Portfolio Diversification
Range
Most Diversified
143 instruments
May 16, 2025
Least Diversified
0 instruments
June 8, 2024
Average
91 instruments
Most Consistent Holdings
Top 5
PFE74.78%
BAYN.DE74.03%
D74.03%
WBD74.03%
WBA72.73%
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 |
|---|---|---|---|---|
| Walgreens (WBA) | 2.53% | 0% | 72.73% | 7/11/2025 |
| Dominion Energy (D) | 1.79% | 0.49% | 74.03% | - |
| Warner Bros Discovery (WBD) | 1.74% | 0.58% | 74.03% | - |
 Valeo (FR.PA) | 1.37% | 0.45% | 70.02% | - |
 US Bancorp (USB) | 1.26% | 0.45% | 67.97% | - |
 Alibaba (BABA) | 1.24% | 3.01% | 68.29% | - |
 Meta (META) | 1.21% | 0.53% | 64.5% | - |
 Tesla (TSLA) | 1.2% | 3.36% | 44.7% | - |
 American Airlines (AAL) | 1.17% | 2.8% | 70.78% | - |
 AT&T (T) | 1.14% | 0.53% | 70.02% | - |
| Bayer (BAYN.DE) | 1.12% | 0.63% | 74.03% | - |
 Kraft Heinz (KHC) | 1.11% | 0.44% | 70.78% | - |
 Realty Income (O) | 1.08% | 0.49% | 70.02% | - |
 Cronos (CRON) | 0.98% | 0.52% | 70.78% | - |
 Shell (SHEL) | 0.97% | 0.5% | 67.97% | - |
 Chevron (CVX) | 0.96% | 0.46% | 67.97% | - |
 ExxonMobil (XOM) | 0.93% | 0.47% | 67.97% | - |
 FedEx (FDX) | 0.92% | 2.64% | 67.97% | - |
 Altria (MO) | 0.86% | 0.51% | 72.51% | - |
 Genuine Parts (GPC) | 0.83% | 0.51% | 70.78% | - |
 Volkswagen (VOW3.DE) | 0.82% | 0.44% | 68.07% | - |
 Leggett & Platt (LEG) | 0.78% | 0.55% | 70.56% | - |
 Bank of America (BAC) | 0.77% | 0.48% | 67.97% | - |
 Medtronic (MDT.US) | 0.77% | 0.45% | 68.29% | - |
 UnitedHealth (UNH) | 0.75% | 6.25% | 71.43% | - |
 Harley-Davidson (HOG) | 0.75% | 0.4% | 72.51% | - |
 NVIDIA (NVDA) | 0.73% | 0.65% | 64.94% | - |
 Palantir (PLTR) | 0.65% | 0.91% | 64.5% | - |
 PayPal (PYPL) | 0.65% | 2.85% | 67.97% | - |
 Nike (NKE) | 0.61% | 3.47% | 72.51% | - |
 Cardinal Health (CAH) | 0.61% | 0.58% | 67.21% | - |
 BMW (BMW.DE) | 0.59% | 0.47% | 68.29% | - |
| Pfizer (PFE) | 0.59% | 0.43% | 74.78% | - |
 GE (GE) | 0.58% | 0.62% | 63.74% | - |
 Sony (SONY) | 0.58% | 0.51% | 71.43% | - |
 Comcast (CMCSA) | 0.56% | 0.42% | 71.75% | - |
 Xiaomi (1810.HK) | 0.56% | 0.68% | 57.79% | - |
 Microsoft (MSFT) | 0.56% | 0.57% | 67.21% | - |
 Intel (INTC) | 0.55% | 0.52% | 71.75% | - |
 Merck (MRK) | 0.54% | 0.38% | 67.97% | - |
 Boeing (BA) | 0.54% | 0.6% | 72.19% | - |
 Continental (CON.DE) | 0.54% | 0.53% | 71.32% | - |
 ITW (ITW) | 0.54% | 0.47% | 67.21% | - |
 PepsiCo (PEP) | 0.54% | 0.44% | 68.4% | - |
 Phillips 66 (PSX) | 0.53% | 0.46% | 63.74% | - |
 Coca-Cola (KO) | 0.53% | 0.5% | 68.4% | - |
