Portfolio Diversification
Range
Most Diversified
39 instruments
August 26, 2025
Least Diversified
19 instruments
January 2, 2023
Average
26.1 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
AXP100%
KO100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 8.83% | 3.28% | 100% | - |
| Coca-Cola (KO) | 7.24% | 2.93% | 100% | - |
| Alphabet (GOOG) | 7.12% | 3.69% | 100% | - |
| Microsoft (MSFT) | 6.57% | 2.77% | 100% | - |
 Synopsys (SNPS) | 5.77% | 2.15% | 100% | - |
 Netflix (NFLX) | 5.36% | 4.02% | 100% | - |
| Apple (AAPL) | 4.93% | 2.24% | 100% | - |
 NVIDIA (NVDA) | 4.8% | 4.55% | 100% | - |
 Qualcomm (QCOM) | 4.75% | 1.73% | 100% | - |
 PepsiCo (PEP) | 4.36% | 10.61% | 100% | - |
 Intesa Sanpaolo (ISP.MI) | 3.23% | 2.47% | 100% | - |
 Waste Management (WM) | 2.88% | 1.09% | 100% | - |
 Comerica (CMA) | 2.59% | 0.95% | 100% | - |
 Applied Materials (AMAT) | 2.31% | 1.07% | 100% | - |
 Lam Research (LRCX) | 2.29% | 0.88% | 100% | - |
| American Express (AXP) | 2.25% | 1.16% | 100% | - |
 Sirius XM (SIRI) | 2.21% | 3.98% | 34.92% | - |
 Deere (DE) | 2.07% | 0.83% | 100% | - |
 Johnson Controls (JCI) | 1.91% | 1.02% | 100% | - |
 Terna (TRN.MI) | 1.57% | 0.98% | 65.19% | - |
 Shell (SHEL.L) | 1.37% | 0.71% | 100% | - |
 Campari (CPR.MI) | 1.29% | 2.63% | 49.69% | - |
 Kraft Heinz (KHC) | 1.03% | 4.82% | 34.92% | - |
 Realty Income (O) | 1.01% | 3.07% | 22.42% | - |
 Verizon (VZ) | 0.99% | 5.66% | 34.92% | - |
 Target (TGT) | 0.98% | 6.08% | 26.34% | - |
 Eni (ENI.MI) | 0.85% | 0.88% | 49.17% | - |
 Constellation Brands (STZ) | 0.77% | 2.21% | 19.52% | - |
 Procter & Gamble (PG) | 0.64% | 0.9% | 38.22% | - |
 AbbVie (ABBV) | 0.64% | 0.91% | 41.84% | - |
 Novo Nordisk (NOVO-B.CO) | 0.64% | 6.17% | 41.84% | - |
 Leonardo (LDO.MI) | 0.55% | 1.45% | 41.84% | - |
 ADM (ADM) | 0.55% | 1.64% | 26.34% | - |
 Union Pacific (UNP) | 0.54% | 0.65% | 41.84% | - |
 LVMH (MC.PA) | 0.53% | 0.64% | 38.95% | - |
 Bank of America (BAC) | 0.36% | 0.53% | 41.84% | - |
 Nike (NKE) | 0.33% | 0.87% | 26.34% | - |
 Occidental (OXY) | 0.26% | 0.43% | 34.92% | - |
 UnitedHealth (UNH) | 0.08% | 6.8% | 1.14% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Sirius XM (SIRI) | 9.42% | 7.51% |
| NVIDIA (NVDA) | 3.68% | 6.58% |
| Alphabet (GOOG) | 4.55% | 5.88% |
| SPDR S&P 500 ETF (SPY) | 4.75% | 5.77% |
| Netflix (NFLX) | 3.25% | 5.55% |
| Coca-Cola (KO) | 5.54% | 5.2% |
| Apple (AAPL) | 3.37% | 4.56% |
| Microsoft (MSFT) | 3.76% | 4.48% |
| PepsiCo (PEP) | 5.1% | 4.19% |
| Synopsys (SNPS) | 2.61% | 3.4% |
| Intesa Sanpaolo (ISP.MI) | 2.95% | 3.32% |
| Qualcomm (QCOM) | 3.86% | 3.25% |
| Campari (CPR.MI) | 4.16% | 3.17% |
| Kraft Heinz (KHC) | 3.58% | 2.78% |
| ADM (ADM) | 2.99% | 2.61% |
| Target (TGT) | 2.67% | 2.38% |
| Applied Materials (AMAT) | 2.57% | 2.15% |
| Verizon (VZ) | 2.77% | 2.15% |
| American Express (AXP) | 1.39% | 2.04% |
| Waste Management (WM) | 1.78% | 1.91% |
| Procter & Gamble (PG) | 2.16% | 1.85% |
| Nike (NKE) | 2.02% | 1.73% |
| Terna (TRN.MI) | 1.98% | 1.7% |
| Comerica (CMA) | 2.41% | 1.63% |
| LVMH (MC.PA) | 1.98% | 1.62% |
| Eni (ENI.MI) | 1.98% | 1.51% |
| AbbVie (ABBV) | 1.78% | 1.48% |
| Johnson Controls (JCI) | 1.39% | 1.47% |
| Deere (DE) | 1.39% | 1.44% |
| Union Pacific (UNP) | 1.58% | 1.3% |
| Shell (SHEL.L) | 1.49% | 1.27% |
| Lam Research (LRCX) | 0.99% | 1.23% |
| Leonardo (LDO.MI) | 0.99% | 1.01% |
| Bank of America (BAC) | 0.99% | 0.9% |
| Occidental (OXY) | 1.09% | 0.88% |
| Novo Nordisk (NOVO-B.CO) | 0.99% | 0.62% |