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Portfolio Diversification
Range
Most Diversified
46 instruments
June 4, 2026
Least Diversified
0 instruments
February 16, 2025
Average
14.2 instruments
Most Consistent Holdings
Top 5
MCD57.32%
LMT45.7%
MSFT45.22%
HEI.DE37.26%
B37.26%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 16, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 PetroChina (00857.HK) | 2.15% | 8.31% | 36.78% | - |
| McDonald's (MCD) | 1.66% | 2.2% | 57.32% | - |
 Bank of China (3988.HK) | 1.56% | 0% | 34.55% | 6/10/2026 |
| Microsoft (MSFT) | 1.43% | 3.78% | 45.22% | - |
 Jiangxi Copper Co Ltd H (358.HK) | 1.35% | 0% | 34.39% | 6/10/2026 |
 Shell (SHEL.L) | 1.31% | 0% | 34.39% | 6/9/2026 |
 ING (INGA.NV) | 1.31% | 0% | 34.24% | 6/9/2026 |
| Lockheed Martin (LMT) | 1.24% | 2.72% | 45.7% | - |
 Bank of America (BAC) | 1.16% | 0% | 34.24% | 6/9/2026 |
 Unilever (ULVR.L) | 1.12% | 0% | 34.24% | 6/9/2026 |
| Barrick (B) | 1.09% | 0% | 37.26% | 8/25/2026 |
 ConocoPhillips (COP) | 1.04% | 0% | 34.24% | 6/9/2026 |
 Alphabet (GOOG) | 1.02% | 4.79% | 28.66% | - |
| HeidelbergCement (HEI.DE) | 0.98% | 0% | 37.26% | 8/25/2026 |
 UnitedHealth (UNH) | 0.95% | 0% | 34.24% | 6/9/2026 |
 IBM (IBM) | 0.95% | 0% | 33.92% | 8/4/2026 |
 HSBC (HSBC) | 0.91% | 0% | 34.24% | 6/9/2026 |
 Raytheon (RTX) | 0.9% | 0% | 34.39% | 6/9/2026 |
 Tencent (0700.HK) | 0.89% | 2.47% | 32.48% | - |
 Alibaba (BABA) | 0.86% | 0% | 34.24% | 6/9/2026 |
 pieterrotteveel | 0.83% | 0% | 13.22% | 12/11/2025 |
 PepsiCo (PEP) | 0.82% | 0% | 34.39% | 6/9/2026 |
 AXA (CS.PA) | 0.81% | 0% | 34.39% | 6/9/2026 |
 Amazon (AMZN) | 0.8% | 0% | 25.32% | 6/9/2026 |
 Costco (COST) | 0.8% | 0% | 25.16% | 6/9/2026 |
 Digital Realty (DLR) | 0.77% | 0% | 26.11% | 6/9/2026 |
 Applied Materials (AMAT) | 0.71% | 0% | 25.16% | 6/9/2026 |
 Samsung (SMSD.L) | 0.67% | 0% | 22.93% | 6/9/2026 |
 Merck (MRK) | 0.63% | 0% | 23.09% | 6/9/2026 |
 Apple (AAPL) | 0.56% | 0% | 19.9% | 6/9/2026 |
 Dermapharm (DMP.DE) | 0.52% | 0% | 14.17% | 3/11/2026 |
 AEP (AEP) | 0.5% | 0% | 10.51% | 11/4/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.5% | 11.34% | 4.62% | - |
 AbbVie (ABBV) | 0.5% | 0% | 25.16% | 6/9/2026 |
 AT&T (T.US) | 0.46% | 0% | 34.24% | 6/9/2026 |
 Scorpio Tankers (STNG) | 0.45% | 0% | 13.06% | 6/9/2026 |
 Vanguard S&P 500 ETF (VOO) | 0.44% | 9.56% | 4.62% | - |
 State Street (STT) | 0.43% | 0% | 34.24% | 6/9/2026 |
 Vanguard FTSE Emerging Markets (VWO) | 0.43% | 9.12% | 4.62% | - |
 Philip Morris (PM) | 0.42% | 0% | 34.39% | 6/9/2026 |
 Vanguard Information Technology (VGT) | 0.42% | 8.68% | 4.62% | - |
