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Portfolio Diversification
Range
Most Diversified
47 instruments
May 23, 2023
Least Diversified
0 instruments
November 12, 2025
Average
29.5 instruments
Most Consistent Holdings
Top 5
AAPL99.41%
MSFT99.41%
KO99.41%
MCD99.41%
NFLX99.41%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 14.32% | 22% | 99.41% | - |
 AbbVie (ABBV) | 7.97% | 7.7% | 99.41% | - |
 Invesco QQQ (QQQ) | 7.19% | 9.87% | 99.41% | - |
 Realty Income (O) | 7.19% | 8.2% | 99.41% | - |
 Starbucks (SBUX) | 6.35% | 5.93% | 99.41% | - |
 jaynemesis | 5.89% | 0% | 31.77% | 1/23/2024 |
 AGNC (AGNC) | 5.38% | 4.5% | 99.41% | - |
| Coca-Cola (KO) | 5.25% | 5.56% | 99.41% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.38% | 8.18% | 53.68% | - |
| Apple (AAPL) | 3.43% | 3.64% | 99.41% | - |
 3M (MMM) | 3.38% | 4.35% | 96.32% | - |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 3.18% | 6.15% | 53.68% | - |
| McDonald's (MCD) | 2.19% | 2.06% | 99.41% | - |
 Altria (MO) | 2.06% | 3.11% | 96.74% | - |
| Netflix (NFLX) | 1.9% | 2.07% | 99.41% | - |
 Main Street Capital (MAIN) | 1.54% | 1.32% | 99.41% | - |
| Microsoft (MSFT) | 1.48% | 1.23% | 99.41% | - |
 Hasbro (HAS) | 1.31% | 0% | 47.49% | 7/31/2024 |
 NVIDIA (NVDA) | 1.2% | 1.89% | 99.41% | - |
 Sony (SONY) | 1.18% | 0% | 47.49% | 7/31/2024 |
 Disney (DIS) | 1.17% | 0% | 47.49% | 7/31/2024 |
 iShares Core MSCI Europe ETF (IEUR) | 1.16% | 0% | 45.74% | 7/10/2024 |
 GSK (GSK.L) | 0.75% | 0% | 45.74% | 7/10/2024 |
 Tencent (0700.HK) | 0.72% | 0% | 47.58% | 8/1/2024 |
 AT&T (T) | 0.7% | 0% | 47.49% | 7/31/2024 |
 Bank of America (BAC) | 0.66% | 0.84% | 87.88% | - |
 Volkswagen (VOW3.DE) | 0.58% | 0.45% | 99.41% | - |
 Procter & Gamble (PG) | 0.51% | 0% | 47.49% | 7/31/2024 |
 Unilever (ULVR.L) | 0.47% | 0% | 45.74% | 7/10/2024 |
 Renewables Infrastructure Group (TRIG.L) | 0.41% | 0% | 45.74% | 7/10/2024 |
 EDP (EDP.LSB) | 0.4% | 0% | 47.58% | 8/1/2024 |
 kangosev | 0.38% | 0% | 16.56% | 7/21/2023 |
 Nintendo (NTDOY) | 0.34% | 0% | 47.49% | 7/31/2024 |
 Intel (INTC) | 0.31% | 0% | 43.39% | 7/10/2024 |
 Vonovia (VNA.DE) | 0.29% | 0% | 39.88% | 4/30/2024 |
 Nestle (NESN.ZU) | 0.24% | 0% | 27.42% | 4/30/2024 |
 Digital Realty (DLR) | 0.21% | 0% | 24.67% | 10/30/2023 |
 Medical Properties Trust (MPT) | 0.2% | 0% | 31.69% | 1/22/2024 |
 Johnson & Johnson (JNJ) | 0.18% | 0% | 24.67% | 10/30/2023 |
 HSBC (HSBA.L) | 0.15% | 0% | 34.2% | 7/10/2024 |
 BP (BP.L) | 0.14% | 0% | 34.2% | 7/10/2024 |
 Ubisoft (UBI.PA) | 0.14% | 0% | 46.24% | 7/31/2024 |
 Arbor Realty (ABR) | 0.13% | 0% | 24.67% | 10/30/2023 |
 Kellanova (K) | 0.12% | 0% | 24.67% | 10/30/2023 |
 Unity (U) | 0.11% | 0% | 38.46% | 4/29/2024 |
 Embracer (EMBRACB.ST) | 0.06% | 0% | 23.33% | 10/30/2023 |
 NOS SGPS SA (NOS.LS) | 0.05% | 0.28% | 24.92% | - |
 TotalEnergies (TTE.PA) | 0.05% | 0% | 5.85% | 7/10/2024 |
 Endesa (ELE.MC) | 0.05% | 0% | 13.13% | 10/30/2023 |
 Tesco (TSCO.L) | 0.03% | 0% | 13.13% | 10/30/2023 |
 GameStop (GME) | 0.03% | 0% | 31.86% | 5/17/2024 |
 Lumen (LUMN) | 0.02% | 0% | 3.09% | 2/8/2023 |
 Iberdrola (IBE.MC) | 0.02% | 0% | 10.2% | 5/22/2023 |
 TSMC (TSM) | 0.02% | 0% | 8.11% | 4/29/2024 |
 UniCredit (UCG.MI) | 0.01% | 0% | 7.69% | 8/1/2024 |
 Qualcomm (QCOM) | 0.01% | 0% | 8.11% | 4/29/2024 |
 Allianz (ALV.DE) | 0.01% | 0% | 5.85% | 7/10/2024 |
 Sanofi (SAN.PA) | 0.01% | 0% | 5.85% | 7/10/2024 |
 Solventum (SOLV) | 0% | 0% | 0.17% | 4/4/2024 |
 AMC (AMC) | 0% | 0% | 0.33% | 1/23/2023 |
 Meituan (03690.HK) | 0% | 0% | 0.42% | 4/3/2023 |
 Petrobras (PBR) | 0% | 0.23% | 0.08% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 20.53% | 21.85% |
| Invesco QQQ (QQQ) | 8% | 9.67% |
| AbbVie (ABBV) | 6.52% | 9.03% |
| Schwab US Dividend Equity ETF (SCHD) | 9.5% | 7.56% |
| Realty Income (O) | 9.81% | 7.48% |
| iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 6.73% | 6.2% |
| Coca-Cola (KO) | 5.78% | 5.4% |
| Starbucks (SBUX) | 7.69% | 5.29% |
| 3M (MMM) | 3.83% | 4.82% |
| AGNC (AGNC) | 8.23% | 4.69% |
| Apple (AAPL) | 2.55% | 3.82% |
| Altria (MO) | 2.45% | 2.67% |
| Netflix (NFLX) | 1.14% | 2.15% |
| McDonald's (MCD) | 2.37% | 2.15% |
| NVIDIA (NVDA) | 0.49% | 1.83% |
| Main Street Capital (MAIN) | 1.29% | 1.52% |
| Microsoft (MSFT) | 1.05% | 1.49% |
| Bank of America (BAC) | 0.6% | 0.9% |
| Volkswagen (VOW3.DE) | 0.82% | 0.55% |
| NOS SGPS SA (NOS.LS) | 0.25% | 0.21% |
Cash & Instruments Over Time
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