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
VZ99.81%
00257.HK99.81%
MMM99.72%
UNH99.72%
CVS99.72%
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) | 15.58% | 17.61% | 99.72% | - |
| UnitedHealth (UNH) | 14.07% | 9.16% | 99.72% | - |
| Verizon (VZ) | 11.18% | 10.38% | 99.81% | - |
 Interpublic Group (IPG) | 10.72% | 0% | 98.87% | 12/3/2025 |
 China Mobile (0941.HK) | 8.82% | 9.59% | 99.72% | - |
| CVS Health (CVS) | 8.46% | 9.11% | 99.72% | - |
 Pfizer (PFE) | 6.92% | 7.6% | 79.92% | - |
| 3M (MMM) | 6.07% | 7.78% | 99.72% | - |
| China Everbright Environment (00257.HK) | 4.81% | 6.36% | 99.81% | - |
 IBM (IBM) | 2.46% | 0% | 19.7% | 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% |