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Portfolio Diversification
Range
Most Diversified
60 instruments
June 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
53.8 instruments
Most Consistent Holdings
Top 5
VZ99.44%
VOD99.44%
BNP.PA99.44%
NWG.L99.44%
ULVR.L99.44%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 6.41% | 5.97% | 76.4% | - |
 Apple (AAPL) | 3.99% | 3.21% | 99.31% | - |
 Microsoft (MSFT) | 3.87% | 2.2% | 99.25% | - |
 Alphabet (GOOG) | 3.86% | 5.97% | 76.34% | - |
 Amazon (AMZN) | 3.61% | 3.73% | 76.4% | - |
 ExxonMobil (XOM) | 3.52% | 1.91% | 99.31% | - |
 Tesla (TSLA) | 3.17% | 3.68% | 76.28% | - |
 TotalEnergies (TTE.PA) | 2.85% | 1.49% | 99.25% | - |
| NatWest (NWG.L) | 2.75% | 2.41% | 99.44% | - |
 BP (BP.L) | 2.73% | 1.26% | 99.38% | - |
 Amicus Therapeutics (FOLD) | 2.53% | 0% | 43.13% | 12/22/2023 |
 AXA (CS.PA) | 2.43% | 1.43% | 99.38% | - |
 Oracle (ORCL) | 2.42% | 1.55% | 99.13% | - |
 Hewlett Packard Enterprise (HPE) | 2.26% | 2.59% | 99.13% | - |
| BNP Paribas (BNP.PA) | 2.22% | 1.53% | 99.44% | - |
 NN Group (NN.NV) | 2.14% | 1.48% | 99.31% | - |
 Volvo (VOLV-A.ST) | 2.1% | 1.18% | 99.06% | - |
 Goldman Sachs (GS) | 1.97% | 3.67% | 75.66% | - |
| Unilever (ULVR.L) | 1.96% | 0.76% | 99.44% | - |
 Johnson & Johnson (JNJ) | 1.87% | 1.03% | 98.63% | - |
 Kraft Heinz (KHC) | 1.86% | 0.47% | 99.44% | - |
 TSMC (TSM) | 1.86% | 3.99% | 76.28% | - |
 Pfizer (PFE) | 1.72% | 0.44% | 99.38% | - |
 BBVA (BBVA.MC) | 1.69% | 2.71% | 91.64% | - |
 Rio Tinto (RIO) | 1.57% | 0.93% | 99.44% | - |
 JPMorgan (JPM) | 1.53% | 1.89% | 75.97% | - |
 Walmart (WMT) | 1.5% | 2.94% | 55.81% | - |
 AT&T (T.US) | 1.43% | 0.63% | 99.31% | - |
| Vodafone (VOD) | 1.42% | 0.67% | 99.44% | - |
 Citi (C) | 1.41% | 2.4% | 76.03% | - |
 Barclays (BARC.L) | 1.37% | 2.31% | 99.38% | - |
 Intel (INTC) | 1.31% | 2.06% | 99.38% | - |
 NVIDIA (NVDA) | 1.18% | 2.73% | 45.51% | - |
 Coca-Cola (KO) | 1.1% | 1.04% | 76.09% | - |
 ArcelorMittal (MTS.MC) | 1.09% | 1.69% | 82.15% | - |
 British American Tobacco (BTI) | 1.03% | 1.22% | 75.91% | - |
 PepsiCo (PEP) | 1.02% | 0.67% | 75.91% | - |
 BMW (BMW.DE) | 0.95% | 0.48% | 76.03% | - |
 Eli Lilly (LLY) | 0.86% | 3.26% | 28.15% | - |
 UBS (UBSG.ZU) | 0.86% | 1.47% | 94.19% | - |
 Broadcom (AVGO) | 0.84% | 3.2% | 28.59% | - |
 ING (INGA.NV) | 0.83% | 1.57% | 91.39% | - |
 Bank of America (BAC) | 0.76% | 1.21% | 75.97% | - |
| Verizon (VZ) | 0.73% | 0.79% | 99.44% | - |
 Mercedes-Benz (MBG.DE) | 0.68% | 0.64% | 55.31% | - |
 E.ON (EOAN.DE) | 0.64% | 1.11% | 94.07% | - |
 AIG (AIG) | 0.59% | 0.84% | 76.09% | - |
 Ford (F) | 0.58% | 0.96% | 85.77% | - |
 SKF (SKF-A.ST) | 0.57% | 0.91% | 90.39% | - |
 Tencent (0700.HK) | 0.54% | 1.3% | 28.4% | - |
 Takeda (TAK) | 0.53% | 0% | 70.85% | 3/14/2025 |
 Disney (DIS) | 0.53% | 0.84% | 68.29% | - |
 Aramco (SAOC) | 0.53% | 1.64% | 28.46% | - |
 Nike (NKE) | 0.52% | 0.35% | 55.31% | - |
 Berkshire Hathaway (BRK.B) | 0.52% | 1.52% | 28.4% | - |
 Xerox (XRX) | 0.45% | 0% | 70.85% | 3/14/2025 |
 Lloyds (LYG) | 0.45% | 0.89% | 99.25% | - |
 Atos (ATO.PA) | 0.4% | 0% | 49.31% | 3/14/2025 |
 Bayer (BAYN.DE) | 0.38% | 0% | 71.04% | 3/17/2025 |
 Petrobras (PBR) | 0.34% | 0% | 64.48% | 3/14/2025 |
 Eni (ENI.MI) | 0.32% | 0% | 64.17% | 3/17/2025 |
