Portfolio Diversification
Range
Most Diversified
60 instruments
June 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
52.6 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
MSFT99.91%
INTC99.91%
JNJ99.91%
PFE99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 5.55% | 0% | 66.24% | 2/1/2025 |
| Apple (AAPL) | 4.41% | 0% | 99.91% | 2/1/2025 |
 ExxonMobil (XOM) | 4.23% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 4.21% | 0% | 99.91% | 2/1/2025 |
 Amicus Therapeutics (FOLD) | 3.7% | 0% | 63.05% | 12/22/2023 |
 TotalEnergies (TTE.PA) | 3.48% | 0% | 99.91% | 2/1/2025 |
 BP (BP.L) | 3.38% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOG) | 3.35% | 0% | 66.24% | 2/1/2025 |
 Amazon (AMZN) | 3.34% | 0% | 66.24% | 2/1/2025 |
 NatWest (NWG.L) | 2.95% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 2.84% | 0% | 66.24% | 2/1/2025 |
 AXA (CS.PA) | 2.81% | 0% | 99.91% | 2/1/2025 |
 Hewlett Packard Enterprise (HPE) | 2.65% | 0% | 99.91% | 2/1/2025 |
 Oracle (ORCL) | 2.6% | 0% | 99.91% | 2/1/2025 |
 BNP Paribas (BNP.PA) | 2.58% | 0% | 99.91% | 2/1/2025 |
 NN Group (NN.NV) | 2.49% | 0% | 99.91% | 2/1/2025 |
 Volvo (VOLV-A.ST) | 2.48% | 0% | 99.91% | 2/1/2025 |
 Kraft Heinz (KHC) | 2.41% | 0% | 99.91% | 2/1/2025 |
 Unilever (ULVR.L) | 2.39% | 0% | 99.91% | 2/1/2025 |
| Johnson & Johnson (JNJ) | 2.28% | 0% | 99.91% | 2/1/2025 |
| Pfizer (PFE) | 2.27% | 0% | 99.91% | 2/1/2025 |
 Rio Tinto (RIO) | 1.92% | 0% | 99.91% | 2/1/2025 |
 Vodafone (VOD) | 1.77% | 0% | 99.91% | 2/1/2025 |
 AT&T (T) | 1.67% | 0% | 99.91% | 2/1/2025 |
| Intel (INTC) | 1.61% | 0% | 99.91% | 2/1/2025 |
 Goldman Sachs (GS) | 1.54% | 0% | 65.78% | 2/1/2025 |
 TSMC (TSM) | 1.46% | 0% | 66.06% | 2/1/2025 |
 BBVA (BBVA.MC) | 1.38% | 0% | 88.69% | 2/1/2025 |
 JPMorgan (JPM) | 1.34% | 0% | 65.78% | 2/1/2025 |
 Citi (C) | 1.19% | 0% | 65.78% | 2/1/2025 |
 PepsiCo (PEP) | 1.11% | 0% | 66.06% | 2/1/2025 |
 Coca-Cola (KO) | 1.09% | 0% | 66.06% | 2/1/2025 |
 Barclays (BARC.L) | 1.09% | 0% | 99.91% | 2/1/2025 |
 BMW (BMW.DE) | 1.03% | 0% | 65.78% | 2/1/2025 |
 ArcelorMittal (MTS.MC) | 1.01% | 0% | 74.64% | 2/1/2025 |
 British American Tobacco (BTI) | 0.92% | 0% | 65.78% | 2/1/2025 |
 Walmart (WMT) | 0.79% | 0% | 36.31% | 2/1/2025 |
 Takeda (TAK) | 0.75% | 0% | 99.91% | 2/1/2025 |
 Verizon (VZ) | 0.68% | 0% | 99.91% | 2/1/2025 |
 UBS (UBSG.ZU) | 0.66% | 0% | 92.52% | 2/1/2025 |
 Xerox (XRX) | 0.66% | 0% | 99.91% | 2/1/2025 |
 Mercedes-Benz (MBG.DE) | 0.59% | 0% | 36.31% | 2/1/2025 |
 ING (INGA.NV) | 0.57% | 0% | 88.14% | 2/1/2025 |
 Bank of America (BAC) | 0.56% | 0% | 65.78% | 2/1/2025 |
 Atos (ATO.PA) | 0.56% | 0% | 68.43% | 2/1/2025 |
 Bayer (BAYN.DE) | 0.55% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 0.55% | 0% | 21.17% | 2/1/2025 |
 Nike (NKE) | 0.48% | 0% | 36.31% | 2/1/2025 |
 Petrobras (PBR) | 0.47% | 0% | 90.6% | 2/1/2025 |
 E.ON (EOAN.DE) | 0.46% | 0% | 92.06% | 2/1/2025 |
 Eni (ENI.MI) | 0.45% | 0% | 89.87% | 2/1/2025 |
 Sabra Health Care REIT (SBRA) | 0.43% | 0% | 95.8% | 2/1/2025 |
 AIG (AIG) | 0.41% | 0% | 65.78% | 2/1/2025 |
 SKF (SKF-A.ST) | 0.41% | 0% | 86.77% | 2/1/2025 |
