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Portfolio Diversification
Range
Most Diversified
73 instruments
June 4, 2026
Least Diversified
0 instruments
February 2, 2025
Average
54.3 instruments
Most Consistent Holdings
Top 5
GLE.PA99.08%
GOOG99.01%
MSFT99.01%
AMZN99.01%
DIS99.01%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 3, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 4.67% | 4.09% | 99.01% | - |
| Amazon (AMZN) | 3.71% | 2.61% | 99.01% | - |
| Microsoft (MSFT) | 3.01% | 2.35% | 99.01% | - |
| Societe Generale (GLE.PA) | 2.71% | 2.03% | 99.08% | - |
 Crowdstrike (CRWD) | 2.51% | 3.88% | 94.19% | - |
 Allianz (ALV.DE) | 2.36% | 2% | 98.93% | - |
 Citi (C) | 2.34% | 1.33% | 98.93% | - |
 Visa (V) | 2.28% | 1.54% | 98.93% | - |
 AT&T (T.US) | 2.24% | 1.13% | 99.01% | - |
 NN Group (NN.NV) | 2.22% | 1.96% | 96.26% | - |
 GSK (GSK.L) | 2.07% | 1.22% | 99.01% | - |
 Orange (ORA.PA) | 1.98% | 1.35% | 98.93% | - |
 Vodafone (VOD) | 1.95% | 1.37% | 98.93% | - |
 Intel (INTC) | 1.94% | 2.37% | 99.01% | - |
 Volkswagen (VOW3.DE) | 1.93% | 0% | 86.25% | 2/20/2026 |
| Disney (DIS) | 1.92% | 1.07% | 99.01% | - |
 Walmart (WMT) | 1.91% | 1.89% | 94.04% | - |
 Johnson & Johnson (JNJ) | 1.74% | 1.82% | 94.27% | - |
 Bank of America (BAC) | 1.69% | 1.59% | 90.15% | - |
 Deutsche Post (DHL.DE) | 1.66% | 1.31% | 98.85% | - |
 Pfizer (PFE) | 1.66% | 0.86% | 94.27% | - |
 Wells Fargo (WFC) | 1.65% | 1.48% | 87.24% | - |
 US Bancorp (USB) | 1.64% | 1.39% | 89.92% | - |
 E.ON (EOAN.DE) | 1.62% | 0.93% | 97.94% | - |
 Barclays (BARC.L) | 1.56% | 1.98% | 70.89% | - |
 FedEx (FDX) | 1.53% | 1.01% | 98.78% | - |
 Samsung (SMSN.L) | 1.52% | 3.23% | 94.27% | - |
 3M (MMM) | 1.46% | 0.96% | 96.18% | - |
 Rio Tinto (RIO.L) | 1.42% | 1.62% | 90.07% | - |
 ASML (ASML.NV) | 1.38% | 2.28% | 75.94% | - |
 Verizon (VZ) | 1.38% | 1.18% | 85.1% | - |
 Roche (ROP.ZU) | 1.34% | 1.62% | 75.94% | - |
 Barrick (B) | 1.34% | 0% | 76.62% | 12/18/2025 |
 Philip Morris (PM) | 1.34% | 1.74% | 70.74% | - |
 BP (BP.L) | 1.32% | 1.27% | 85.1% | - |
 Cisco (CSCO) | 1.32% | 2.28% | 70.89% | - |
 BHP (BHP.L) | 1.31% | 1.44% | 89.92% | - |
 Dominion Energy (D) | 1.3% | 1.3% | 80.52% | - |
 HSBC (HSBA.L) | 1.27% | 2.05% | 70.89% | - |
 Shell (SHEL.L) | 1.18% | 1.37% | 71.5% | - |
 Best Buy (BBY) | 1.17% | 0% | 72.57% | 12/19/2025 |
