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Portfolio Diversification
Range
Most Diversified
18 instruments
June 4, 2024
Least Diversified
0 instruments
August 21, 2024
Average
5.5 instruments
Most Consistent Holdings
Top 5
SCHD51.51%
VTI33.3%
CE32.91%
O31.16%
CMI29.11%
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) | 47.16% | 73.02% | 51.51% | - |
| Celanese (CE) | 7.82% | 0% | 32.91% | 7/9/2024 |
| Vanguard Total Stock Market ETF (VTI) | 6.04% | 0% | 33.3% | 8/9/2024 |
 PDD Holdings (PDD) | 5.83% | 0% | 6.04% | 11/12/2024 |
 Bitcoin (BTC) | 4.03% | 26.97% | 22.3% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.56% | 0% | 27.56% | 8/7/2024 |
| Realty Income (O) | 3.41% | 0% | 31.16% | 8/20/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 2.79% | 0% | 2.82% | 12/12/2024 |
 Alibaba (BABA) | 1.63% | 0% | 23.37% | 8/20/2024 |
 Brookfield (BN.US) | 1.5% | 0% | 25.02% | 7/9/2024 |
 Alphabet (GOOGL) | 1.38% | 0% | 28.33% | 8/12/2024 |
| Cummins (CMI) | 1.37% | 0% | 29.11% | 8/20/2024 |
 British American Tobacco (BTI) | 1.09% | 0% | 23.66% | 8/20/2024 |
 Meta (META) | 0.88% | 0% | 12.95% | 3/12/2024 |
 Procter & Gamble (PG) | 0.69% | 0% | 15.48% | 3/11/2024 |
 BNY Mellon (BK) | 0.67% | 0% | 11.59% | 7/9/2024 |
 Amazon (AMZN) | 0.67% | 0% | 15.58% | 4/2/2024 |
 AbbVie (ABBV) | 0.65% | 0% | 25.02% | 7/9/2024 |
 UPS (UPS) | 0.56% | 0% | 13.53% | 8/20/2024 |
 Evolution (EVO.ST) | 0.49% | 0% | 3.99% | 8/20/2024 |
 iShares MSCI China ETF (MCHI) | 0.43% | 0% | 14.31% | 8/8/2024 |
 State Street (STT) | 0.43% | 0% | 11.49% | 7/9/2024 |
 3M (MMM) | 0.34% | 0% | 9.44% | 7/9/2024 |
 PayPal (PYPL) | 0.32% | 0% | 9.83% | 2/8/2024 |
 Snap-on (SNA) | 0.31% | 0% | 4.09% | 8/20/2024 |
 Paycom (PAYC) | 0.3% | 0% | 4.09% | 8/20/2024 |
 UnitedHealth (UNH) | 0.3% | 0% | 4.09% | 8/20/2024 |
 CVS Health (CVS) | 0.27% | 0% | 7.5% | 7/23/2024 |
 Comcast (CMCSA) | 0.26% | 0% | 7.59% | 8/20/2024 |
 Tesla (TSLA) | 0.21% | 0% | 4.77% | 12/18/2023 |
 Paramount (PSKY) | 0.19% | 0% | 8.18% | 1/16/2024 |
 NetEase (NTES) | 0.17% | 0% | 9.44% | 7/9/2024 |
 iShares MSCI India ETF (INDA) | 0.17% | 0% | 5.36% | 12/18/2023 |
 Novo-Nordisk (NVO) | 0.17% | 0% | 5.36% | 12/18/2023 |
 Microsoft (MSFT) | 0.1% | 0% | 3.31% | 4/2/2024 |
 HKEX (00388.HK) | 0.07% | 0% | 5.16% | 5/6/2024 |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 1.07% | 8/20/2024 |
 Deere (DE) | 0.04% | 0% | 0.78% | 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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