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Portfolio Diversification
Range
Most Diversified
47 instruments
December 18, 2025
Least Diversified
0 instruments
February 2, 2025
Average
41.8 instruments
Most Consistent Holdings
Top 5
GOOG99.74%
BA99.74%
CSCO99.74%
IBM99.74%
INTC99.74%
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 |
|---|---|---|---|---|
 ExxonMobil (XOM) | 4.31% | 2.73% | 99.74% | - |
| Alphabet (GOOG) | 3.77% | 2.53% | 99.74% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 3.42% | 0% | 50.16% | 3/14/2024 |
 Unilever (ULVR.L) | 3.37% | 0.91% | 99.74% | - |
 Coca-Cola (KO) | 3.3% | 0.63% | 99.74% | - |
 Realty Income (O) | 3.07% | 1.67% | 99.74% | - |
 McDonald's (MCD) | 3% | 1.9% | 99.74% | - |
| IBM (IBM) | 2.88% | 0.95% | 99.74% | - |
 Altria (MO) | 2.86% | 1.53% | 99.74% | - |
 Berkshire Hathaway (BRK.B) | 2.84% | 2.57% | 80.01% | - |
 Emerson (EMR) | 2.69% | 2.13% | 99.74% | - |
 Diamondback (FANG) | 2.67% | 0.48% | 99.74% | - |
 Garmin (GRMN) | 2.61% | 1.78% | 92.67% | - |
 AbbVie (ABBV) | 2.51% | 1.24% | 99.74% | - |
 Federal Realty (FRT) | 2.49% | 1.51% | 99.74% | - |
 Royal Caribbean (RCL) | 2.49% | 2.22% | 99.74% | - |
 Johnson & Johnson (JNJ) | 2.45% | 0.88% | 99.74% | - |
 Colgate (CL) | 2.4% | 1.3% | 99.74% | - |
 TSMC (TSM) | 2.4% | 2.48% | 76.44% | - |
 Caterpillar (CAT) | 2.4% | 4.04% | 81.77% | - |
 3M (MMM) | 2.38% | 1.57% | 99.74% | - |
| Cisco (CSCO) | 2.32% | 1.71% | 99.74% | - |
 Xiaomi (1810.HK) | 2.32% | 1% | 98.44% | - |
 Microsoft (MSFT) | 2.3% | 1.04% | 87.15% | - |
 AT&T (T) | 2.17% | 1.35% | 99.74% | - |
 Gilead Sciences (GILD) | 2.1% | 1.35% | 75.15% | - |
 Lowe's (LOW) | 2.06% | 1.02% | 92.67% | - |
 Kimberly-Clark (KMB) | 2.06% | 0.61% | 99.74% | - |
| Intel (INTC) | 2% | 2.3% | 99.74% | - |
 General Dynamics (GD) | 1.99% | 1.75% | 87.15% | - |
 Alibaba (BABA) | 1.71% | 1.46% | 99.74% | - |
| Boeing (BA) | 1.69% | 1.02% | 99.74% | - |
 Pfizer (PFE) | 1.64% | 1.09% | 99.74% | - |
 GM (GM) | 1.62% | 1.46% | 68.27% | - |
 Procter & Gamble (PG) | 1.6% | 0.66% | 87.15% | - |
 Sysco (SYY) | 1.57% | 1.28% | 99.74% | - |
 T. Rowe Price (TROW) | 1.5% | 1.42% | 80.01% | - |
 Snowflake (SNOW) | 1.49% | 1.35% | 76.44% | - |
 Rolls-Royce (RR.L) | 1.3% | 1.32% | 99.74% | - |
 Dell (DELL) | 1.04% | 2.92% | 56% | - |
 Netflix (NFLX) | 0.92% | 0.62% | 52.76% | - |
 Orange (ORA.PA) | 0.89% | 0.37% | 99.74% | - |
 Pirelli (PIRC.MI) | 0.85% | 1.24% | 69.63% | - |
 Amazon (AMZN) | 0.74% | 0% | 49.51% | 4/21/2026 |
 Warner Bros Discovery (WBD) | 0.31% | 0.18% | 93.19% | - |
 iShares Core S&P 500 ETF (IVV) | 0.2% | 0% | 7.66% | 4/29/2022 |
 Cineworld Group PLC (CINE.L) | 0.16% | 0% | 59.64% | 8/8/2024 |
 Solventum (SOLV) | 0.13% | 0.22% | 48.35% | - |
 Store Capital Corp. (STOR) | 0.04% | 0% | 2.53% | 2/6/2023 |
 Berkshire Hathaway (BRK.B.RTH) | 0.02% | 0% | 7.46% | 4/21/2026 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0% | 8.44% | 4/21/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 2.75% | 5.22% |
| TSMC (TSM) | 2.04% | 4.45% |
| Berkshire Hathaway (BRK.B) | 4.68% | 4.2% |
| Caterpillar (CAT) | 2.09% | 3.62% |
| GM (GM) | 2.19% | 3.47% |
| ExxonMobil (XOM) | 2.06% | 3.17% |
| IBM (IBM) | 2.06% | 3.16% |
| Gilead Sciences (GILD) | 3.06% | 3.04% |
| Coca-Cola (KO) | 3.4% | 2.73% |
| Garmin (GRMN) | 2.07% | 2.7% |
| Microsoft (MSFT) | 2.04% | 2.52% |
| Royal Caribbean (RCL) | 0.71% | 2.43% |
| Alibaba (BABA) | 2.94% | 2.39% |
| Cisco (CSCO) | 2.04% | 2.36% |
| AT&T (T) | 3.06% | 2.35% |
| McDonald's (MCD) | 2.81% | 2.35% |
| Realty Income (O) | 3.74% | 2.32% |
| Emerson (EMR) | 2.1% | 2.31% |
| Xiaomi (1810.HK) | 1.07% | 2.3% |
| AbbVie (ABBV) | 1.72% | 2.29% |
| 3M (MMM) | 3.1% | 2.28% |
| Altria (MO) | 2.62% | 2.27% |
| General Dynamics (GD) | 2.38% | 2.23% |
| Intel (INTC) | 3.8% | 2.19% |
| Federal Realty (FRT) | 3.23% | 2.17% |
| Unilever (ULVR.L) | 2.86% | 2.15% |
| Snowflake (SNOW) | 2.15% | 2.1% |
| Johnson & Johnson (JNJ) | 2.4% | 2.06% |
| Dell (DELL) | 2.08% | 1.85% |
| Colgate (CL) | 2.73% | 1.79% |
| Netflix (NFLX) | 1.59% | 1.67% |
| Lowe's (LOW) | 2.04% | 1.63% |
| T. Rowe Price (TROW) | 2.84% | 1.6% |
| Amazon (AMZN) | 1.92% | 1.58% |
| Diamondback (FANG) | 1.07% | 1.54% |
| Procter & Gamble (PG) | 2.42% | 1.53% |
| Boeing (BA) | 1.72% | 1.43% |
| Rolls-Royce (RR.L) | 0.34% | 1.38% |
| Sysco (SYY) | 1.6% | 1.35% |
| Pirelli (PIRC.MI) | 1.7% | 1.29% |
| Pfizer (PFE) | 2.67% | 1.27% |
| Kimberly-Clark (KMB) | 2.38% | 1.18% |
| Warner Bros Discovery (WBD) | 0.61% | 0.74% |
| Orange (ORA.PA) | 0.69% | 0.65% |
| Solventum (SOLV) | 0% | 0.28% |
| Berkshire Hathaway (BRK.B.RTH) | 0.34% | 0.22% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.12% |
Cash & Instruments Over Time
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