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Portfolio Diversification
Range
Most Diversified
63 instruments
January 24, 2026
Least Diversified
0 instruments
February 2, 2025
Average
40.2 instruments
Most Consistent Holdings
Top 5
MCD99.72%
PG99.72%
PEP99.72%
VOW3.DE99.15%
AMZN98.43%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| PepsiCo (PEP) | 7.22% | 3.67% | 99.72% | - |
 Walmart (WMT) | 7.12% | 7.81% | 96.44% | - |
| McDonald's (MCD) | 7.01% | 3.39% | 99.72% | - |
| Procter & Gamble (PG) | 6.42% | 2.89% | 99.72% | - |
 BMW (BMW.DE) | 5.48% | 3.18% | 98.43% | - |
 3M (MMM) | 4.97% | 4.59% | 92.59% | - |
| Volkswagen (VOW3.DE) | 4.58% | 2.09% | 99.15% | - |
 Mercedes-Benz (MBG.DE) | 3.89% | 2.27% | 96.23% | - |
 Coca-Cola (KO) | 2.56% | 1.53% | 96.44% | - |
 BNP Paribas (BNP.PA) | 2.39% | 2.12% | 90.74% | - |
 JPMorgan (JPM) | 2.28% | 1.62% | 98.43% | - |
 Verizon (VZ) | 2.25% | 2.04% | 80.77% | - |
 ZIM (ZIM) | 2.19% | 0% | 81.98% | 2/25/2026 |
 Johnson & Johnson (JNJ) | 1.82% | 1.96% | 95.44% | - |
 Swedbank (SWED-A.ST) | 1.77% | 2.74% | 89.03% | - |
 Petrobras (PBR.A) | 1.72% | 2.26% | 67.02% | - |
 Whirlpool (WHR) | 1.69% | 1.29% | 66.38% | - |
 Caterpillar (CAT) | 1.68% | 2.93% | 92.45% | - |
 TSMC (TSM) | 1.66% | 3.38% | 80.7% | - |
 Unilever (ULVR.L) | 1.56% | 1.66% | 74.86% | - |
 Nestle (NESN.ZU) | 1.52% | 1.56% | 79.13% | - |
 Societe Generale (GLE.PA) | 1.51% | 3.02% | 70.09% | - |
| Amazon (AMZN) | 1.48% | 0.51% | 98.43% | - |
 Microsoft (MSFT) | 1.47% | 0% | 26.14% | 5/9/2023 |
 Ford (F) | 1.41% | 1.21% | 74.57% | - |
 AT&T (T) | 1.37% | 1.15% | 87.11% | - |
 Phillips 66 (PSX) | 1.35% | 0.94% | 93.66% | - |
 Intel (INTC) | 1.21% | 1.73% | 81.27% | - |
 Altria (MO) | 1.21% | 1.39% | 71.37% | - |
 Shell (SHEL.L) | 1.11% | 0.93% | 92.45% | - |
 PUMA (PUM.DE) | 1.03% | 1.07% | 56.13% | - |
 Invesco Mortgage Capital (IVR) | 1% | 0.56% | 82.19% | - |
 CVS Health (CVS) | 0.94% | 1.82% | 51.42% | - |
 GSK (GSK.L) | 0.82% | 1.09% | 76.35% | - |
 Deutsche Telekom (DTE.DE) | 0.8% | 1.09% | 73.36% | - |
 Starbucks (SBUX) | 0.76% | 0% | 67.31% | 12/6/2024 |
 Netflix (NFLX) | 0.7% | 0% | 31.7% | 3/2/2026 |
 Merck (MRK) | 0.66% | 1.39% | 46.79% | - |
 Persimmon (PSN.L) | 0.62% | 0.21% | 97.51% | - |
 NVIDIA (NVDA) | 0.61% | 1.99% | 28.92% | - |
 LG Display (LPL) | 0.56% | 0.31% | 81.55% | - |
 Broadcom (AVGO) | 0.53% | 1.65% | 38.6% | - |
 Apple (AAPL) | 0.49% | 0% | 24.64% | 4/28/2023 |
 ExxonMobil (XOM) | 0.47% | 0.75% | 55.84% | - |
 Rio Tinto (RIO) | 0.42% | 1.53% | 29.91% | - |
 Target (TGT) | 0.41% | 0.96% | 38.53% | - |
 Solventum (SOLV) | 0.37% | 0.52% | 49.93% | - |
 Sanofi (SAN.PA) | 0.37% | 0.49% | 44.87% | - |
 Colgate (CL) | 0.32% | 0% | 24.29% | 2/3/2026 |
 Bank of America (BAC) | 0.3% | 0.97% | 29.13% | - |
 Alphabet (GOOGL) | 0.29% | 1.49% | 25.21% | - |
 Deutsche Bank (DBK.DE) | 0.28% | 0.61% | 39.96% | - |
 China Citic Bank (0998.HK) | 0.24% | 0.55% | 46.79% | - |
 Lenovo (0992.HK) | 0.22% | 0.77% | 29.91% | - |
 Magellan (MFG.ASX) | 0.21% | 0% | 38.39% | 8/19/2024 |
 HeidelbergCement (HEI.DE) | 0.17% | 0.77% | 36.11% | - |
 Xiaomi (1810.HK) | 0.16% | 0.52% | 26.71% | - |
 Boeing (BA) | 0.13% | 0% | 7.98% | 12/21/2022 |
 Dell (DELL) | 0.13% | 0% | 10.75% | 2/11/2025 |
 TotalEnergies (TTE.PA) | 0.13% | 1.55% | 8.76% | - |
 Mondelez (MDLZ) | 0.08% | 0.47% | 25% | - |
