Portfolio Diversification
Range
Most Diversified
112 instruments
March 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
91.2 instruments
Most Consistent Holdings
Top 5
PFE99.8%
NKE99.8%
ABNB99.8%
AMZN99.61%
MA99.61%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 24, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Stellantis (STLAM.MI) | 1.56% | 0.86% | 98.63% | - |
 Chord Energy (CHRD) | 1.48% | 0.78% | 98.43% | - |
| Nike (NKE) | 1.3% | 1.24% | 99.8% | - |
 Novo-Nordisk (NVO) | 1.27% | 0.68% | 95.69% | - |
 Dow (DOW) | 1.25% | 0.74% | 98.63% | - |
| Airbnb (ABNB) | 1.23% | 0.84% | 99.8% | - |
 LyondellBasell (LYB) | 1.13% | 0.97% | 98.63% | - |
 First Solar (FSLR) | 1.09% | 0.42% | 88.82% | - |
 Lockheed Martin (LMT) | 1.07% | 0.83% | 92.94% | - |
 Nova (NVMI) | 1.06% | 0.41% | 97.25% | - |
 LVMH (MC.PA) | 1.06% | 0.2% | 96.08% | - |
 UPS (UPS) | 1.05% | 0.78% | 98.63% | - |
 WPP (WPP) | 1.05% | 0.92% | 98.63% | - |
 Mondelez (MDLZ) | 1.05% | 1.37% | 98.24% | - |
 Genmab (GMAB.US) | 1.02% | 0.43% | 90% | - |
 Colgate (CL) | 1.01% | 1.2% | 97.65% | - |
 ASML (ASML) | 0.99% | 0.45% | 95.29% | - |
 Mercedes-Benz (MBG.DE) | 0.98% | 0.22% | 98.04% | - |
 Healthpeak (DOC) | 0.97% | 1.2% | 98.63% | - |
| Pfizer (PFE) | 0.96% | 0.41% | 99.8% | - |
 AMD (AMD) | 0.94% | 0% | 69.22% | 7/29/2025 |
 Boeing (BA) | 0.93% | 0.84% | 79.41% | - |
 Atlas Copco (ATCO-A.ST) | 0.92% | 0.19% | 95.49% | - |
 Alibaba (BABA) | 0.9% | 1.21% | 95.69% | - |
 GM (GM) | 0.9% | 0% | 88.82% | 10/21/2025 |
 Alphabet (GOOG) | 0.9% | 0% | 89.8% | 10/27/2025 |
 American Tower (AMT) | 0.9% | 0.96% | 95.88% | - |
 Adidas (ADS.DE) | 0.86% | 1.38% | 95.88% | - |
 Apple (AAPL) | 0.86% | 0.43% | 99.22% | - |
 BP (BP.L) | 0.86% | 0.42% | 98.43% | - |
 H&M (HM-B.ST) | 0.85% | 0.46% | 95.69% | - |
 GlaxoSmithKline (GSK) | 0.85% | 0.47% | 95.49% | - |
 Eli Lilly (LLY) | 0.85% | 0% | 93.92% | 11/25/2025 |
 Host Hotels (HST) | 0.84% | 0.22% | 98.43% | - |
 Energy Transfer (ET) | 0.83% | 1.01% | 98.63% | - |
 PepsiCo (PEP) | 0.83% | 0.42% | 96.47% | - |
 Equinor (EQNR) | 0.82% | 1.06% | 98.43% | - |
 BMW (BMW.DE) | 0.8% | 0% | 69.41% | 7/23/2025 |
 Heineken (HEIA.NV) | 0.77% | 0.63% | 92.35% | - |
 Porsche (PAH3.DE) | 0.76% | 0.22% | 92.55% | - |
| Amazon (AMZN) | 0.76% | 0.83% | 99.61% | - |
 ExxonMobil (XOM) | 0.76% | 0.21% | 98.04% | - |
 Henkel (HEN3.DE) | 0.75% | 0.63% | 95.49% | - |
