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Portfolio Diversification
Range
Most Diversified
48 instruments
November 2, 2024
Least Diversified
0 instruments
October 20, 2025
Average
31 instruments
Most Consistent Holdings
Top 5
O95.21%
WEAT93.68%
F93.37%
MTCH92.15%
CL91.03%
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) | 10.76% | 3.79% | 95.21% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 9.37% | 0% | 24.87% | 1/12/2024 |
 PepsiCo (PEP) | 9.32% | 12.96% | 79.71% | - |
 Pfizer (PFE) | 8.42% | 6.71% | 80.43% | - |
 Enbridge (ENB) | 3.7% | 0% | 89.09% | 11/4/2025 |
 Nike (NKE) | 3.12% | 3.59% | 61.67% | - |
 Microsoft (MSFT) | 2.81% | 5.24% | 41.79% | - |
| Colgate (CL) | 2.68% | 2.59% | 91.03% | - |
 British American Tobacco (BTI) | 2.55% | 0% | 69.32% | 11/5/2025 |
 STAG (STAG) | 2.53% | 0% | 67.18% | 11/5/2025 |
 CNR (CNI) | 2.5% | 5.77% | 50.66% | - |
 Bitcoin (BTC) | 2.45% | 1.78% | 75.23% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.36% | 0% | 18.96% | 1/12/2024 |
| Ford (F) | 2.34% | 0% | 93.37% | 1/8/2026 |
 Cisco (CSCO) | 2.29% | 1.34% | 80.02% | - |
 American States Water (AWR) | 2.26% | 7.3% | 46.69% | - |
 Johnson & Johnson (JNJ) | 1.93% | 3.97% | 58.61% | - |
 ADM (ADM) | 1.93% | 0% | 44.85% | 11/4/2025 |
 Clorox (CLX) | 1.89% | 4.92% | 51.78% | - |
 Coca-Cola (KO) | 1.68% | 0.52% | 86.95% | - |
 Verizon (VZ) | 1.62% | 1.22% | 74.72% | - |
 T. Rowe Price (TROW) | 1.47% | 1.44% | 56.57% | - |
 UPS (UPS) | 1.32% | 2.01% | 46.48% | - |
 Mondelez (MDLZ) | 1.32% | 1.28% | 52.7% | - |
 Procter & Gamble (PG) | 1.29% | 17.39% | 14.58% | - |
| Match Group (MTCH) | 1.18% | 0.19% | 92.15% | - |
| Teucrium Wheat Fund (WEAT) | 1.16% | 0.18% | 93.68% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.12% | 0.66% | 68.09% | - |
 Ethereum (ETH) | 1.06% | 0% | 32.52% | 12/3/2024 |
 Canadian Solar (CSIQ) | 0.96% | 0% | 78.9% | 10/31/2025 |
 CVS Health (CVS) | 0.93% | 0% | 55.56% | 11/3/2025 |
 NextEra (NEE) | 0.87% | 1.22% | 64.83% | - |
 Rio Tinto (RIO) | 0.83% | 0% | 41.59% | 11/4/2025 |
 Paramount (PSKY) | 0.8% | 0% | 64.12% | 8/13/2025 |
 Smucker (SJM) | 0.62% | 0.72% | 49.24% | - |
 Bank of America (BAC) | 0.61% | 0.28% | 82.06% | - |
 Chevron (CVX) | 0.58% | 2.12% | 24.57% | - |
 Kimberly-Clark (KMB) | 0.5% | 1.71% | 34.66% | - |
 Fetch.ai (FET) | 0.4% | 0.06% | 52.7% | - |
 McDonald's (MCD) | 0.33% | 0.3% | 58.61% | - |
 Vanguard S&P 500 ETF (VOO) | 0.33% | 0% | 9.17% | 7/10/2024 |
 Lowe's (LOW) | 0.32% | 1.61% | 18.04% | - |
 Tootsie Roll (TR) | 0.31% | 0% | 37.31% | 11/3/2025 |
 Kraft Heinz (KHC) | 0.27% | 0.2% | 55.66% | - |
 Home Depot (HD) | 0.26% | 1.99% | 53.62% | - |
 Altria (MO) | 0.23% | 0.6% | 28.95% | - |
 Waste Management (WM) | 0.2% | 2.46% | 7.75% | - |
 General Mills (GIS) | 0.19% | 0.58% | 23.96% | - |
 Ondo Finance (ONDO) | 0.15% | 0% | 18.14% | 12/3/2024 |
 Target (TGT) | 0.13% | 1.24% | 10.4% | - |
 Solana (SOL) | 0.11% | 0% | 43.22% | 8/13/2025 |
 Intel (INTC) | 0.1% | 0% | 2.55% | 11/17/2023 |
 Gala V2 (GALA) | 0.09% | 0.02% | 61.77% | - |
 Quant (QNT) | 0.09% | 0% | 18.25% | 12/4/2024 |
 Sui (SUI) | 0.09% | 0% | 15.19% | 10/16/2024 |
 Hedera Hashgraph (HBAR) | 0.08% | 0% | 20.08% | 12/3/2024 |
 The Graph (GRT) | 0.06% | 0.01% | 60.14% | - |
 Optimism (OP) | 0.06% | 0.01% | 57.19% | - |
 Arbitrum (ARB) | 0.06% | 0% | 17.02% | 12/4/2024 |
 Render Token (RENDER) | 0.06% | 0% | 15.49% | 12/4/2024 |
 Sei (SEI) | 0.05% | 0.01% | 60.14% | - |
 The Sandbox (SAND) | 0.03% | 0% | 18.45% | 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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