Portfolio Diversification
Range
Most Diversified
62 instruments
September 7, 2023
Least Diversified
0 instruments
February 2, 2025
Average
33.1 instruments
Most Consistent Holdings
Top 5
BAC85.55%
TRIG.L85.46%
BATS.L85%
AAPL83.74%
UPST83.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 27, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 JPMorgan (JPM) | 8.19% | 0% | 37.04% | 5/19/2023 |
 iShares Core High Dividend ETF (HDV) | 5.21% | 0% | 77.69% | 12/20/2024 |
 Realty Income (O) | 4.05% | 7.83% | 75.88% | - |
| BAT (BATS.L) | 3.51% | 7.4% | 85% | - |
 Intel (INTC) | 3.41% | 0% | 47.52% | 9/1/2023 |
| Apple (AAPL) | 3.2% | 2.7% | 83.74% | - |
| Bank of America (BAC) | 3.17% | 4.58% | 85.55% | - |
 Amazon (AMZN) | 3.1% | 7.06% | 69.11% | - |
 Newmont (NEM) | 2.93% | 5.53% | 53.39% | - |
 Coca-Cola (KO) | 2.75% | 5.5% | 60.7% | - |
 Netflix (NFLX) | 2.71% | 0% | 2.98% | 8/23/2024 |
 Johnson Controls (JCI) | 2.41% | 0% | 43% | 2/14/2024 |
 China Railway (0390.HK) | 2.03% | 3.83% | 54.29% | - |
 CNR (CNI) | 1.59% | 2.51% | 54.38% | - |
 Vanguard S&P 500 ETF (VOO) | 1.58% | 1.67% | 31.44% | - |
 Albemarle (ALB) | 1.55% | 2.88% | 52.12% | - |
 Alphabet (GOOG) | 1.54% | 0% | 40.83% | 8/8/2023 |
 Wacker Chemie (WCH.DE) | 1.52% | 3.48% | 54.38% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 1.5% | 1.62% | 31.44% | - |
 Berkshire Hathaway (BRK.B) | 1.46% | 0% | 25.93% | 5/19/2023 |
 Occidental (OXY) | 1.43% | 1.54% | 61.07% | - |
 PayPal (PYPL) | 1.43% | 3.01% | 49.95% | - |
 SPDR S&P Biotech ETF (XBI) | 1.23% | 0% | 25.84% | 5/19/2023 |
 Johnson & Johnson (JNJ) | 1.22% | 2.43% | 57.63% | - |
 Walgreens (WBA) | 1.2% | 1.41% | 55.65% | - |
| Upstart (UPST) | 1.17% | 0% | 83.29% | 12/18/2024 |
 Whitehaven Coal (WHC.ASX) | 1.02% | 1.85% | 51.85% | - |
 NVIDIA (NVDA) | 0.97% | 0% | 21.86% | 4/3/2023 |
| Renewables Infrastructure Group (TRIG.L) | 0.95% | 0.78% | 85.46% | - |
 Rio Tinto (RIO) | 0.89% | 2.11% | 55.01% | - |
 China Railway Construction (1186.HK) | 0.85% | 0% | 46.97% | 12/19/2024 |
 Abbott (ABT) | 0.83% | 0% | 47.52% | 1/17/2024 |
 Legal & General (LGEN.L) | 0.78% | 0% | 43.81% | 2/12/2024 |
 Swedbank (SWED-A.ST) | 0.76% | 0% | 26.47% | 5/22/2023 |
 UnitedHealth (UNH) | 0.67% | 0% | 38.12% | 10/5/2023 |
 Starbucks (SBUX) | 0.65% | 0% | 47.43% | 1/21/2025 |
 iShares Semiconductor ETF (SOXX) | 0.58% | 0% | 17.34% | 5/19/2023 |
 Ally (ALLY) | 0.56% | 0% | 29.36% | 9/1/2023 |
 Bitcoin (BTC) | 0.55% | 0% | 22.13% | 10/23/2023 |
 Snowflake (SNOW) | 0.55% | 0% | 25.93% | 5/19/2023 |
 Repsol (REP.MC) | 0.54% | 0% | 22.04% | 3/11/2024 |
 ConAgra (CAG) | 0.51% | 0% | 39.21% | 9/10/2024 |
 Oatly (OTLY) | 0.51% | 0.26% | 63.14% | - |
 iShares MSCI Hong Kong ETF (EWH) | 0.48% | 0% | 37.04% | 12/20/2024 |
 Alibaba (9988.HK) | 0.48% | 0% | 33.69% | 12/23/2024 |
 Zai Lab (ZLAB) | 0.47% | 0% | 43.72% | 3/3/2025 |
 Meta (META) | 0.47% | 0% | 17.34% | 5/19/2023 |
 Disney (DIS) | 0.42% | 0% | 43.18% | 11/24/2023 |
