Portfolio Diversification
Range
Most Diversified
57 instruments
August 5, 2025
Least Diversified
0 instruments
February 2, 2025
Average
44.6 instruments
Most Consistent Holdings
Top 5
HPQ99.9%
KO99.9%
MCD99.9%
MMM99.9%
PG99.9%
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 |
|---|---|---|---|---|
| Coca-Cola (KO) | 9.4% | 6.64% | 99.9% | - |
 Apple (AAPL) | 8.16% | 7.08% | 83.4% | - |
 Intel (INTC) | 5.81% | 0% | 79.9% | 6/2/2025 |
 AT&T (T) | 5.62% | 5.63% | 99.9% | - |
 Microsoft (MSFT) | 4.64% | 1.57% | 85.46% | - |
 Stanley Black & Decker (SWK) | 3.71% | 0% | 88.97% | 6/16/2025 |
| Procter & Gamble (PG) | 3.68% | 3.91% | 99.9% | - |
 Colgate (CL) | 3.23% | 2.38% | 96.49% | - |
 NetApp (NTAP) | 3.12% | 2.86% | 87.73% | - |
 C3.ai (AI) | 3.08% | 1.5% | 89.79% | - |
 T. Rowe Price (TROW) | 2.81% | 0% | 64.74% | 11/11/2024 |
 Baker Hughes (BKR) | 2.81% | 3.29% | 72.16% | - |
 Kellanova (K) | 2.48% | 1.91% | 99.9% | - |
| HP (HPQ) | 2.37% | 1.42% | 99.9% | - |
 Take-Two (TTWO) | 2% | 5.78% | 30.82% | - |
 Altria (MO) | 1.97% | 0% | 20.1% | 7/18/2023 |
 Verizon (VZ) | 1.96% | 0% | 89.9% | 6/2/2025 |
 Cisco (CSCO) | 1.74% | 1.61% | 91.03% | - |
 Leggett & Platt (LEG) | 1.59% | 0.49% | 99.9% | - |
 AGNC (AGNC) | 1.57% | 1.05% | 99.59% | - |
 IBM (IBM) | 1.34% | 2.16% | 99.69% | - |
 Baidu (BIDU) | 1.27% | 0% | 85.36% | 6/2/2025 |
| 3M (MMM) | 1.17% | 1.03% | 99.9% | - |
 Abbott (ABT) | 1.17% | 1.17% | 41.03% | - |
 ConAgra (CAG) | 1.15% | 0.63% | 87.84% | - |
 Volkswagen (VOW3.DE) | 1.13% | 2.68% | 34.54% | - |
 Medical Properties Trust (MPW) | 1.12% | 0% | 88.25% | 5/19/2025 |
 PepsiCo (PEP) | 1.01% | 3.6% | 99.9% | - |
 ExxonMobil (XOM) | 0.91% | 0.59% | 99.9% | - |
 Domino's (DMP.ASX) | 0.89% | 0% | 43.92% | 4/15/2024 |
 Shell (SHEL) | 0.88% | 0.6% | 99.79% | - |
 ARMOUR Residential REIT (ARR) | 0.82% | 0.38% | 99.79% | - |
 Amcor (AMCR) | 0.8% | 0.41% | 99.79% | - |
| McDonald's (MCD) | 0.79% | 0.54% | 99.9% | - |
 Walmart (WMT) | 0.79% | 0.74% | 99.79% | - |
 Universal Corp (UVV) | 0.77% | 0.5% | 99.79% | - |
 Kinder Morgan (KMI) | 0.77% | 0% | 20.1% | 7/18/2023 |
 Kellogg's (KLG) | 0.7% | 0.14% | 72.06% | - |
 Genuine Parts (GPC) | 0.65% | 3.36% | 18.45% | - |
 Infineon (IFX.DE) | 0.65% | 0.46% | 89.69% | - |
 Activision Blizzard, Inc. (ATVI) | 0.57% | 0% | 10.21% | 10/16/2023 |
 Pfizer (PFE) | 0.5% | 1.32% | 30.72% | - |
 Old Republic (ORI) | 0.5% | 0.41% | 99.79% | - |
 Philip Morris (PM) | 0.47% | 0.42% | 99.79% | - |
