 Disney (DIS) | 0.25% | 0% | 17.82% | 8/6/2025 |
 Nintendo (NTDOY) | 0.25% | 0% | 24.08% | 4/8/2024 |
 Lululemon (LULU) | 0.22% | 0% | 18.78% | 8/5/2025 |
 Fastenal (FAST) | 0.22% | 0% | 24.08% | 4/8/2024 |
 Smucker (SJM) | 0.21% | 0% | 25.44% | 4/9/2024 |
 Micron (MU) | 0.21% | 0% | 17.55% | 9/5/2025 |
 Fortinet (FTNT) | 0.21% | 0% | 24.22% | 4/5/2024 |
 AstraZeneca (AZN) | 0.2% | 0% | 24.63% | 4/8/2024 |
 AstraZeneca (AZN.L) | 0.2% | 0% | 25.03% | 4/5/2024 |
 MAA (MAA) | 0.2% | 0% | 12.38% | 7/23/2024 |
 PCA (PKG) | 0.19% | 0% | 12.93% | 7/23/2024 |
 Solana (SOL) | 0.19% | 0% | 12.11% | 6/4/2025 |
 AbbVie (ABBV) | 0.19% | 0% | 12.93% | 7/23/2024 |
 First Solar (FSLR) | 0.19% | 0% | 21.77% | 4/5/2024 |
 PotlatchDeltic (PCH) | 0.18% | 0% | 12.38% | 7/23/2024 |
 Supermicro (SMCI) | 0.17% | 0% | 16.87% | 2/5/2024 |
 Salesforce (CRM) | 0.14% | 0% | 10.07% | 2/28/2025 |
 Chainlink (LINK) | 0.14% | 0% | 5.85% | 9/5/2025 |
 ARM (ARM) | 0.13% | 0% | 10.07% | 8/5/2025 |
 EUR/USD (EURUSD) | 0.12% | 0% | 3.95% | 9/9/2024 |
 Nestle (NESN.ZU) | 0.12% | 0% | 13.33% | 1/10/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.11% | 0% | 1.77% | 10/22/2023 |
 GER40 Index (Non Expiry) (GER40) | 0.11% | 0% | 1.22% | 9/28/2023 |
 Sony (SONY) | 0.11% | 0% | 14.29% | 9/5/2025 |
 Whitehaven Coal (WHC.ASX) | 0.11% | 0% | 12.38% | 4/4/2025 |
 Stanley Black & Decker (SWK) | 0.11% | 0% | 14.01% | 8/26/2025 |
 Ferrexpo (FXPO.L) | 0.1% | 0% | 8.84% | 2/4/2025 |
 USD/CAD (USDCAD) | 0.1% | 0% | 2.31% | 9/4/2024 |
 Warner Bros Discovery (WBD) | 0.1% | 0% | 10.34% | 8/7/2025 |
 Gala V2 (GALA) | 0.1% | 0% | 3.67% | 12/10/2024 |
 Curve (CRV) | 0.1% | 0% | 2.72% | 12/10/2024 |
 Algorand (ALGO) | 0.09% | 0% | 2.72% | 12/10/2024 |
 Polkadot (DOT) | 0.09% | 0% | 3.4% | 12/10/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.09% | 0% | 6.67% | 6/17/2025 |
 GBP/USD (GBPUSD) | 0.09% | 0% | 2.04% | 9/4/2024 |
 Tezos (XTZ) | 0.08% | 0% | 3.4% | 12/10/2024 |
 Jasmy (JASMY) | 0.08% | 0% | 2.45% | 12/10/2024 |
 Maker (MKR) | 0.06% | 0% | 2.72% | 12/10/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.06% | 0% | 1.36% | 9/9/2024 |
 XRP (XRP) | 0.06% | 0% | 3.4% | 9/5/2025 |
 First Majestic (AG) | 0.06% | 0% | 2.18% | 12/16/2024 |
 Helium (HNT) | 0.06% | 0% | 2.45% | 12/10/2024 |
 Polygon Ecosystem (ex Matic) (POL) | 0.06% | 0% | 4.35% | 6/1/2025 |
 Fortuna Silver (FSM) | 0.06% | 0% | 2.04% | 12/16/2024 |
 MAG Silver (MAG) | 0.05% | 0% | 1.77% | 11/29/2024 |
 Xtrackers Physical Silver ETC (XAD6.DE) | 0.05% | 0% | 0.95% | 11/5/2024 |
 Sui (SUI) | 0.05% | 0% | 2.45% | 12/10/2024 |
 Gatos Silver (GATO) | 0.05% | 0% | 1.5% | 12/16/2024 |
 NZD/CAD (NZDCAD) | 0.04% | 0% | 1.5% | 9/3/2024 |
 MicroStrategy (MSTR) | 0.04% | 0% | 0.41% | 10/21/2024 |
