Portfolio Diversification
Range
Most Diversified
84 instruments
May 19, 2023
Least Diversified
0 instruments
February 2, 2025
Average
43.5 instruments
Most Consistent Holdings
Top 5
UNH71.78%
JNJ71.7%
SAOC71.62%
KHC71.55%
KO71.47%
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 |
|---|---|---|---|---|
 Analisisciclico | 9.71% | 0% | 26.16% | 2/2/2023 |
 Bitcoin (BTC) | 7.44% | 0.56% | 64.23% | - |
 Vanguard Total Bond Market ETF (BND) | 3.42% | 0% | 50.95% | 12/23/2024 |
 rubymza | 3.37% | 0% | 8.39% | 4/21/2022 |
| Kraft Heinz (KHC) | 3.29% | 7.45% | 71.55% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 3.09% | 15.33% | 64.76% | - |
 Microsoft (MSFT) | 2.95% | 0% | 52.33% | 12/23/2024 |
 Apple (AAPL) | 2.77% | 0% | 67.28% | 12/27/2024 |
 Ethereum (ETH) | 2.63% | 0% | 66.13% | 7/21/2025 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 2.58% | 12.98% | 29.44% | - |
 Ford (F) | 2.58% | 7.37% | 65.9% | - |
| Coca-Cola (KO) | 2.27% | 0.71% | 71.47% | - |
 Cloudflare (NET) | 1.98% | 0% | 59.65% | 11/21/2024 |
 ASML (ASML) | 1.73% | 0% | 21.66% | 5/20/2025 |
 Altria (MO) | 1.56% | 4.21% | 68.42% | - |
 AbbVie (ABBV) | 1.42% | 0% | 52.33% | 12/27/2024 |
 Amazon (AMZN) | 1.4% | 0% | 47.14% | 12/23/2024 |
 NVIDIA (NVDA) | 1.37% | 0% | 44.24% | 5/20/2025 |
 DividendGrowth | 1.23% | 0% | 15.79% | 11/23/2022 |
 CVS Health (CVS) | 1.2% | 3.83% | 67.43% | - |
 PepsiCo (PEP) | 1.17% | 2.77% | 71.47% | - |
 Global SuperDividend US ETF (DIV) | 1.09% | 0% | 42.03% | 8/19/2024 |
 JORDENBOER | 1.05% | 0% | 7.93% | 11/14/2022 |
 Vanguard Dividend Appreciation ETF (VIG) | 1.01% | 5.1% | 32.95% | - |
 Garmin (GRMN) | 1% | 2.22% | 67.43% | - |
 McDonald's (MCD) | 0.88% | 3.49% | 44.16% | - |
| UnitedHealth (UNH) | 0.83% | 1.24% | 71.78% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.8% | 2.2% | 66.74% | - |
 Paramount (PSKY) | 0.79% | 2.7% | 65.75% | - |
 Starbucks (SBUX) | 0.78% | 1.96% | 67.66% | - |
 Universal Corp (UVV) | 0.74% | 2.73% | 66.67% | - |
 3M (MMM) | 0.73% | 0% | 45% | 1/17/2025 |
 PNC (PNC) | 0.64% | 0% | 48.36% | 1/17/2025 |
 IIPR (IIPR) | 0.64% | 1.29% | 67.43% | - |
 American Express (AXP) | 0.61% | 0% | 52.33% | 12/27/2024 |
 Randstad (RAND.NV) | 0.59% | 0% | 47.98% | 12/23/2024 |
 Salesforce (CRM) | 0.58% | 0% | 42.79% | 8/19/2024 |
 Shopify (SHOP) | 0.57% | 0% | 35.39% | 5/5/2023 |
 Procter & Gamble (PG) | 0.55% | 0% | 52.33% | 12/23/2024 |
 TSMC (TSM) | 0.54% | 0% | 42.79% | 8/19/2024 |
 OCI (OCI.NV) | 0.53% | 0% | 17.47% | 12/6/2023 |
 Utilities | 0.52% | 0% | 8.92% | 12/1/2022 |