 Kinder Morgan (KMI) | 0.75% | 0.63% | 98.63% | - |
 Rio Tinto (RIO) | 0.74% | 0.45% | 98.24% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.74% | 0.41% | 98.04% | - |
 Plains All American (PAA) | 0.73% | 0.64% | 98.43% | - |
 TotalEnergies (TTE) | 0.73% | 0.22% | 88.43% | - |
 Enterprise Products (EPD) | 0.72% | 0.67% | 98.43% | - |
 GLPI (GLPI) | 0.72% | 0.62% | 98.43% | - |
 Western Midstream (WES) | 0.7% | 0.67% | 98.63% | - |
 Volvo (VOLV-A.ST) | 0.68% | 0.19% | 95.69% | - |
 CNA (CNA) | 0.68% | 0.66% | 98.63% | - |
 NextEra (NEE) | 0.68% | 0.22% | 88.43% | - |
 Unilever (ULVR.L) | 0.67% | 0.63% | 95.69% | - |
 Inditex (ITX.MC) | 0.65% | 0.45% | 95.69% | - |
 Johnson & Johnson (JNJ) | 0.64% | 0% | 87.45% | 10/14/2025 |
 Ferrari (RACE) | 0.64% | 1.02% | 95.88% | - |
 WP Carey (WPC) | 0.63% | 0.44% | 98.63% | - |
 Ares Capital (ARCC) | 0.63% | 0.62% | 98.43% | - |
 Uber (UBER) | 0.6% | 0% | 57.25% | 5/13/2025 |
 Franklin Resources (BEN) | 0.6% | 0% | 65.69% | 7/1/2025 |
 Eni SpA-ADR (E) | 0.6% | 0% | 72.75% | 8/6/2025 |
 Interactive Brokers Group (IBKR) | 0.6% | 0.44% | 71.18% | - |
 VICI Properties (VICI) | 0.58% | 0.63% | 98.63% | - |
 MPLX (MPLX) | 0.56% | 0.23% | 98.43% | - |
 Ford (F) | 0.55% | 0% | 66.08% | 7/3/2025 |
 Shell (SHEL) | 0.55% | 0.43% | 95.49% | - |
 EA (EA) | 0.55% | 0.45% | 65.49% | - |
 Vodafone (VOD) | 0.54% | 0% | 65.69% | 7/1/2025 |
 Ericsson (ERIC-A.ST) | 0.54% | 0% | 83.73% | 10/15/2025 |
 Altria (MO) | 0.52% | 0.87% | 79.41% | - |
| Mastercard (MA) | 0.51% | 0.22% | 99.61% | - |
 Microsoft (MSFT) | 0.51% | 0.83% | 70% | - |
 ING (INGA.NV) | 0.48% | 0% | 42.75% | 3/6/2025 |
 Walmart (WMT) | 0.47% | 0% | 84.51% | 10/15/2025 |
 Arista (ANET) | 0.47% | 0% | 36.08% | 7/31/2025 |
 Visa (V) | 0.47% | 0.45% | 68.04% | - |
 Telefonica (TEF.MC) | 0.47% | 0% | 57.84% | 5/22/2025 |
 JPMorgan (JPM) | 0.46% | 0% | 62.75% | 6/26/2025 |
 Lloyd's (LLOY.L) | 0.45% | 0% | 52.16% | 4/23/2025 |
 Novartis (NVS) | 0.44% | 0% | 62.94% | 7/1/2025 |
 IBM (IBM) | 0.43% | 0% | 62.94% | 6/11/2025 |
 Bentley Systems (BSY) | 0.43% | 0% | 61.96% | 6/26/2025 |
 Intuit (INTU) | 0.43% | 0% | 55.29% | 5/23/2025 |
 Goldman Sachs (GS) | 0.42% | 0% | 59.22% | 6/27/2025 |
 Pirelli (PIRC.MI) | 0.42% | 0% | 52.55% | 5/9/2025 |
 Chevron (CVX) | 0.41% | 0% | 46.27% | 3/26/2025 |
 Costco (COST) | 0.4% | 0.59% | 64.31% | - |
