Portfolio Diversification
Range
Most Diversified
194 instruments
October 18, 2025
Least Diversified
28 instruments
February 24, 2023
Average
66.3 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
AXP100%
CVX100%
JNJ100%
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 |
|---|---|---|---|---|
 Shell (SHEL.L) | 8.08% | 2.09% | 100% | - |
 Coca-Cola (KO) | 4.82% | 1.53% | 100% | - |
| Microsoft (MSFT) | 4.55% | 1.38% | 100% | - |
 Iron Mountain (IRM) | 4.11% | 1.36% | 100% | - |
 Philip Morris (PM) | 3.25% | 0.9% | 100% | - |
 Goldman Sachs (GS) | 2.87% | 1.54% | 100% | - |
 Xiaomi (1810.HK) | 2.82% | 1.35% | 100% | - |
 Eli Lilly (LLY) | 2.56% | 1.1% | 100% | - |
 CF Industries (CF) | 2.53% | 0.55% | 100% | - |
 AMD (AMD) | 2.42% | 0.63% | 100% | - |
| Apple (AAPL) | 2.26% | 0.79% | 100% | - |
 Visa (V) | 2.18% | 0.53% | 100% | - |
| Johnson & Johnson (JNJ) | 2.08% | 0.56% | 100% | - |
 3M (MMM) | 2.06% | 0.88% | 73.57% | - |
 RWE (RWE.DE) | 2.04% | 0.35% | 100% | - |
 McDonald's (MCD) | 2.03% | 0.61% | 86.19% | - |
 Merck (MRK) | 1.97% | 0.29% | 100% | - |
 ABC (1288.HK) | 1.96% | 0.81% | 100% | - |
 Rheinmetall (RHM.DE) | 1.93% | 1.48% | 93.1% | - |
 Netflix (NFLX) | 1.88% | 0.31% | 63.12% | - |
 Procter & Gamble (PG) | 1.81% | 0.33% | 100% | - |
 NVIDIA (NVDA) | 1.61% | 1.09% | 74.26% | - |
 TSMC (TSM) | 1.59% | 1.4% | 60.85% | - |
 UnitedHealth (UNH) | 1.56% | 2.65% | 54.14% | - |
| American Express (AXP) | 1.56% | 0.82% | 100% | - |
 Occidental (OXY) | 1.45% | 0% | 45.86% | 4/18/2024 |
| Chevron (CVX) | 1.4% | 0.31% | 100% | - |
 Lockheed Martin (LMT) | 1.29% | 0.29% | 93.69% | - |
 Sony (SONY) | 1.16% | 1.03% | 54.14% | - |
 Pfizer (PFE) | 1.15% | 0.55% | 45.07% | - |
 Disney (DIS) | 1.14% | 0.56% | 49.01% | - |
 Nestle (NESN.ZU) | 1.03% | 0.1% | 62.43% | - |
 Vistra (VST) | 0.78% | 1.89% | 28.01% | - |
 ADM (ADM) | 0.74% | 0% | 40.63% | 4/18/2024 |
 Northrop Grumman (NOC) | 0.71% | 0.54% | 62.52% | - |
 Maersk (MAERSKB.CO) | 0.65% | 1.7% | 34.32% | - |
 Activision Blizzard, Inc. (ATVI) | 0.64% | 0% | 27.71% | 10/16/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.63% | 0% | 59.96% | 9/11/2025 |
 Voestalpine (VOE.DE) | 0.61% | 0% | 20.22% | 9/22/2023 |
 HDFC (HDB) | 0.56% | 0.35% | 54.14% | - |
 OSB Group (OSB.L) | 0.56% | 0% | 18.84% | 7/14/2023 |
 Intel (INTC) | 0.53% | 0.78% | 55.03% | - |
 Perrigo (PRGO) | 0.53% | 0% | 29.29% | 11/1/2023 |
 Gen Digital (GEN) | 0.52% | 0.34% | 67.65% | - |
 Canadian Pacific (CP) | 0.48% | 0.64% | 52.27% | - |
 Cal Water (CWT) | 0.37% | 0.54% | 40.53% | - |
 Bitcoin (BTC) | 0.36% | 0.76% | 31.16% | - |
 AGNC (AGNC) | 0.36% | 0.8% | 43.49% | - |
 Venture Global Inc (VG) | 0.35% | 0.78% | 26.33% | - |
