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Portfolio Diversification
Range
Most Diversified
18 instruments
May 18, 2023
Least Diversified
0 instruments
April 13, 2022
Average
8.5 instruments
Most Consistent Holdings
Top 5
VOO97.82%
WBA64.35%
SPYD63.15%
PSN.L60.9%
ENB54.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 13, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 47.7% | 99.42% | 97.82% | - |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 16.11% | 0% | 63.15% | 11/7/2025 |
| Enbridge (ENB) | 3.15% | 0% | 54.57% | 6/28/2024 |
 Coca-Cola (KO) | 2.8% | 0% | 46.34% | 3/1/2024 |
 ExxonMobil (XOM) | 2.76% | 0% | 27.22% | 5/30/2023 |
| Walgreens (WBA) | 2.53% | 0% | 64.35% | 11/22/2024 |
 Phoenix (PHNX.L) | 2.25% | 0% | 53.38% | 7/1/2024 |
 AT&T (T) | 2.19% | 0% | 52.95% | 6/17/2024 |
 Rio Tinto (RIO) | 2.13% | 0% | 39.45% | 12/13/2023 |
| Persimmon (PSN.L) | 2.1% | 0% | 60.9% | 10/17/2024 |
 Johnson & Johnson (JNJ) | 2.01% | 0% | 41% | 2/5/2024 |
 Apple (AAPL) | 2.01% | 0% | 26.86% | 5/30/2023 |
 AbbVie (ABBV) | 1.81% | 0% | 39.45% | 12/13/2023 |
 Procter & Gamble (PG) | 1.71% | 0% | 42.9% | 1/31/2024 |
 McDonald's (MCD) | 1.65% | 0% | 26.86% | 5/30/2023 |
 Deutsche Telekom (DTE.DE) | 1.38% | 0% | 27.22% | 5/31/2023 |
 3M (MMM) | 1.06% | 0% | 34.6% | 6/17/2024 |
 Enterprise Products (EPD) | 0.81% | 0% | 15.89% | 12/28/2022 |
 CryptoEqual | 0.63% | 0% | 17.86% | 8/13/2025 |
 Cisco (CSCO) | 0.57% | 0% | 10.48% | 5/30/2023 |
 Warner Bros Discovery (WBD) | 0.2% | 0% | 3.23% | 6/3/2022 |
 Palantir (PLTR) | 0.07% | 0% | 1.83% | 5/10/2022 |
 Switch Inc (SWCH) | 0.05% | 0% | 0.49% | 4/20/2022 |
 NVIDIA (NVDA) | 0.05% | 0% | 0.49% | 4/25/2022 |
 ApeCoin (APE) | 0.01% | 0% | 0.14% | 4/30/2022 |
 XRP (XRP) | 0% | 0% | 0.14% | 11/24/2024 |
 Solventum (SOLV) | 0% | 0% | 0.42% | 4/8/2024 |
 Polkadot (DOT) | 0% | 0% | 0.07% | 11/24/2024 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.07% | 11/24/2024 |
 Cardano (ADA) | 0% | 0% | 0.07% | 11/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 99.63% | 99.7% |
Cash & Instruments Over Time
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