 NuScale Power (SMR) | 0.39% | 1.2% | 33.14% | - |
 Orange (ORA.PA) | 0.38% | 0% | 42.35% | 3/4/2025 |
 Lenovo (0992.HK) | 0.38% | 0.98% | 62.75% | - |
 Tesla (TSLA) | 0.37% | 0% | 28.43% | 12/16/2024 |
 Maersk (MAERSKB.CO) | 0.35% | 0% | 42.94% | 3/10/2025 |
 Verizon (VZ) | 0.34% | 0% | 42.94% | 3/7/2025 |
 Telenor (TEL.OL) | 0.33% | 0% | 40.2% | 3/7/2025 |
 Saab (SAABB.ST) | 0.32% | 0% | 36.67% | 3/4/2025 |
 HSBC (HSBA.L) | 0.31% | 0% | 56.08% | 7/9/2025 |
 Danone (BN.PA) | 0.31% | 0% | 41.76% | 3/5/2025 |
 Simon (SPG) | 0.3% | 0% | 42.16% | 3/3/2025 |
 Philip Morris (PM) | 0.3% | 0% | 45.49% | 4/3/2025 |
 GE (GE) | 0.3% | 0% | 45.29% | 5/8/2025 |
 British American Tobacco (BTI) | 0.3% | 0% | 36.86% | 2/4/2025 |
 Disney (DIS) | 0.29% | 0% | 42.35% | 6/26/2025 |
 Sony (SONY) | 0.28% | 0% | 47.06% | 5/27/2025 |
 Caterpillar (CAT) | 0.28% | 0% | 33.33% | 7/17/2025 |
 DNB (DNB.OL) | 0.27% | 0% | 39.41% | 3/3/2025 |
 Broadcom (AVGO) | 0.26% | 0% | 23.33% | 6/3/2025 |
 Synopsys (SNPS) | 0.22% | 0.74% | 24.51% | - |
 BlackStone (BX) | 0.2% | 1.22% | 24.31% | - |
 Pool Corp. (POOL) | 0.2% | 1.56% | 24.31% | - |
 Bitcoin (BTC) | 0.19% | 0% | 20.39% | 11/21/2024 |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 0.19% | 0% | 24.51% | 6/26/2025 |
 Coinbase (COIN) | 0.17% | 1.07% | 23.73% | - |
 Block Inc. (XYZ) | 0.17% | 1.19% | 24.31% | - |
 PayPal (PYPL) | 0.17% | 1.17% | 24.12% | - |
 Progressive (PGR) | 0.15% | 0.43% | 24.31% | - |
 Quanta Services (PWR) | 0.14% | 0% | 19.61% | 5/8/2025 |
 Iamgold (IAG) | 0.14% | 0% | 22.55% | 4/11/2025 |
 Berkshire Hathaway (BRK.B) | 0.14% | 0.45% | 29.22% | - |
 Stryker (SYK) | 0.12% | 0.85% | 24.31% | - |
 Centrus (LEU) | 0.12% | 0% | 17.84% | 5/23/2025 |
 Capital One (COF) | 0.12% | 0.44% | 24.51% | - |
 ConocoPhillips (COP) | 0.12% | 0.44% | 24.31% | - |
 Supermicro (SMCI) | 0.11% | 1.8% | 9.02% | - |
 TJX (TJX) | 0.11% | 0.46% | 24.51% | - |
 Medtronic (MDT.US) | 0.11% | 0.44% | 24.31% | - |
 Danaher (DHR) | 0.11% | 0.46% | 24.51% | - |
 Analog Devices (ADI) | 0.11% | 0.45% | 24.31% | - |
 HSBC (HSBC) | 0.11% | 0% | 11.18% | 9/24/2024 |
 Crowdstrike (CRWD) | 0.11% | 0.4% | 23.92% | - |
 Oklo (OKLO) | 0.1% | 1.65% | 9.22% | - |
 Samsung (SMSN.L) | 0.09% | 0% | 20.59% | 6/6/2025 |
 AST SpaceMobile (ASTS) | 0.08% | 0.39% | 9.02% | - |
 D-Wave (QBTS) | 0.08% | 1.08% | 9.02% | - |
 T-Mobile (TMUS) | 0.08% | 0.81% | 12.35% | - |