 Sabra Health Care REIT (SBRA) | 0.31% | 0% | 68.04% | 3/14/2025 |
 Gazprom OAO-ADR (OGZDL.L) | 0.26% | 0.05% | 98.69% | - |
 Marvell (MRVL) | 0.25% | 0% | 39.7% | 3/14/2025 |
 Warner Bros Discovery (WBD) | 0.22% | 0% | 64.54% | 3/14/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.14% | 0% | 20.54% | 2/2/2023 |
 CNH Industrial Group (CNHI.MI) | 0.13% | 0% | 31.34% | 12/21/2023 |
 Severstal PAO (SVSTL.L) | 0.12% | 0% | 22.91% | 1/25/2023 |
 iShares Gold Trust (IAU) | 0.08% | 0% | 18.29% | 2/2/2023 |
 Aviva (AV.L) | 0.08% | 0% | 23.35% | 2/2/2023 |
 Circle Internet Group Inc (CRCL) | 0.06% | 0.64% | 14.73% | - |
 Klarna Group plc (KLAR) | 0.04% | 0.14% | 17.29% | - |
 American Airlines (AAL) | 0.03% | 0% | 13.05% | 2/2/2023 |
 ARMOUR Residential REIT (ARR) | 0.03% | 0% | 21.35% | 2/2/2023 |
 Western Union (WU) | 0.02% | 0% | 8.11% | 2/2/2023 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 5.24% | 3/5/2026 |
 ARK Innovation ETF (ARKK) | 0% | 0% | 0.31% | 2/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 2.79% | 7.57% |
| Alphabet (GOOG) | 3.04% | 5.87% |
| Tesla (TSLA) | 2.79% | 4.43% |
| Amazon (AMZN) | 2.86% | 4% |
| Eli Lilly (LLY) | 4.18% | 3.43% |
| Apple (AAPL) | 2.79% | 3.2% |
| Goldman Sachs (GS) | 2.31% | 3.16% |
| Microsoft (MSFT) | 2.79% | 3.13% |
| Broadcom (AVGO) | 2.79% | 3.05% |
| Walmart (WMT) | 2.79% | 3.03% |
| TSMC (TSM) | 1.39% | 2.8% |
| BBVA (BBVA.MC) | 1.4% | 2.73% |
| NVIDIA (NVDA) | 2.79% | 2.65% |
| NatWest (NWG.L) | 1.44% | 2.58% |
| Barclays (BARC.L) | 1.4% | 2.31% |
| Citi (C) | 1.52% | 2.08% |
| JPMorgan (JPM) | 1.39% | 1.99% |
| Tencent (0700.HK) | 2.79% | 1.94% |
| Oracle (ORCL) | 1.39% | 1.86% |
| ExxonMobil (XOM) | 1.39% | 1.8% |
| Berkshire Hathaway (BRK.B) | 2.79% | 1.69% |
| Aramco (SAOC) | 2.82% | 1.59% |
| AXA (CS.PA) | 1.41% | 1.5% |
| ING (INGA.NV) | 1.39% | 1.46% |
| UBS (UBSG.ZU) | 1.44% | 1.43% |
| NN Group (NN.NV) | 1.43% | 1.39% |
| Hewlett Packard Enterprise (HPE) | 1.39% | 1.39% |
| BNP Paribas (BNP.PA) | 1.39% | 1.33% |
| ArcelorMittal (MTS.MC) | 1.39% | 1.28% |
| TotalEnergies (TTE.PA) | 1.4% | 1.28% |
| British American Tobacco (BTI) | 1.39% | 1.27% |
| Bank of America (BAC) | 1.4% | 1.25% |
| Volvo (VOLV-A.ST) | 1.39% | 1.2% |
| BP (BP.L) | 1.39% | 1.19% |
| E.ON (EOAN.DE) | 1.4% | 1.09% |
| AIG (AIG) | 1.4% | 1.02% |
| Johnson & Johnson (JNJ) | 1.39% | 1.01% |
| Disney (DIS) | 1.4% | 1.01% |
| Coca-Cola (KO) | 1.39% | 0.99% |
| SKF (SKF-A.ST) | 1.39% | 0.98% |
| Ford (F) | 1.4% | 0.97% |
| Unilever (ULVR.L) | 1.42% | 0.91% |
| Mercedes-Benz (MBG.DE) | 1.53% | 0.91% |
| Rio Tinto (RIO) | 1.39% | 0.81% |
| BMW (BMW.DE) | 1.39% | 0.81% |
| Verizon (VZ) | 1.42% | 0.77% |
| AT&T (T.US) | 1.39% | 0.77% |
| PepsiCo (PEP) | 1.42% | 0.74% |
| Vodafone (VOD) | 1.39% | 0.68% |
| Intel (INTC) | 1.39% | 0.59% |
| Lloyds (LYG) | 0.46% | 0.58% |
| Kraft Heinz (KHC) | 1.39% | 0.56% |
| Nike (NKE) | 1.53% | 0.56% |
| Pfizer (PFE) | 1.39% | 0.48% |
| Klarna Group plc (KLAR) | 0.66% | 0.24% |
| Circle Internet Group Inc (CRCL) | 0.34% | 0.13% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.05% |
| Gazprom OAO-ADR (OGZDL.L) | 1.45% | 0.05% |
| Severstal PAO (SVSTL.L) | 1.43% | 0% |
Cash & Instruments Over Time
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