Portfolio Diversification
Range
Most Diversified
66 instruments
February 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
37.4 instruments
Most Consistent Holdings
Top 5
SPY92.49%
MSFT85.06%
PBR84.98%
HEIA.NV84.75%
KO83.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 20, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 13.77% | 21.3% | 85.06% | - |
| SPDR S&P 500 ETF (SPY) | 7.09% | 4.11% | 92.49% | - |
| Petrobras (PBR) | 6.79% | 10.17% | 84.98% | - |
 Allianz (ALV.DE) | 4.41% | 8.31% | 76.55% | - |
 Unilever (ULVR.L) | 4.09% | 0% | 19.35% | 1/16/2023 |
 Oracle (ORCL) | 3.12% | 7.16% | 51.47% | - |
 Procter & Gamble (PG) | 2.86% | 0% | 58.51% | 10/11/2024 |
| Heineken (HEIA.NV) | 2.61% | 2.93% | 84.75% | - |
 Merck (MRK) | 2.56% | 0% | 49.61% | 7/3/2024 |
 Apple (AAPL) | 2.48% | 4.93% | 65.02% | - |
 Alphabet (GOOG) | 2.3% | 4.88% | 77.01% | - |
| Coca-Cola (KO) | 2.08% | 2.85% | 83.67% | - |
 Telefônica Brasil (VIV.US) | 2.03% | 0% | 54.57% | 9/5/2024 |
 Johnson & Johnson (JNJ) | 1.98% | 0% | 57.89% | 10/11/2024 |
 NVIDIA (NVDA) | 1.92% | 4.88% | 50.46% | - |
 VICI Properties (VICI) | 1.8% | 2.96% | 51.01% | - |
 Ford (F) | 1.65% | 0% | 46.13% | 7/8/2024 |
 Smurfit Kappa (SWR.L) | 1.42% | 0% | 36.53% | 2/7/2024 |
 Mercedes-Benz (MBG.DE) | 1.24% | 1.09% | 80.26% | - |
 UnitedHealth (UNH) | 1.19% | 0% | 50.93% | 2/11/2025 |
 Nestle (NESN.ZU) | 1.16% | 0% | 76.08% | 8/15/2025 |
 GlaxoSmithKline (GSK) | 1.02% | 0% | 50.77% | 9/20/2024 |
 Kering (KER.PA) | 1.01% | 0.85% | 69.97% | - |
 Cisco (CSCO) | 0.97% | 0% | 52.79% | 10/11/2024 |
 Public Storage (PSA) | 0.96% | 0% | 50.23% | 7/15/2024 |
 Ecopetrol (EC) | 0.96% | 2.18% | 40.09% | - |
 Roche (ROG.ZU) | 0.92% | 0% | 44.81% | 7/5/2024 |
 PepsiCo (PEP) | 0.88% | 0% | 46.83% | 8/26/2025 |
 Tesla (TSLA) | 0.86% | 2.76% | 49.38% | - |
 Caterpillar (CAT) | 0.83% | 0% | 6.04% | 12/5/2022 |
 XRP (XRP) | 0.7% | 2.51% | 26.78% | - |
 Pfizer (PFE) | 0.7% | 0.65% | 82.66% | - |
 Chevron (CVX) | 0.69% | 1.29% | 52.48% | - |
 Ambev (ABEV) | 0.67% | 0% | 51.63% | 8/27/2025 |
 Lockheed Martin (LMT) | 0.67% | 0% | 44.81% | 7/3/2024 |
 Reckitt (RKT.L) | 0.65% | 0% | 33.59% | 2/15/2024 |
 NYCB (FLG) | 0.63% | 0% | 48.14% | 9/3/2024 |
 Novartis (NVS) | 0.6% | 0% | 34.91% | 2/23/2024 |
 Ryanair (RYAAY) | 0.58% | 0% | 38.47% | 6/20/2025 |
 Lear (LEA) | 0.57% | 0.75% | 65.17% | - |
 SAP (SAP) | 0.54% | 0% | 25.39% | 8/14/2023 |
 Alexandria (ARE) | 0.48% | 0.35% | 52.55% | - |
 Webster (WBS) | 0.45% | 0% | 31.42% | 2/28/2024 |