 Tesla (TSLA) | 0.51% | 0% | 52.17% | 11/21/2024 |
 VF Corp (VFC) | 0.51% | 0% | 47.22% | 12/23/2024 |
 Home Depot (HD) | 0.51% | 0% | 52.02% | 12/23/2024 |
 Cardano (ADA) | 0.49% | 0% | 28.07% | 1/26/2023 |
 JPMorgan (JPM) | 0.48% | 0% | 42.79% | 8/19/2024 |
 Alphabet (GOOG) | 0.47% | 0% | 36.61% | 12/23/2024 |
 AGNC (AGNC) | 0.45% | 1.36% | 65.9% | - |
 BMW (BMW.DE) | 0.44% | 0% | 46.68% | 12/23/2024 |
| Johnson & Johnson (JNJ) | 0.44% | 1.17% | 71.7% | - |
 Vale (VALE) | 0.43% | 0% | 12.81% | 5/20/2025 |
| Aramco (SAOC) | 0.43% | 0.79% | 71.62% | - |
 Medical Properties Trust (MPW) | 0.42% | 0% | 11.9% | 8/18/2023 |
 Cal-Maine Foods (CALM) | 0.4% | 0% | 23.34% | 2/21/2024 |
 VICI Properties (VICI) | 0.38% | 1.13% | 65.75% | - |
 Invesco QQQ (QQQ) | 0.35% | 1.29% | 21.21% | - |
 Rio Tinto (RIO) | 0.34% | 0% | 15.48% | 10/18/2023 |
 Chimera (CIM) | 0.34% | 0.96% | 65.06% | - |
 Activision Blizzard, Inc. (ATVI) | 0.34% | 0% | 17.39% | 9/18/2023 |
 Cameco (CCJ) | 0.33% | 0% | 19.6% | 12/23/2024 |
 GameStop (GME) | 0.33% | 0% | 17.24% | 12/23/2024 |
 Mastercard (MA) | 0.33% | 0% | 52.33% | 12/23/2024 |
 campervans | 0.33% | 0% | 8.47% | 8/5/2022 |
 Sinopec (02386.HK) | 0.3% | 0% | 30.51% | 5/29/2024 |
 SPDR Gold (GLD) | 0.3% | 2.58% | 23.19% | - |
 Visa (V) | 0.27% | 0% | 42.79% | 8/19/2024 |
 Lagardere (MMB.PA) | 0.27% | 0% | 46.38% | 12/23/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.27% | 0% | 9% | 6/14/2023 |
 Generali (G.MI) | 0.26% | 0% | 22.58% | 2/12/2024 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.25% | 0% | 5.42% | 6/28/2023 |
 SES (SESG.PA) | 0.25% | 0% | 22.58% | 2/12/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.25% | 2.47% | 12.81% | - |
 Utilities Select Sector SPDR (XLU) | 0.24% | 2.34% | 12.89% | - |
 Mondi (MNDI.L) | 0.24% | 0% | 33.03% | 7/1/2024 |
 ExxonMobil (XOM) | 0.24% | 0% | 42.79% | 8/19/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 0.24% | 2.23% | 12.81% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.22% | 2.08% | 12.81% | - |
 Amcor (AMCR) | 0.2% | 0.49% | 66.59% | - |
 Berkshire Hathaway (BRK.B) | 0.2% | 0% | 10.91% | 6/22/2023 |
 Franklin Resources (BEN) | 0.2% | 0% | 37.68% | 8/19/2024 |
 Alibaba (BABA) | 0.19% | 0% | 13.2% | 7/15/2024 |
 Walmart (WMT) | 0.19% | 0% | 17.39% | 9/18/2023 |
 Lenovo (0992.HK) | 0.19% | 0% | 30.51% | 5/29/2024 |
 China Railway Construction (1186.HK) | 0.18% | 0% | 46.45% | 12/24/2024 |
 Caesars (CZR) | 0.18% | 0.52% | 47.67% | - |
| 0.17% | 0% | 16.78% | 8/11/2022 | |
 BlackRock (BLK) | 0.15% | 0% | 11.37% | 8/19/2024 |