 Walgreens (WBA) | 1.1% | 0% | 53.4% | 12/12/2024 |
 Bayer (BAYN.DE) | 1.09% | 0% | 79.76% | 11/26/2025 |
 Coca-Cola (KO) | 1.07% | 1.33% | 70.97% | - |
 Enel (ENEL.MI) | 1.03% | 1.22% | 70.97% | - |
 LVMH (MC.PA) | 0.99% | 0.76% | 70.89% | - |
 Adobe (ADBE) | 0.98% | 0.58% | 94.19% | - |
 Realty Income (O) | 0.94% | 0.86% | 70.97% | - |
 VICI Properties (VICI) | 0.94% | 0.68% | 70.97% | - |
 Starbucks (SBUX) | 0.85% | 1.23% | 56.91% | - |
 CVS Health (CVS) | 0.85% | 1.54% | 56.84% | - |
 Adidas (ADS.DE) | 0.85% | 0% | 22.15% | 10/26/2023 |
 JPMorgan (JPM) | 0.85% | 1.42% | 56.84% | - |
 Cloudflare (NET) | 0.83% | 2.02% | 56.91% | - |
 Maersk (MAERSKB.CO) | 0.81% | 1.48% | 56.84% | - |
 UPS (UPS) | 0.79% | 0.79% | 70.97% | - |
 BNP Paribas (BNP.PA) | 0.79% | 1.49% | 56.91% | - |
 McDonald's (MCD) | 0.78% | 1.02% | 56.68% | - |
 Sony (SONY) | 0.78% | 1% | 56.68% | - |
 Palo Alto Networks (PANW) | 0.67% | 2.32% | 56.91% | - |
 Apple (AAPL) | 0.62% | 0.98% | 64.63% | - |
 Enbridge (ENB) | 0.59% | 0.56% | 70.74% | - |
 Albemarle (ALB) | 0.54% | 0% | 67.46% | 12/18/2025 |
 Nike (NKE) | 0.54% | 0.47% | 57.37% | - |
 Mondi (MNDI.L) | 0.41% | 0% | 19.1% | 1/12/2024 |
 AMD (AMD) | 0.39% | 1.65% | 45.84% | - |
 Novo Nordisk (NOVO-B.CO) | 0.26% | 0.74% | 43.01% | - |
 BlackRock (BLK) | 0.17% | 1.04% | 17.57% | - |
 ExxonMobil (XOM) | 0.17% | 0.93% | 17.49% | - |
 Home Depot (HD) | 0.16% | 0.78% | 17.65% | - |
 MercadoLibre Inc (MELI.RTH) | 0.15% | 0.75% | 17.42% | - |
 Berkshire Hathaway (BRK.B) | 0.15% | 0.83% | 17.65% | - |
 UnitedHealth (UNH) | 0.14% | 0.83% | 17.49% | - |
 Sanofi (SAN.PA) | 0.13% | 0.76% | 17.65% | - |
 D.R. Horton (DHI) | 0.12% | 0.66% | 17.65% | - |
 NextEra (NEE) | 0.12% | 0.89% | 12.68% | - |
 UnitedHealth (UNH.RTH) | 0.02% | 0.18% | 9.4% | - |
 Berkshire Hathaway (BRK.B.RTH) | 0.01% | 0.15% | 9.24% | - |
 FEDEX FREIGHT HOLDING CO (FDXF) | 0.01% | 0.22% | 5.27% | - |
 Nike (NKE.RTH) | 0.01% | 0.12% | 9.4% | - |
 Belden (BDC) | 0.01% | 0.16% | 6.95% | - |
 Solventum (SOLV) | 0% | 0% | 0.15% | 4/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 2.72% | 4.63% |
| Microsoft (MSFT) | 3.17% | 2.87% |
| Amazon (AMZN) | 2.27% | 2.79% |
| Crowdstrike (CRWD) | 1.81% | 2.54% |
| Walmart (WMT) | 1.59% | 2.24% |
| Barclays (BARC.L) | 0.91% | 2.22% |