 eToro Group LTD (ETOR) | 0.07% | 0.32% | 15.31% | - |
 Swatch (UHR.ZU) | 0.06% | 0.43% | 11.68% | - |
 Glencore (GLEN.L) | 0.05% | 0% | 18.38% | 9/29/2025 |
 Visa (V) | 0.05% | 0% | 2.14% | 6/1/2022 |
 Orpea (EMEIS.PA) | 0.05% | 0% | 26.28% | 11/14/2023 |
 Realty Income (O) | 0.04% | 1.3% | 3.28% | - |
 Gold (Non Expiry) (GOLD) | 0.04% | 0% | 0.85% | 3/4/2026 |
 Vestas (VWS.CO) | 0.03% | 0% | 0.57% | 4/20/2022 |
 METRO (B4B.DE) | 0.03% | 0% | 9.97% | 2/6/2025 |
 Monster Beverage (MNST) | 0.03% | 0% | 1.78% | 3/31/2025 |
 Alibaba (BABA) | 0.03% | 0.57% | 6.34% | - |
 Czechoslovak Group (CSG.NV) | 0.02% | 0.72% | 3.06% | - |
 Nokia (NOK) | 0.02% | 0% | 6.13% | 4/7/2025 |
 Twitter (TWTR) | 0.02% | 0% | 0.28% | 4/8/2022 |
 Weibo (WB) | 0.01% | 0.42% | 5.34% | - |
 Rheinmetall (RHM.DE) | 0.01% | 0% | 1.35% | 4/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.01% | 0% | 0.21% | 4/28/2022 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0.09% | 6.27% | - |
 Husqvarna (HUSQB.ST) | 0.01% | 0.39% | 3.13% | - |
 Shiba (in millions) (SHIBxM) | 0% | 0% | 0.36% | 12/19/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Walmart (WMT) | 4.25% | 7.96% |
| 3M (MMM) | 4.85% | 5.43% |
| BMW (BMW.DE) | 4.8% | 4.28% |
| McDonald's (MCD) | 3.56% | 3.58% |
| Societe Generale (GLE.PA) | 1.46% | 3.56% |
| TSMC (TSM) | 1.79% | 3.43% |
| PepsiCo (PEP) | 4.98% | 3.41% |
| Procter & Gamble (PG) | 3.68% | 3.05% |
| Mercedes-Benz (MBG.DE) | 3.48% | 2.85% |
| Caterpillar (CAT) | 1.52% | 2.8% |
| Volkswagen (VOW3.DE) | 4.54% | 2.78% |
| NVIDIA (NVDA) | 2.07% | 2.36% |
| BNP Paribas (BNP.PA) | 1.55% | 2.25% |
| Swedbank (SWED-A.ST) | 1.41% | 2.21% |
| CVS Health (CVS) | 1.99% | 2.1% |
| JPMorgan (JPM) | 1% | 2.04% |
| Broadcom (AVGO) | 1.24% | 1.95% |
| Johnson & Johnson (JNJ) | 1.89% | 1.91% |
| Unilever (ULVR.L) | 2.07% | 1.86% |
| Verizon (VZ) | 2.26% | 1.84% |
| Whirlpool (WHR) | 3.68% | 1.79% |
| Petrobras (PBR.A) | 2.72% | 1.78% |
| Nestle (NESN.ZU) | 2.79% | 1.73% |
| Intel (INTC) | 1.48% | 1.67% |
| Coca-Cola (KO) | 1.66% | 1.58% |
| Rio Tinto (RIO) | 1.43% | 1.54% |
| Alphabet (GOOGL) | 0.93% | 1.49% |
| Ford (F) | 1.75% | 1.48% |
| ZIM (ZIM) | 1.11% | 1.44% |
| TotalEnergies (TTE.PA) | 1.72% | 1.44% |
| Merck (MRK) | 2.03% | 1.43% |
| Altria (MO) | 1.32% | 1.37% |
| Bank of America (BAC) | 1.19% | 1.24% |
| PUMA (PUM.DE) | 2.82% | 1.18% |
| AT&T (T) | 0.86% | 1.13% |
| Colgate (CL) | 1.6% | 1.11% |
| GSK (GSK.L) | 1.09% | 1.1% |
| Deutsche Telekom (DTE.DE) | 1.18% | 1.03% |
| Shell (SHEL.L) | 0.89% | 0.92% |
| Target (TGT) | 1.58% | 0.88% |
| Deutsche Bank (DBK.DE) | 0.44% | 0.86% |
| Phillips 66 (PSX) | 0.71% | 0.83% |
| Xiaomi (1810.HK) | 0.97% | 0.68% |
| ExxonMobil (XOM) | 0.7% | 0.68% |
| Solventum (SOLV) | 0% | 0.67% |
| Invesco Mortgage Capital (IVR) | 1.27% | 0.66% |
| Lenovo (0992.HK) | 0.87% | 0.62% |
| Amazon (AMZN) | 0.61% | 0.62% |
| China Citic Bank (0998.HK) | 0.59% | 0.6% |
| Sanofi (SAN.PA) | 0.82% | 0.6% |
| HeidelbergCement (HEI.DE) | 0.28% | 0.54% |
| Swatch (UHR.ZU) | 0.55% | 0.48% |
| Alibaba (BABA) | 0.61% | 0.46% |
| eToro Group LTD (ETOR) | 0.84% | 0.4% |
| LG Display (LPL) | 0.61% | 0.38% |
| Persimmon (PSN.L) | 0.51% | 0.25% |
| Mondelez (MDLZ) | 0.36% | 0.24% |
| Weibo (WB) | 0.29% | 0.23% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.11% |
Cash & Instruments Over Time
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