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Portfolio Diversification
Range
Most Diversified
55 instruments
September 3, 2026
Least Diversified
0 instruments
February 2, 2025
Average
41.8 instruments
Most Consistent Holdings
Top 5
FTNT99.11%
1810.HK93.42%
MMM92.59%
BABA92.59%
NTDOY92.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Western Digital (WDC) | 5.62% | 13.34% | 81.09% | - |
 Disney (DIS) | 5.04% | 2.47% | 92.18% | - |
 Stanley Black & Decker (SWK) | 4.93% | 2.39% | 86.72% | - |
 Intel (INTC) | 4.36% | 8.6% | 88.56% | - |
 Amazon (AMZN) | 4.19% | 3.05% | 81.8% | - |
| Fortinet (FTNT) | 4.12% | 4.51% | 99.11% | - |
 Valeo (FR.PA) | 4.08% | 4.88% | 83.4% | - |
 Dominion Energy (D) | 3.86% | 2.4% | 81.15% | - |
 SentinelOne (S.US) | 3.32% | 3.6% | 66.45% | - |
| 3M (MMM) | 2.93% | 1.82% | 92.59% | - |
 Clorox (CLX) | 2.71% | 1.66% | 82.87% | - |
 Netflix (NFLX) | 2.71% | 1.09% | 92.41% | - |
 Verizon (VZ) | 2.62% | 1.79% | 85.3% | - |
 Cardano (ADA) | 2.39% | 0% | 16.89% | 11/17/2022 |
 Sandisk Corp/DE (SNDK) | 2.29% | 16.46% | 32.6% | - |
 Pfizer (PFE) | 2.03% | 2.47% | 66.45% | - |
 AT&T (T.US) | 1.98% | 1.36% | 88.5% | - |
 Realty Income (O) | 1.85% | 1.05% | 84.11% | - |
| Xiaomi (1810.HK) | 1.82% | 0.7% | 93.42% | - |
 Zscaler (ZS) | 1.77% | 2.04% | 77.42% | - |
 Renault (RNO.PA) | 1.74% | 0.48% | 88.38% | - |
 Boeing (BA) | 1.73% | 0.63% | 88.56% | - |
 Meta (META) | 1.54% | 0% | 20.87% | 7/27/2023 |
 American Airlines (AAL) | 1.43% | 0.69% | 88.56% | - |
 Medtronic (MDT.US) | 1.34% | 0.71% | 80.74% | - |
 Whirlpool (WHR) | 1.29% | 0.78% | 50.44% | - |
 Starbucks (SBUX) | 1.27% | 1% | 88.32% | - |
 GE (GE) | 1.24% | 0.93% | 88.09% | - |
 Alphabet (GOOG) | 1.21% | 1.36% | 84.11% | - |
 Southwest (LUV) | 1.16% | 1.07% | 66.45% | - |
| Nintendo (NTDOY) | 1.13% | 0.37% | 92.47% | - |
 Comcast (CMCSA) | 1.06% | 0.32% | 81.8% | - |
 Okta (OKTA) | 1.01% | 1.04% | 84.65% | - |
 US Bancorp (USB) | 0.95% | 0.79% | 74.69% | - |
 Adobe (ADBE) | 0.92% | 1.15% | 83.7% | - |
| Alibaba (BABA) | 0.82% | 0.26% | 92.59% | - |
 Volkswagen (VOW3.DE) | 0.81% | 0.38% | 87.79% | - |
 United Airlines (UAL) | 0.77% | 0.48% | 88.56% | - |
 Simon (SPG) | 0.62% | 0.31% | 88.14% | - |
 Adidas (ADS.DE) | 0.61% | 0.21% | 85.42% | - |
 Delta (DAL) | 0.6% | 0.36% | 88.44% | - |
 Tesla (TSLA) | 0.59% | 0.78% | 50.74% | - |
 T. Rowe Price (TROW) | 0.56% | 0.31% | 73.56% | - |
 Ecolab (ECL) | 0.54% | 0.29% | 85.06% | - |
 Nike (NKE) | 0.46% | 1.16% | 52.82% | - |
 Altria (MO) | 0.45% | 0.21% | 88.32% | - |
 Continental (CON.DE) | 0.41% | 0.18% | 85.3% | - |
 Merck (MRK) | 0.36% | 1.01% | 33.73% | - |
