Portfolio Diversification
Range
Most Diversified
143 instruments
May 16, 2025
Least Diversified
0 instruments
June 8, 2024
Average
95.4 instruments
Most Consistent Holdings
Top 5
PFE77.02%
BAYN.DE76.33%
WBD76.33%
D76.23%
NKE74.95%
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) | 2.31% | 0% | 66.27% | 7/11/2025 |
| Dominion Energy (D) | 1.65% | 0.23% | 76.23% | - |
| Warner Bros Discovery (WBD) | 1.62% | 0.37% | 76.33% | - |
 UnitedHealth (UNH) | 1.41% | 8.22% | 73.96% | - |
 Valeo (FR.PA) | 1.34% | 1.2% | 72.68% | - |
 Alibaba (BABA) | 1.32% | 1.94% | 71.1% | - |
 Tesla (TSLA) | 1.29% | 2.02% | 49.61% | - |
 American Airlines (AAL) | 1.21% | 1.23% | 73.27% | - |
 US Bancorp (USB) | 1.17% | 0.21% | 70.81% | - |
 Meta (META) | 1.13% | 0.25% | 67.55% | - |
| Bayer (BAYN.DE) | 1.11% | 1.26% | 76.33% | - |
 Kraft Heinz (KHC) | 1.09% | 1.18% | 73.27% | - |
 AT&T (T) | 1.07% | 0.22% | 72.68% | - |
 Realty Income (O) | 1.01% | 0.23% | 72.58% | - |
 FedEx (FDX) | 0.98% | 1.23% | 70.71% | - |
 Cronos (CRON) | 0.98% | 0% | 70.81% | 9/25/2025 |
 Shell (SHEL) | 0.91% | 0.23% | 70.81% | - |
 Chevron (CVX) | 0.9% | 0.21% | 70.81% | - |
 ExxonMobil (XOM) | 0.88% | 0.22% | 70.71% | - |
 Leggett & Platt (LEG) | 0.82% | 2.07% | 73.18% | - |
 Altria (MO) | 0.81% | 0.25% | 74.95% | - |
 Genuine Parts (GPC) | 0.79% | 0.23% | 73.27% | - |
 Volkswagen (VOW3.DE) | 0.77% | 0.2% | 70.81% | - |
 Accenture (ACN) | 0.76% | 6.28% | 70.41% | - |
| Nike (NKE) | 0.74% | 1.39% | 74.95% | - |
 PayPal (PYPL) | 0.74% | 1.16% | 70.81% | - |
 Bank of America (BAC) | 0.73% | 0.24% | 70.81% | - |
 Medtronic (MDT.US) | 0.73% | 0.21% | 71.1% | - |
 Harley-Davidson (HOG) | 0.71% | 0.19% | 74.95% | - |
 NVIDIA (NVDA) | 0.7% | 0.32% | 68.05% | - |
 Palantir (PLTR) | 0.65% | 1.16% | 64.1% | - |
 Comcast (CMCSA) | 0.62% | 1.13% | 74.26% | - |
 Cardinal Health (CAH) | 0.61% | 1.36% | 70.12% | - |
 Procter & Gamble (PG) | 0.61% | 1.22% | 71.1% | - |
 J.B.Hunt (JBHT) | 0.61% | 1.46% | 71.2% | - |
 Adidas (ADS.DE) | 0.6% | 1.39% | 67.06% | - |
 HP (HPQ) | 0.59% | 1.3% | 71.2% | - |
 Renault (RNO.PA) | 0.59% | 1.24% | 70.51% | - |
 Oracle (ORCL) | 0.59% | 1.64% | 66.57% | - |
 Stanley Black & Decker (SWK) | 0.59% | 1.36% | 67.26% | - |
| Pfizer (PFE) | 0.59% | 1.26% | 77.02% | - |
 Merck (MRK) | 0.58% | 1.22% | 70.81% | - |
 GE (GE) | 0.57% | 0.33% | 66.86% | - |
 Adobe (ADBE) | 0.57% | 1.18% | 70.12% | - |
 BMW (BMW.DE) | 0.56% | 0.21% | 71.1% | - |
 Sony (SONY) | 0.56% | 0.28% | 73.96% | - |
 Xiaomi (1810.HK) | 0.54% | 0.25% | 61.54% | - |