 Emerson (EMR) | 0.34% | 0.34% | 40.63% | - |
 Marvell (MRVL) | 0.32% | 1.91% | 22.78% | - |
 Nebius Group NV (NBIS) | 0.32% | 2.12% | 24.85% | - |
 Samsung (SMSN.L) | 0.31% | 0.47% | 41.91% | - |
 TotalEnergies (TTE.PA) | 0.31% | 0.33% | 36.49% | - |
 Solventum (SOLV) | 0.29% | 0.13% | 55.72% | - |
 Western Digital (WDC) | 0.28% | 1.98% | 24.95% | - |
 Rigetti (RGTI) | 0.27% | 2.55% | 23.96% | - |
 Nike (NKE) | 0.26% | 0.7% | 32.45% | - |
 Berkshire Hathaway (BRK.B) | 0.26% | 0.29% | 36.59% | - |
 L3Harris (LHX) | 0.25% | 0.94% | 25.64% | - |
 Amazon (AMZN) | 0.25% | 0.13% | 40.04% | - |
 Solana (SOL) | 0.24% | 0.58% | 26.04% | - |
 Rolls-Royce (RR.L) | 0.24% | 1.25% | 26.13% | - |
 Meta (META) | 0.23% | 0.92% | 24.95% | - |
 EA (EA) | 0.23% | 0.25% | 50.99% | - |
 Ryanair Holdings PLC (RY4C.DE) | 0.22% | 0.76% | 26.04% | - |
 WP Carey (WPC) | 0.21% | 0.53% | 38.46% | - |
 ARM (ARM) | 0.21% | 0.88% | 26.73% | - |
 Alphabet (GOOG) | 0.21% | 0.48% | 39.15% | - |
 Grainger (GRI.L) | 0.21% | 0.67% | 25.94% | - |
 AbbVie (ABBV) | 0.2% | 0.55% | 25.64% | - |
 Nintendo (NTDOY) | 0.2% | 0% | 5.13% | 2/23/2023 |
 Verizon (VZ) | 0.19% | 0.54% | 30.47% | - |
 Bank of America (BAC) | 0.19% | 0.58% | 28.4% | - |
 Invivyd (IVVD) | 0.18% | 1.07% | 25.25% | - |
 Betterware (BWMX) | 0.17% | 1.37% | 14.3% | - |
 PepsiCo (PEP) | 0.17% | 0.16% | 48.72% | - |
 AutoNation (AN) | 0.16% | 0.54% | 25.54% | - |
 Apollo (APO) | 0.16% | 0.43% | 31.07% | - |
 Broadcom (AVGO) | 0.15% | 0.55% | 28.01% | - |
 Danske Bank (DANSKE.CO) | 0.15% | 0.54% | 25.25% | - |
 ASML (ASML.NV) | 0.15% | 0.51% | 26.13% | - |
 Black Hills (BKH) | 0.15% | 0.88% | 15.58% | - |
 Realty Income (O) | 0.14% | 0.59% | 25.05% | - |
 Goodyear (GT) | 0.14% | 0.46% | 20.81% | - |
 Novo-Nordisk (NVO) | 0.14% | 0.35% | 26.33% | - |
 Delta (DAL) | 0.13% | 0.61% | 20.41% | - |
 Akeso (9926.HK) | 0.13% | 0.43% | 23.27% | - |
 Raytheon (RTX) | 0.13% | 0.34% | 26.13% | - |
 Domino's (DPZ) | 0.12% | 0.25% | 26.04% | - |
 Trade Desk (TTD) | 0.12% | 0.38% | 20.12% | - |
 LG Display (LPL) | 0.12% | 0.43% | 25.25% | - |
 ExxonMobil (XOM) | 0.11% | 0.28% | 25.25% | - |
 SAP (SAP) | 0.11% | 0.47% | 17.95% | - |
 Lufthansa (LHA.DE) | 0.1% | 0.42% | 19.33% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.1% | 0.28% | 24.95% | - |
 Maximus (MMS) | 0.1% | 0.35% | 22.78% | - |
 VICI Properties (VICI) | 0.1% | 0.78% | 12.13% | - |
 JD.com (JD.US) | 0.1% | 0.41% | 19.43% | - |
 Cheniere (LNG) | 0.1% | 0.21% | 26.33% | - |
 Pharming Group NV (PHARM.NV) | 0.09% | 0.41% | 21.5% | - |
 ITW (ITW) | 0.09% | 0.08% | 40.53% | - |
 SSE (SSE.L) | 0.09% | 0.41% | 19.23% | - |
 Citi (C) | 0.09% | 0.44% | 19.33% | - |