 iShares MSCI China ETF (MCHI) | 0.41% | 0% | 36.5% | 12/20/2024 |
 McDonald's (MCD) | 0.38% | 0% | 45.98% | 12/20/2024 |
 Tractor Supply (TSCO) | 0.37% | 0% | 14.91% | 12/12/2023 |
 EPAM (EPAM) | 0.36% | 0% | 23.04% | 12/19/2023 |
 Clearway Energy (CWEN) | 0.32% | 0.32% | 76.42% | - |
 Siemens Healthineers (SHL.DE) | 0.32% | 0% | 26.65% | 5/22/2023 |
 Berry Plastics (BERY) | 0.31% | 0% | 12.56% | 11/16/2023 |
 CVS Health (CVS) | 0.3% | 0% | 15.18% | 2/20/2025 |
 SSE (SSE.L) | 0.29% | 0% | 20.14% | 5/22/2023 |
 Qualcomm (QCOM) | 0.28% | 0% | 21.59% | 8/2/2023 |
 Target (TGT) | 0.27% | 0% | 20.05% | 2/9/2024 |
 Mitsubishi UFJ (MUFG) | 0.25% | 0% | 11.11% | 10/31/2023 |
 Sumitomo Mitsui (SMFG) | 0.25% | 0% | 11.11% | 10/31/2023 |
 BD (BDX) | 0.25% | 0% | 9.21% | 10/10/2023 |
 Air Products (APD) | 0.24% | 0% | 9.21% | 10/10/2023 |
 Cal-Maine Foods (CALM) | 0.23% | 0% | 11.2% | 11/1/2023 |
 Verizon (VZ) | 0.23% | 0% | 34.06% | 11/24/2023 |
 Rheinmetall (RHM.DE) | 0.23% | 0% | 9.3% | 3/7/2025 |
 Air China (0753.HK) | 0.21% | 0% | 17.34% | 9/27/2024 |
 Oxford (OXM) | 0.21% | 0% | 21.86% | 3/8/2024 |
 ADP (ADP) | 0.21% | 0% | 7.05% | 9/15/2023 |
 Kraft Heinz (KHC) | 0.2% | 0% | 17.25% | 1/16/2024 |
 NuStar Energy LP (NS) | 0.19% | 0% | 7.41% | 12/27/2022 |
 S&P Global (SPGI) | 0.19% | 0% | 33.42% | 9/10/2024 |
 VF Corp (VFC) | 0.19% | 0% | 31.89% | 10/31/2023 |
 NXP (NXPI) | 0.19% | 0% | 14.81% | 5/19/2023 |
 West African Resources (WAF.ASX) | 0.18% | 0% | 33.51% | 12/22/2024 |
 iShares Global clean energy ETF (ICLN) | 0.18% | 0% | 22.76% | 7/18/2023 |
 Societe Generale (GLE.PA) | 0.16% | 0% | 13.46% | 12/6/2023 |
 Dow (DOW) | 0.16% | 0% | 17.34% | 5/19/2023 |
 NN Group (NN.NV) | 0.16% | 0% | 13.01% | 12/1/2023 |
 TSMC (TSM) | 0.15% | 0.55% | 13.46% | - |
 Tencent (0700.HK) | 0.14% | 0% | 33.33% | 12/19/2024 |
 iShares MSCI India ETF (INDA) | 0.14% | 0% | 33.06% | 12/18/2024 |
 Adobe (ADBE) | 0.13% | 1.04% | 11.83% | - |
 American Airlines (AAL) | 0.13% | 0% | 12.56% | 5/19/2023 |
 FMC (FMC) | 0.12% | 0% | 10.3% | 10/31/2023 |
 Hess Midstream (HESM) | 0.12% | 0% | 9.94% | 10/25/2023 |
 Microsoft (MSFT) | 0.11% | 0% | 4.52% | 7/19/2023 |
 Crocs (CROX) | 0.11% | 1.02% | 10.03% | - |
 Vanguard Real Estate ETF (VNQ) | 0.1% | 0.51% | 18.88% | - |
 ExxonMobil (XOM) | 0.1% | 0% | 7.95% | 10/5/2023 |
 VICI Properties (VICI) | 0.08% | 0% | 21.86% | 9/10/2024 |
 Stanley Black & Decker (SWK) | 0.08% | 0% | 7.05% | 9/15/2023 |
 Devon Energy (DVN) | 0.08% | 0% | 5.78% | 5/19/2023 |
 Chord Energy (CHRD) | 0.07% | 0% | 5.78% | 5/19/2023 |
 Rivian (RIVN) | 0.07% | 0% | 8.04% | 12/18/2024 |
 BHP (BHP.L) | 0.07% | 0% | 6.68% | 9/21/2023 |
 TotalEnergies (TTE) | 0.07% | 0% | 6.41% | 9/15/2023 |
 NetEase (NTES) | 0.07% | 0% | 5.78% | 2/14/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.06% | 1.09% | 5.69% | - |
 Allegro MicroSystems (ALGM) | 0.05% | 0% | 10.39% | 7/18/2023 |
 iShares Core MSCI Total International Stock ETF (IXUS) | 0.05% | 1.77% | 5.51% | - |
