Portfolio Diversification
Range
Most Diversified
23 instruments
June 8, 2023
Least Diversified
3 instruments
June 6, 2023
Average
21.2 instruments
Most Consistent Holdings
Top 5
GOOG99.89%
META99.89%
MSFT99.89%
JNJ99.89%
JPM99.89%
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 |
|---|---|---|---|---|
 SPDR Gold MiniShares Trust (GLDM) | 9.18% | 12.91% | 83.14% | - |
| Meta (META) | 8.74% | 10.11% | 99.89% | - |
| Alphabet (GOOG) | 8.38% | 7.73% | 99.89% | - |
| Microsoft (MSFT) | 7.69% | 7.2% | 99.89% | - |
| JPMorgan (JPM) | 6.88% | 7.58% | 99.89% | - |
 Amazon (AMZN) | 6.66% | 6.7% | 99.77% | - |
 Goldman Sachs (GS) | 4.57% | 6.39% | 82.57% | - |
 Unilever (UL.US) | 3.91% | 2.85% | 99.89% | - |
 HSBC (HSBC) | 3.88% | 5.35% | 82.57% | - |
 Global X Uranium ETF (URA) | 3.62% | 4.48% | 83.14% | - |
 Lloyd's (LLOY.L) | 3.26% | 4.94% | 82.46% | - |
 PepsiCo (PEP) | 3.22% | 1.63% | 99.89% | - |
 Energy Select Sector SPDR (XLE) | 3.02% | 2.87% | 83.26% | - |
 Realty Income (O) | 3% | 1.85% | 99.89% | - |
| Johnson & Johnson (JNJ) | 2.79% | 1.95% | 99.89% | - |
 Shell (SHEL.L) | 2.5% | 2.47% | 82.46% | - |
 Philips (PHG) | 2.48% | 2.49% | 82.57% | - |
 Nestle (NESN.ZU) | 2.39% | 2.2% | 82.35% | - |
 Chevron (CVX) | 2.22% | 2.05% | 82.57% | - |
 CBRE (CBRE) | 2.2% | 2.84% | 82.46% | - |
 Savills (SVS.L) | 2.09% | 2.03% | 82.46% | - |
 Disney (DIS) | 1.19% | 0% | 16.74% | 5/31/2023 |
 Volkswagen (VOW3.DE) | 1.18% | 1.01% | 82.46% | - |
 Tesla (TSLA) | 1.03% | 0% | 16.74% | 5/31/2023 |
 NextEra (NEE) | 0.92% | 0% | 16.74% | 5/31/2023 |
 Aston Martin (AML.L) | 0.92% | 0.34% | 82.46% | - |
 Starbucks (SBUX) | 0.77% | 0% | 16.74% | 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% |