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Portfolio Diversification
Range
Most Diversified
48 instruments
November 2, 2024
Least Diversified
0 instruments
October 20, 2025
Average
31.3 instruments
Most Consistent Holdings
Top 5
O95.42%
WEAT93.96%
MTCH92.5%
CL91.42%
F89.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 10, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Realty Income (O) | 10.45% | 3.7% | 95.42% | - |
 PepsiCo (PEP) | 9.5% | 13.09% | 80.6% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 8.96% | 0% | 23.78% | 1/12/2024 |
 Pfizer (PFE) | 8.33% | 6.58% | 81.29% | - |
 Enbridge (ENB) | 3.53% | 0% | 85.19% | 11/4/2025 |
 Nike (NKE) | 3.13% | 2.98% | 63.35% | - |
 Microsoft (MSFT) | 2.9% | 6.42% | 44.35% | - |
| Colgate (CL) | 2.67% | 2.63% | 91.42% | - |
 CNR (CNI) | 2.65% | 5.86% | 52.83% | - |
 American States Water (AWR) | 2.47% | 7.6% | 49.03% | - |
 British American Tobacco (BTI) | 2.44% | 0% | 66.28% | 11/5/2025 |
 STAG (STAG) | 2.42% | 0% | 64.23% | 11/5/2025 |
 Bitcoin (BTC) | 2.4% | 1.41% | 76.32% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.26% | 0% | 18.13% | 1/12/2024 |
 Cisco (CSCO) | 2.25% | 1.33% | 80.9% | - |
| Ford (F) | 2.24% | 0% | 89.28% | 1/8/2026 |
 Clorox (CLX) | 2.03% | 4.76% | 53.9% | - |
 Johnson & Johnson (JNJ) | 2.02% | 4.06% | 60.43% | - |
 Procter & Gamble (PG) | 1.99% | 16.86% | 18.32% | - |
 ADM (ADM) | 1.84% | 0% | 42.88% | 11/4/2025 |
 Coca-Cola (KO) | 1.63% | 0.52% | 87.52% | - |
 Verizon (VZ) | 1.61% | 1.48% | 75.83% | - |
 T. Rowe Price (TROW) | 1.49% | 1.83% | 58.48% | - |
 UPS (UPS) | 1.35% | 1.78% | 48.83% | - |
 Mondelez (MDLZ) | 1.31% | 1.2% | 54.78% | - |
| Match Group (MTCH) | 1.13% | 0.17% | 92.5% | - |
| Teucrium Wheat Fund (WEAT) | 1.12% | 0.2% | 93.96% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.1% | 0.62% | 69.49% | - |
 Ethereum (ETH) | 1.01% | 0% | 31.09% | 12/3/2024 |
 Canadian Solar (CSIQ) | 0.92% | 0% | 75.44% | 10/31/2025 |
 CVS Health (CVS) | 0.89% | 0% | 53.12% | 11/3/2025 |
 NextEra (NEE) | 0.88% | 1.23% | 66.37% | - |
 Rio Tinto (RIO) | 0.8% | 0% | 39.77% | 11/4/2025 |
 Paramount (PSKY) | 0.76% | 0% | 61.31% | 8/13/2025 |
 Chevron (CVX) | 0.65% | 2.25% | 27.88% | - |
 Smucker (SJM) | 0.63% | 0.72% | 51.46% | - |
 Bank of America (BAC) | 0.6% | 0.24% | 82.65% | - |
 Kimberly-Clark (KMB) | 0.55% | 1.63% | 37.52% | - |
 Fetch.ai (FET) | 0.39% | 0.04% | 54.78% | - |
 Lowe's (LOW) | 0.37% | 1.4% | 21.54% | - |
 Home Depot (HD) | 0.33% | 1.76% | 55.65% | - |
 McDonald's (MCD) | 0.33% | 0.3% | 60.43% | - |