 Aflac (AFL) | 0.53% | 0.44% | 69.26% | - |
 Mercedes-Benz (MBG.DE) | 0.53% | 0.41% | 67.97% | - |
 Alphabet (GOOG) | 0.53% | 0.46% | 67.97% | - |
 Netflix (NFLX) | 0.53% | 0.62% | 60.06% | - |
 Procter & Gamble (PG) | 0.53% | 0.43% | 68.4% | - |
 Oracle (ORCL) | 0.52% | 0.7% | 63.42% | - |
 HP (HPQ) | 0.52% | 0.35% | 68.4% | - |
 Amazon (AMZN) | 0.52% | 0.53% | 63.74% | - |
 Adidas (ADS.DE) | 0.52% | 0.38% | 63.85% | - |
 Renault (RNO.PA) | 0.51% | 0.29% | 67.64% | - |
 Adobe (ADBE) | 0.51% | 0.39% | 67.21% | - |
 Accenture (ACN) | 0.51% | 0.39% | 67.53% | - |
 Waste Management (WM) | 0.51% | 0.46% | 63.74% | - |
 Disney (DIS) | 0.51% | 0.49% | 68.4% | - |
 Travelers (TRV) | 0.51% | 0.5% | 67.64% | - |
 Ecolab (ECL) | 0.5% | 0.47% | 63.74% | - |
 J.B.Hunt (JBHT) | 0.5% | 2.99% | 68.4% | - |
 Costco (COST) | 0.5% | 0.46% | 63.74% | - |
 Mastercard (MA) | 0.5% | 0.47% | 63.74% | - |
 AstraZeneca (AZN) | 0.49% | 0.42% | 64.18% | - |
 United Airlines (UAL) | 0.49% | 0.52% | 64.18% | - |
 Delta (DAL) | 0.49% | 0.49% | 64.18% | - |
 JPMorgan (JPM) | 0.48% | 0.55% | 64.18% | - |
 Home Depot (HD) | 0.48% | 0.46% | 64.18% | - |
 Deere (DE) | 0.47% | 0.47% | 64.18% | - |
 Whirlpool (WHR) | 0.47% | 0.44% | 71.75% | - |
 Wells Fargo (WFC) | 0.46% | 0.54% | 64.18% | - |
 Stanley Black & Decker (SWK) | 0.45% | 3.21% | 64.18% | - |
 AbbVie (ABBV) | 0.43% | 0.49% | 68.4% | - |
 3M (MMM) | 0.42% | 0.48% | 68.29% | - |
 Stryker (SYK) | 0.42% | 0.48% | 68.29% | - |
 VICI Properties (VICI) | 0.4% | 0.52% | 71.75% | - |
 Kroger (KR) | 0.39% | 0.55% | 68.72% | - |
 Johnson & Johnson (JNJ) | 0.39% | 0.51% | 71.75% | - |
 ADP (ADP) | 0.38% | 0.47% | 68.72% | - |
 Sysco (SYY) | 0.38% | 0.51% | 71.75% | - |
 Danaher (DHR) | 0.38% | 0.4% | 71.75% | - |
 Enbridge (ENB) | 0.37% | 0.5% | 70.02% | - |
 Activision Blizzard, Inc. (ATVI) | 0.37% | 0% | 30.41% | 10/16/2023 |
 Roper (ROP) | 0.37% | 0.44% | 62.99% | - |
 Southwest (LUV) | 0.36% | 0.52% | 72.51% | - |
 Public Storage (PSA) | 0.35% | 0.43% | 68.29% | - |
 Lockheed Martin (LMT) | 0.35% | 0.41% | 67.97% | - |
 Hormel (HRL) | 0.34% | 0.43% | 68.72% | - |
 NextEra (NEE) | 0.34% | 0.49% | 68.72% | - |
 McDonald's (MCD) | 0.34% | 0.47% | 72.19% | - |
 General Mills (GIS) | 0.33% | 0.38% | 68.72% | - |
 Booking (BKNG) | 0.33% | 0.57% | 67.97% | - |
 Apple (AAPL) | 0.33% | 0.43% | 71.75% | - |
 Inditex (ITX.MC) | 0.33% | 0.39% | 68.29% | - |
 Raytheon (RTX) | 0.33% | 0.54% | 64.5% | - |
 Amgen (AMGN) | 0.32% | 0.43% | 66.56% | - |
