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Portfolio Diversification
Range
Most Diversified
18 instruments
June 4, 2024
Least Diversified
0 instruments
August 21, 2024
Average
5.7 instruments
Most Consistent Holdings
Top 5
SCHD49.34%
VTI34.86%
CE34.45%
O32.62%
CMI30.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 45.99% | 74.79% | 49.34% | - |
| Celanese (CE) | 8.19% | 0% | 34.45% | 7/9/2024 |
| Vanguard Total Stock Market ETF (VTI) | 6.32% | 0% | 34.86% | 8/9/2024 |
 PDD Holdings (PDD) | 6.1% | 0% | 6.32% | 11/12/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.73% | 0% | 28.85% | 8/7/2024 |
| Realty Income (O) | 3.57% | 0% | 32.62% | 8/20/2024 |
 Bitcoin (BTC) | 3.01% | 25.18% | 18.76% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 2.92% | 0% | 2.96% | 12/12/2024 |
 Alibaba (BABA) | 1.71% | 0% | 24.46% | 8/20/2024 |
 Brookfield (BN.US) | 1.57% | 0% | 26.2% | 7/9/2024 |
 Alphabet (GOOGL) | 1.45% | 0% | 29.66% | 8/12/2024 |
| Cummins (CMI) | 1.43% | 0% | 30.48% | 8/20/2024 |
 British American Tobacco (BTI) | 1.15% | 0% | 24.77% | 8/20/2024 |
 Meta (META) | 0.92% | 0% | 13.56% | 3/12/2024 |
 Procter & Gamble (PG) | 0.73% | 0% | 16.21% | 3/11/2024 |
 BNY Mellon (BK) | 0.71% | 0% | 12.13% | 7/9/2024 |
 Amazon (AMZN) | 0.7% | 0% | 16.31% | 4/2/2024 |
 AbbVie (ABBV) | 0.68% | 0% | 26.2% | 7/9/2024 |
 UPS (UPS) | 0.59% | 0% | 14.17% | 8/20/2024 |
 Evolution (EVO.ST) | 0.51% | 0% | 4.18% | 8/20/2024 |
 iShares MSCI China ETF (MCHI) | 0.45% | 0% | 14.98% | 8/8/2024 |
 State Street (STT) | 0.45% | 0% | 12.03% | 7/9/2024 |
 3M (MMM) | 0.35% | 0% | 9.89% | 7/9/2024 |
 PayPal (PYPL) | 0.33% | 0% | 10.3% | 2/8/2024 |
 Snap-on (SNA) | 0.33% | 0% | 4.28% | 8/20/2024 |
 Paycom (PAYC) | 0.31% | 0% | 4.28% | 8/20/2024 |
 UnitedHealth (UNH) | 0.31% | 0% | 4.28% | 8/20/2024 |
 CVS Health (CVS) | 0.28% | 0% | 7.85% | 7/23/2024 |
 Comcast (CMCSA) | 0.27% | 0% | 7.95% | 8/20/2024 |
 Tesla (TSLA) | 0.22% | 0% | 4.99% | 12/18/2023 |
 Paramount (PSKY) | 0.2% | 0% | 8.56% | 1/16/2024 |
 NetEase (NTES) | 0.18% | 0% | 9.89% | 7/9/2024 |
 iShares MSCI India ETF (INDA) | 0.18% | 0% | 5.61% | 12/18/2023 |
 Novo-Nordisk (NVO) | 0.18% | 0% | 5.61% | 12/18/2023 |
 Microsoft (MSFT) | 0.11% | 0% | 3.47% | 4/2/2024 |
 HKEX (00388.HK) | 0.08% | 0% | 5.4% | 5/6/2024 |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 1.12% | 8/20/2024 |
 Deere (DE) | 0.04% | 0% | 0.82% | 8/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 80.74% | 83.47% |
| Bitcoin (BTC) | 18.53% | 15.78% |
Cash & Instruments Over Time
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