 Waste Management (WM) | 0.54% | 1.18% | 66.96% | - |
 Microsoft (MSFT) | 0.54% | 0.26% | 70.02% | - |
 Deere (DE) | 0.53% | 1.19% | 67.26% | - |
 Intel (INTC) | 0.53% | 0.39% | 74.26% | - |
 Boeing (BA) | 0.53% | 0.25% | 74.56% | - |
 Continental (CON.DE) | 0.52% | 0.19% | 73.77% | - |
 Whirlpool (WHR) | 0.52% | 1.01% | 74.26% | - |
 Netflix (NFLX) | 0.51% | 0.29% | 63.51% | - |
 ITW (ITW) | 0.51% | 0.2% | 70.12% | - |
 Coca-Cola (KO) | 0.51% | 0.22% | 71.1% | - |
 Phillips 66 (PSX) | 0.51% | 0.21% | 66.96% | - |
 PepsiCo (PEP) | 0.51% | 0.2% | 71.1% | - |
 Alphabet (GOOG) | 0.51% | 0.27% | 70.71% | - |
 Aflac (AFL) | 0.51% | 0.21% | 71.99% | - |
 Mercedes-Benz (MBG.DE) | 0.51% | 0.2% | 70.71% | - |
 Hormel (HRL) | 0.5% | 2.98% | 71.5% | - |
 Amazon (AMZN) | 0.5% | 0.23% | 66.86% | - |
 Disney (DIS) | 0.49% | 0.2% | 71.1% | - |
 Travelers (TRV) | 0.49% | 0.22% | 70.51% | - |
 Ecolab (ECL) | 0.49% | 0.22% | 66.96% | - |
 Mastercard (MA) | 0.48% | 0.21% | 66.96% | - |
 Costco (COST) | 0.48% | 0.2% | 66.96% | - |
 United Airlines (UAL) | 0.48% | 0.26% | 67.36% | - |
 AstraZeneca (AZN) | 0.47% | 0.22% | 67.36% | - |
 Delta (DAL) | 0.47% | 0.24% | 67.26% | - |
 JPMorgan (JPM) | 0.47% | 0.26% | 67.36% | - |
 Home Depot (HD) | 0.46% | 0.22% | 67.26% | - |
 Wells Fargo (WFC) | 0.45% | 0.25% | 67.36% | - |
 General Mills (GIS) | 0.43% | 1.19% | 71.5% | - |
 Stryker (SYK) | 0.43% | 1.32% | 71.01% | - |
 AbbVie (ABBV) | 0.42% | 0.27% | 71.2% | - |
 3M (MMM) | 0.41% | 0.22% | 71.01% | - |
 Danaher (DHR) | 0.41% | 1.32% | 74.26% | - |
 Roper (ROP) | 0.4% | 1.19% | 66.27% | - |
 Eli Lilly (LLY) | 0.4% | 1.5% | 70.12% | - |
 Constellation Brands (STZ) | 0.4% | 3.12% | 62.03% | - |
 VICI Properties (VICI) | 0.4% | 0.22% | 74.16% | - |
 Charter (CHTR) | 0.39% | 1.15% | 73.47% | - |
 Kroger (KR) | 0.39% | 0.24% | 71.4% | - |
 Johnson & Johnson (JNJ) | 0.38% | 0.26% | 74.26% | - |
 ADP (ADP) | 0.37% | 0.19% | 71.5% | - |
 Sysco (SYY) | 0.37% | 0.23% | 74.26% | - |
 Enbridge (ENB) | 0.37% | 0.24% | 72.68% | - |
 Amgen (AMGN) | 0.36% | 1.3% | 69.43% | - |
 Southwest (LUV) | 0.35% | 0.22% | 74.95% | - |
 LVMH (MC.PA) | 0.35% | 1.52% | 70.51% | - |
 Public Storage (PSA) | 0.34% | 0.21% | 71.01% | - |
 Lockheed Martin (LMT) | 0.34% | 0.23% | 70.81% | - |
 Activision Blizzard, Inc. (ATVI) | 0.34% | 0% | 27.71% | 10/16/2023 |
 Colgate (CL) | 0.34% | 1.13% | 67.36% | - |
 NextEra (NEE) | 0.33% | 0.24% | 71.4% | - |
 Booking (BKNG) | 0.33% | 0.22% | 70.71% | - |