| Allianz (ALV.DE) | 1.81% | 2.21% |
| Societe Generale (GLE.PA) | 0.91% | 2.09% |
| NN Group (NN.NV) | 1.59% | 2.04% |
| HSBC (HSBA.L) | 1.36% | 1.92% |
| Wells Fargo (WFC) | 1.36% | 1.92% |
| Philip Morris (PM) | 1.59% | 1.85% |
| Visa (V) | 1.81% | 1.85% |
| Cisco (CSCO) | 1.59% | 1.83% |
| Roche (ROP.ZU) | 1.81% | 1.8% |
| Johnson & Johnson (JNJ) | 1.81% | 1.79% |
| Samsung (SMSN.L) | 1.59% | 1.76% |
| Bank of America (BAC) | 1.36% | 1.66% |
| ASML (ASML.NV) | 1.81% | 1.62% |
| CVS Health (CVS) | 1.54% | 1.59% |
| Cloudflare (NET) | 0.91% | 1.58% |
| Rio Tinto (RIO.L) | 1.81% | 1.57% |
| Maersk (MAERSKB.CO) | 1.59% | 1.55% |
| JPMorgan (JPM) | 1.36% | 1.54% |
| GSK (GSK.L) | 1.59% | 1.47% |
| Orange (ORA.PA) | 1.36% | 1.47% |
| Disney (DIS) | 1.59% | 1.46% |
| AT&T (T.US) | 1.36% | 1.43% |
| US Bancorp (USB) | 1.36% | 1.42% |
| Shell (SHEL.L) | 1.81% | 1.39% |
| Dominion Energy (D) | 1.59% | 1.39% |
| Vodafone (VOD) | 1.36% | 1.39% |
| Citi (C) | 0.68% | 1.39% |
| Enel (ENEL.MI) | 1.36% | 1.37% |
| Palo Alto Networks (PANW) | 1.81% | 1.36% |
| Deutsche Post (DHL.DE) | 1.59% | 1.36% |
| Sony (SONY) | 1.36% | 1.34% |
| LVMH (MC.PA) | 1.81% | 1.33% |
| BNP Paribas (BNP.PA) | 1.36% | 1.32% |
| Coca-Cola (KO) | 1.59% | 1.32% |
| BP (BP.L) | 1.81% | 1.26% |
| Verizon (VZ) | 1.59% | 1.26% |
| McDonald's (MCD) | 1.36% | 1.22% |
| BHP (BHP.L) | 1.59% | 1.18% |
| Starbucks (SBUX) | 1.36% | 1.18% |
| FedEx (FDX) | 1.36% | 1.13% |
| Intel (INTC) | 1.36% | 1.07% |
| Volkswagen (VOW3.DE) | 1.59% | 1.06% |
| 3M (MMM) | 0.91% | 1.04% |
| MercadoLibre Inc (MELI.RTH) | 1.36% | 1.02% |
| E.ON (EOAN.DE) | 0.91% | 1.01% |
| Pfizer (PFE) | 1.81% | 1.01% |
| Novo Nordisk (NOVO-B.CO) | 1.59% | 1% |
| BlackRock (BLK) | 1.35% | 1% |
| Adobe (ADBE) | 1.59% | 0.98% |
| Realty Income (O) | 1.36% | 0.97% |
| Home Depot (HD) | 1.36% | 0.96% |
| UPS (UPS) | 1.81% | 0.93% |
| Apple (AAPL) | 0.91% | 0.92% |
| VICI Properties (VICI) | 1.36% | 0.9% |
| AMD (AMD) | 0.68% | 0.9% |
| Nike (NKE) | 1.36% | 0.9% |
| ExxonMobil (XOM) | 1.13% | 0.86% |
| Sanofi (SAN.PA) | 1.13% | 0.85% |
| UnitedHealth (UNH) | 1.13% | 0.84% |
| Berkshire Hathaway (BRK.B) | 0.91% | 0.67% |
| Enbridge (ENB) | 0.68% | 0.65% |
| D.R. Horton (DHI) | 0.91% | 0.63% |
Cash & Instruments Over Time
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