 CVS Health (CVS) | 0.32% | 0.42% | 68.29% | - |
 Mondelez (MDLZ) | 0.32% | 0.56% | 61.69% | - |
 Charter (CHTR) | 0.31% | 0.53% | 71% | - |
 Domino's (DPZ) | 0.3% | 0.51% | 68.4% | - |
 PNC (PNC) | 0.3% | 0.51% | 64.5% | - |
 Yum (YUM) | 0.3% | 0.52% | 57.9% | - |
 Kimberly-Clark (KMB) | 0.3% | 0.45% | 68.4% | - |
 Eli Lilly (LLY) | 0.29% | 0.44% | 67.21% | - |
 BlackRock (BLK) | 0.29% | 0.5% | 68.4% | - |
 Honeywell (HON) | 0.29% | 0.48% | 68.4% | - |
 Sherwin-Williams (SHW) | 0.28% | 0.44% | 67.21% | - |
 Simon (SPG) | 0.28% | 0.43% | 68.4% | - |
 Southern Co (SO) | 0.28% | 0.53% | 67.64% | - |
 Lowe's (LOW) | 0.28% | 0.41% | 67.64% | - |
 Cisco (CSCO) | 0.28% | 0.53% | 57.9% | - |
 Berkshire Hathaway (BRK.B) | 0.28% | 0.47% | 62.12% | - |
 Emerson (EMR) | 0.28% | 0.52% | 67.64% | - |
 LVMH (MC.PA) | 0.27% | 0.29% | 67.64% | - |
 Western Digital (WDC) | 0.27% | 0.75% | 63.74% | - |
 Unilever (ULVR.L) | 0.27% | 0.44% | 67.64% | - |
 General Dynamics (GD) | 0.27% | 0.51% | 68.4% | - |
 Henkel (HEN3.DE) | 0.27% | 0.36% | 58.23% | - |
 Visa (V) | 0.27% | 0.47% | 63.74% | - |
 Constellation Brands (STZ) | 0.26% | 0.43% | 58.33% | - |
 Moody's (MCO) | 0.26% | 0.5% | 63.74% | - |
 Philip Morris (PM) | 0.26% | 0.5% | 66.23% | - |
 Walmart (WMT) | 0.25% | 0.48% | 63.74% | - |
 Clorox (CLX) | 0.25% | 0.39% | 64.18% | - |
 Caterpillar (CAT) | 0.25% | 0.53% | 51.84% | - |
 Starbucks (SBUX) | 0.24% | 0.43% | 67.97% | - |
 Nucor (NUE) | 0.24% | 0.5% | 64.18% | - |
 Union Pacific (UNP) | 0.23% | 0.43% | 64.18% | - |
 Colgate (CL) | 0.23% | 0.42% | 64.18% | - |
 Veralto (VLTO) | 0.15% | 0.46% | 38.64% | - |
 EA (EA) | 0.15% | 0.61% | 19.16% | - |
 GE Vernova (GEV) | 0.15% | 0.76% | 20.02% | - |
 Take-Two (TTWO) | 0.15% | 0.56% | 19.16% | - |
 Dogecoin (DOGE) | 0.11% | 0% | 29% | 10/2/2023 |
 Phoenix (PHNX.L) | 0.09% | 0.58% | 14.61% | - |
 Cincinnati Financial (CINF) | 0.08% | 0.49% | 14.94% | - |
 Parker-Hannifin (PH) | 0.08% | 0.53% | 14.94% | - |
 Allianz (ALV.DE) | 0.08% | 0.45% | 14.61% | - |
 Solventum (SOLV) | 0.08% | 0.44% | 15.91% | - |
 Dover (DOV) | 0.08% | 0.47% | 14.94% | - |
 Federal Realty (FRT) | 0.08% | 0.44% | 14.94% | - |
 ABM (ABM) | 0.07% | 0.41% | 14.94% | - |
 Bitcoin (BTC) | 0.07% | 0% | 29% | 10/2/2023 |
 Ethereum (ETH) | 0.05% | 0% | 29% | 10/2/2023 |
 eToro Group LTD (ETOR) | 0.03% | 0.4% | 7.47% | - |
 Monster Beverage (MNST) | 0.03% | 2.34% | 1.3% | - |
 XRP (XRP) | 0.01% | 0% | 29% | 10/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|