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Portfolio Diversification
Range
Most Diversified
20 instruments
January 2, 2023
Least Diversified
7 instruments
March 8, 2024
Average
11.2 instruments
Most Consistent Holdings
Top 5
DIS100%
MMM100%
PFE100%
VZ100%
PYPL100%
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) | 24.21% | 33.18% | 100% | - |
| PayPal (PYPL) | 16.7% | 16.26% | 100% | - |
| Pfizer (PFE) | 13.98% | 19.23% | 100% | - |
| 3M (MMM) | 6.56% | 10.71% | 100% | - |
 FedEx (FDX) | 4.63% | 0% | 36.75% | 3/7/2024 |
 Air Products (APD) | 4.49% | 6.19% | 100% | - |
 UPS (UPS) | 3.39% | 3.94% | 100% | - |
 Mastercard (MA) | 3.24% | 0% | 36.75% | 3/7/2024 |
| Verizon (VZ) | 3.24% | 5.65% | 100% | - |
 TSMC (TSM) | 2.31% | 0% | 36.75% | 3/7/2024 |
 Costco (COST) | 2.22% | 0% | 36.75% | 3/7/2024 |
 Qualcomm (QCOM) | 1.93% | 0% | 36.75% | 3/7/2024 |
 Meta (META) | 0.95% | 0% | 17.03% | 7/19/2023 |
 Caterpillar (CAT) | 0.9% | 0% | 36.75% | 3/7/2024 |
 Walmart (WMT) | 0.78% | 0% | 36.75% | 3/7/2024 |
 Solventum (SOLV) | 0.71% | 1.21% | 60.99% | - |
 Micron (MU) | 0.67% | 0% | 36.75% | 3/7/2024 |
 Apple (AAPL) | 0.55% | 0% | 11.73% | 5/19/2023 |
 Adobe (ADBE) | 0.24% | 0% | 17.03% | 7/19/2023 |
 Microsoft (MSFT) | 0.24% | 0% | 10.51% | 5/5/2023 |
 NVIDIA (NVDA) | 0.23% | 0% | 9.9% | 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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