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Portfolio Diversification
Range
Most Diversified
21 instruments
March 22, 2024
Least Diversified
0 instruments
April 4, 2026
Average
10.5 instruments
Most Consistent Holdings
Top 5
INTC99.41%
PFE80.49%
T.US80.49%
MMM54.15%
VZ54.15%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AT&T (T.US) | 13.06% | 0% | 80.49% | 4/8/2026 |
| Intel (INTC) | 10.41% | 5.46% | 99.41% | - |
| 3M (MMM) | 7.42% | 0% | 54.15% | 7/11/2025 |
 Alphabet (GOOG) | 6.95% | 5.44% | 29.46% | - |
| Pfizer (PFE) | 6.18% | 0% | 80.49% | 4/8/2026 |
 Valeo (FR.PA) | 5.75% | 0% | 51.12% | 8/22/2025 |
| Verizon (VZ) | 4.94% | 0% | 54.15% | 7/11/2025 |
 Bitcoin (BTC) | 4.9% | 10.11% | 21.76% | - |
 Essex Property Trust (ESS) | 4.87% | 0% | 54.15% | 7/11/2025 |
 Apple (AAPL) | 3.59% | 2.13% | 41.17% | - |
 Realty Income (O) | 3.16% | 0% | 8.88% | 4/1/2024 |
 Leggett & Platt (LEG) | 2.62% | 0% | 54.15% | 7/11/2025 |
 DonFan | 2.5% | 0% | 8.98% | 4/2/2024 |
 Tesla (TSLA) | 2.04% | 2.57% | 36.88% | - |
 Bank of America (BAC) | 1.64% | 0% | 27.51% | 10/11/2024 |
 HP (HPQ) | 1.53% | 0% | 24.2% | 9/6/2024 |
 NVIDIA (NVDA) | 1.34% | 12.23% | 12.29% | - |
 ZIM (ZIM) | 1.21% | 0% | 16.39% | 9/6/2024 |
 Meta (META) | 1.18% | 12.24% | 10.34% | - |
 Altria (MO) | 1.15% | 0% | 24.2% | 9/6/2024 |
 Microsoft (MSFT) | 1.07% | 5.35% | 17.17% | - |
 Coinbase (COIN) | 1.04% | 9.72% | 10.34% | - |
 McDonald's (MCD) | 0.93% | 8.67% | 10.34% | - |
 Lowe's (LOW) | 0.91% | 8.65% | 10.34% | - |
 Ethereum (ETH) | 0.81% | 0% | 5.37% | 7/31/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 0.8% | 0% | 1.37% | 7/7/2026 |
 STAG (STAG) | 0.78% | 9.61% | 8.1% | - |
 Palantir (PLTR) | 0.69% | 0% | 17.17% | 9/6/2024 |
 Ocugen (OCGN) | 0.63% | 0% | 43.41% | 7/11/2025 |
 eToro Group LTD (ETOR) | 0.56% | 1.01% | 18.24% | - |
 Netflix (NFLX) | 0.42% | 2.68% | 12.39% | - |
 Nike (NKE) | 0.41% | 1.15% | 17.17% | - |
 Booking (BKNG) | 0.37% | 1.39% | 15.12% | - |
 Walgreens (WBA) | 0.33% | 0% | 8.88% | 4/1/2024 |
 Czechoslovak Group (CSG.NV) | 0.3% | 0% | 2.83% | 4/8/2026 |
 Coca-Cola (KO) | 0.21% | 0% | 6.83% | 3/11/2024 |
 American Airlines (AAL) | 0.18% | 0% | 18.54% | 10/11/2024 |
 Hormel (HRL) | 0.18% | 1.47% | 9.95% | - |
 Prologis (PLD) | 0.14% | 0% | 6.83% | 3/11/2024 |
 Colgate (CL) | 0.14% | 0% | 6.83% | 3/11/2024 |
 Oil (Non Expiry) (OIL) | 0.08% | 0% | 0.2% | 3/8/2026 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 5.56% | 2/26/2024 |
 Starbucks (SBUX) | 0.04% | 0% | 1.76% | 4/1/2024 |
 Bayer (BAYN.DE) | 0.02% | 0% | 1.37% | 3/26/2024 |
 vyhnlu | 0.02% | 0% | 0.29% | 3/14/2024 |
 Dollar General (DG.US) | 0% | 0% | 0.1% | 3/13/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 21.64% | 35.68% |
| Intel (INTC) | 25.97% | 19.3% |
| AT&T (T.US) | 21.64% | 18.45% |
| Apple (AAPL) | 10.82% | 13.89% |
| Pfizer (PFE) | 16.23% | 8.7% |
Cash & Instruments Over Time
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