 Twitter (TWTR) | 0.15% | 0% | 13.65% | 10/28/2022 |
 Eli Lilly (LLY) | 0.14% | 0% | 17.39% | 9/18/2023 |
 Ryanair (RYAAY) | 0.14% | 0% | 10.76% | 6/22/2023 |
 Disney (DIS) | 0.14% | 0% | 17.39% | 12/23/2024 |
 Volvo (VOLV-A.ST) | 0.14% | 0% | 22.5% | 2/12/2024 |
 DNB (DNB.OL) | 0.14% | 0% | 34.25% | 7/15/2024 |
 Eni SpA-ADR (E) | 0.13% | 0% | 25.93% | 3/27/2024 |
 Kilroy Realty (KRC) | 0.13% | 0% | 11.52% | 9/18/2023 |
 China Communications Construction (1800.HK) | 0.13% | 0% | 34.94% | 7/26/2024 |
 China Railway (0390.HK) | 0.13% | 0% | 34.94% | 7/26/2024 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.13% | 1.23% | 13.96% | - |
 Philip Morris (PM) | 0.12% | 0% | 32.95% | 6/28/2024 |
 AT&T (T) | 0.12% | 0% | 46.45% | 12/23/2024 |
 Verizon (VZ) | 0.12% | 0% | 23.34% | 2/21/2024 |
 Algonquin (AQN) | 0.11% | 0.29% | 65.9% | - |
 Vinci (DG.PA) | 0.1% | 0% | 25.93% | 3/27/2024 |
 FashionPortfolio | 0.1% | 0% | 2.67% | 2/4/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.1% | 0% | 5.57% | 4/17/2023 |
 Cisco (CSCO) | 0.1% | 0% | 8.16% | 9/18/2023 |
 LVMH (MC.PA) | 0.09% | 0% | 8.62% | 5/23/2023 |
 Nestle (NESN.ZU) | 0.09% | 0% | 8.62% | 5/23/2023 |
 Unipol (UNI.MI) | 0.09% | 0% | 22.65% | 2/12/2024 |
 BASF (BAS.DE) | 0.09% | 0% | 25.93% | 3/27/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.08% | 0.11% | 70.4% | - |
 Airbnb (ABNB) | 0.07% | 0% | 16.7% | 8/10/2022 |
 Intel (INTC) | 0.07% | 0% | 6.41% | 6/20/2023 |
 Petrobras (PBR.A) | 0.07% | 0% | 2.67% | 4/21/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.06% | 0% | 1.75% | 4/17/2023 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.05% | 0% | 23.57% | 3/27/2024 |
 Samsung (SMSN.L) | 0.05% | 0% | 3.43% | 3/15/2023 |
 Solana (SOL) | 0.05% | 0% | 9.76% | 7/23/2025 |
 Xiaomi (1810.HK) | 0.05% | 0% | 3.36% | 3/16/2023 |
 ZIM (ZIM) | 0.05% | 0% | 16.09% | 12/6/2023 |
 Walgreens (WBA) | 0.05% | 0% | 18.23% | 12/6/2023 |
 TRON (TRX) | 0.05% | 0% | 16.7% | 8/10/2022 |
 Meta (META) | 0.04% | 0% | 16.7% | 8/10/2022 |
 Vanguard Total International Stock ETF (VXUS) | 0.04% | 0% | 4.58% | 4/17/2023 |
 The Cheesecake Factory (CAKE) | 0.03% | 0% | 5.26% | 2/22/2024 |
 Healthy-trading | 0.03% | 0% | 1.22% | 8/5/2022 |
 Coinbase (COIN) | 0.03% | 0% | 16.7% | 8/10/2022 |
 Okta (OKTA) | 0.02% | 0% | 16.7% | 8/10/2022 |
 Oil (Non Expiry) (OIL) | 0.02% | 0% | 0.84% | 12/11/2023 |
 Tencent (0700.HK) | 0.02% | 0% | 1.37% | 2/15/2023 |
 ChartMatthew | 0.02% | 0% | 1.14% | 8/4/2022 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 1.68% | 1/31/2023 |
 China Life (HK) (2628.HK) | 0.02% | 0% | 2.75% | 5/24/2023 |
