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Portfolio Diversification
Range
Most Diversified
48 instruments
November 2, 2024
Least Diversified
0 instruments
October 20, 2025
Average
32.7 instruments
Most Consistent Holdings
Top 5
O95.61%
WEAT94.26%
MTCH93.06%
CL92.26%
KO89.07%
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 |
|---|---|---|---|---|
 PepsiCo (PEP) | 9.59% | 8.47% | 83.49% | - |
| Realty Income (O) | 9.09% | 2.48% | 95.61% | - |
 Pfizer (PFE) | 7.81% | 5.65% | 83.97% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 7.33% | 0% | 19.46% | 1/12/2024 |
 Procter & Gamble (PG) | 4.11% | 13.43% | 32.54% | - |
 Microsoft (MSFT) | 4.01% | 11.48% | 53.83% | - |
 American States Water (AWR) | 3.28% | 6.5% | 57.58% | - |
 Nike (NKE) | 3.19% | 3.98% | 69.3% | - |
 CNR (CNI) | 3.15% | 5.16% | 60.77% | - |
 Enbridge (ENB) | 2.89% | 0% | 69.7% | 11/4/2025 |
| Colgate (CL) | 2.57% | 2.05% | 92.26% | - |
 Bitcoin (BTC) | 2.34% | 2.65% | 79.98% | - |
 Johnson & Johnson (JNJ) | 2.3% | 3.38% | 66.99% | - |
 Clorox (CLX) | 2.27% | 2.8% | 61.64% | - |
 Cisco (CSCO) | 2.12% | 1.4% | 83.73% | - |
 British American Tobacco (BTI) | 2% | 0% | 54.23% | 11/5/2025 |
 STAG (STAG) | 1.98% | 0% | 52.55% | 11/5/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.85% | 0% | 14.83% | 1/12/2024 |
 Ford (F) | 1.83% | 0% | 73.05% | 1/8/2026 |
 T. Rowe Price (TROW) | 1.54% | 1.58% | 65.39% | - |
 Verizon (VZ) | 1.52% | 0% | 78.79% | 10/12/2026 |
 ADM (ADM) | 1.51% | 0% | 35.09% | 11/4/2025 |
| Coca-Cola (KO) | 1.42% | 0.49% | 89.07% | - |
 Mondelez (MDLZ) | 1.42% | 1.94% | 62.36% | - |
 UPS (UPS) | 1.38% | 1.33% | 57.5% | - |
 Home Depot (HD) | 1.11% | 7.03% | 63.08% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.99% | 0.44% | 74.4% | - |
| Match Group (MTCH) | 0.96% | 0.2% | 93.06% | - |
| Teucrium Wheat Fund (WEAT) | 0.94% | 0.15% | 94.26% | - |
 NextEra (NEE) | 0.9% | 0.82% | 71.77% | - |
 Chevron (CVX.US) | 0.88% | 2.07% | 40.19% | - |
 Ethereum (ETH) | 0.83% | 0% | 25.44% | 12/3/2024 |
 Kimberly-Clark (KMB) | 0.82% | 2.1% | 48.25% | - |
 Canadian Solar (CSIQ) | 0.75% | 0% | 61.72% | 10/31/2025 |
 CVS Health (CVS) | 0.73% | 0% | 43.46% | 11/3/2025 |
 Rio Tinto (RIO) | 0.65% | 0% | 32.54% | 11/4/2025 |
 Paramount (PSKY) | 0.62% | 0% | 50.16% | 8/13/2025 |
 Smucker (SJM) | 0.62% | 0% | 59.17% | 10/15/2026 |
 Waste Management (WM) | 0.6% | 1.84% | 27.19% | - |
 Lowe's (LOW) | 0.56% | 3.33% | 34.61% | - |
 Bank of America (BAC) | 0.53% | 0.2% | 84.61% | - |
 McDonald's (MCD) | 0.34% | 2.64% | 66.99% | - |
 Fetch.ai (FET) | 0.32% | 0.04% | 62.28% | - |
 Altria (MO) | 0.3% | 0.53% | 43.62% | - |
 Vanguard S&P 500 ETF (VOO) | 0.26% | 0% | 7.18% | 7/10/2024 |
 Kraft Heinz (KHC) | 0.25% | 0.15% | 64.51% | - |
 Tootsie Roll (TR) | 0.24% | 0% | 29.19% | 11/3/2025 |
 General Mills (GIS) | 0.24% | 0.31% | 39.39% | - |
 Sysco (SYY) | 0.21% | 1.41% | 14.19% | - |
 Target (TGT) | 0.2% | 0% | 16.43% | 5/7/2026 |
 A O Smith (AOS) | 0.19% | 1.28% | 16.91% | - |
 Ondo Finance (ONDO) | 0.12% | 0% | 14.19% | 12/3/2024 |
 Solana (SOL) | 0.09% | 0% | 33.81% | 8/13/2025 |
 Intel (INTC) | 0.08% | 0% | 1.99% | 11/17/2023 |
 Gala V2 (GALA) | 0.07% | 0% | 63.4% | 10/13/2026 |
 Quant (QNT) | 0.07% | 0% | 14.27% | 12/4/2024 |
 Sui (SUI) | 0.07% | 0% | 11.88% | 10/16/2024 |
 Hedera Hashgraph (HBAR) | 0.07% | 0% | 15.71% | 12/3/2024 |
 The Graph (GRT) | 0.05% | 0.01% | 62.6% | - |
 Optimism (OP) | 0.05% | 0% | 51.04% | 10/14/2026 |
 Arbitrum (ARB) | 0.05% | 0% | 13.32% | 12/4/2024 |
 Render Token (RENDER) | 0.05% | 0% | 12.12% | 12/4/2024 |
 Sei (SEI) | 0.04% | 0.01% | 63% | - |
 Unilever (UL.US) | 0.03% | 0.65% | 4.86% | - |
 The Sandbox (SAND) | 0.02% | 0% | 14.43% | 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.US) | 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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