 Waste Management (WM) | 0.06% | 0.46% | 12.16% | - |
 Reddit Inc (RDDT) | 0.06% | 0.42% | 9.02% | - |
 Alphabet (GOOGL) | 0.06% | 0.44% | 9.41% | - |
 Waste Connections (WCN) | 0.05% | 0.46% | 11.96% | - |
 Micron (MU) | 0.05% | 0% | 11.57% | 10/16/2025 |
 ASE Technology (ASX) | 0.05% | 0.44% | 8.63% | - |
 Realty Income (O) | 0.05% | 0% | 2.94% | 8/7/2024 |
 NVIDIA (NVDA) | 0.04% | 0.89% | 4.51% | - |
 Henkel (HEN.DE) | 0.02% | 0% | 2.35% | 9/2/2024 |
 Nebius Group NV (NBIS) | 0.02% | 0.75% | 3.33% | - |
 AstraZeneca (AZN) | 0.02% | 0.44% | 3.53% | - |
 Applied Materials (AMAT) | 0.02% | 0.44% | 3.33% | - |
 TSMC (TSM) | 0.01% | 0.43% | 3.33% | - |
 Sanofi (SNY) | 0.01% | 0.43% | 3.33% | - |
 Baidu (BIDU) | 0.01% | 0.41% | 3.33% | - |
 Procter & Gamble (PG) | 0.01% | 0% | 1.18% | 8/6/2024 |
 Cisco (CSCO) | 0.01% | 0.45% | 2.94% | - |
 Crown Castle (CCI) | 0.01% | 0% | 0.78% | 8/2/2024 |
 Comcast (CMCSA) | 0.01% | 0% | 1.76% | 8/22/2025 |
 Dominion Energy (D) | 0.01% | 0% | 0.59% | 8/1/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| First Solar (FSLR) | 2.15% | 1.94% |
| Chord Energy (CHRD) | 2.15% | 1.92% |
| BP (BP.L) | 1.61% | 1.72% |
| Porsche (PAH3.DE) | 1.61% | 1.71% |
| Mercedes-Benz (MBG.DE) | 1.61% | 1.68% |
| Atlas Copco (ATCO-A.ST) | 1.61% | 1.66% |
| Heineken (HEIA.NV) | 1.61% | 1.65% |
| H&M (HM-B.ST) | 1.61% | 1.65% |
| Lockheed Martin (LMT) | 1.61% | 1.63% |
| TotalEnergies (TTE) | 1.61% | 1.61% |
| Mondelez (MDLZ) | 1.61% | 1.61% |
| Stellantis (STLAM.MI) | 1.61% | 1.61% |
| American Tower (AMT) | 1.61% | 1.57% |
| ASML (ASML) | 1.61% | 1.55% |
| Genmab (GMAB.US) | 1.61% | 1.55% |
| GlaxoSmithKline (GSK) | 1.61% | 1.53% |
| LyondellBasell (LYB) | 1.61% | 1.53% |
| AMD (AMD) | 1.61% | 1.5% |
| Alibaba (BABA) | 1.61% | 1.48% |
| Dow (DOW) | 1.61% | 1.46% |
| Uber (UBER) | 1.61% | 1.46% |
| Novo-Nordisk (NVO) | 1.61% | 1.27% |
| Pirelli (PIRC.MI) | 1.08% | 1.22% |
| Saab (SAABB.ST) | 1.08% | 1.2% |
| Inditex (ITX.MC) | 1.08% | 1.17% |
| Telenor (TEL.OL) | 1.08% | 1.16% |
| Unilever (ULVR.L) | 1.08% | 1.15% |
| LVMH (MC.PA) | 1.08% | 1.15% |
| BMW (BMW.DE) | 1.08% | 1.15% |
| Boeing (BA) | 1.08% | 1.15% |
| Enterprise Products (EPD) | 1.08% | 1.14% |
| UPS (UPS) | 1.08% | 1.14% |
| Lloyd's (LLOY.L) | 1.08% | 1.13% |
| Orange (ORA.PA) | 1.08% | 1.13% |
| Healthpeak (DOC) | 1.08% | 1.12% |
| ING (INGA.NV) | 1.08% | 1.12% |