 Vanguard S&P 500 ETF (VOO) | 0.31% | 0% | 8.77% | 7/10/2024 |
 Waste Management (WM) | 0.3% | 2.53% | 11.79% | - |
 Tootsie Roll (TR) | 0.29% | 0% | 35.67% | 11/3/2025 |
 Kraft Heinz (KHC) | 0.27% | 0.2% | 57.6% | - |
 Altria (MO) | 0.24% | 0.61% | 32.07% | - |
 General Mills (GIS) | 0.21% | 0.54% | 27.29% | - |
 Target (TGT) | 0.17% | 1.27% | 14.33% | - |
 Ondo Finance (ONDO) | 0.14% | 0% | 17.35% | 12/3/2024 |
 Solana (SOL) | 0.11% | 0% | 41.33% | 8/13/2025 |
 Intel (INTC) | 0.1% | 0% | 2.44% | 11/17/2023 |
 Gala V2 (GALA) | 0.09% | 0.01% | 63.45% | - |
 Quant (QNT) | 0.08% | 0% | 17.45% | 12/4/2024 |
 Sui (SUI) | 0.08% | 0% | 14.52% | 10/16/2024 |
 Hedera Hashgraph (HBAR) | 0.08% | 0% | 19.2% | 12/3/2024 |
 The Graph (GRT) | 0.06% | 0.01% | 61.89% | - |
 Optimism (OP) | 0.06% | 0.01% | 58.67% | - |
 Arbitrum (ARB) | 0.06% | 0% | 16.28% | 12/4/2024 |
 Render Token (RENDER) | 0.06% | 0% | 14.81% | 12/4/2024 |
 Sei (SEI) | 0.05% | 0.01% | 61.89% | - |
 The Sandbox (SAND) | 0.03% | 0% | 17.64% | 12/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Procter & Gamble (PG) | 16.66% | 16.38% |
| PepsiCo (PEP) | 14.07% | 14% |
| Pfizer (PFE) | 6.85% | 6.56% |
| CNR (CNI) | 6.53% | 6.45% |
| American States Water (AWR) | 6.85% | 6.36% |
| Microsoft (MSFT) | 5.18% | 6.12% |
| Johnson & Johnson (JNJ) | 2.91% | 4.16% |
| Nike (NKE) | 4.37% | 3.96% |
| Realty Income (O) | 3.43% | 3.82% |
| Clorox (CLX) | 4.7% | 3.41% |
| Waste Management (WM) | 2.39% | 2.69% |
| Colgate (CL) | 2.52% | 2.64% |
| Chevron (CVX) | 1.92% | 2.15% |
| UPS (UPS) | 2.62% | 2.06% |
| Bitcoin (BTC) | 1.18% | 1.94% |
| Lowe's (LOW) | 1.43% | 1.59% |
| T. Rowe Price (TROW) | 1.67% | 1.57% |
| Cisco (CSCO) | 0.95% | 1.55% |
| Verizon (VZ) | 1.32% | 1.4% |
| Mondelez (MDLZ) | 1.7% | 1.32% |
| NextEra (NEE) | 1.08% | 1.29% |
| Target (TGT) | 1.11% | 1.22% |
| Home Depot (HD) | 1.05% | 1.04% |
| Kimberly-Clark (KMB) | 1.16% | 0.9% |
| Smucker (SJM) | 0.92% | 0.75% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.77% | 0.73% |
| General Mills (GIS) | 0.77% | 0.67% |
| Altria (MO) | 0.6% | 0.63% |
| Ford (F) | 0.58% | 0.6% |
| Coca-Cola (KO) | 0.46% | 0.56% |
| McDonald's (MCD) | 0.27% | 0.33% |
| Bank of America (BAC) | 0.15% | 0.33% |
| Kraft Heinz (KHC) | 0.32% | 0.24% |
| Match Group (MTCH) | 0.31% | 0.22% |
| Teucrium Wheat Fund (WEAT) | 0.31% | 0.2% |
| Fetch.ai (FET) | 0.39% | 0.06% |
| Sei (SEI) | 0.08% | 0.02% |
| Gala V2 (GALA) | 0.15% | 0.02% |
| Optimism (OP) | 0.08% | 0.01% |
| The Graph (GRT) | 0.12% | 0.01% |
Cash & Instruments Over Time
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