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Portfolio Diversification
Range
Most Diversified
6 instruments
May 23, 2026
Least Diversified
0 instruments
May 21, 2026
Average
5.3 instruments
Most Consistent Holdings
Top 5
PG88.24%
KO88.24%
SCHD88.24%
JNJ88.24%
XOM88.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 21, 2026)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Procter & Gamble (PG) | 15.12% | 17.43% | 88.24% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 15% | 16.88% | 88.24% | - |
| Schwab US Dividend Equity ETF (SCHD) | 14.81% | 16.59% | 88.24% | - |
| Coca-Cola (KO) | 14.67% | 16.51% | 88.24% | - |
| ExxonMobil (XOM) | 14.57% | 16.44% | 88.24% | - |
| Johnson & Johnson (JNJ) | 14.06% | 16.14% | 88.24% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
There is no history available for this day.
Cash & Instruments Over Time
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