 Coinbase (COIN) | 0.04% | 0% | 0.41% | 10/21/2024 |
 Booking (BKNG) | 0.04% | 0% | 3.13% | 1/2/2025 |
 Bonk Inu (in millions) (Experimental) (BONKxM) | 0.04% | 0% | 2.45% | 12/10/2024 |
 Canadian Solar (CSIQ) | 0.03% | 0% | 2.31% | 1/2/2025 |
 ConocoPhillips (COP) | 0.03% | 0% | 0.82% | 10/15/2024 |
 BP (BP.US) | 0.03% | 0% | 0.82% | 10/15/2024 |
 BP (BP.L) | 0.03% | 0% | 1.5% | 11/5/2024 |
 Shell (SHEL) | 0.03% | 0% | 0.82% | 10/15/2024 |
 Decentraland (MANA) | 0.03% | 0% | 0.95% | 11/17/2024 |
 Oil (Non Expiry) (OIL) | 0.03% | 0% | 0.95% | 9/24/2024 |
 Enjin (ENJ) | 0.03% | 0% | 0.95% | 11/17/2024 |
 Axie Infinity (AXS) | 0.03% | 0% | 0.95% | 11/17/2024 |
 VAULTA (A) | 0.03% | 0% | 0.82% | 11/17/2024 |
 Alphabet (GOOGL) | 0.02% | 0% | 0.54% | 10/7/2024 |
 EUR/AUD (EURAUD) | 0.02% | 0% | 0.95% | 10/3/2024 |
 AUD/CAD (AUDCAD) | 0.02% | 0% | 1.22% | 9/20/2024 |
 Alibaba (BABA) | 0.02% | 0% | 1.22% | 12/13/2024 |
 Stellantis (STLA.US) | 0.02% | 0% | 1.09% | 11/5/2024 |
 AUD/CHF (AUDCHF) | 0.02% | 0% | 0.68% | 8/6/2024 |
 Coursera (COUR) | 0.02% | 0% | 1.09% | 11/5/2024 |
 Autozone (AZO) | 0.02% | 0% | 1.22% | 12/13/2024 |
 Silver (Non Expiry) (SILVER) | 0.02% | 0% | 0.95% | 9/30/2024 |
 GBP/JPY (GBPJPY) | 0.02% | 0% | 0.68% | 8/6/2024 |
 IOTA (MIOTA) | 0.02% | 0% | 0.95% | 11/17/2024 |
 Litecoin (LTC) | 0.02% | 0% | 0.95% | 11/17/2024 |
 Qurate (QVCGA) | 0.02% | 0% | 0.95% | 11/5/2024 |
 Celsius (CELH) | 0.02% | 0% | 0.95% | 12/13/2024 |
 VF Corp (VFC) | 0.02% | 0% | 1.77% | 10/17/2023 |
 Platinum (Non Expiry) (PLATINUM) | 0.02% | 0% | 0.68% | 7/29/2024 |
 Viasat (VSAT) | 0.01% | 0% | 0.68% | 11/5/2024 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.01% | 0% | 0.14% | 10/10/2024 |
 iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) | 0.01% | 0% | 0.14% | 10/10/2024 |
 Siltronic (WAF.DE) | 0.01% | 0% | 1.36% | 3/28/2025 |
 Endeavour Silver (EXK) | 0.01% | 0% | 0.54% | 11/29/2024 |
 GBP/CHF (GBPCHF) | 0.01% | 0% | 0.41% | 10/1/2024 |
 USD/CHF (USDCHF) | 0.01% | 0% | 0.41% | 9/16/2024 |
 Equinix (EQIX) | 0.01% | 0% | 0.14% | 9/8/2023 |
 ASML (ASML) | 0.01% | 0% | 0.14% | 10/16/2024 |
 Agnico Eagle (AEM) | 0.01% | 0% | 0.14% | 9/8/2023 |
 Infineon (IFX.DE) | 0.01% | 0% | 0.14% | 9/8/2023 |
 SPDR Gold (GLD) | 0.01% | 0% | 0.14% | 9/19/2024 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 0.14% | 9/19/2024 |
 Beyond (BBBY) | 0.01% | 0% | 0.82% | 1/8/2025 |
 EUR/NZD (EURNZD) | 0.01% | 0% | 0.27% | 8/28/2024 |
 AUD/USD (AUDUSD) | 0.01% | 0% | 0.27% | 9/18/2024 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.27% | 7/26/2024 |
 Zalando (ZAL.DE) | 0% | 0% | 0.27% | 9/7/2023 |
 QIAGEN (QIA.DE) | 0% | 0% | 0.41% | 9/7/2023 |