| Ford (F) | 1.08% | 1.12% |
| PepsiCo (PEP) | 1.08% | 1.12% |
| GE (GE) | 1.08% | 1.12% |
| Airbnb (ABNB) | 1.08% | 1.11% |
| Telefonica (TEF.MC) | 1.08% | 1.11% |
| GM (GM) | 1.08% | 1.11% |
| VICI Properties (VICI) | 1.08% | 1.1% |
| Equinor (EQNR) | 1.08% | 1.1% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.08% | 1.1% |
| Shell (SHEL) | 1.08% | 1.1% |
| ExxonMobil (XOM) | 1.08% | 1.1% |
| Pfizer (PFE) | 1.08% | 1.1% |
| Johnson & Johnson (JNJ) | 1.08% | 1.1% |
| WP Carey (WPC) | 1.08% | 1.08% |
| Rio Tinto (RIO) | 1.08% | 1.07% |
| Novartis (NVS) | 1.08% | 1.07% |
| NextEra (NEE) | 1.08% | 1.07% |
| Eli Lilly (LLY) | 1.08% | 1.07% |
| Nike (NKE) | 1.08% | 1.07% |
| Colgate (CL) | 1.08% | 1.06% |
| Nova (NVMI) | 1.08% | 1.04% |
| Eni SpA-ADR (E) | 1.08% | 1.04% |
| Vodafone (VOD) | 1.08% | 1.04% |
| HSBC (HSBA.L) | 0.54% | 0.63% |
| Ericsson (ERIC-A.ST) | 0.54% | 0.62% |
| Henkel (HEN3.DE) | 0.54% | 0.61% |
| Visa (V) | 0.54% | 0.61% |
| Ares Capital (ARCC) | 0.54% | 0.6% |
| Energy Transfer (ET) | 0.54% | 0.59% |
| Danone (BN.PA) | 0.54% | 0.59% |
| Adidas (ADS.DE) | 0.54% | 0.59% |
| Mastercard (MA) | 0.54% | 0.59% |
| Iamgold (IAG) | 0.54% | 0.58% |
| Volvo (VOLV-A.ST) | 0.54% | 0.58% |
| Kinder Morgan (KMI) | 0.54% | 0.58% |
| Sony (SONY) | 0.54% | 0.58% |
| Walmart (WMT) | 0.54% | 0.58% |
| JPMorgan (JPM) | 0.54% | 0.58% |
| Disney (DIS) | 0.54% | 0.58% |
| Microsoft (MSFT) | 0.54% | 0.58% |
| Apple (AAPL) | 0.54% | 0.58% |
| Western Midstream (WES) | 0.54% | 0.57% |
| MPLX (MPLX) | 0.54% | 0.57% |
| Maersk (MAERSKB.CO) | 0.54% | 0.57% |
| British American Tobacco (BTI) | 0.54% | 0.57% |
| DNB (DNB.OL) | 0.54% | 0.57% |
| Simon (SPG) | 0.54% | 0.57% |
| Goldman Sachs (GS) | 0.54% | 0.57% |
| IBM (IBM) | 0.54% | 0.57% |
| Amazon (AMZN) | 0.54% | 0.57% |
| Alphabet (GOOG) | 0.54% | 0.57% |
| CNA (CNA) | 0.54% | 0.56% |
| Bentley Systems (BSY) | 0.54% | 0.56% |
| Interactive Brokers Group (IBKR) | 0.54% | 0.56% |
| Plains All American (PAA) | 0.54% | 0.55% |
| GLPI (GLPI) | 0.54% | 0.55% |
| Intuit (INTU) | 0.54% | 0.55% |
| Host Hotels (HST) | 0.54% | 0.55% |
| WPP (WPP) | 0.54% | 0.54% |
| Altria (MO) | 0.54% | 0.54% |
| Philip Morris (PM) | 0.54% | 0.54% |
| Verizon (VZ) | 0.54% | 0.54% |
| Chevron (CVX) | 0.54% | 0.54% |
| Ferrari (RACE) | 0.54% | 0.53% |
| Franklin Resources (BEN) | 0.54% | 0.53% |
| EA (EA) | 0.54% | 0.53% |