Portfolio Diversification
Range
Most Diversified
64 instruments
December 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
50.9 instruments
Most Consistent Holdings
Top 5
BAYN.DE99.8%
VOW3.DE99.8%
GLE.PA99.8%
GOOG99.71%
MSFT99.71%
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) | 4.74% | 4.5% | 99.71% | - |
 Amazon (AMZN) | 4.02% | 2.92% | 99.71% | - |
| Microsoft (MSFT) | 3.21% | 3.21% | 99.71% | - |
| Societe Generale (GLE.PA) | 2.87% | 3.37% | 99.8% | - |
 Citi (C) | 2.59% | 2.16% | 99.71% | - |
 AT&T (T) | 2.51% | 1.54% | 99.71% | - |
 Crowdstrike (CRWD) | 2.49% | 3.12% | 93.63% | - |
 Visa (V) | 2.49% | 1.94% | 99.71% | - |
 Allianz (ALV.DE) | 2.48% | 2.12% | 99.61% | - |
| Volkswagen (VOW3.DE) | 2.37% | 0.98% | 99.8% | - |
 NN Group (NN.NV) | 2.3% | 1.94% | 96.18% | - |
 GSK (GSK.L) | 2.26% | 1.39% | 99.71% | - |
 Disney (DIS) | 2.12% | 1.51% | 99.71% | - |
 Vodafone (VOD) | 2.12% | 1.36% | 99.61% | - |
 Orange (ORA.PA) | 2.11% | 1.51% | 99.61% | - |
 Intel (INTC) | 1.99% | 1.28% | 99.71% | - |
 Pfizer (PFE) | 1.87% | 1.05% | 93.63% | - |
 Walmart (WMT) | 1.86% | 2.18% | 93.63% | - |
 E.ON (EOAN.DE) | 1.8% | 1.07% | 98.43% | - |
 Deutsche Post (DHL.DE) | 1.78% | 1.22% | 99.61% | - |
 Bank of America (BAC) | 1.76% | 1.68% | 88.34% | - |
 Johnson & Johnson (JNJ) | 1.73% | 1.71% | 93.63% | - |
 US Bancorp (USB) | 1.73% | 1.33% | 88.34% | - |
 Wells Fargo (WFC) | 1.68% | 1.89% | 84.72% | - |
 FedEx (FDX) | 1.64% | 1.03% | 99.71% | - |
 Barrick (B) | 1.62% | 1.93% | 93.63% | - |
 3M (MMM) | 1.61% | 1.14% | 96.18% | - |
 Best Buy (BBY) | 1.45% | 1.14% | 88.34% | - |
 Barclays (BARC.L) | 1.44% | 2.6% | 63.76% | - |
 Walgreens (WBA) | 1.42% | 0% | 68.46% | 12/12/2024 |
 Verizon (VZ) | 1.41% | 1.28% | 81.88% | - |
| Bayer (BAYN.DE) | 1.39% | 0.4% | 99.8% | - |
 Rio Tinto (RIO.L) | 1.38% | 1.33% | 88.25% | - |
 BP (BP.L) | 1.33% | 1.34% | 81.88% | - |
 BHP (BHP.L) | 1.32% | 1.19% | 88.25% | - |
 Dominion Energy (D) | 1.29% | 1.32% | 76% | - |
 Roche (ROG.ZU) | 1.27% | 1.47% | 70.13% | - |
 Samsung (SMSN.L) | 1.23% | 1.58% | 93.63% | - |
 ASML (ASML.NV) | 1.22% | 1.68% | 70.13% | - |
 Philip Morris (PM.RTH) | 1.22% | 1.82% | 63.76% | - |
 Cisco (CSCO) | 1.14% | 1.82% | 63.76% | - |
 Shell (SHEL.L) | 1.12% | 1.52% | 64.54% | - |
 HSBC (HSBA.L) | 1.11% | 1.8% | 63.76% | - |
 Adidas (ADS.DE) | 1.09% | 0% | 28.4% | 10/26/2023 |
 Adobe (ADBE) | 1.07% | 0.68% | 93.63% | - |
 Coca-Cola (KO) | 1% | 1.4% | 63.76% | - |
 LVMH (MC.PA) | 0.99% | 1.35% | 63.76% | - |
 VICI Properties (VICI) | 0.97% | 1.03% | 63.76% | - |
 Enel (ENEL.MI) | 0.95% | 1.41% | 63.76% | - |
 Realty Income (O) | 0.94% | 1.07% | 63.76% | - |
 UPS (UPS.RTH) | 0.77% | 0.95% | 63.76% | - |
 Starbucks (SBUX.RTH) | 0.75% | 1.25% | 45.74% | - |
 JPMorgan (JPM) | 0.7% | 1.54% | 45.74% | - |
 Sony (SONY) | 0.7% | 1.6% | 45.74% | - |
 McDonald's (MCD) | 0.7% | 1.29% | 45.74% | - |
