Portfolio Diversification
Range
Most Diversified
57 instruments
November 7, 2025
Least Diversified
0 instruments
February 2, 2025
Average
47.5 instruments
Most Consistent Holdings
Top 5
MSFT99.72%
HD99.72%
IBM99.72%
JPM99.72%
KO99.72%
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 |
|---|---|---|---|---|
 Costco (COST) | 5.1% | 4.67% | 99.62% | - |
 Chubb (CB) | 4.96% | 4.74% | 99.72% | - |
| JPMorgan (JPM) | 4.81% | 6.1% | 99.72% | - |
 Vanguard S&P 500 ETF (VOO) | 4.73% | 4.83% | 99.72% | - |
 LVMH (MC.PA) | 3.54% | 2.97% | 99.62% | - |
 Arthur J. Gallagher (AJG) | 3.51% | 3.78% | 99.72% | - |
 Ares Capital (ARCC) | 3.49% | 2.96% | 99.62% | - |
| Home Depot (HD) | 3.41% | 2.2% | 99.72% | - |
 STAG (STAG) | 3.28% | 2.7% | 99.72% | - |
 Lockheed Martin (LMT) | 3.09% | 3.19% | 99.72% | - |
| Coca-Cola (KO) | 3.06% | 3.19% | 99.72% | - |
 Pfizer (PFE) | 2.63% | 1.49% | 99.62% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.63% | 2.02% | 99.62% | - |
 CIBC (CM) | 2.62% | 3.21% | 99.72% | - |
 Willis Towers Watson (WTW) | 2.5% | 2.38% | 99.62% | - |
 Nu (NU) | 2.37% | 5.11% | 99.72% | - |
 Merck (MRK) | 2.07% | 2.15% | 99.72% | - |
 Vanguard Health Care ETF (VHT) | 2.04% | 1.36% | 99.72% | - |
| Microsoft (MSFT) | 2.04% | 2.47% | 99.72% | - |
 McDonald's (MCD) | 1.97% | 1.99% | 99.72% | - |
 BP (BP.L) | 1.81% | 1.65% | 99.72% | - |
 Amazon (AMZN) | 1.76% | 1.77% | 99.62% | - |
 Nestle (NESN.ZU) | 1.7% | 0.9% | 99.62% | - |
 PepsiCo (PEP) | 1.62% | 1.81% | 99.62% | - |
 Kering (KER.PA) | 1.56% | 0.71% | 99.62% | - |
 Lam Research (LRCX) | 1.53% | 2.79% | 99.72% | - |
 Target (TGT) | 1.5% | 1.11% | 99.72% | - |
 Nike (NKE) | 1.43% | 0.58% | 99.53% | - |
 Western Union (WU) | 1.26% | 0.72% | 99.53% | - |
 Ethereum (ETH) | 1.19% | 0.09% | 99.53% | - |
 Sanofi (SAN.PA) | 1.13% | 1.04% | 99.72% | - |
 Crowdstrike (CRWD) | 1.1% | 2.31% | 47.16% | - |
 Apple (AAPL) | 1.1% | 2% | 99.62% | - |
 Aon (AON) | 1.08% | 1.21% | 99.62% | - |
 Diageo (DGE.L) | 1.02% | 0.77% | 99.72% | - |
 AGNC (AGNC) | 0.95% | 0.75% | 99.62% | - |
 NatWest (NWG.L) | 0.93% | 1.42% | 99.62% | - |
 Berkshire Hathaway (BRK.B) | 0.88% | 2.15% | 99.72% | - |
 Porsche (PAH3.DE) | 0.82% | 0.95% | 93.1% | - |
 Life Storage Inc (LSI) | 0.8% | 0% | 19% | 7/24/2023 |
 NVIDIA (NVDA) | 0.78% | 1.59% | 76.37% | - |
| IBM (IBM) | 0.59% | 1.06% | 99.72% | - |
 Procter & Gamble (PG) | 0.57% | 0.88% | 99.53% | - |
 AT&T (T) | 0.54% | 0.48% | 99.72% | - |
 Warner Bros Discovery (WBD) | 0.34% | 0% | 76.65% | 4/3/2025 |
 A10 Networks (ATEN) | 0.28% | 0.7% | 46.5% | - |
 Ford (F) | 0.17% | 0% | 26.28% | 5/2/2025 |
 SPDR Gold (GLD) | 0.16% | 0.82% | 24.2% | - |
 Texas Instruments (TXN) | 0.16% | 0.13% | 42.72% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.15% | 0.6% | 22.87% | - |