 NVIDIA (NVDA) | 0.39% | 0% | 19.59% | 6/9/2026 |
 WisdomTree Quantum Computing Fund (WQTM) | 0.39% | 7.82% | 4.62% | - |
 Coca-Cola (KO) | 0.37% | 0% | 34.39% | 6/9/2026 |
 Prologis (PLD) | 0.36% | 0% | 19.9% | 6/9/2026 |
 NextEra (NEE) | 0.34% | 0% | 20.06% | 6/9/2026 |
 Volkswagen (VOW3.DE) | 0.34% | 0% | 19.59% | 6/9/2026 |
 Pan American Silver (PAAS) | 0.32% | 2.94% | 10.03% | - |
 Procter & Gamble (PG) | 0.32% | 0% | 20.38% | 6/9/2026 |
 FedEx (FDX) | 0.31% | 0% | 10.03% | 6/9/2026 |
 Palantir (PLTR) | 0.31% | 0% | 15.92% | 8/5/2026 |
 Meta (META) | 0.29% | 0% | 19.43% | 6/9/2026 |
 Visa (V) | 0.27% | 0% | 10.67% | 8/4/2026 |
 DTE Energy (DTE) | 0.24% | 2.42% | 10.67% | - |
 ServiceNow (NOW) | 0.15% | 0% | 7.48% | 6/9/2026 |
 Palo Alto Networks (PANW) | 0.13% | 0% | 5.25% | 5/26/2026 |
 Shell (SHEL) | 0.12% | 4.67% | 2.39% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.12% | 4.84% | 2.39% | - |
 BP (BP.L) | 0.12% | 4.47% | 2.39% | - |
 Vanguard Long-Term Bond ETF (BLV) | 0.11% | 4.74% | 2.39% | - |
 Bitcoin (BTC) | 0.11% | 0% | 3.82% | 2/6/2026 |
 Palantir Technologies Inc. (PLTR.EUR) | 0.05% | 0% | 2.71% | 2/27/2026 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.02% | 0% | 8.76% | 2/2/2026 |
 FEDEX FREIGHT HOLDING CO (FDXF) | 0.01% | 0% | 0.96% | 6/9/2026 |
 Vistra (VST) | 0% | 0% | 0.16% | 9/1/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| PetroChina (00857.HK) | 5.03% | 6.83% |
| Alphabet (GOOG) | 6.97% | 6.56% |
| Jiangxi Copper Co Ltd H (358.HK) | 3.73% | 4.58% |
| Bank of China (3988.HK) | 4.62% | 4.36% |
| Applied Materials (AMAT) | 4.66% | 4.32% |
| IBM (IBM) | 4.66% | 4.28% |
| HeidelbergCement (HEI.DE) | 4.46% | 4.2% |
| Amazon (AMZN) | 4.34% | 4.08% |
| Barrick (B) | 4.38% | 4.05% |
| ING (INGA.NV) | 3.73% | 3.96% |
| Dermapharm (DMP.DE) | 4.03% | 3.91% |
| Costco (COST) | 3.92% | 3.66% |
| Shell (SHEL.L) | 3.73% | 3.61% |
| Bank of America (BAC) | 3.09% | 3.59% |
| McDonald's (MCD) | 3.77% | 3.53% |
| Unilever (ULVR.L) | 3.73% | 3.37% |
| Microsoft (MSFT) | 3.73% | 3.3% |
| Digital Realty (DLR) | 3.3% | 2.95% |
| UnitedHealth (UNH) | 3.39% | 2.86% |
| ConocoPhillips (COP) | 3% | 2.8% |
| AbbVie (ABBV) | 2.88% | 2.72% |
| Raytheon (RTX) | 2.24% | 2.64% |
| HSBC (HSBC) | 1.86% | 2.63% |
| Alibaba (BABA) | 2.35% | 2.53% |
| AXA (CS.PA) | 2.69% | 2.49% |
| PepsiCo (PEP) | 2.24% | 2.32% |
| State Street (STT) | 0.85% | 1.28% |
| Philip Morris (PM) | 1.21% | 1.21% |
| AT&T (T.US) | 0.93% | 0.79% |
| Coca-Cola (KO) | 0.46% | 0.43% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.18% |
Cash & Instruments Over Time
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