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Portfolio Diversification
Range
Most Diversified
16 instruments
March 30, 2023
Least Diversified
0 instruments
November 12, 2025
Average
14.5 instruments
Most Consistent Holdings
Top 5
MSFT99.75%
BA99.75%
JNJ99.75%
KO99.75%
T99.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 27.12% | 22.15% | 99.75% | - |
| Boeing (BA) | 16.68% | 14.13% | 99.75% | - |
| Coca-Cola (KO) | 8.77% | 11.84% | 99.75% | - |
 MarianoPardo | 7.93% | 9.42% | 99.33% | - |
 Altria (MO) | 5.48% | 5.61% | 99.75% | - |
 PepsiCo (PEP) | 5.39% | 3.85% | 99.75% | - |
| Johnson & Johnson (JNJ) | 5.11% | 5.31% | 99.75% | - |
 Raytheon (RTX) | 3.9% | 0% | 65.38% | 3/3/2025 |
| AT&T (T) | 3.37% | 3.16% | 99.75% | - |
 Realty Income (O) | 3.13% | 3.27% | 97.41% | - |
 AbbVie (ABBV) | 2.65% | 2.29% | 99.75% | - |
 Nokia (NOK) | 2.58% | 4.47% | 99.75% | - |
 BMW (BMW.DE) | 2.53% | 0% | 82.36% | 9/22/2025 |
 Bristol-Myers Squibb (BMY) | 2.44% | 7.12% | 48.91% | - |
 CVS Health (CVS) | 1.04% | 0% | 65.38% | 3/3/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.79% | 7.1% | 17.39% | - |
 Warner Bros Discovery (WBD) | 0.28% | 0% | 60.37% | 1/2/2025 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 15.36% | 27.05% |
| Boeing (BA) | 15.23% | 14.38% |
| Coca-Cola (KO) | 14.23% | 11.57% |
| MarianoPardo | 9.72% | 9.61% |
| Bristol-Myers Squibb (BMY) | 9.83% | 6.88% |
| Altria (MO) | 5.47% | 5.29% |
| Johnson & Johnson (JNJ) | 5.46% | 5.02% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 5.63% | 4.34% |
| PepsiCo (PEP) | 5.74% | 3.71% |
| AT&T (T) | 4.31% | 3.17% |
| Realty Income (O) | 4.22% | 3% |
| Nokia (NOK) | 2.87% | 2.87% |
| AbbVie (ABBV) | 1.44% | 2.71% |
Cash & Instruments Over Time
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