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Portfolio Diversification
Range
Most Diversified
18 instruments
June 4, 2024
Least Diversified
0 instruments
August 21, 2024
Average
5.3 instruments
Most Consistent Holdings
Top 5
SCHD53.92%
VTI31.52%
CE31.15%
O29.49%
CMI27.56%
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) | 48.5% | 73.94% | 53.92% | - |
| Celanese (CE) | 7.4% | 0% | 31.15% | 7/9/2024 |
| Vanguard Total Stock Market ETF (VTI) | 5.72% | 0% | 31.52% | 8/9/2024 |
 PDD Holdings (PDD) | 5.52% | 0% | 5.71% | 11/12/2024 |
 Bitcoin (BTC) | 5.11% | 26.06% | 26.27% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.37% | 0% | 26.08% | 8/7/2024 |
| Realty Income (O) | 3.23% | 0% | 29.49% | 8/20/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 2.64% | 0% | 2.67% | 12/12/2024 |
 Alibaba (BABA) | 1.54% | 0% | 22.12% | 8/20/2024 |
 Brookfield (BN.US) | 1.42% | 0% | 23.69% | 7/9/2024 |
 Alphabet (GOOGL) | 1.31% | 0% | 26.82% | 8/12/2024 |
| Cummins (CMI) | 1.29% | 0% | 27.56% | 8/20/2024 |
 British American Tobacco (BTI) | 1.04% | 0% | 22.4% | 8/20/2024 |
 Meta (META) | 0.84% | 0% | 12.26% | 3/12/2024 |
 Procter & Gamble (PG) | 0.66% | 0% | 14.65% | 3/11/2024 |
 BNY Mellon (BNY) | 0.64% | 0% | 10.97% | 7/9/2024 |
 Amazon (AMZN) | 0.64% | 0% | 14.75% | 4/2/2024 |
 AbbVie (ABBV) | 0.61% | 0% | 23.69% | 7/9/2024 |
 UPS (UPS) | 0.53% | 0% | 12.81% | 8/20/2024 |
 Evolution (EVO.ST) | 0.46% | 0% | 3.78% | 8/20/2024 |
 iShares MSCI China ETF (MCHI) | 0.41% | 0% | 13.55% | 8/8/2024 |
 State Street (STT) | 0.41% | 0% | 10.88% | 7/9/2024 |
 3M (MMM) | 0.32% | 0% | 8.94% | 7/9/2024 |
 PayPal (PYPL) | 0.3% | 0% | 9.31% | 2/8/2024 |
 Snap-on (SNA) | 0.3% | 0% | 3.87% | 8/20/2024 |
 Paycom (PAYC) | 0.28% | 0% | 3.87% | 8/20/2024 |
 UnitedHealth (UNH) | 0.28% | 0% | 3.87% | 8/20/2024 |
 CVS Health (CVS) | 0.25% | 0% | 7.1% | 7/23/2024 |
 Comcast (CMCSA) | 0.24% | 0% | 7.19% | 8/20/2024 |
 Tesla (TSLA) | 0.2% | 0% | 4.52% | 12/18/2023 |
 Paramount (PSKY) | 0.18% | 0% | 7.74% | 1/16/2024 |
 NetEase (NTES) | 0.16% | 0% | 8.94% | 7/9/2024 |
 iShares MSCI India ETF (INDA) | 0.16% | 0% | 5.07% | 12/18/2023 |
 Novo-Nordisk (NVO) | 0.16% | 0% | 5.07% | 12/18/2023 |
 Microsoft (MSFT) | 0.1% | 0% | 3.13% | 4/2/2024 |
 HKEX (00388.HK) | 0.07% | 0% | 4.88% | 5/6/2024 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 1.01% | 8/20/2024 |
 Deere (DE) | 0.04% | 0% | 0.74% | 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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