 Ford (F) | 0.41% | 0% | 79.93% | 2/1/2025 |
 Lloyds (LYG) | 0.39% | 0% | 99.64% | 2/1/2025 |
 Gazprom OAO-ADR (OGZDL.L) | 0.35% | 0% | 99.91% | 2/1/2025 |
 Marvell (MRVL) | 0.34% | 0% | 54.38% | 2/1/2025 |
 Disney (DIS) | 0.32% | 0% | 54.38% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 0.31% | 0% | 90.69% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.2% | 0% | 30.02% | 2/2/2023 |
 CNH Industrial Group (CNHI.MI) | 0.2% | 0% | 45.8% | 12/21/2023 |
 Severstal PAO (SVSTL.L) | 0.18% | 0% | 33.49% | 1/25/2023 |
 iShares Gold Trust (IAU) | 0.12% | 0% | 26.73% | 2/2/2023 |
 Aviva (AV.L) | 0.11% | 0% | 34.12% | 2/2/2023 |
 American Airlines (AAL) | 0.05% | 0% | 19.07% | 2/2/2023 |
 ARMOUR Residential REIT (ARR) | 0.04% | 0% | 31.2% | 2/2/2023 |
 Western Union (WU) | 0.03% | 0% | 11.86% | 2/2/2023 |
 ARK Innovation ETF (ARKK) | 0% | 0% | 0.46% | 2/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 3.38% | 10.08% |
| Tesla (TSLA) | 3.38% | 5.97% |
| Amazon (AMZN) | 3.46% | 5.71% |
| Alphabet (GOOG) | 3.68% | 5.34% |
| Apple (AAPL) | 3.37% | 4.41% |
| Microsoft (MSFT) | 3.37% | 4.09% |
| NVIDIA (NVDA) | 3.37% | 2.87% |
| TSMC (TSM) | 1.69% | 2.74% |
| Goldman Sachs (GS) | 2.25% | 2.66% |
| Walmart (WMT) | 1.86% | 2.45% |
| ExxonMobil (XOM) | 1.69% | 2.41% |
| Oracle (ORCL) | 1.69% | 2.39% |
| NatWest (NWG.L) | 1.75% | 2.33% |
| JPMorgan (JPM) | 1.69% | 2.22% |
| Citi (C) | 1.83% | 1.88% |
| Hewlett Packard Enterprise (HPE) | 1.69% | 1.87% |
| Barclays (BARC.L) | 1.69% | 1.86% |
| AXA (CS.PA) | 1.7% | 1.82% |
| BBVA (BBVA.MC) | 1.69% | 1.81% |
| TotalEnergies (TTE.PA) | 1.69% | 1.78% |
| BP (BP.L) | 1.69% | 1.61% |
| Volvo (VOLV-A.ST) | 1.69% | 1.58% |
| UBS (UBSG.ZU) | 1.74% | 1.54% |
| Bank of America (BAC) | 1.69% | 1.5% |
| BNP Paribas (BNP.PA) | 1.69% | 1.45% |
| Unilever (ULVR.L) | 1.72% | 1.43% |
| ING (INGA.NV) | 1.69% | 1.35% |
| NN Group (NN.NV) | 1.74% | 1.35% |
| Coca-Cola (KO) | 1.69% | 1.32% |
| Mercedes-Benz (MBG.DE) | 1.85% | 1.24% |
| British American Tobacco (BTI) | 1.69% | 1.22% |
| PepsiCo (PEP) | 1.72% | 1.18% |
| Ford (F) | 1.69% | 1.09% |
| ArcelorMittal (MTS.MC) | 1.69% | 1.08% |
| Kraft Heinz (KHC) | 1.69% | 1.06% |
| AT&T (T) | 1.69% | 1.06% |
| Johnson & Johnson (JNJ) | 1.69% | 1.06% |
| BMW (BMW.DE) | 1.69% | 1.05% |
| Nike (NKE) | 1.85% | 1.01% |
| Rio Tinto (RIO) | 1.69% | 0.9% |
| Marvell (MRVL) | 0.6% | 0.83% |
| Pfizer (PFE) | 1.69% | 0.76% |
| Vodafone (VOD) | 1.69% | 0.65% |
| Disney (DIS) | 0.6% | 0.56% |
| AIG (AIG) | 0.58% | 0.55% |
| Sabra Health Care REIT (SBRA) | 0.56% | 0.54% |
| E.ON (EOAN.DE) | 0.57% | 0.48% |
| Intel (INTC) | 1.69% | 0.48% |
| Petrobras (PBR) | 0.57% | 0.47% |
| Lloyds (LYG) | 0.56% | 0.45% |
| Eni (ENI.MI) | 0.6% | 0.44% |
| SKF (SKF-A.ST) | 0.56% | 0.43% |
| Takeda (TAK) | 0.6% | 0.36% |
| Verizon (VZ) | 0.6% | 0.34% |
| Warner Bros Discovery (WBD) | 0.56% | 0.23% |
| Bayer (BAYN.DE) | 0.56% | 0.19% |
| Xerox (XRX) | 0.61% | 0.18% |
| Gazprom OAO-ADR (OGZDL.L) | 1.75% | 0.08% |
| Atos (ATO.PA) | 1.86% | 0.07% |
| Severstal PAO (SVSTL.L) | 1.73% | 0% |