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Portfolio Diversification
Range
Most Diversified
46 instruments
January 1, 2022
Least Diversified
0 instruments
April 4, 2026
Average
34.5 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
META99.87%
MSFT99.87%
AMZN99.87%
CAT99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 4.25% | 6.44% | 99.87% | - |
| Caterpillar (CAT) | 4.15% | 8.16% | 99.87% | - |
 ExxonMobil (XOM) | 4.14% | 4.36% | 99.87% | - |
| Apple (AAPL) | 3.78% | 4.1% | 99.87% | - |
| Microsoft (MSFT) | 3.58% | 4.96% | 99.87% | - |
 Walmart (WMT) | 3.56% | 6.96% | 99.87% | - |
 FedEx (FDX) | 3.47% | 4.56% | 99.87% | - |
 UnitedHealth (UNH) | 3.46% | 4.57% | 99.87% | - |
| Amazon (AMZN) | 3.38% | 6.46% | 99.87% | - |
 Realty Income (O) | 3.38% | 3.27% | 99.87% | - |
 Cisco (CSCO) | 3.34% | 4.59% | 99.87% | - |
 Visa (V) | 3.31% | 4.75% | 99.87% | - |
 Philip Morris (PM) | 3.29% | 3.8% | 99.87% | - |
 Chevron (CVX) | 3.29% | 3.46% | 99.87% | - |
 Travelers (TRV) | 3.22% | 3.82% | 99.87% | - |
 McDonald's (MCD) | 3.2% | 3.08% | 99.87% | - |
 Johnson & Johnson (JNJ) | 3.12% | 4.2% | 99.87% | - |
 Coca-Cola (KO) | 2.99% | 3.21% | 99.87% | - |
 Starbucks (SBUX) | 2.84% | 2.94% | 99.87% | - |
 Procter & Gamble (PG) | 2.8% | 4.36% | 99.87% | - |
 Stanley Black & Decker (SWK) | 2.56% | 4.69% | 92.02% | - |
 Tesla (TSLA) | 2.4% | 2.91% | 99.16% | - |
 HP (HPQ) | 1.71% | 0% | 55.32% | 6/3/2024 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 1.66% | 0% | 55.38% | 6/4/2024 |
 Volkswagen (VOW3.DE) | 1.65% | 0% | 68.68% | 12/27/2024 |
 GM (GM) | 1.33% | 0% | 55.32% | 6/3/2024 |
 Delta (DAL) | 1.32% | 0% | 55.32% | 6/3/2024 |
 MetLife (MET) | 1.32% | 0% | 55.32% | 6/3/2024 |
 Raytheon (RTX) | 1.27% | 0% | 55.32% | 6/3/2024 |
 Home Depot (HD) | 1.25% | 0% | 55.32% | 6/3/2024 |
 United Airlines (UAL) | 1.23% | 0% | 55.32% | 6/3/2024 |
 JPMorgan (JPM) | 1.22% | 0% | 55.32% | 6/3/2024 |
 Sysco (SYY) | 1.21% | 0% | 55.32% | 6/3/2024 |
 Federal Realty (FRT) | 1.18% | 0% | 55.32% | 6/3/2024 |
 Boeing (BA) | 1.18% | 0% | 55.32% | 6/3/2024 |
 Pfizer (PFE) | 1.13% | 0% | 55.32% | 6/3/2024 |
 Henkel (HEN3.DE) | 1.03% | 0% | 55.38% | 6/4/2024 |
 Continental (CON.DE) | 1% | 0% | 55.38% | 6/4/2024 |
 Intel (INTC) | 0.99% | 0% | 55.32% | 6/3/2024 |
 Disney (DIS) | 0.96% | 0% | 55.32% | 6/3/2024 |
 3M (MMM) | 0.91% | 0% | 55.32% | 6/3/2024 |
 AT&T (T) | 0.87% | 0% | 55.32% | 6/3/2024 |
 Valeo (FR.PA) | 0.84% | 0% | 55.38% | 6/4/2024 |
 Icahn Enterprises (IEP) | 0.45% | 0% | 21.53% | 12/20/2022 |
 Warner Bros Discovery (WBD) | 0.17% | 0% | 48.77% | 6/3/2024 |
 Netflix (NFLX) | 0.09% | 0% | 14.14% | 12/27/2022 |
 Renault (RNO.PA) | 0.02% | 0% | 0.71% | 1/11/2022 |
 BMW (BMW.DE) | 0.01% | 0% | 0.71% | 1/11/2022 |
 Alibaba (BABA) | 0.01% | 0% | 0.71% | 1/11/2022 |
 Bitcoin (BTC) | 0% | 0% | 0.71% | 1/11/2022 |
 Solventum (SOLV) | 0% | 0% | 0.06% | 4/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 7.22% | 7.97% |
| Caterpillar (CAT) | 4.33% | 6.95% |
| UnitedHealth (UNH) | 7.22% | 5.28% |
| Walmart (WMT) | 4.33% | 5.24% |
| Apple (AAPL) | 4.33% | 5.07% |
| Cisco (CSCO) | 4.33% | 4.96% |
| Amazon (AMZN) | 4.33% | 4.75% |
| Johnson & Johnson (JNJ) | 4.33% | 4.68% |
| Travelers (TRV) | 4.33% | 4.55% |
| Microsoft (MSFT) | 4.33% | 4.55% |
| Philip Morris (PM) | 4.33% | 4.48% |
| Tesla (TSLA) | 2.89% | 4.35% |
| ExxonMobil (XOM) | 4.33% | 4.32% |
| Visa (V) | 4.33% | 4.29% |
| FedEx (FDX) | 4.33% | 4.24% |
| McDonald's (MCD) | 4.33% | 3.86% |
| Coca-Cola (KO) | 4.33% | 3.65% |
| Realty Income (O) | 4.33% | 3.58% |
| Chevron (CVX) | 4.33% | 3.48% |
| Stanley Black & Decker (SWK) | 4.33% | 3.31% |
| Starbucks (SBUX) | 4.33% | 3.09% |
| Procter & Gamble (PG) | 4.33% | 3.05% |
Cash & Instruments Over Time
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