Portfolio Diversification
Range
Most Diversified
46 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
40.4 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
BA99.91%
CSCO99.91%
IBM99.91%
INTC99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 4.8% | 0% | 70.46% | 3/14/2024 |
 ExxonMobil (XOM) | 4.73% | 0% | 99.91% | 2/1/2025 |
 Unilever (ULVR.L) | 3.81% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 3.67% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 3.48% | 0% | 99.91% | 2/1/2025 |
 Realty Income (O) | 3.31% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 3.22% | 0% | 99.91% | 2/1/2025 |
 Diamondback (FANG) | 3.1% | 0% | 99.91% | 2/1/2025 |
 Altria (MO) | 3.02% | 0% | 99.91% | 2/1/2025 |
| IBM (IBM) | 2.84% | 0% | 99.91% | 2/1/2025 |
 Emerson (EMR) | 2.84% | 0% | 99.91% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 2.68% | 0% | 99.91% | 2/1/2025 |
 AbbVie (ABBV) | 2.67% | 0% | 99.91% | 2/1/2025 |
 Federal Realty (FRT) | 2.67% | 0% | 99.91% | 2/1/2025 |
 Colgate (CL) | 2.59% | 0% | 99.91% | 2/1/2025 |
 Garmin (GRMN) | 2.45% | 0% | 89.97% | 2/1/2025 |
 3M (MMM) | 2.43% | 0% | 99.91% | 2/1/2025 |
| Cisco (CSCO) | 2.38% | 0% | 99.91% | 2/1/2025 |
 Royal Caribbean (RCL) | 2.35% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 2.34% | 0% | 72.2% | 2/1/2025 |
 Kimberly-Clark (KMB) | 2.29% | 0% | 99.91% | 2/1/2025 |
 Microsoft (MSFT) | 2.24% | 0% | 82.22% | 2/1/2025 |
 Lowe's (LOW) | 2.21% | 0% | 89.97% | 2/1/2025 |
 Caterpillar (CAT) | 2.09% | 0% | 74.66% | 2/1/2025 |
| Intel (INTC) | 2.07% | 0% | 99.91% | 2/1/2025 |
 AT&T (T) | 1.99% | 0% | 99.91% | 2/1/2025 |
 General Dynamics (GD) | 1.93% | 0% | 82.22% | 2/1/2025 |
 Xiaomi (1810.HK) | 1.92% | 0% | 98.09% | 2/1/2025 |
 TSMC (TSM) | 1.82% | 0% | 67.18% | 2/1/2025 |
| Boeing (BA) | 1.81% | 0% | 99.91% | 2/1/2025 |
 Pfizer (PFE) | 1.8% | 0% | 99.91% | 2/1/2025 |
 Gilead Sciences (GILD) | 1.72% | 0% | 65.36% | 2/1/2025 |
 Sysco (SYY) | 1.61% | 0% | 99.91% | 2/1/2025 |
 Procter & Gamble (PG) | 1.55% | 0% | 82.22% | 2/1/2025 |
 Alibaba (BABA) | 1.46% | 0% | 99.91% | 2/1/2025 |
 T. Rowe Price (TROW) | 1.46% | 0% | 72.2% | 2/1/2025 |
 Snowflake (SNOW) | 1.29% | 0% | 67.18% | 2/1/2025 |
 Rolls-Royce (RR.L) | 1.22% | 0% | 99.91% | 2/1/2025 |
 GM (GM) | 1.21% | 0% | 55.7% | 2/1/2025 |
 Orange (ORA.PA) | 0.98% | 0% | 99.91% | 2/1/2025 |
 Dell (DELL) | 0.7% | 0% | 38.47% | 2/1/2025 |
 Pirelli (PIRC.MI) | 0.65% | 0% | 57.61% | 2/1/2025 |
 Netflix (NFLX) | 0.51% | 0% | 33.91% | 2/1/2025 |
 Amazon (AMZN) | 0.41% | 0% | 29.44% | 2/1/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.28% | 0% | 10.76% | 4/29/2022 |
 Warner Bros Discovery (WBD) | 0.26% | 0% | 90.7% | 2/1/2025 |
 Cineworld Group PLC (CINE.L) | 0.22% | 0% | 83.77% | 8/8/2024 |
 Solventum (SOLV) | 0.08% | 0% | 27.71% | 2/1/2025 |
 Store Capital Corp. (STOR) | 0.06% | 0% | 3.56% | 2/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Xiaomi (1810.HK) | 2.11% | 4.29% |
| Royal Caribbean (RCL) | 1.43% | 4.03% |
| Berkshire Hathaway (BRK.B) | 4.05% | 3.97% |
| Alphabet (GOOG) | 2.76% | 3.68% |
| TSMC (TSM) | 2.04% | 3.37% |
| ExxonMobil (XOM) | 2.07% | 3.3% |
| Garmin (GRMN) | 2.07% | 3.2% |
| Coca-Cola (KO) | 3.41% | 2.83% |
| IBM (IBM) | 2.06% | 2.73% |
| Caterpillar (CAT) | 2.1% | 2.67% |
| Gilead Sciences (GILD) | 3.07% | 2.66% |
| GM (GM) | 2.2% | 2.64% |
| McDonald's (MCD) | 2.81% | 2.6% |
| Unilever (ULVR.L) | 2.87% | 2.59% |
| Realty Income (O) | 3.75% | 2.55% |
| Microsoft (MSFT) | 2.05% | 2.55% |
| Emerson (EMR) | 2.1% | 2.51% |
| AT&T (T) | 3.07% | 2.5% |
| Altria (MO) | 2.63% | 2.39% |
| Federal Realty (FRT) | 2.65% | 2.3% |
| Colgate (CL) | 2.58% | 2.26% |
| 3M (MMM) | 3.1% | 2.14% |
| Cisco (CSCO) | 2.04% | 2.11% |
| Procter & Gamble (PG) | 2.43% | 2.08% |
| AbbVie (ABBV) | 1.72% | 2.07% |
| General Dynamics (GD) | 2.39% | 2.03% |
| Dell (DELL) | 2.09% | 1.97% |
| Diamondback (FANG) | 1.07% | 1.95% |
| Lowe's (LOW) | 2.04% | 1.94% |
| Rolls-Royce (RR.L) | 1.02% | 1.89% |
| Netflix (NFLX) | 1.59% | 1.84% |
| Kimberly-Clark (KMB) | 2.39% | 1.78% |
| Amazon (AMZN) | 1.93% | 1.74% |
| Snowflake (SNOW) | 2.15% | 1.72% |
| T. Rowe Price (TROW) | 2.39% | 1.69% |
| Johnson & Johnson (JNJ) | 2.4% | 1.67% |
| Sysco (SYY) | 1.6% | 1.63% |
| Alibaba (BABA) | 2.95% | 1.61% |
| Pirelli (PIRC.MI) | 1.7% | 1.38% |
| Boeing (BA) | 1.72% | 1.36% |
| Pfizer (PFE) | 2.41% | 1.35% |
| Intel (INTC) | 3.46% | 1.16% |
| Orange (ORA.PA) | 0.69% | 0.51% |
| Warner Bros Discovery (WBD) | 0.61% | 0.32% |
| Solventum (SOLV) | 0% | 0.27% |