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Portfolio Diversification
Range
Most Diversified
16 instruments
March 30, 2023
Least Diversified
0 instruments
November 12, 2025
Average
14.4 instruments
Most Consistent Holdings
Top 5
BA99.6%
JNJ99.6%
KO99.6%
PEP99.6%
ABBV99.6%
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) | 26.08% | 0% | 96% | 4/27/2026 |
| Boeing (BA) | 16.5% | 0% | 99.6% | 6/12/2026 |
| Coca-Cola (KO) | 8.87% | 0% | 99.6% | 6/12/2026 |
 MarianoPardo | 7.93% | 0% | 98.56% | 6/12/2026 |
 Altria (MO) | 5.47% | 0% | 99.36% | 6/12/2026 |
| PepsiCo (PEP) | 5.3% | 0% | 99.6% | 6/12/2026 |
| Johnson & Johnson (JNJ) | 5.1% | 0% | 99.6% | 6/12/2026 |
 Raytheon (RTX) | 3.74% | 0% | 62.61% | 3/3/2025 |
 AT&T (T.US) | 3.25% | 0% | 96.32% | 5/1/2026 |
 Realty Income (O) | 3.11% | 0% | 97.2% | 6/12/2026 |
| AbbVie (ABBV) | 2.63% | 0% | 99.6% | 6/12/2026 |
 Bristol-Myers Squibb (BMY) | 2.61% | 0% | 50.92% | 6/12/2026 |
 Nokia (NOK) | 2.51% | 0% | 96.32% | 5/1/2026 |
 BMW (BMW.DE) | 2.42% | 0% | 78.86% | 9/22/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.62% | 0% | 20.74% | 6/12/2026 |
 CVS Health (CVS) | 1% | 0% | 62.61% | 3/3/2025 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.31% | 0% | 2.88% | 6/12/2026 |
 Warner Bros Discovery (WBD) | 0.27% | 0% | 57.81% | 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.US) | 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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