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Portfolio Diversification
Range
Most Diversified
60 instruments
February 4, 2026
Least Diversified
0 instruments
February 2, 2025
Average
48.6 instruments
Most Consistent Holdings
Top 5
MSFT99.5%
HD99.5%
IBM99.5%
JPM99.5%
KO99.5%
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) | 5.06% | 5.01% | 99.42% | - |
 Chubb (CB) | 4.95% | 5.04% | 99.5% | - |
| JPMorgan (JPM) | 4.93% | 6.16% | 99.5% | - |
 Vanguard S&P 500 ETF (VOO) | 4.71% | 4.74% | 99.5% | - |
 Arthur J. Gallagher (AJG) | 3.54% | 3.73% | 99.5% | - |
 LVMH (MC.PA) | 3.41% | 2.09% | 99.42% | - |
 Ares Capital (ARCC) | 3.39% | 2.62% | 99.42% | - |
| Home Depot (HD) | 3.26% | 2.16% | 99.5% | - |
 Lockheed Martin (LMT) | 3.19% | 3.6% | 99.5% | - |
 STAG (STAG) | 3.19% | 2.57% | 99.5% | - |
| Coca-Cola (KO) | 3.07% | 3.25% | 99.5% | - |
 CIBC (CM) | 2.71% | 3.8% | 99.5% | - |
 Nu (NU) | 2.63% | 4.27% | 99.5% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.56% | 2.09% | 99.42% | - |
 Pfizer (PFE) | 2.5% | 1.47% | 99.42% | - |
 Willis Towers Watson (WTW) | 2.5% | 2.53% | 99.42% | - |
 Merck (MRK) | 2.09% | 2.27% | 99.5% | - |
| Microsoft (MSFT) | 2.04% | 1.63% | 99.5% | - |
 McDonald's (MCD) | 1.97% | 1.96% | 99.5% | - |
 Vanguard Health Care ETF (VHT) | 1.95% | 1.21% | 99.5% | - |
 BP (BP.L) | 1.79% | 1.74% | 99.5% | - |
 Lam Research (LRCX) | 1.77% | 4.32% | 99.5% | - |
 Amazon (AMZN) | 1.75% | 1.91% | 99.42% | - |
 Nestle (NESN.ZU) | 1.6% | 0.87% | 99.42% | - |
 PepsiCo (PEP) | 1.56% | 0.57% | 99.42% | - |
 Target (TGT) | 1.46% | 1.2% | 99.5% | - |
 Kering (KER.PA) | 1.45% | 0.53% | 99.42% | - |
 Nike (NKE) | 1.32% | 0.42% | 99.33% | - |
 Western Union (WU) | 1.2% | 0.7% | 99.33% | - |
 Crowdstrike (CRWD) | 1.19% | 1.93% | 53.13% | - |
 Apple (AAPL) | 1.17% | 1.82% | 99.42% | - |
 Sanofi (SAN.PA) | 1.12% | 1.22% | 99.5% | - |
 Aon (AON) | 1.1% | 1.51% | 99.42% | - |
 Ethereum (ETH) | 1.06% | 0.06% | 99.33% | - |
 Berkshire Hathaway (BRK.B) | 1.02% | 2.16% | 99.5% | - |
 NatWest (NWG.L) | 0.98% | 1.27% | 99.42% | - |
 Diageo (DGE.L) | 0.98% | 0.6% | 99.5% | - |
 AGNC (AGNC) | 0.92% | 0.74% | 99.42% | - |
 NVIDIA (NVDA) | 0.88% | 1.8% | 78.9% | - |
 Porsche (PAH3.DE) | 0.85% | 1.4% | 93.66% | - |
 Life Storage Inc (LSI) | 0.71% | 0% | 16.76% | 7/24/2023 |
| IBM (IBM) | 0.63% | 1.16% | 99.5% | - |
 Procter & Gamble (PG) | 0.6% | 0.83% | 99.33% | - |
 AT&T (T) | 0.53% | 0.46% | 99.5% | - |
 A10 Networks (ATEN) | 0.33% | 0.79% | 52.54% | - |
 Warner Bros Discovery (WBD) | 0.3% | 0% | 67.64% | 4/3/2025 |
 SPDR Gold (GLD) | 0.25% | 0.92% | 32.86% | - |
 Hermes (RMS.PA) | 0.22% | 0.89% | 33.11% | - |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.22% | 0.86% | 30.61% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.2% | 0.57% | 31.69% | - |
 Extra Space (EXR) | 0.19% | 0.58% | 43.29% | - |
 Eli Lilly (LLY) | 0.17% | 0.52% | 30.69% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.16% | 0.61% | 30.61% | - |
 Texas Instruments (TXN) | 0.16% | 0.1% | 49.21% | - |
 Ford (F) | 0.15% | 0% | 23.19% | 5/2/2025 |
 Lexicon Pharmaceuticals (LXRX) | 0.13% | 0.26% | 44.04% | - |
