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Portfolio Diversification
Range
Most Diversified
55 instruments
September 3, 2026
Least Diversified
0 instruments
February 2, 2025
Average
42.2 instruments
Most Consistent Holdings
Top 5
FTNT99.08%
1810.HK93.54%
MMM92.73%
BABA92.73%
NTDOY92.62%
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) | 5.81% | 12.71% | 81.55% | - |
 Disney (DIS) | 4.97% | 2.76% | 92.33% | - |
 Stanley Black & Decker (SWK) | 4.86% | 3.01% | 87.02% | - |
 Intel (INTC) | 4.48% | 6.19% | 88.81% | - |
 Amazon (AMZN) | 4.16% | 3.17% | 82.24% | - |
| Fortinet (FTNT) | 4.13% | 3.82% | 99.08% | - |
 Valeo (FR.PA) | 4.09% | 4.01% | 83.79% | - |
 Dominion Energy (D) | 3.81% | 2.69% | 81.6% | - |
 SentinelOne (S.US) | 3.33% | 4.15% | 67.3% | - |
| 3M (MMM) | 2.9% | 2.06% | 92.73% | - |
 Clorox (CLX) | 2.68% | 1.8% | 83.28% | - |
 Sandisk Corp/DE (SNDK) | 2.66% | 13.3% | 34.37% | - |
 Netflix (NFLX) | 2.66% | 0.94% | 92.56% | - |
 Verizon (VZ) | 2.59% | 1.68% | 85.64% | - |
 Cardano (ADA) | 2.33% | 0% | 16.44% | 11/17/2022 |
 Pfizer (PFE) | 2.05% | 2.94% | 67.3% | - |
 AT&T (T.US) | 1.96% | 1.17% | 88.75% | - |
 Realty Income (O) | 1.83% | 1.1% | 84.49% | - |
| Xiaomi (1810.HK) | 1.79% | 0.75% | 93.54% | - |
 Zscaler (ZS) | 1.78% | 2.7% | 77.97% | - |
 Renault (RNO.PA) | 1.71% | 0.47% | 88.64% | - |
 Boeing (BA) | 1.7% | 0.56% | 88.81% | - |
 Meta (META) | 1.5% | 0% | 20.3% | 7/27/2023 |
 American Airlines (AAL) | 1.41% | 0.73% | 88.81% | - |
 Medtronic (MDT.US) | 1.32% | 0.78% | 81.2% | - |
 Whirlpool (WHR) | 1.27% | 0.76% | 51.73% | - |
 Starbucks (SBUX) | 1.26% | 1.15% | 88.58% | - |
 GE (GE) | 1.23% | 0.98% | 88.35% | - |
 Alphabet (GOOG) | 1.21% | 1.2% | 84.49% | - |
 Southwest (LUV) | 1.16% | 1.24% | 67.3% | - |
| Nintendo (NTDOY) | 1.11% | 0.4% | 92.62% | - |
 Comcast (CMCSA) | 1.04% | 0.33% | 82.24% | - |
 Okta (OKTA) | 1.01% | 1.22% | 85.01% | - |
 US Bancorp (USB) | 0.95% | 0.81% | 75.32% | - |
 Adobe (ADBE) | 0.92% | 1.2% | 84.08% | - |
| Alibaba (BABA) | 0.81% | 0.25% | 92.73% | - |
 Volkswagen (VOW3.DE) | 0.8% | 0.35% | 88.06% | - |
 United Airlines (UAL) | 0.76% | 0.51% | 88.81% | - |
 Simon (SPG) | 0.61% | 0.35% | 88.41% | - |
 Adidas (ADS.DE) | 0.6% | 0.27% | 85.76% | - |
 Tesla (TSLA) | 0.6% | 0.94% | 52.02% | - |
 Delta (DAL) | 0.59% | 0.39% | 88.7% | - |
 T. Rowe Price (TROW) | 0.55% | 0.34% | 74.22% | - |
 Ecolab (ECL) | 0.53% | 0.34% | 85.41% | - |
 Nike (NKE) | 0.48% | 1.34% | 54.04% | - |
 Altria (MO) | 0.45% | 0.25% | 88.58% | - |
 Continental (CON.DE) | 0.41% | 0.18% | 85.64% | - |
 Merck (MRK) | 0.37% | 1.13% | 35.47% | - |
 GE Vernova (GEV) | 0.35% | 0.69% | 53.17% | - |
 Netskope, Inc (NTSK) | 0.31% | 3.64% | 16.38% | - |
 Basic Attention Token (BAT) | 0.29% | 0.06% | 88.7% | - |
 Warner Bros Discovery (WBD) | 0.25% | 0% | 62.69% | 9/18/2025 |
 Walgreens (WBA) | 0.25% | 0% | 62.05% | 9/1/2025 |
 Splunk Inc (SPLK) | 0.18% | 0% | 31.43% | 3/20/2024 |
 Check Point (CHKP) | 0.15% | 2.47% | 7.67% | - |
 GE HealthCare (GEHC) | 0.15% | 0.08% | 79.12% | - |
 Icahn Enterprises (IEP) | 0.12% | 0% | 5.65% | 12/23/2022 |
 PepsiCo (PEP) | 0.03% | 0.88% | 3.4% | - |
 McDonald's (MCD) | 0.03% | 0.88% | 3.4% | - |
 Aumovio SE (AMV0.DE) | 0.02% | 0.05% | 22.38% | - |
 Solventum (SOLV) | 0% | 0% | 0.87% | 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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