 Carlsberg (CARLB.CO) | 0.43% | 0% | 33.98% | 2/28/2024 |
 RB Global (RBA) | 0.43% | 0% | 22.21% | 1/10/2024 |
 FedEx (FDX) | 0.38% | 0% | 43.58% | 7/9/2024 |
 Societe Generale (GLE.PA) | 0.37% | 0% | 28.79% | 1/30/2024 |
 AT&T (T) | 0.37% | 0% | 50.7% | 3/4/2025 |
 ResMed (RMD) | 0.37% | 0% | 32.82% | 4/3/2025 |
 Vale (VALE) | 0.36% | 0% | 39.32% | 6/24/2025 |
 MPC (MPCC.OL) | 0.36% | 2.06% | 35.22% | - |
 Adobe (ADBE) | 0.31% | 0% | 31.66% | 5/14/2025 |
 Elevance Health (ELV) | 0.31% | 0% | 32.51% | 2/28/2024 |
 Swatch (UHR.ZU) | 0.3% | 0% | 29.57% | 7/5/2024 |
 Uber (UBER) | 0.28% | 0% | 28.87% | 2/18/2025 |
 Amdocs (DOX) | 0.27% | 0% | 32.51% | 10/14/2024 |
 Raytheon (RTX) | 0.24% | 0% | 52.71% | 10/14/2024 |
 Itau Unibanco (ITUB) | 0.23% | 0% | 22.6% | 5/8/2025 |
 Teleperformance (TEP.PA) | 0.22% | 0% | 33.05% | 7/15/2024 |
 Palantir (PLTR) | 0.22% | 1.84% | 12.31% | - |
 Meta (META) | 0.22% | 1.74% | 14.16% | - |
 Hershey (HSY) | 0.22% | 0% | 15.79% | 6/23/2025 |
 Visa (V) | 0.22% | 0% | 5.19% | 1/17/2023 |
 Spotify (SPOT) | 0.2% | 0% | 19.43% | 10/17/2024 |
 Halliburton (HAL) | 0.19% | 0% | 18.89% | 2/16/2024 |
 Global Net Lease (GNL) | 0.19% | 0% | 43.19% | 7/8/2024 |
 SAP (SAP.DE) | 0.19% | 1.01% | 16.25% | - |
 AB InBev (ABI.BR) | 0.17% | 0% | 25.54% | 7/4/2024 |
 Flowers Foods (FLO) | 0.16% | 0% | 23.68% | 9/19/2024 |
 Celanese (CE) | 0.16% | 0% | 31.19% | 1/29/2024 |
 Bristol-Myers Squibb (BMY) | 0.16% | 0% | 40.09% | 10/15/2024 |
 eToro Group LTD (ETOR) | 0.16% | 0.81% | 15.33% | - |
 Salesforce (CRM) | 0.16% | 0% | 19.35% | 10/15/2024 |
 Everest (EG) | 0.15% | 0% | 25.85% | 7/5/2024 |
 Sanofi (SAN.PA) | 0.15% | 0% | 29.88% | 7/8/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.15% | 0.65% | 18.5% | - |
 Deutsche Bank (DBK.DE) | 0.14% | 0% | 11.38% | 2/19/2025 |
 Volkswagen (VOW3.DE) | 0.14% | 0% | 44.2% | 11/18/2024 |
 Bitcoin (BTC) | 0.13% | 1.15% | 21.21% | - |
 Thales (HO.PA) | 0.13% | 0% | 28.25% | 2/12/2024 |
 Qualcomm (QCOM) | 0.12% | 0% | 22.14% | 2/29/2024 |
 Colgate (CL) | 0.11% | 0% | 32.2% | 10/11/2024 |
 Novo-Nordisk (NVO) | 0.1% | 0% | 4.33% | 1/17/2023 |
 Intel (INTC) | 0.09% | 1.12% | 12% | - |
 AES (AES) | 0.09% | 0% | 18.42% | 2/20/2024 |
 ExxonMobil (XOM) | 0.09% | 0.5% | 20.67% | - |
 ABB (ABBN.ZU) | 0.08% | 0% | 20.28% | 8/14/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.08% | 0% | 4.26% | 9/26/2023 |
 GSK (GSK.L) | 0.07% | 0% | 26.63% | 1/22/2024 |
 Hermes (RMS.PA) | 0.07% | 0% | 18.19% | 10/14/2024 |
