Portfolio Diversification
Range
Most Diversified
43 instruments
May 24, 2022
Least Diversified
0 instruments
February 2, 2025
Average
40.4 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
CSCO99.91%
IBM99.91%
INTC99.91%
KO99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOGL) | 9.21% | 12.01% | 99.91% | - |
| Microsoft (MSFT) | 7.73% | 9.1% | 99.91% | - |
 Wells Fargo (WFC) | 6.43% | 6.07% | 99.91% | - |
| IBM (IBM) | 4.45% | 4.93% | 99.91% | - |
 Pfizer (PFE) | 4.3% | 2.17% | 99.91% | - |
| Coca-Cola (KO) | 4.29% | 3.67% | 99.91% | - |
| Intel (INTC) | 4.26% | 2.3% | 99.91% | - |
 Federal Realty (FRT) | 4% | 2.6% | 99.91% | - |
 British American Tobacco (BTI) | 3.72% | 4.74% | 99.91% | - |
 Rio Tinto (RIO) | 3.2% | 4.34% | 99.91% | - |
 Simon (SPG) | 3.14% | 2.81% | 99.91% | - |
 AT&T (T) | 2.82% | 2.89% | 99.91% | - |
 SoFi (SOFI) | 2.66% | 4.51% | 99.91% | - |
 Unilever (ULVR.L) | 2.64% | 2.37% | 99.91% | - |
 Berkshire Hathaway (BRK.B) | 2.63% | 2.97% | 99.91% | - |
 3M (MMM) | 2.35% | 1.83% | 99.91% | - |
 Realty Income (O) | 2.14% | 2.72% | 99.91% | - |
 Tesla (TSLA) | 2.06% | 0% | 69.97% | 12/24/2024 |
 Disney (DIS) | 1.93% | 2.77% | 54.35% | - |
 PepsiCo (PEP) | 1.91% | 5.34% | 99.91% | - |
 Verizon (VZ) | 1.89% | 2.88% | 99.91% | - |
 Renewables Infrastructure Group (TRIG.L) | 1.89% | 1.52% | 99.91% | - |
 ExxonMobil (XOM) | 1.89% | 1.42% | 99.91% | - |
 Alibaba (BABA) | 1.74% | 2.91% | 99.91% | - |
 Meta (META) | 1.65% | 0% | 45.39% | 7/12/2023 |
 Ford (F) | 1.59% | 0.86% | 99.91% | - |
 Digital Realty (DLR) | 1.26% | 1.05% | 99.91% | - |
 American Express (AXP) | 1.24% | 0% | 70.82% | 5/10/2024 |
| Cisco (CSCO) | 1.15% | 0.92% | 99.91% | - |
 Kraft Heinz (KHC) | 1.05% | 0.62% | 99.91% | - |
 METRO (B4B.DE) | 1% | 1.28% | 99.91% | - |
 Plug Power (PLUG) | 0.95% | 0.18% | 99.91% | - |
 Nano Dimension (NNDM) | 0.86% | 0.51% | 99.91% | - |
 Mondelez (MDLZ) | 0.84% | 1.26% | 99.91% | - |
 AvalonBay (AVB) | 0.82% | 0.62% | 99.91% | - |
 Emerson (EMR) | 0.76% | 0% | 71.16% | 5/14/2024 |
 Aflac (AFL) | 0.7% | 0.71% | 99.91% | - |
 Walgreens (WBA) | 0.69% | 0.19% | 99.91% | - |
 Warner Bros Discovery (WBD) | 0.49% | 0% | 44.88% | 10/19/2023 |
 Gazprom OAO-ADR (OGZDL.L) | 0.29% | 0.11% | 99.91% | - |
 Amazon (AMZN) | 0.28% | 2.42% | 23.55% | - |
 Virgin Galactic (SPCE) | 0.13% | 0% | 93.77% | 2/6/2025 |
 Store Capital Corp. (STOR) | 0.12% | 0% | 21.33% | 9/16/2022 |
 LTC Properties (LTC.US) | 0.09% | 0% | 12.2% | 5/24/2022 |
 Bank of America (BAC) | 0.04% | 0.17% | 22.01% | - |
 Apple (AAPL) | 0.03% | 0% | 2.9% | 2/25/2025 |
 NVIDIA (NVDA) | 0.03% | 0% | 5.03% | 4/3/2025 |
 Lukoil OAO-ADR (LKOD.L) | 0.03% | 0% | 5.2% | 3/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 9.84% | 13.66% |
| Microsoft (MSFT) | 6.09% | 8.17% |
| Wells Fargo (WFC) | 3.15% | 6.36% |
| SoFi (SOFI) | 3.46% | 5.82% |
| IBM (IBM) | 2.82% | 4.38% |
| British American Tobacco (BTI) | 4.35% | 3.93% |
| Rio Tinto (RIO) | 4.46% | 3.71% |
| Disney (DIS) | 3.18% | 3.51% |
| Simon (SPG) | 1.55% | 3.11% |
| Coca-Cola (KO) | 2.76% | 3.02% |
| Federal Realty (FRT) | 2.38% | 3% |
| PepsiCo (PEP) | 3.3% | 2.74% |
| Berkshire Hathaway (BRK.B) | 1.82% | 2.51% |
| Pfizer (PFE) | 3.67% | 2.51% |
| Realty Income (O) | 2.93% | 2.41% |
| Intel (INTC) | 5.53% | 2.35% |
| Verizon (VZ) | 2.65% | 2.34% |
| AT&T (T) | 3.45% | 2.34% |
| Alibaba (BABA) | 3.42% | 2.19% |
| Unilever (ULVR.L) | 2.04% | 2.14% |
| 3M (MMM) | 2.56% | 1.75% |
| Renewables Infrastructure Group (TRIG.L) | 2.56% | 1.66% |
| ExxonMobil (XOM) | 0.52% | 1.38% |
| Digital Realty (DLR) | 1.05% | 1.19% |
| METRO (B4B.DE) | 1.84% | 1.01% |
| Amazon (AMZN) | 1.01% | 0.99% |
| Cisco (CSCO) | 0.78% | 0.95% |
| Ford (F) | 0.52% | 0.85% |
| Nano Dimension (NNDM) | 1.55% | 0.81% |
| Aflac (AFL) | 0.26% | 0.66% |
| AvalonBay (AVB) | 0.52% | 0.64% |
| Kraft Heinz (KHC) | 0.59% | 0.62% |
| Mondelez (MDLZ) | 0.52% | 0.49% |
| Plug Power (PLUG) | 2.9% | 0.42% |
| Bank of America (BAC) | 0.2% | 0.2% |
| Walgreens (WBA) | 0.8% | 0.15% |
| Gazprom OAO-ADR (OGZDL.L) | 1.31% | 0.1% |
| Virgin Galactic (SPCE) | 0.52% | 0.01% |
| Lukoil OAO-ADR (LKOD.L) | 0.26% | 0% |