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Portfolio Diversification
Range
Most Diversified
3 instruments
January 1, 2022
Least Diversified
1 instruments
February 25, 2025
Average
2.5 instruments
Most Consistent Holdings
Top 5
OXY100%
KO74.53%
SBUX74.53%
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 |
|---|---|---|---|---|
| Occidental (OXY) | 26.87% | 27.28% | 100% | - |
| Coca-Cola (KO) | 7.63% | 0% | 74.53% | 2/24/2025 |
| Starbucks (SBUX) | 7.14% | 0% | 74.53% | 2/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Occidental (OXY) | 9.18% | 20.79% |
Cash & Instruments Over Time
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