 McDonald's (MCD) | 0.33% | 0.22% | 74.65% | - |
 Raytheon (RTX) | 0.33% | 0.26% | 67.65% | - |
 Apple (AAPL) | 0.33% | 0.23% | 74.26% | - |
 Clorox (CLX) | 0.33% | 1.18% | 67.36% | - |
 Inditex (ITX.MC) | 0.32% | 0.21% | 71.01% | - |
 CVS Health (CVS) | 0.32% | 0.25% | 71.01% | - |
 Mondelez (MDLZ) | 0.31% | 0.22% | 65.09% | - |
 Starbucks (SBUX) | 0.31% | 1.14% | 70.71% | - |
 PNC (PNC) | 0.31% | 1.26% | 67.65% | - |
 Domino's (DPZ) | 0.3% | 0.2% | 71.1% | - |
 Yum (YUM) | 0.3% | 0.23% | 61.64% | - |
 Kimberly-Clark (KMB) | 0.3% | 0.19% | 71.2% | - |
 BlackRock (BLK) | 0.29% | 0.23% | 71.2% | - |
 Honeywell (HON) | 0.29% | 0.19% | 71.1% | - |
 Sherwin-Williams (SHW) | 0.28% | 0.19% | 70.12% | - |
 Southern Co (SO) | 0.28% | 0.24% | 70.51% | - |
 Cisco (CSCO) | 0.28% | 0.25% | 61.54% | - |
 Simon (SPG) | 0.28% | 0.21% | 71.1% | - |
 Lowe's (LOW) | 0.28% | 0.2% | 70.41% | - |
 Union Pacific (UNP) | 0.28% | 1.28% | 67.36% | - |
 Emerson (EMR) | 0.28% | 0.21% | 70.41% | - |
 General Dynamics (GD) | 0.28% | 0.26% | 71.2% | - |
 Western Digital (WDC) | 0.28% | 0% | 62.23% | 9/3/2025 |
 Unilever (ULVR.L) | 0.27% | 0.21% | 70.51% | - |
 Berkshire Hathaway (BRK.B) | 0.27% | 0% | 61.44% | 9/10/2025 |
 Visa (V) | 0.27% | 0.21% | 66.96% | - |
 Moody's (MCO) | 0.27% | 0.21% | 66.96% | - |
 Henkel (HEN3.DE) | 0.27% | 0.17% | 61.93% | - |
 Philip Morris (PM) | 0.26% | 0.22% | 69.23% | - |
 Walmart (WMT) | 0.26% | 0.24% | 66.86% | - |
 Caterpillar (CAT) | 0.25% | 0.3% | 56.02% | - |
 Nucor (NUE) | 0.24% | 0.21% | 67.26% | - |
 GE Vernova (GEV) | 0.18% | 0.37% | 27.02% | - |
 EA (EA) | 0.17% | 0% | 24.16% | 9/29/2025 |
 Veralto (VLTO) | 0.16% | 0.21% | 44.08% | - |
 Take-Two (TTWO) | 0.16% | 0.29% | 26.23% | - |
 Monster Beverage (MNST) | 0.16% | 1.23% | 9.96% | - |
 ABM (ABM) | 0.13% | 1.19% | 22.49% | - |
 eToro Group LTD (ETOR) | 0.12% | 0.98% | 15.68% | - |
 Dover (DOV) | 0.11% | 1.25% | 22.49% | - |
 Parker-Hannifin (PH) | 0.1% | 0.24% | 22.39% | - |
 Cincinnati Financial (CINF) | 0.1% | 0.23% | 22.39% | - |
 Phoenix (PHNX.L) | 0.1% | 0% | 16.77% | 8/27/2025 |
 Allianz (ALV.DE) | 0.1% | 0.21% | 22.09% | - |
 Dogecoin (DOGE) | 0.1% | 0% | 26.43% | 10/2/2023 |
 Solventum (SOLV) | 0.1% | 0.2% | 23.37% | - |
 Federal Realty (FRT) | 0.09% | 0.2% | 22.49% | - |
 Bitcoin (BTC) | 0.06% | 0% | 26.43% | 10/2/2023 |
 Ethereum (ETH) | 0.05% | 0% | 26.43% | 10/2/2023 |
 XRP (XRP) | 0.01% | 0% | 26.43% | 10/2/2023 |
 AUMOVIO SE (AMV0.DE) | 0% | 0.06% | 2.86% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|