Portfolio Diversification
Range
Most Diversified
17 instruments
May 16, 2023
Least Diversified
0 instruments
February 2, 2025
Average
15.9 instruments
Most Consistent Holdings
Top 5
JNJ99.91%
GOOG99.82%
UNH99.82%
SREN.ZU99.82%
SHEL99.82%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Shell (SHEL) | 14.34% | 0% | 99.82% | 2/1/2025 |
 BlackRock (BLK) | 8.16% | 0% | 99.82% | 2/1/2025 |
| Alphabet (GOOG) | 6.81% | 0% | 99.82% | 2/1/2025 |
| UnitedHealth (UNH) | 6.72% | 0% | 99.82% | 2/1/2025 |
 BAT (BATS.L) | 6.6% | 0% | 99.82% | 2/1/2025 |
 Expedia (EXPE) | 5.75% | 0% | 99.82% | 2/1/2025 |
 Plus500 (PLUS.L) | 5.65% | 0% | 99.82% | 2/1/2025 |
| Swiss Re (SREN.ZU) | 5.53% | 0% | 99.82% | 2/1/2025 |
 Intel (INTC) | 5.46% | 0% | 71.01% | 12/10/2024 |
| Johnson & Johnson (JNJ) | 5.4% | 0% | 99.91% | 2/1/2025 |
 Glencore (GLEN.L) | 3.07% | 0% | 59.43% | 2/1/2025 |
 Oracle (ORCL) | 2.89% | 0% | 40.29% | 4/12/2023 |
 Ishares Russell 2000 ETF (IWM) | 2.72% | 0% | 55.42% | 9/29/2023 |
 Just Group (JUST.L) | 2.72% | 0% | 62.81% | 12/20/2023 |
 AGNC (AGNC) | 2.69% | 0% | 29.35% | 2/1/2025 |
 Schneider Electric (SU.PA) | 2.55% | 0% | 91.7% | 2/1/2025 |
 Microsoft (MSFT) | 2.29% | 0% | 56.61% | 2/1/2025 |
 Disney (DIS) | 2.24% | 0% | 42.94% | 5/12/2023 |
 Visa (V) | 2.09% | 0% | 56.61% | 2/1/2025 |
 Ford (F) | 1.66% | 0% | 51.69% | 9/29/2023 |
 Bayer (BAYN.DE) | 1.5% | 0% | 23.97% | 10/3/2022 |
 Estee Lauder (EL) | 1.47% | 0% | 40.29% | 2/1/2025 |
 Meta (META) | 0.26% | 0% | 4.65% | 2/1/2025 |
 AT&T (T) | 0.24% | 0% | 7.2% | 3/21/2022 |
 Citi (C) | 0.09% | 0% | 2.19% | 11/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shell (SHEL) | 6% | 9.98% |
| BlackRock (BLK) | 5.96% | 9.64% |
| AGNC (AGNC) | 14.71% | 9.56% |
| BAT (BATS.L) | 11.53% | 8.77% |
| Alphabet (GOOG) | 3.45% | 7.5% |
| Plus500 (PLUS.L) | 3.98% | 7.39% |
| Expedia (EXPE) | 3.7% | 7.2% |
| Swiss Re (SREN.ZU) | 6.36% | 6.54% |
| UnitedHealth (UNH) | 3.98% | 5.72% |
| Meta (META) | 8.75% | 5.48% |
| Johnson & Johnson (JNJ) | 5.57% | 4.13% |
| Visa (V) | 4.37% | 4.04% |
| Microsoft (MSFT) | 4.37% | 4.04% |
| Glencore (GLEN.L) | 7.95% | 3.88% |
| Schneider Electric (SU.PA) | 3.18% | 3.28% |
| Estee Lauder (EL) | 5.41% | 2.35% |