 UnitedHealth (UNH) | 0.1% | 0.55% | 22.35% | - |
 Novo-Nordisk (NVO) | 0.07% | 0.19% | 32.28% | - |
 ApeCoin (APE) | 0.05% | 0% | 30.11% | 1/4/2024 |
 Fortinet (FTNT) | 0.04% | 0% | 9.01% | 11/8/2024 |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IUSU.DE) | 0.02% | 0.43% | 18.18% | - |
 Aeromexico Group (AERO.US) | 0.02% | 0.17% | 13.68% | - |
 Novavax (NVAX) | 0.02% | 0% | 30.11% | 1/4/2024 |
 Airbus (AIR.PA) | 0.01% | 0.21% | 6.42% | - |
 PayPal (PYPL) | 0% | 0% | 2.42% | 3/5/2026 |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 0% | 0% | 1.67% | 2/17/2026 |
 Constellation Brands (STZ) | 0% | 0% | 1.25% | 7/2/2025 |
 Gilead Sciences (GILD) | 0% | 0% | 0.33% | 11/11/2024 |
 MSCI (MSCI) | 0% | 0% | 0.42% | 4/9/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JPMorgan (JPM) | 3.92% | 6.25% |
| Chubb (CB) | 4.1% | 4.97% |
| Nu (NU) | 3.71% | 4.87% |
| Vanguard S&P 500 ETF (VOO) | 4.13% | 4.78% |
| Costco (COST) | 3.65% | 4.49% |
| Arthur J. Gallagher (AJG) | 4.3% | 4% |
| Lockheed Martin (LMT) | 3.6% | 3.44% |
| CIBC (CM) | 2.55% | 3.32% |
| Coca-Cola (KO) | 3.26% | 3.12% |
| LVMH (MC.PA) | 3.39% | 3% |
| Lam Research (LRCX) | 1.24% | 2.97% |
| Ares Capital (ARCC) | 3.47% | 2.86% |
| STAG (STAG) | 3.26% | 2.52% |
| Microsoft (MSFT) | 2.08% | 2.47% |
| Willis Towers Watson (WTW) | 2.08% | 2.47% |
| Merck (MRK) | 2.28% | 2.19% |
| Berkshire Hathaway (BRK.B) | 2.28% | 2.12% |
| Home Depot (HD) | 2.35% | 2.11% |
| Crowdstrike (CRWD) | 1.56% | 2.06% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.35% | 2.04% |
| McDonald's (MCD) | 2% | 1.97% |
| Apple (AAPL) | 1.56% | 1.9% |
| Amazon (AMZN) | 1.43% | 1.74% |
| PepsiCo (PEP) | 2.28% | 1.74% |
| NVIDIA (NVDA) | 0.85% | 1.64% |
| BP (BP.L) | 1.88% | 1.56% |
| NatWest (NWG.L) | 0.65% | 1.48% |
| Pfizer (PFE) | 3.26% | 1.44% |
| Vanguard Health Care ETF (VHT) | 1.38% | 1.34% |
| Aon (AON) | 1.3% | 1.24% |
| Target (TGT) | 2.28% | 1.18% |
| IBM (IBM) | 0.78% | 1.04% |
| Sanofi (SAN.PA) | 1.24% | 1% |
| Porsche (PAH3.DE) | 1.43% | 0.93% |
| Nestle (NESN.ZU) | 1.63% | 0.89% |
| Procter & Gamble (PG) | 1.11% | 0.85% |
| VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.52% | 0.84% |
| SPDR Gold (GLD) | 0.72% | 0.84% |
| AGNC (AGNC) | 1.17% | 0.77% |
| Hermes (RMS.PA) | 0.91% | 0.75% |
| Western Union (WU) | 1.37% | 0.73% |
| Kering (KER.PA) | 1.69% | 0.72% |
| A10 Networks (ATEN) | 0.72% | 0.7% |
| Diageo (DGE.L) | 1.43% | 0.69% |
| Eli Lilly (LLY) | 0.52% | 0.64% |
| Extra Space (EXR) | 0.78% | 0.61% |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.67% | 0.6% |
| VanEck Vectors Gold Miners ETF (GDX) | 0.39% | 0.6% |
| Nike (NKE) | 1.37% | 0.56% |
| AT&T (T) | 0.59% | 0.48% |
| UnitedHealth (UNH) | 0.46% | 0.45% |
| Novo-Nordisk (NVO) | 0.33% | 0.26% |
| Lexicon Pharmaceuticals (LXRX) | 0.2% | 0.19% |
| Aeromexico Group (AERO.US) | 0.2% | 0.18% |
| Texas Instruments (TXN) | 0.13% | 0.12% |
| iShares USD Treasury Bond 1-3yr UCITS ETF (IUSU.DE) | 0.13% | 0.11% |
| Ethereum (ETH) | 0.07% | 0.08% |
Cash & Instruments Over Time
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