 Walmart (WMT) | 0.09% | 0.18% | 31.07% | - |
 AppLovin (APP) | 0.09% | 0.41% | 24.56% | - |
 Prudential (PUK) | 0.09% | 0.37% | 22.09% | - |
 ONEOK (OKE) | 0.09% | 0.35% | 17.75% | - |
 Safe Bulkers (SB) | 0.09% | 0.61% | 13.02% | - |
 Maire Tecnimont (MAIRE.MI) | 0.09% | 0.44% | 17.95% | - |
 MSCI (MSCI) | 0.08% | 0.2% | 26.04% | - |
 Arkema (AKE.PA) | 0.08% | 0.21% | 22.09% | - |
 BMO (BMO) | 0.08% | 0.4% | 18.64% | - |
 AT&T (T) | 0.08% | 0.38% | 17.65% | - |
 AstraZeneca (AZN) | 0.08% | 0.36% | 19.43% | - |
 AXA (CS.PA) | 0.08% | 0.53% | 17.95% | - |
 Dow (DOW) | 0.08% | 0% | 17.85% | 9/25/2025 |
 FTAI Aviation (FTAI) | 0.08% | 0.49% | 16.57% | - |
 Costco (COST) | 0.07% | 0.27% | 20.12% | - |
 Baker Hughes (BKR) | 0.07% | 0.23% | 25.54% | - |
 RMR (RMR) | 0.07% | 0.5% | 13.12% | - |
 Henkel (HEN.DE) | 0.07% | 0.27% | 23.47% | - |
 Devon Energy (DVN) | 0.07% | 0.26% | 20.41% | - |
 Interactive Brokers (IBKR) | 0.07% | 0.39% | 16.37% | - |
 Thermo Fisher (TMO) | 0.07% | 0.22% | 28.4% | - |
 Tesco (TSCO.L) | 0.07% | 0.34% | 17.75% | - |
 Saint-Gobain (SGO.PA) | 0.07% | 0.36% | 17.36% | - |
 Prudential (PRU.L) | 0.07% | 0.34% | 17.36% | - |
 Mastercard (MA) | 0.07% | 0.26% | 21.5% | - |
 Home Depot (HD) | 0.07% | 0.6% | 10.26% | - |
 Levi's (LEVI) | 0.07% | 0.31% | 17.95% | - |
 CVS Health (CVS) | 0.06% | 0.41% | 19.33% | - |
 BrightSpire (BRSP) | 0.06% | 0.3% | 17.65% | - |
 Intesa Sanpaolo (ISP.MI) | 0.06% | 0.33% | 17.36% | - |
 Rio Tinto (RIO) | 0.06% | 0.48% | 13.12% | - |
 Chorus (CNU.ASX) | 0.06% | 0.3% | 17.36% | - |
 BAE Systems (BA.L) | 0.06% | 0.3% | 17.26% | - |
 Portman Ridge (BCIC) | 0.06% | 0.36% | 14.3% | - |
 Ensign Group (ENSG) | 0.06% | 0.36% | 16.37% | - |
 Medtronic (MDT.US) | 0.06% | 0.32% | 16.67% | - |
 Santos (STO.ASX) | 0.06% | 0% | 9.17% | 9/18/2025 |
 Array Technologies (ARRY) | 0.06% | 0% | 6.9% | 4/18/2024 |
 Robert Walters (RWA.L) | 0.06% | 0% | 16.17% | 8/28/2025 |
 Best Buy (BBY) | 0.05% | 0.28% | 17.95% | - |
 Constellation Brands (STZ) | 0.05% | 0% | 20.81% | 9/18/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.05% | 0% | 13.81% | 6/13/2024 |
 Bike24 Holding AG (BIKE.DE) | 0.05% | 0.24% | 20.51% | - |
 Hermes (RMS.PA) | 0.05% | 0.25% | 16.96% | - |
 JD (9618.HK) | 0.05% | 0.26% | 16.47% | - |
 Sandisk Corp/DE (SNDK) | 0.05% | 0.43% | 23.37% | - |
 Gulf Keystone (GKP.L) | 0.05% | 0.28% | 17.75% | - |
 Motorola (MSI) | 0.05% | 0.29% | 21.79% | - |
 Contango Ore (CTGO) | 0.05% | 0.28% | 18.54% | - |
 BYD (01211.HK) | 0.05% | 0.21% | 16.57% | - |
 Argan (AGX) | 0.05% | 0.26% | 20.12% | - |
 PUMA (PUM.DE) | 0.05% | 0.25% | 15.98% | - |
 JPMorgan (JPM) | 0.05% | 0.21% | 18.54% | - |
 Morgan Stanley (MS) | 0.04% | 0.19% | 20.12% | - |
