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Portfolio Diversification
Range
Most Diversified
20 instruments
January 2, 2023
Least Diversified
0 instruments
April 4, 2026
Average
11.1 instruments
Most Consistent Holdings
Top 5
DIS99.83%
MMM99.83%
PFE99.83%
VZ99.83%
PYPL99.83%
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 |
|---|---|---|---|---|
| Disney (DIS) | 24.47% | 33.5% | 99.83% | - |
| PayPal (PYPL) | 16.64% | 17.16% | 99.83% | - |
| Pfizer (PFE) | 14.16% | 18.95% | 99.83% | - |
| 3M (MMM) | 6.69% | 10.22% | 99.83% | - |
 Air Products (APD) | 4.56% | 6.49% | 99.83% | - |
 FedEx (FDX) | 4.45% | 0% | 35.37% | 3/7/2024 |
 UPS (UPS) | 3.41% | 3.98% | 99.83% | - |
| Verizon (VZ) | 3.31% | 4.97% | 99.83% | - |
 Mastercard (MA) | 3.12% | 0% | 35.37% | 3/7/2024 |
 TSMC (TSM) | 2.23% | 0% | 35.37% | 3/7/2024 |
 Costco (COST) | 2.13% | 0% | 35.37% | 3/7/2024 |
 Qualcomm (QCOM) | 1.86% | 0% | 35.37% | 3/7/2024 |
 Meta (META) | 0.92% | 0% | 16.39% | 7/19/2023 |
 Caterpillar (CAT) | 0.86% | 0% | 35.37% | 3/7/2024 |
 Walmart (WMT) | 0.75% | 0% | 35.37% | 3/7/2024 |
 Solventum (SOLV) | 0.72% | 1.16% | 62.29% | - |
 Micron (MU) | 0.64% | 0% | 35.37% | 3/7/2024 |
 Apple (AAPL) | 0.53% | 0% | 11.29% | 5/19/2023 |
 Adobe (ADBE) | 0.24% | 0% | 16.39% | 7/19/2023 |
 Microsoft (MSFT) | 0.23% | 0% | 10.12% | 5/5/2023 |
 NVIDIA (NVDA) | 0.22% | 0% | 9.53% | 4/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Disney (DIS) | 28.43% | 35.49% |
| PayPal (PYPL) | 38.38% | 19.29% |
| Pfizer (PFE) | 13.96% | 16.91% |
| 3M (MMM) | 6.98% | 10.69% |
| Air Products (APD) | 3.49% | 5.37% |
| Verizon (VZ) | 3.49% | 4.31% |
| UPS (UPS) | 3.49% | 3.64% |
| Solventum (SOLV) | 0% | 1.32% |
Cash & Instruments Over Time
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