 GEO (GEO) | 0.05% | 0% | 5.78% | 5/19/2023 |
 Walmart (WMT) | 0.05% | 0% | 5.78% | 5/19/2023 |
 STAG (STAG) | 0.04% | 0% | 9.67% | 12/20/2023 |
 PepsiCo (PEP) | 0.04% | 0.83% | 5.06% | - |
 Cardano (ADA) | 0.04% | 0% | 9.58% | 11/24/2024 |
 Magna (MGA) | 0.04% | 1.43% | 3.25% | - |
 Shell (SHEL.L) | 0.04% | 0% | 5.96% | 5/22/2023 |
 Financial Select Sector SPDR (XLF) | 0.03% | 0% | 5.87% | 5/19/2023 |
 Pembina (PBA) | 0.03% | 0% | 7.05% | 10/25/2023 |
 SPDR S&P Regional Banking ETF (KRE) | 0.03% | 0.95% | 5.69% | - |
 KONE (KNEBV.HE) | 0.03% | 0% | 3.43% | 2/24/2025 |
 Philip Morris (PM) | 0.03% | 0% | 4.97% | 5/19/2023 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.03% | 0.52% | 5.51% | - |
 Main Street Capital (MAIN) | 0.03% | 0% | 6.41% | 11/14/2023 |
 Moody's (MCO) | 0.03% | 0% | 5.96% | 11/9/2023 |
 Sinopec (02386.HK) | 0.02% | 0% | 4.88% | 11/2/2023 |
 Mercedes-Benz (MBG.DE) | 0.02% | 0.64% | 3.25% | - |
 ARMOUR Residential REIT (ARR) | 0.02% | 0.6% | 3.25% | - |
 Stellantis (STLAM.MI) | 0.02% | 0.79% | 7.23% | - |
 KLA (KLAC) | 0.02% | 0.21% | 7.23% | - |
 Lam Research (LRCX) | 0.02% | 0.2% | 7.23% | - |
 Visa (V) | 0.02% | 0.21% | 7.23% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 1.54% | 1/18/2024 |
 Tesla (TSLA) | 0.01% | 7.09% | 0.45% | - |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.45% | 8/28/2024 |
 Alibaba Health (00241.HK) | 0% | 0% | 0.18% | 10/2/2024 |
 Aperam (APAM.NV) | 0% | 0% | 0.09% | 7/4/2023 |
 Saras (SRS.MI) | 0% | 0% | 0.09% | 7/4/2023 |
 Solana (SOL) | 0% | 0% | 0.09% | 11/10/2022 |
 XRP (XRP) | 0% | 0% | 0.18% | 7/16/2023 |
Exposure over time
Exposure by Sector
- Finance
- ETFs
- Electronic Technology
- Consumer Non Durables
- Technology Services
- Retail Trade
- Other
Exposure by Country
- United States
- United Kingdom
- China
- Ireland
- Germany
- Canada
- Other
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Realty Income (O) | 7.32% | 7.2% |
| BAT (BATS.L) | 6.03% | 6.72% |
| Amazon (AMZN) | 3.74% | 6.39% |
| Bank of America (BAC) | 3.63% | 5.51% |
| Coca-Cola (KO) | 4.78% | 5.22% |
| Newmont (NEM) | 4.58% | 4.74% |
| Occidental (OXY) | 4.99% | 4.59% |
| China Railway (0390.HK) | 4.58% | 4.29% |
| PayPal (PYPL) | 2.7% | 4.1% |
| Apple (AAPL) | 2.29% | 3.23% |
| Wacker Chemie (WCH.DE) | 4.37% | 2.85% |
| CNR (CNI) | 3.12% | 2.82% |
| Albemarle (ALB) | 4.37% | 2.78% |
| Rheinmetall (RHM.DE) | 2.08% | 2.61% |
| Johnson & Johnson (JNJ) | 2.5% | 2.28% |
| Whitehaven Coal (WHC.ASX) | 2.29% | 2.12% |
| Rio Tinto (RIO) | 1.66% | 1.56% |
| Walgreens (WBA) | 3.74% | 1.27% |
| Crocs (CROX) | 1.04% | 1.2% |
| Starbucks (SBUX) | 1.25% | 1.2% |
| Adobe (ADBE) | 1.25% | 1.16% |
| Renewables Infrastructure Group (TRIG.L) | 1.46% | 1.04% |
| Oatly (OTLY) | 1.56% | 0.43% |
| Clearway Energy (CWEN) | 0.42% | 0.32% |
| TSMC (TSM) | 0.21% | 0.22% |
| Stellantis (STLAM.MI) | 0.21% | 0.22% |
| KLA (KLAC) | 0.21% | 0.21% |
| Lam Research (LRCX) | 0.21% | 0.21% |
| Visa (V) | 0.21% | 0.21% |