Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Shell (SHEL) | 14.76% | 10.67% | 99.8% | - |
 BlackRock (BLK) | 8.03% | 9.41% | 99.8% | - |
 UnitedHealth (UNH) | 6.78% | 6.46% | 99.8% | - |
 Alphabet (GOOG) | 6.77% | 6.53% | 99.8% | - |
 BAT (BATS.L) | 6.38% | 8.05% | 99.8% | - |
 Intel (INTC) | 5.74% | 5.71% | 73.37% | - |
 Expedia (EXPE) | 5.64% | 6.31% | 99.8% | - |
 Plus500 (PLUS.L) | 5.52% | 6.77% | 99.8% | - |
 Johnson & Johnson (JNJ) | 5.51% | 4.65% | 99.9% | - |
 Swiss Re (SREN.ZU) | 5.45% | 5.78% | 99.8% | - |
 Oracle (ORCL) | 3.18% | 0% | 44.42% | 4/12/2023 |
 Ishares Russell 2000 ETF (IWM) | 3% | 0% | 61.11% | 9/29/2023 |
 Just Group (JUST.L) | 3% | 0% | 69.25% | 12/20/2023 |
 Glencore (GLEN.L) | 2.97% | 4.42% | 55.28% | - |
 Schneider Electric (SU.PA) | 2.47% | 3.36% | 90.85% | - |
 Disney (DIS) | 2.47% | 0% | 47.34% | 5/12/2023 |
 Microsoft (MSFT) | 2.11% | 4.01% | 52.16% | - |
 AGNC (AGNC) | 1.96% | 10.77% | 22.11% | - |
 Visa (V) | 1.9% | 3.67% | 52.16% | - |
 Ford (F) | 1.83% | 0% | 56.98% | 9/29/2023 |
 Bayer (BAYN.DE) | 1.66% | 0% | 26.43% | 10/3/2022 |
 Estee Lauder (EL) | 1.39% | 2.8% | 34.17% | - |
 AT&T (T) | 0.27% | 0% | 7.94% | 3/21/2022 |
 Citi (C) | 0.1% | 0% | 2.41% | 11/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Shell (SHEL) | 15.23% | 19.14% |
| Intel (INTC) | 8.61% | 10.88% |
| BlackRock (BLK) | 6.46% | 8.1% |
| BAT (BATS.L) | 12.48% | 7.47% |
| Alphabet (GOOG) | 4.31% | 6.81% |
| UnitedHealth (UNH) | 4.3% | 6.32% |
| Expedia (EXPE) | 4% | 6.23% |
| Glencore (GLEN.L) | 8.61% | 5.49% |
| Swiss Re (SREN.ZU) | 6.89% | 5.05% |
| Estee Lauder (EL) | 5.85% | 4.88% |
| Plus500 (PLUS.L) | 4.3% | 4.82% |
| Johnson & Johnson (JNJ) | 6.02% | 4.75% |
| Microsoft (MSFT) | 4.73% | 3.83% |
| Visa (V) | 4.73% | 3.54% |
| Schneider Electric (SU.PA) | 3.44% | 2.69% |