Portfolio Diversification
Range
Most Diversified
23 instruments
June 8, 2023
Least Diversified
3 instruments
June 6, 2023
Average
21.4 instruments
Most Consistent Holdings
Top 5
GOOG99.9%
META99.9%
MSFT99.9%
JPM99.9%
PEP99.9%
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 |
|---|---|---|---|---|
 SPDR Gold MiniShares Trust (GLDM) | 9.44% | 12.56% | 84.42% | - |
| Meta (META) | 8.85% | 9.77% | 99.9% | - |
| Alphabet (GOOG) | 8.34% | 9.31% | 99.9% | - |
| Microsoft (MSFT) | 7.65% | 6.8% | 99.9% | - |
| JPMorgan (JPM) | 6.97% | 7.53% | 99.9% | - |
 Amazon (AMZN) | 6.63% | 6.53% | 99.48% | - |
 Goldman Sachs (GS) | 4.78% | 6.88% | 84.11% | - |
 HSBC (HSBC) | 4.01% | 5.25% | 84.21% | - |
 Unilever (UL.US) | 3.79% | 2.61% | 99.9% | - |
 Global X Uranium ETF (URA) | 3.72% | 4.86% | 84.42% | - |
 Lloyd's (LLOY.L) | 3.4% | 4.58% | 84.11% | - |
| PepsiCo (PEP) | 3.07% | 1.65% | 99.9% | - |
 Energy Select Sector SPDR (XLE) | 3% | 2.7% | 84.83% | - |
 Realty Income (O) | 2.88% | 1.76% | 99.9% | - |
 Johnson & Johnson (JNJ) | 2.71% | 2.01% | 99.79% | - |
 Shell (SHEL.L) | 2.5% | 2.34% | 84% | - |
 Philips (PHG) | 2.49% | 2.66% | 84.21% | - |
 Nestle (NESN.ZU) | 2.33% | 1.66% | 83.69% | - |
 CBRE (CBRE) | 2.28% | 3.25% | 83.8% | - |
 Chevron (CVX) | 2.21% | 2.02% | 84.21% | - |
 Savills (SVS.L) | 2.08% | 1.72% | 84.11% | - |
 Volkswagen (VOW3.DE) | 1.16% | 0.98% | 84.11% | - |
 Disney (DIS) | 1.08% | 0% | 15.17% | 5/31/2023 |
 Tesla (TSLA) | 0.93% | 0% | 15.17% | 5/31/2023 |
 Aston Martin (AML.L) | 0.86% | 0.26% | 84.11% | - |
 NextEra (NEE) | 0.83% | 0% | 15.17% | 5/31/2023 |
 Starbucks (SBUX) | 0.7% | 0% | 15.17% | 5/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold MiniShares Trust (GLDM) | 10.94% | 11.1% |
| Meta (META) | 5.64% | 9.2% |
| Alphabet (GOOG) | 8.06% | 9.13% |
| Amazon (AMZN) | 5.64% | 7.46% |
| JPMorgan (JPM) | 5.64% | 7.42% |
| Microsoft (MSFT) | 7.26% | 7.01% |
| Goldman Sachs (GS) | 4.84% | 6.46% |
| HSBC (HSBC) | 4.84% | 4.79% |
| Global X Uranium ETF (URA) | 3.65% | 3.87% |
| Lloyd's (LLOY.L) | 4.03% | 3.69% |
| Energy Select Sector SPDR (XLE) | 3.78% | 3.2% |
| CBRE (CBRE) | 2.42% | 3.14% |
| Philips (PHG) | 2.82% | 2.92% |
| Unilever (UL.US) | 3.23% | 2.78% |
| Shell (SHEL.L) | 3.23% | 2.63% |
| Savills (SVS.L) | 2.82% | 2.39% |
| Chevron (CVX) | 3.23% | 2.3% |
| Nestle (NESN.ZU) | 4.03% | 2.11% |
| PepsiCo (PEP) | 3.23% | 2.07% |
| Johnson & Johnson (JNJ) | 2.82% | 1.97% |
| Realty Income (O) | 2.82% | 1.92% |
| Volkswagen (VOW3.DE) | 2.02% | 1.1% |
| Aston Martin (AML.L) | 2.05% | 0.59% |