 Hermes (RMS.PA) | 0.14% | 0.75% | 24.48% | - |
 Extra Space (EXR) | 0.14% | 0.62% | 36.01% | - |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.13% | 0.79% | 21.64% | - |
 Lexicon Pharmaceuticals (LXRX) | 0.12% | 0.23% | 36.86% | - |
 Eli Lilly (LLY) | 0.12% | 0.61% | 21.74% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.1% | 0.57% | 21.64% | - |
 ApeCoin (APE) | 0.05% | 0% | 34.12% | 1/4/2024 |
 Novo-Nordisk (NVO) | 0.05% | 0.24% | 23.53% | - |
 UnitedHealth (UNH) | 0.04% | 0.47% | 12.29% | - |
 Fortinet (FTNT) | 0.04% | 0% | 10.21% | 11/8/2024 |
 Novavax (NVAX) | 0.02% | 0% | 34.12% | 1/4/2024 |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IUSU.DE) | 0.01% | 0.11% | 7.56% | - |
 Aeromexico Group (AERO.US) | 0% | 0.16% | 2.46% | - |
 Constellation Brands (STZ) | 0% | 0% | 1.42% | 7/2/2025 |
 Gilead Sciences (GILD) | 0% | 0% | 0.38% | 11/11/2024 |
 MSCI (MSCI) | 0% | 0% | 0.47% | 4/9/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Chubb (CB) | 4.37% | 5.46% |
| Costco (COST) | 2.94% | 5.23% |
| JPMorgan (JPM) | 3.45% | 5.2% |
| Arthur J. Gallagher (AJG) | 3.27% | 4.28% |
| Coca-Cola (KO) | 4.2% | 4.01% |
| Nu (NU) | 4.45% | 3.97% |
| Vanguard S&P 500 ETF (VOO) | 3.06% | 3.69% |
| LVMH (MC.PA) | 3.69% | 3.51% |
| Ares Capital (ARCC) | 3.21% | 3.17% |
| STAG (STAG) | 3.86% | 3% |
| Home Depot (HD) | 2.52% | 2.91% |
| Merck (MRK) | 2.94% | 2.89% |
| Willis Towers Watson (WTW) | 2.1% | 2.83% |
| Lockheed Martin (LMT) | 2.55% | 2.8% |
| CIBC (CM) | 2.61% | 2.64% |
| PepsiCo (PEP) | 2.6% | 2.3% |
| McDonald's (MCD) | 2.16% | 2.3% |
| Pfizer (PFE) | 4.2% | 2.21% |
| Nike (NKE) | 3.02% | 2.14% |
| Amazon (AMZN) | 1.51% | 2% |
| Lam Research (LRCX) | 1.76% | 1.78% |
| Berkshire Hathaway (BRK.B) | 1.76% | 1.73% |
| Microsoft (MSFT) | 1.26% | 1.66% |
| Kering (KER.PA) | 2.94% | 1.61% |
| BP (BP.L) | 1.83% | 1.6% |
| Crowdstrike (CRWD) | 1.34% | 1.51% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.43% | 1.4% |
| Vanguard Health Care ETF (VHT) | 1.43% | 1.37% |
| Target (TGT) | 2.1% | 1.31% |
| Nestle (NESN.ZU) | 2.1% | 1.3% |
| Sanofi (SAN.PA) | 1.18% | 1.17% |
| Procter & Gamble (PG) | 1.18% | 1.15% |
| Apple (AAPL) | 0.84% | 1.14% |
| NatWest (NWG.L) | 0.67% | 1.11% |
| NVIDIA (NVDA) | 0.67% | 0.99% |
| Diageo (DGE.L) | 1.34% | 0.95% |
| Western Union (WU) | 1.43% | 0.87% |
| IBM (IBM) | 0.67% | 0.81% |
| Aon (AON) | 0.59% | 0.74% |
| Porsche (PAH3.DE) | 1.01% | 0.71% |
| AGNC (AGNC) | 1.26% | 0.71% |
| AT&T (T) | 0.76% | 0.69% |
| Ford (F) | 0.67% | 0.63% |
| Lexicon Pharmaceuticals (LXRX) | 0.84% | 0.53% |
| Texas Instruments (TXN) | 0.59% | 0.52% |
| A10 Networks (ATEN) | 0.25% | 0.35% |
| Extra Space (EXR) | 0.25% | 0.24% |
| Warner Bros Discovery (WBD) | 0.17% | 0.15% |
| Ethereum (ETH) | 0.08% | 0.14% |