 Verizon (VZ) | 0.07% | 0% | 14.71% | 7/5/2024 |
 Kroger (KR) | 0.06% | 0% | 15.56% | 2/28/2024 |
 Legal & General (LGEN.L) | 0.06% | 0% | 24.77% | 2/12/2024 |
 Broadcom (AVGO) | 0.05% | 0% | 10.37% | 5/14/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.05% | 0% | 4.02% | 9/26/2023 |
 Bradesco (BBD) | 0.04% | 0% | 14.55% | 2/12/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.04% | 0% | 4.02% | 9/26/2023 |
 AXA (CS.PA) | 0.04% | 0% | 22.68% | 2/15/2024 |
 easyJet (EZJ.L) | 0.03% | 0% | 15.02% | 11/16/2023 |
 Oshkosh (OSK) | 0.03% | 0% | 6.42% | 12/20/2023 |
 Box (BOX) | 0.03% | 0% | 11.53% | 7/5/2024 |
 Mastercard (MA) | 0.02% | 0.23% | 8.75% | - |
 Veolia (VIE.PA) | 0.02% | 0% | 9.98% | 7/15/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 1.24% | 8/18/2023 |
 UPS (UPS) | 0.01% | 0.51% | 2.09% | - |
 Fluence (FLNC) | 0.01% | 0.43% | 2.24% | - |
 Pudgy Penguins (Experimental) (PENGU) | 0.01% | 0% | 6.66% | 11/4/2025 |
 Argan (ARG.PA) | 0.01% | 0.08% | 8.2% | - |
 Credit Suisse Group AG-ADR (CS.US) | 0.01% | 0% | 6.81% | 6/13/2023 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 1.63% | 2/10/2025 |
 BNP Paribas (BNP.PA) | 0% | 0.37% | 1.01% | - |
 Sandoz (SDZNY) | 0% | 0% | 3.25% | 11/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 19.01% | 20.41% |
| Petrobras (PBR) | 12.51% | 10.38% |
| Allianz (ALV.DE) | 5.52% | 6.3% |
| Apple (AAPL) | 4.52% | 5.81% |
| Oracle (ORCL) | 3.83% | 5.41% |
| SPDR S&P 500 ETF (SPY) | 4.03% | 4.76% |
| VICI Properties (VICI) | 4.18% | 4.11% |
| NVIDIA (NVDA) | 2.31% | 3.71% |
| Alphabet (GOOG) | 2.57% | 3.4% |
| Coca-Cola (KO) | 3.2% | 3.21% |
| Heineken (HEIA.NV) | 3.75% | 2.83% |
| Ecopetrol (EC) | 3.37% | 2.35% |
| Tesla (TSLA) | 1.11% | 2.34% |
| UnitedHealth (UNH) | 2.42% | 2.28% |
| PepsiCo (PEP) | 1.89% | 1.68% |
| Chevron (CVX) | 1.72% | 1.68% |
| Ryanair (RYAAY) | 1.92% | 1.52% |
| Hershey (HSY) | 1.55% | 1.47% |
| Deutsche Bank (DBK.DE) | 1.41% | 1.46% |
| Mercedes-Benz (MBG.DE) | 1.66% | 1.35% |
| Nestle (NESN.ZU) | 1.72% | 1.27% |
| ResMed (RMD) | 0.94% | 1.09% |
| MPC (MPCC.OL) | 1.26% | 1.09% |
| Ambev (ABEV) | 1.58% | 1.05% |
| Kering (KER.PA) | 1.71% | 0.99% |
| Uber (UBER) | 1.13% | 0.96% |
| XRP (XRP) | 1.16% | 0.9% |
| Adobe (ADBE) | 1.03% | 0.9% |
| Lear (LEA) | 1.32% | 0.89% |
| Itau Unibanco (ITUB) | 1.11% | 0.86% |
| Vale (VALE) | 1.26% | 0.86% |
| Alexandria (ARE) | 1.13% | 0.85% |
| AT&T (T) | 0.62% | 0.83% |
| Pfizer (PFE) | 0.95% | 0.81% |
| Broadcom (AVGO) | 0.57% | 0.54% |