 SBM Offshore (SBMO.NV) | 0.01% | 0% | 2.67% | 5/24/2023 |
 ASML (ASML.NV) | 0.01% | 0% | 0.84% | 8/19/2024 |
 Chevron (CVX) | 0.01% | 0% | 0.76% | 2/7/2023 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.01% | 0% | 0.61% | 8/8/2022 |
 Solventum (SOLV) | 0.01% | 0% | 3.13% | 5/13/2024 |
 Duolingo (DUOL) | 0.01% | 0% | 3.74% | 6/28/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.76% | 6/1/2023 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.76% | 8/30/2022 |
 China A50 Index (China50.FUTURE) | 0.01% | 0% | 0.84% | 8/15/2022 |
 USD/MXN (USDMXN) | 0.01% | 0% | 0.23% | 8/1/2022 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0% | 0.22% | 1.75% | - |
 Vanguard FTSE Europe ETF (VGK) | 0% | 0.22% | 1.75% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0% | 0.22% | 1.75% | - |
 Litecoin (LTC) | 0% | 0% | 2.52% | 2/2/2022 |
 BHP (BHP) | 0% | 0% | 0.38% | 6/6/2023 |
 Bank OZK (OZK) | 0% | 0% | 0.76% | 4/17/2023 |
 Sugar (Expiring Future) (SUGAR.FUT) | 0% | 0% | 0.23% | 1/31/2023 |
 XRP (XRP) | 0% | 0% | 2.52% | 2/2/2022 |
 BHP (BHP.L) | 0% | 0% | 0.46% | 6/7/2023 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.08% | 1/20/2025 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0% | 0% | 0.08% | 8/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ASML (ASML) | 15.18% | 12.57% |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 11% | 12.1% |
| Kraft Heinz (KHC) | 9.07% | 8.01% |
| Altria (MO) | 5.13% | 6.63% |
| Ford (F) | 6.83% | 5.9% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 4.86% | 5.69% |
| PNC (PNC) | 3.04% | 4.67% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.79% | 4.45% |
| McDonald's (MCD) | 2.85% | 3.01% |
| UnitedHealth (UNH) | 2.85% | 2.99% |
| 3M (MMM) | 1.9% | 2.83% |
| PepsiCo (PEP) | 2.85% | 2.7% |
| Universal Corp (UVV) | 2.47% | 2.56% |
| CVS Health (CVS) | 3.23% | 2.2% |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 1.9% | 2.08% |
| Ethereum (ETH) | 1.9% | 2.07% |
| Bitcoin (BTC) | 1.9% | 2.02% |
| Starbucks (SBUX) | 1.9% | 1.94% |
| Vale (VALE) | 1.9% | 1.9% |
| Paramount (PSKY) | 2.85% | 1.81% |
| Coca-Cola (KO) | 1.52% | 1.67% |
| IIPR (IIPR) | 1.9% | 1.44% |
| AGNC (AGNC) | 1.13% | 1.16% |
| VICI Properties (VICI) | 0.95% | 0.93% |
| Aramco (SAOC) | 0.95% | 0.89% |
| Johnson & Johnson (JNJ) | 0.95% | 0.89% |
| Chimera (CIM) | 0.95% | 0.86% |
| Garmin (GRMN) | 0.79% | 0.83% |
| Caesars (CZR) | 0.85% | 0.64% |
| Amcor (AMCR) | 0.57% | 0.52% |
| Algonquin (AQN) | 0.39% | 0.22% |
| Vanguard Real Estate ETF (VNQ) | 0.09% | 0.1% |