 Vodafone (VOD) | 0.04% | 0.31% | 12.52% | - |
 Funding Circle (FCH.L) | 0.04% | 0.19% | 17.75% | - |
 Caterpillar (CAT) | 0.04% | 0.22% | 20.12% | - |
 Datagroup SE (D6H.DE) | 0.04% | 0.19% | 18.54% | - |
 Wise (WISE.L) | 0.04% | 0.16% | 18.54% | - |
 ThyssenKrupp (TKA.DE) | 0.04% | 0% | 23.37% | 10/20/2025 |
 Ferrari (RACE) | 0.04% | 0.15% | 18.54% | - |
 Humana (HUM) | 0.04% | 0.12% | 19.33% | - |
 Enterprise Products (EPD) | 0.04% | 0% | 12.33% | 10/20/2025 |
 Dollar General (DG.US) | 0.04% | 0.18% | 17.95% | - |
 Duke Energy (DUK) | 0.04% | 0.21% | 15.58% | - |
 Vanguard Financials ETF (VFH) | 0.04% | 0% | 32.05% | 10/20/2025 |
 MGM (MGM) | 0.04% | 0.13% | 20.41% | - |
 United Utilities (UU.L) | 0.04% | 0.17% | 17.95% | - |
 Essex Property Trust (ESS) | 0.04% | 0.35% | 9.37% | - |
 Aviva (AV.L) | 0.03% | 0.3% | 10.36% | - |
 Toyota (TM) | 0.03% | 0.3% | 12.13% | - |
 PPG (PPG) | 0.03% | 0.12% | 20.02% | - |
 Alibaba (BABA) | 0.03% | 0.1% | 26.33% | - |
 Mears (MER.L) | 0.03% | 0% | 15.88% | 10/2/2025 |
 Parker-Hannifin (PH) | 0.03% | 0.29% | 10.16% | - |
 Ituran (ITRN) | 0.03% | 0.38% | 9.37% | - |
 LPL Financial (LPLA.US) | 0.03% | 0% | 11.44% | 9/5/2025 |
 Lancaster Colony (MZTI) | 0.03% | 0.19% | 12.43% | - |
 Warehouse REIT (WHR.L) | 0.03% | 0% | 12.43% | 8/28/2025 |
 Colgate (CL) | 0.03% | 0% | 16.77% | 10/2/2025 |
 Mattel (MAT) | 0.03% | 0.12% | 17.26% | - |
 Publicis (PUB.PA) | 0.03% | 0.28% | 8.88% | - |
 Danone (BN.PA) | 0.03% | 0.3% | 8.19% | - |
 Saab (SAABB.ST) | 0.03% | 0.24% | 8.68% | - |
 Orange (ORA.PA) | 0.02% | 0.38% | 7.69% | - |
 BP (BP.US) | 0.02% | 0.28% | 7.69% | - |
 Stanley Black & Decker (SWK) | 0.02% | 0.15% | 12.43% | - |
 The Cheesecake Factory (CAKE) | 0.02% | 0.06% | 24.56% | - |
 RBC (RY) | 0.02% | 0.29% | 6.61% | - |
 Enbridge (ENB) | 0.02% | 0.27% | 6.61% | - |
 Almonty Industries Inc (ALI1.DE) | 0.02% | 0% | 15.48% | 7/14/2025 |
 Honda (HMC) | 0.02% | 0.32% | 5.23% | - |
 Pacific Premier (PPBI) | 0.02% | 0% | 12.82% | 9/5/2025 |
 Air Products (APD) | 0.02% | 0% | 22.29% | 9/18/2025 |
 Mosaic (MOS) | 0.02% | 0.59% | 3.94% | - |
 Corning (GLW) | 0.02% | 0.23% | 7.99% | - |
 Plus500 (PLUS.L) | 0.02% | 0% | 5.42% | 6/10/2025 |
 Micron (MU) | 0.02% | 0.27% | 7% | - |
 LVMH (MC.PA) | 0.01% | 0% | 5.42% | 6/10/2025 |
 NIO (9866.HK) | 0.01% | 0% | 1.58% | 1/17/2023 |
 Svitzer (SVITZR.CO) | 0.01% | 0% | 5.33% | 5/26/2025 |
 Aspen Insurance Holdings Limited (AHL) | 0.01% | 0.06% | 15.88% | - |
 Cadence Bank (CADE) | 0.01% | 0.35% | 4.54% | - |
 CIBC (CM) | 0.01% | 0.26% | 3.94% | - |
 M&G (MNG.L) | 0.01% | 0.27% | 3.16% | - |
 Cal-Maine Foods (CALM) | 0.01% | 0.54% | 1.97% | - |
