Portfolio Diversification
Range
Most Diversified
29 instruments
January 24, 2024
Least Diversified
0 instruments
November 8, 2022
Average
10.7 instruments
Most Consistent Holdings
Top 5
INTC44.98%
EWW39.27%
BBEU36.87%
SPY36.87%
VRTX36.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 8, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 29.43% | 0% | 39.04% | 11/7/2023 | |
 Rheinmetall (RHM.DE) | 4.71% | 0% | 36.42% | 3/19/2025 |
 Vanguard Total World Stock ETF (VT.US) | 4.67% | 0% | 17.47% | 4/7/2025 |
 SPDR Gold (GLD) | 3.75% | 21.3% | 18.84% | - |
| 3.42% | 0% | 34.02% | 9/2/2024 | |
| SPDR S&P 500 ETF (SPY) | 2.76% | 0% | 36.87% | 6/20/2024 |
| JPMorgan BetaBuilders Europe ETF (BBEU) | 2.66% | 0% | 36.87% | 6/20/2024 |
 Vanguard Total Bond Market ETF (BND) | 2.63% | 0% | 26.37% | 8/30/2024 |
 Lockheed Martin (LMT) | 2.63% | 0% | 30.59% | 8/30/2024 |
| Intel (INTC) | 1.9% | 0% | 44.98% | 8/30/2024 |
 Northrop Grumman (NOC) | 1.86% | 0% | 24.89% | 8/30/2024 |
 RELX (RELX) | 1.85% | 0% | 36.87% | 6/20/2024 |
 Eli Lilly (LLY) | 1.6% | 9.3% | 16.21% | - |
 Microsoft (MSFT) | 1.56% | 0% | 15.87% | 4/7/2025 |
 Coca-Cola (KO) | 1.52% | 9.77% | 15.64% | - |
| Vertex (VRTX) | 1.47% | 0% | 36.87% | 6/20/2024 |
| iShares MSCI Mexico ETF (EWW) | 1.42% | 0% | 39.27% | 8/30/2024 |
 Unilever (ULVR.L) | 1.29% | 0% | 36.76% | 6/19/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.16% | 0% | 31.16% | 6/20/2024 |
 DexCom (DXCM) | 1.1% | 0% | 31.16% | 6/20/2024 |
 Waste Management (WM) | 1.06% | 0% | 31.16% | 6/20/2024 |
 JPMorgan (JPM) | 1.05% | 0% | 31.16% | 6/20/2024 |
 MetLife (MET) | 1.02% | 0% | 25.23% | 6/20/2024 |
 Martin Marietta (MLM) | 0.95% | 0% | 10.62% | 2/10/2025 |
 Safran (SAF.PA) | 0.94% | 0% | 16.67% | 6/19/2024 |
 NetEase (NTES) | 0.94% | 0% | 31.16% | 6/20/2024 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.93% | 0% | 31.16% | 6/20/2024 |
 Raytheon (RTX) | 0.9% | 0% | 16.78% | 6/20/2024 |
 Coursera (COUR) | 0.84% | 0% | 31.16% | 6/20/2024 |
 General Dynamics (GD) | 0.81% | 0% | 18.26% | 6/20/2024 |
 EA (EA) | 0.76% | 0% | 33.9% | 6/20/2024 |
 Cadence (CDNS) | 0.75% | 0% | 20.43% | 6/20/2024 |
 Teck (TECK) | 0.74% | 0% | 14.38% | 12/4/2023 |
 Tapestry (TPR) | 0.6% | 0% | 14.38% | 12/4/2023 |
 Nestle (NESN.ZU) | 0.59% | 0% | 6.16% | 4/7/2025 |
 Gerdau (GGB) | 0.57% | 0% | 18.72% | 3/1/2024 |
 BAE Systems (BA.L) | 0.46% | 0% | 18.15% | 6/19/2024 |
 AbbVie (ABBV) | 0.42% | 0% | 31.16% | 6/20/2024 |
 ING (INGA.NV) | 0.36% | 0% | 36.76% | 6/19/2024 |
 UnitedHealth (UNH) | 0.3% | 0% | 3.88% | 4/14/2025 |
 Cheniere (LNG) | 0.29% | 9.05% | 3.31% | - |
 BRF (BRFS) | 0.28% | 0% | 5.94% | 11/10/2023 |
 Ahold (AD.NV) | 0.25% | 0% | 3.31% | 3/11/2025 |
 Imperial Brands (IMB.L) | 0.19% | 8.88% | 2.17% | - |
 Wolters Kluwer (WKL.NV) | 0.14% | 10.18% | 1.37% | - |
 Equinor (EQNR.OL) | 0.13% | 9.07% | 1.37% | - |
 Apple (AAPL) | 0.02% | 0% | 0.11% | 10/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total World Stock ETF (VT.US) | 30.4% | 31.25% |
| SPDR Gold (GLD) | 20.26% | 19.98% |
| Microsoft (MSFT) | 10.09% | 10.66% |
| Eli Lilly (LLY) | 9.99% | 10.13% |
| Coca-Cola (KO) | 9.83% | 9.88% |
| Rheinmetall (RHM.DE) | 9.22% | 9.36% |
| Martin Marietta (MLM) | 10.01% | 8.59% |