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Portfolio Diversification
Range
Most Diversified
9 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.9 instruments
Most Consistent Holdings
Top 5
VZ99.82%
00257.HK99.82%
MMM99.73%
UNH99.73%
CVS99.73%
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 |
|---|---|---|---|---|
 NetApp (NTAP) | 15.6% | 15.42% | 99.73% | - |
| UnitedHealth (UNH) | 13.87% | 8.45% | 99.73% | - |
| Verizon (VZ) | 11.16% | 10.93% | 99.82% | - |
 Interpublic Group (IPG) | 10.25% | 0% | 94.53% | 12/3/2025 |
 China Mobile (0941.HK) | 8.85% | 9.64% | 99.73% | - |
| CVS Health (CVS) | 8.49% | 8.93% | 99.73% | - |
 Pfizer (PFE) | 6.95% | 8.16% | 80.81% | - |
| 3M (MMM) | 6.15% | 7.62% | 99.73% | - |
| China Everbright Environment (00257.HK) | 4.88% | 6.78% | 99.82% | - |
 IBM (IBM) | 2.35% | 0% | 18.83% | 8/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NetApp (NTAP) | 7.83% | 16.4% |
| Verizon (VZ) | 15.67% | 10.87% |
| China Mobile (0941.HK) | 7.85% | 9.45% |
| UnitedHealth (UNH) | 7.83% | 9.3% |
| CVS Health (CVS) | 7.83% | 9.28% |
| 3M (MMM) | 7.83% | 7.64% |
| Pfizer (PFE) | 11.75% | 7.57% |
| China Everbright Environment (00257.HK) | 7.83% | 6.34% |
Cash & Instruments Over Time
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