Portfolio Diversification
Range
Most Diversified
9 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
9 instruments
Most Consistent Holdings
Top 5
MMM99.87%
UNH99.87%
VZ99.87%
CVS99.87%
IPG99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| UnitedHealth (UNH) | 15.53% | 0% | 99.87% | 2/1/2025 |
 NetApp (NTAP) | 15.21% | 0% | 99.87% | 2/1/2025 |
| Interpublic Group (IPG) | 11.67% | 0% | 99.87% | 2/1/2025 |
| Verizon (VZ) | 11.04% | 0% | 99.87% | 2/1/2025 |
| CVS Health (CVS) | 8.58% | 0% | 99.87% | 2/1/2025 |
 China Mobile (0941.HK) | 8.35% | 0% | 99.87% | 2/1/2025 |
 Pfizer (PFE) | 6.63% | 0% | 71.71% | 2/1/2025 |
| 3M (MMM) | 5.56% | 0% | 99.87% | 2/1/2025 |
 China Everbright Environment (00257.HK) | 4.55% | 0% | 99.87% | 2/1/2025 |
 IBM (IBM) | 3.48% | 0% | 27.89% | 8/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NetApp (NTAP) | 8.18% | 18.21% |
| UnitedHealth (UNH) | 8.18% | 14.57% |
| Verizon (VZ) | 16.36% | 10.91% |
| Interpublic Group (IPG) | 8.18% | 9.6% |
| China Mobile (0941.HK) | 8.2% | 9.06% |
| Pfizer (PFE) | 12.27% | 8.26% |
| 3M (MMM) | 8.18% | 6.3% |
| CVS Health (CVS) | 8.18% | 5.37% |
| China Everbright Environment (00257.HK) | 8.18% | 5.21% |