 Boeing (BA) | 0.01% | 0.27% | 2.47% | - |
 Klarna Group plc (KLAR) | 0.01% | 0.3% | 3.55% | - |
 Barclays (BARC.L) | 0.01% | 0.32% | 3.25% | - |
 Burberry (BRBY.L) | 0.01% | 0.18% | 3.25% | - |
 Adobe (ADBE) | 0.01% | 0% | 1.28% | 5/12/2025 |
 AST SpaceMobile (ASTS) | 0.01% | 0% | 1.58% | 9/25/2025 |
 TD (TD) | 0% | 0.13% | 2.56% | - |
 Ambev (ABEV) | 0% | 0.28% | 1.18% | - |
 Alibaba (9988.HK) | 0% | 0% | 0.59% | 5/19/2025 |
 Ethereum (ETH) | 0% | 0.38% | 0.39% | - |
 ArcelorMittal (MTS.MC) | 0% | 0.07% | 1.87% | - |
 Coca-Cola Consolidated (COKE) | 0% | 0.28% | 0.39% | - |
 LanzaTech (LNZA) | 0% | 0% | 1.68% | 8/28/2025 |
 Tesla (TSLA) | 0% | 0% | 0.1% | 4/8/2025 |
 Moderna (MRNA) | 0% | 0% | 0.1% | 11/8/2024 |
 Oracle (ORCL) | 0% | 0% | 0.49% | 9/15/2025 |
 Qifu Technology (QFIN) | 0% | 0.16% | 0.1% | - |
 MDU Resources (MDU) | 0% | 0.08% | 0.1% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shell (SHEL.L) | 6.64% | 6.6% |
| Microsoft (MSFT) | 4.77% | 5.36% |
| Coca-Cola (KO) | 5.67% | 4.9% |
| Iron Mountain (IRM) | 2.99% | 4.85% |
| Xiaomi (1810.HK) | 1.62% | 4.55% |
| TSMC (TSM) | 4.38% | 4.39% |
| Goldman Sachs (GS) | 3.51% | 4.15% |
| 3M (MMM) | 3.08% | 3.37% |
| Philip Morris (PM) | 3.47% | 3.15% |
| Sony (SONY) | 2.99% | 2.94% |
| Apple (AAPL) | 2.27% | 2.89% |
| UnitedHealth (UNH) | 3.57% | 2.8% |
| McDonald's (MCD) | 3.25% | 2.65% |
| NVIDIA (NVDA) | 1.41% | 2.57% |
| Eli Lilly (LLY) | 1.3% | 2.49% |
| ABC (1288.HK) | 1.95% | 2.43% |
| CF Industries (CF) | 1.62% | 2.29% |
| Visa (V) | 1.92% | 2.25% |
| RWE (RWE.DE) | 3.25% | 2.23% |
| Maersk (MAERSKB.CO) | 2.6% | 2.1% |
| AMD (AMD) | 2.34% | 2.06% |
| Rheinmetall (RHM.DE) | 1.42% | 1.99% |
| American Express (AXP) | 1.3% | 1.82% |
| Procter & Gamble (PG) | 1.81% | 1.67% |
| Johnson & Johnson (JNJ) | 2.44% | 1.67% |
| TotalEnergies (TTE.PA) | 2.27% | 1.56% |
| Merck (MRK) | 1.62% | 1.52% |
| Emerson (EMR) | 1.62% | 1.48% |
| HDFC (HDB) | 1.62% | 1.39% |
| Lockheed Martin (LMT) | 1.62% | 1.27% |
| Northrop Grumman (NOC) | 1.62% | 1.25% |
| Berkshire Hathaway (BRK.B) | 1.62% | 1.23% |
| Intel (INTC) | 1.62% | 1.19% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.62% | 1.13% |
| Chevron (CVX) | 1.36% | 1.09% |
| Cal Water (CWT) | 1.53% | 0.96% |
| Canadian Pacific (CP) | 1.28% | 0.87% |
| Gen Digital (GEN) | 0.81% | 0.83% |
| PepsiCo (PEP) | 1.04% | 0.74% |
| AGNC (AGNC) | 0.97% | 0.72% |
| Apollo (APO) | 0.97% | 0.71% |
| Alphabet (GOOG) | 0.65% | 0.59% |
| Amazon (AMZN) | 0.71% | 0.58% |
| WP Carey (WPC) | 0.81% | 0.54% |
| EA (EA) | 0.62% | 0.54% |
| Solventum (SOLV) | 0.65% | 0.53% |
| Walmart (WMT) | 0.65% | 0.48% |
| ITW (ITW) | 0.49% | 0.38% |
| Vanguard Financials ETF (VFH) | 0.32% | 0.23% |