 GE Vernova (GEV) | 0.34% | 0.67% | 51.93% | - |
 Basic Attention Token (BAT) | 0.29% | 0.03% | 88.44% | - |
 Warner Bros Discovery (WBD) | 0.26% | 0% | 64.43% | 9/18/2025 |
 Walgreens (WBA) | 0.25% | 0% | 63.78% | 9/1/2025 |
 Netskope, Inc (NTSK) | 0.25% | 2.43% | 14.11% | - |
 Splunk Inc (SPLK) | 0.19% | 0% | 32.31% | 3/20/2024 |
 GE HealthCare (GEHC) | 0.15% | 0.06% | 78.6% | - |
 Icahn Enterprises (IEP) | 0.12% | 0% | 5.81% | 12/23/2022 |
 Check Point (CHKP) | 0.1% | 2.08% | 5.16% | - |
 Aumovio SE (AMV0.DE) | 0.02% | 0.05% | 20.27% | - |
 PepsiCo (PEP) | 0.01% | 0.81% | 0.77% | - |
 McDonald's (MCD) | 0.01% | 0.8% | 0.77% | - |
 Solventum (SOLV) | 0% | 0% | 0.89% | 4/17/2024 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Western Digital (WDC) | 2.67% | 9.22% |
| Valeo (FR.PA) | 9.14% | 6.45% |
| Intel (INTC) | 5.11% | 5.42% |
| Amazon (AMZN) | 2.52% | 4.68% |
| Disney (DIS) | 5% | 4.36% |
| Sandisk Corp/DE (SNDK) | 0% | 4.23% |
| SentinelOne (S.US) | 6.03% | 3.81% |
| Pfizer (PFE) | 5.78% | 3.69% |
| Dominion Energy (D) | 4.94% | 3.64% |
| Fortinet (FTNT) | 4.21% | 3.44% |
| Stanley Black & Decker (SWK) | 5.1% | 3.33% |
| Clorox (CLX) | 5.59% | 3.18% |
| 3M (MMM) | 2.9% | 2.92% |
| Verizon (VZ) | 2.99% | 2.36% |
| Netflix (NFLX) | 0.7% | 2.17% |
| AT&T (T.US) | 1.87% | 2.09% |
| Alphabet (GOOG) | 1% | 2.08% |
| Whirlpool (WHR) | 3.53% | 1.91% |
| Southwest (LUV) | 1.79% | 1.86% |
| Xiaomi (1810.HK) | 0.74% | 1.72% |
| Realty Income (O) | 2.43% | 1.67% |
| Tesla (TSLA) | 0.88% | 1.63% |
| GE (GE) | 0.44% | 1.54% |
| Starbucks (SBUX) | 1.81% | 1.44% |
| American Airlines (AAL) | 1.56% | 1.37% |
| Merck (MRK) | 1.41% | 1.22% |
| Medtronic (MDT.US) | 1.42% | 1.2% |
| US Bancorp (USB) | 1.08% | 1.12% |
| Nike (NKE) | 1.76% | 1.11% |
| Boeing (BA) | 0.97% | 1.09% |
| Renault (RNO.PA) | 0.88% | 0.96% |
| United Airlines (UAL) | 0.38% | 0.84% |
| GE Vernova (GEV) | 0% | 0.82% |
| Volkswagen (VOW3.DE) | 1.24% | 0.82% |
| Nintendo (NTDOY) | 0.72% | 0.8% |
| Okta (OKTA) | 0.7% | 0.78% |
| Comcast (CMCSA) | 1.03% | 0.66% |
| Alibaba (BABA) | 0.49% | 0.58% |
| Delta (DAL) | 0.31% | 0.52% |
| T. Rowe Price (TROW) | 0.78% | 0.51% |
| Simon (SPG) | 0.34% | 0.46% |
| Ecolab (ECL) | 0.4% | 0.46% |
| Adobe (ADBE) | 0.53% | 0.45% |
| Adidas (ADS.DE) | 0.53% | 0.42% |
| Altria (MO) | 0.29% | 0.29% |
| Continental (CON.DE) | 0.35% | 0.29% |
| Basic Attention Token (BAT) | 0.33% | 0.15% |
| GE HealthCare (GEHC) | 0% | 0.14% |
| Aumovio SE (AMV0.DE) | 0% | 0.11% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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