 Albemarle (ALB) | 0.67% | 0.44% | 81.88% | - |
 CVS Health (CVS) | 0.66% | 1.74% | 45.74% | - |
 BNP Paribas (BNP.PA) | 0.65% | 1.13% | 45.74% | - |
 Cloudflare (NET) | 0.63% | 1.9% | 45.74% | - |
 Maersk (MAERSKB.CO) | 0.62% | 1.52% | 45.74% | - |
 Enbridge (ENB) | 0.58% | 0.67% | 63.76% | - |
 Apple (AAPL) | 0.54% | 0.96% | 55.63% | - |
 Mondi (MNDI.L) | 0.52% | 0% | 24.49% | 1/12/2024 |
 Nike (NKE) | 0.5% | 0.83% | 46.33% | - |
 Palo Alto Networks (PANW) | 0.46% | 1.31% | 45.74% | - |
 AMD (AMD) | 0.16% | 1.16% | 31.54% | - |
 Novo Nordisk (NOVO-B.CO) | 0.12% | 0.5% | 27.91% | - |
 Solventum (SOLV) | 0% | 0% | 0.2% | 4/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 3.19% | 4.13% |
| Amazon (AMZN) | 2.45% | 3.63% |
| Microsoft (MSFT) | 3.19% | 3.24% |
| Crowdstrike (CRWD) | 1.96% | 2.54% |
| Walmart (WMT) | 1.72% | 2.49% |
| Visa (V) | 1.96% | 2.29% |
| Allianz (ALV.DE) | 1.96% | 2.2% |
| Barclays (BARC.L) | 1.47% | 2.18% |
| Societe Generale (GLE.PA) | 1.96% | 2.1% |
| Wells Fargo (WFC) | 1.47% | 1.99% |
| Citi (C) | 1.47% | 1.97% |
| Disney (DIS) | 1.72% | 1.96% |
| Cisco (CSCO) | 1.72% | 1.93% |
| Philip Morris (PM.RTH) | 1.72% | 1.91% |
| Roche (ROG.ZU) | 1.96% | 1.86% |
| Bank of America (BAC) | 1.47% | 1.82% |
| AT&T (T) | 1.47% | 1.8% |
| US Bancorp (USB) | 1.47% | 1.75% |
| Starbucks (SBUX.RTH) | 1.47% | 1.75% |
| NN Group (NN.NV) | 1.72% | 1.73% |
| Shell (SHEL.L) | 1.96% | 1.72% |
| Johnson & Johnson (JNJ) | 1.96% | 1.72% |
| HSBC (HSBA.L) | 1.47% | 1.71% |
| Verizon (VZ) | 1.72% | 1.7% |
| ASML (ASML.NV) | 1.96% | 1.63% |
| Coca-Cola (KO) | 1.72% | 1.61% |
| BP (BP.L) | 1.96% | 1.59% |
| McDonald's (MCD) | 1.47% | 1.59% |
| JPMorgan (JPM) | 1.47% | 1.57% |
| Dominion Energy (D) | 1.47% | 1.55% |
| Best Buy (BBY) | 1.47% | 1.52% |
| LVMH (MC.PA) | 1.72% | 1.52% |
| Sony (SONY) | 1.47% | 1.52% |
| Rio Tinto (RIO.L) | 1.72% | 1.51% |
| FedEx (FDX) | 1.47% | 1.51% |
| Maersk (MAERSKB.CO) | 1.47% | 1.48% |
| GSK (GSK.L) | 1.72% | 1.47% |
| Pfizer (PFE) | 1.96% | 1.47% |
| Enel (ENEL.MI) | 1.47% | 1.43% |
| BHP (BHP.L) | 1.72% | 1.4% |
| Deutsche Post (DHL.DE) | 1.72% | 1.35% |
| UPS (UPS.RTH) | 1.72% | 1.34% |
| Orange (ORA.PA) | 1.47% | 1.33% |
| BNP Paribas (BNP.PA) | 1.47% | 1.31% |
| VICI Properties (VICI) | 1.47% | 1.29% |
| Volkswagen (VOW3.DE) | 1.72% | 1.28% |
| Realty Income (O) | 1.47% | 1.25% |
| CVS Health (CVS) | 1.67% | 1.24% |
| Vodafone (VOD) | 1.47% | 1.23% |
| Barrick (B) | 1.47% | 1.22% |
| Nike (NKE) | 1.23% | 1.21% |
| Cloudflare (NET) | 0.98% | 1.19% |
| Apple (AAPL) | 0.98% | 1.16% |
| 3M (MMM) | 0.98% | 1.15% |
| Samsung (SMSN.L) | 1.72% | 1.06% |
| Palo Alto Networks (PANW) | 0.98% | 0.98% |
| E.ON (EOAN.DE) | 0.98% | 0.94% |
| Adobe (ADBE) | 0.98% | 0.82% |
| Intel (INTC) | 1.47% | 0.8% |
| Enbridge (ENB) | 0.74% | 0.79% |
| Albemarle (ALB) | 0.98% | 0.51% |
| Bayer (BAYN.DE) | 0.98% | 0.4% |
| AMD (AMD) | 0.25% | 0.21% |