 GBP/NZD (GBPNZD) | 0% | 0% | 0.27% | 8/11/2024 |
 NXP (NXPI) | 0% | 0% | 0.41% | 7/26/2024 |
 Fetch.ai (FET) | 0% | 0% | 0.68% | 4/27/2025 |
 NZD/USD (NZDUSD) | 0% | 0% | 0.14% | 8/13/2024 |
 Wheaton Precious Metals (WPM) | 0% | 0% | 0.14% | 10/9/2024 |
 Northern Oil and Gas (NOG) | 0% | 0% | 0.14% | 10/15/2024 |
 Woodside (WDS) | 0% | 0% | 0.14% | 10/15/2024 |
 Oil States (OIS) | 0% | 0% | 0.14% | 10/15/2024 |
 Cheniere (LNG) | 0% | 0% | 0.14% | 10/15/2024 |
 Shell (SHEL.L) | 0% | 0% | 0.14% | 10/9/2024 |
 MPC (MPCC.OL) | 0% | 0% | 0.14% | 10/24/2024 |
 EUR/GBP (EURGBP) | 0% | 0% | 0.14% | 8/8/2024 |
 USD/JPY (USDJPY) | 0% | 0% | 0.14% | 8/1/2024 |
 Symrise (SY1.DE) | 0% | 0% | 0.14% | 9/7/2023 |
 SAP (SAP.DE) | 0% | 0% | 0.14% | 9/5/2023 |
 Aurubis (NDA.DE) | 0% | 0% | 0.14% | 9/5/2023 |
 Sartorius (SRT.DE) | 0% | 0% | 0.14% | 9/7/2023 |
 ZCASH (ZEC) | 0% | 0% | 0.14% | 12/10/2024 |
 EUR/CAD (EURCAD) | 0% | 0% | 0.14% | 10/2/2024 |
 Logitech (LOGI) | 0% | 0% | 0.14% | 12/13/2024 |
 Match Group (MTCH) | 0% | 0% | 0.14% | 12/13/2024 |
 Solventum (SOLV) | 0% | 0% | 0.14% | 4/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Solana (SOL) | 2.84% | 2.78% |
| Unilever (ULVR.L) | 2.28% | 2.26% |
| Samsung (SMSN.L) | 2.28% | 2.18% |
| AMD (AMD) | 2.09% | 2.1% |
| NVIDIA (NVDA) | 1.71% | 1.76% |
| Micron (MU) | 1.9% | 1.67% |
| Coca-Cola (KO) | 1.61% | 1.62% |
| Chevron (CVX) | 1.61% | 1.59% |
| Caterpillar (CAT) | 1.61% | 1.59% |
| Boeing (BA) | 1.42% | 1.5% |
| Pfizer (PFE) | 1.42% | 1.49% |
| Devon Energy (DVN) | 1.42% | 1.46% |
| Home Depot (HD) | 1.52% | 1.46% |
| Apple (AAPL) | 1.42% | 1.46% |
| Visa (V) | 1.42% | 1.45% |
| Uber (UBER) | 1.42% | 1.44% |
| Mastercard (MA) | 1.42% | 1.43% |
| Crocs (CROX) | 1.42% | 1.42% |
| Alphabet (GOOG) | 1.42% | 1.41% |
| Enphase (ENPH) | 1.42% | 1.4% |
| Barrick (B) | 1.42% | 1.39% |
| Expeditors (EXPD) | 1.42% | 1.39% |
| Adobe (ADBE) | 1.42% | 1.39% |
| Sherwin-Williams (SHW) | 1.42% | 1.38% |
| Canadian Solar (CSIQ) | 1.42% | 1.37% |
| Salesforce (CRM) | 1.42% | 1.37% |
| Microsoft (MSFT) | 1.42% | 1.37% |
| Meta (META) | 1.42% | 1.36% |
| Nike (NKE) | 1.14% | 1.14% |
| Johnson & Johnson (JNJ) | 1.14% | 1.14% |
| Procter & Gamble (PG) | 1.14% | 1.13% |
| PepsiCo (PEP) | 1.14% | 1.12% |
| LVMH (MC.PA) | 1.04% | 1.07% |
| CNR (CNI) | 1.04% | 1.05% |
| Ferrexpo (FXPO.L) | 0.95% | 0.97% |
| Kimberly-Clark (KMB) | 0.95% | 0.96% |
| Crowdstrike (CRWD) | 0.95% | 0.95% |
| Merck (MRK) | 0.95% | 0.95% |
| easyJet (EZJ.L) | 0.95% | 0.94% |
| UPS (UPS) | 0.95% | 0.94% |
| Colgate (CL) | 0.95% | 0.94% |
| Amgen (AMGN) | 0.95% | 0.93% |
| Booking (BKNG) | 0.95% | 0.92% |
| Ryanair (RYAAY) | 0.95% | 0.92% |
| Vale (VALE) | 0.95% | 0.92% |
| Amazon (AMZN) | 0.95% | 0.92% |