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Portfolio Diversification
Range
Most Diversified
43 instruments
May 24, 2022
Least Diversified
0 instruments
February 2, 2025
Average
39.9 instruments
Most Consistent Holdings
Top 5
MSFT99.8%
CSCO99.8%
IBM99.8%
INTC99.8%
KO99.8%
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 |
|---|---|---|---|---|
 Alphabet (GOOGL) | 10.4% | 17.28% | 99.8% | - |
| Microsoft (MSFT) | 8.11% | 7.65% | 99.8% | - |
 Wells Fargo (WFC) | 6.33% | 5.5% | 99.8% | - |
| IBM (IBM) | 4.45% | 3.89% | 99.8% | - |
| Coca-Cola (KO) | 3.97% | 2.88% | 99.8% | - |
| Intel (INTC) | 3.97% | 3.99% | 99.8% | - |
 British American Tobacco (BTI) | 3.91% | 4.73% | 99.8% | - |
 Pfizer (PFE) | 3.78% | 1.93% | 99.8% | - |
 SoFi (SOFI) | 3.62% | 5.98% | 99.8% | - |
 Federal Realty (FRT) | 3.6% | 2.18% | 99.8% | - |
 Rio Tinto (RIO) | 3.38% | 4.91% | 99.8% | - |
 Simon (SPG) | 3.11% | 3.32% | 99.8% | - |
 AT&T (T) | 2.69% | 2.22% | 99.8% | - |
 Berkshire Hathaway (BRK.B) | 2.64% | 2.73% | 99.8% | - |
 PepsiCo (PEP) | 2.47% | 4.83% | 99.8% | - |
 Unilever (ULVR.L) | 2.45% | 1.58% | 99.8% | - |
 Disney (DIS) | 2.24% | 3.28% | 64.06% | - |
 3M (MMM) | 2.21% | 1.57% | 99.8% | - |
 Realty Income (O) | 2.14% | 2.21% | 99.8% | - |
 Alibaba (BABA) | 2.12% | 3.3% | 99.8% | - |
 Verizon (VZ) | 1.95% | 2.44% | 99.8% | - |
 Renewables Infrastructure Group (TRIG.L) | 1.75% | 1.04% | 99.8% | - |
 ExxonMobil (XOM) | 1.74% | 1.46% | 99.8% | - |
 Tesla (TSLA) | 1.62% | 0% | 54.89% | 12/24/2024 |
 Ford (F) | 1.42% | 0.79% | 99.73% | - |
 Meta (META) | 1.3% | 0% | 35.61% | 7/12/2023 |
 Digital Realty (DLR) | 1.18% | 0.89% | 99.8% | - |
| Cisco (CSCO) | 1.1% | 0.95% | 99.8% | - |
 American Express (AXP) | 0.97% | 0% | 55.56% | 5/10/2024 |
 Kraft Heinz (KHC) | 0.92% | 0.38% | 99.8% | - |
 Mondelez (MDLZ) | 0.86% | 0.91% | 99.8% | - |
 METRO (B4B.DE) | 0.85% | 0% | 83.73% | 7/8/2025 |
 Plug Power (PLUG) | 0.81% | 0.32% | 99.8% | - |
 Nano Dimension (NNDM) | 0.77% | 0.45% | 99.8% | - |
 AvalonBay (AVB) | 0.74% | 0.39% | 99.8% | - |
 Amazon (AMZN) | 0.74% | 2.18% | 39.83% | - |
 Aflac (AFL) | 0.68% | 0.66% | 99.8% | - |
 Emerson (EMR) | 0.6% | 0% | 55.82% | 5/14/2024 |
 Walgreens (WBA) | 0.55% | 0% | 83.94% | 7/11/2025 |
 Warner Bros Discovery (WBD) | 0.38% | 0% | 35.21% | 10/19/2023 |
 Gazprom OAO-ADR (OGZDL.L) | 0.24% | 0.08% | 99.8% | - |
 Virgin Galactic (SPCE) | 0.1% | 0% | 73.76% | 5/19/2025 |
 Store Capital Corp. (STOR) | 0.1% | 0% | 16.73% | 9/16/2022 |
 Bank of America (BAC) | 0.09% | 0.33% | 38.69% | - |
 LTC Properties (LTC.US) | 0.07% | 0% | 9.57% | 5/24/2022 |
 PayPal (PYPL) | 0.04% | 0.32% | 10.91% | - |
 Apple (AAPL) | 0.02% | 0% | 2.28% | 2/25/2025 |
 NVIDIA (NVDA) | 0.02% | 0% | 3.95% | 4/3/2025 |
 Lukoil OAO-ADR (LKOD.L) | 0.02% | 0% | 4.08% | 3/2/2022 |
 Xiaomi (1810.HK) | 0.01% | 0.37% | 5.29% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 1% | 12/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 9.95% | 17.68% |
| Microsoft (MSFT) | 7.95% | 8.83% |
| SoFi (SOFI) | 3.73% | 7.82% |
| Wells Fargo (WFC) | 2.92% | 6.21% |
| British American Tobacco (BTI) | 4.03% | 4.51% |
| IBM (IBM) | 2.61% | 4.35% |
| Rio Tinto (RIO) | 4.67% | 4.25% |
| PepsiCo (PEP) | 6.49% | 4.24% |
| Alibaba (BABA) | 4.12% | 3.6% |
| Disney (DIS) | 4.35% | 3.59% |
| Intel (INTC) | 5.12% | 3.19% |
| Simon (SPG) | 2.22% | 3.08% |
| Berkshire Hathaway (BRK.B) | 2.55% | 2.68% |
| Coca-Cola (KO) | 2.63% | 2.55% |
| Amazon (AMZN) | 2.88% | 2.3% |
| Federal Realty (FRT) | 2.21% | 1.99% |
| Verizon (VZ) | 2.64% | 1.9% |
| Realty Income (O) | 2.71% | 1.88% |
| AT&T (T) | 3.2% | 1.88% |
| Pfizer (PFE) | 3.4% | 1.74% |
| 3M (MMM) | 2.38% | 1.6% |
| Unilever (ULVR.L) | 1.89% | 1.52% |
| ExxonMobil (XOM) | 0.48% | 1.13% |
| Renewables Infrastructure Group (TRIG.L) | 2.51% | 1.03% |
| Cisco (CSCO) | 0.73% | 0.91% |
| Ford (F) | 0.48% | 0.83% |
| Mondelez (MDLZ) | 1.25% | 0.82% |
| Digital Realty (DLR) | 0.97% | 0.77% |
| Aflac (AFL) | 0.42% | 0.64% |
| AvalonBay (AVB) | 0.48% | 0.39% |
| PayPal (PYPL) | 0.65% | 0.39% |
| Nano Dimension (NNDM) | 1.44% | 0.37% |
| Bank of America (BAC) | 0.42% | 0.37% |
| Kraft Heinz (KHC) | 0.54% | 0.36% |
| Plug Power (PLUG) | 2.69% | 0.29% |
| Xiaomi (1810.HK) | 0.15% | 0.1% |
| Gazprom OAO-ADR (OGZDL.L) | 1.21% | 0.08% |
| Virgin Galactic (SPCE) | 0.48% | 0% |
| Lukoil OAO-ADR (LKOD.L) | 0.24% | 0% |
Cash & Instruments Over Time
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