 BYD Electronic (00285.HK) | 0.43% | 0.42% | 89.79% | - |
 UnitedHealth (UNH) | 0.39% | 3.87% | 9.79% | - |
 LyondellBasell (LYB) | 0.35% | 0% | 12.68% | 5/19/2025 |
 Realty Income (O) | 0.35% | 0.22% | 99.59% | - |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.34% | 1.36% | 21.44% | - |
 AES (AES) | 0.33% | 0.26% | 74.85% | - |
 Cal Water (CWT) | 0.32% | 0.18% | 99.9% | - |
 Nike (NKE) | 0.3% | 1.8% | 15.88% | - |
 VF Corp (VFC) | 0.29% | 0.15% | 99.59% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.28% | 2.69% | 9.79% | - |
 NVIDIA (NVDA) | 0.28% | 0.98% | 43.71% | - |
 ADM (ADM) | 0.27% | 0.16% | 99.59% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.23% | 2.18% | 9.9% | - |
 Walgreens (WBA) | 0.2% | 0% | 98.97% | 9/1/2025 |
 General Mills (GIS) | 0.19% | 2.48% | 7.11% | - |
 Mondelez (MDLZ) | 0.18% | 1.92% | 8.35% | - |
 Home Depot (HD) | 0.18% | 1.67% | 10.93% | - |
 AbbVie (ABBV) | 0.18% | 5.12% | 3.51% | - |
 Wish (LOGC) | 0.14% | 0% | 6.8% | 4/24/2023 |
 Alphabet (GOOG) | 0.14% | 0.39% | 35.05% | - |
 Occidental (OXY) | 0.1% | 0% | 2.89% | 1/30/2023 |
 SPDR S&P 500 ETF (SPY) | 0.09% | 1.28% | 7.11% | - |
 Solventum (SOLV) | 0.09% | 0.12% | 53.51% | - |
 Disney (DIS) | 0.09% | 0.79% | 9.9% | - |
 S&P Global (SPGI) | 0.09% | 2.33% | 3.51% | - |
 Nintendo (NTDOY) | 0.08% | 1.09% | 7.11% | - |
 Citi (C) | 0.04% | 0% | 2.37% | 1/24/2023 |
 Sysco (SYY) | 0.03% | 0% | 2.89% | 1/30/2023 |
 Novartis (NVS) | 0.03% | 0% | 2.89% | 1/30/2023 |
 McCormick (MKC) | 0.03% | 0% | 3.09% | 2/1/2023 |
 Kraft Heinz (KHC) | 0.03% | 0% | 2.58% | 1/26/2023 |
 Tesla (TSLA) | 0.02% | 0% | 0.93% | 1/10/2023 |
 Chevron (CVX) | 0.02% | 0% | 0.93% | 1/10/2023 |
 Newmont (NEM) | 0.01% | 0% | 1.13% | 1/12/2023 |
 Emerson (EMR) | 0.01% | 0% | 1.13% | 1/12/2023 |
 Fastenal (FAST) | 0.01% | 0% | 0.93% | 1/10/2023 |
 Celanese (CE) | 0.01% | 0% | 0.41% | 1/5/2023 |
 Hormel (HRL) | 0% | 0% | 0.31% | 1/4/2023 |
 Caterpillar (CAT) | 0% | 0% | 0.21% | 1/3/2023 |
 ConocoPhillips (COP) | 0% | 0% | 0.21% | 1/3/2023 |
 Medtronic (MDT.US) | 0% | 0% | 0.21% | 1/3/2023 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.21% | 1/3/2023 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 7.66% | 11.08% |
| Coca-Cola (KO) | 9.13% | 9.05% |
| Take-Two (TTWO) | 6.62% | 6.62% |
| AT&T (T) | 5.25% | 6.46% |
| Intel (INTC) | 8.56% | 5.06% |
| C3.ai (AI) | 4.53% | 4.94% |
| Baker Hughes (BKR) | 3.9% | 4.42% |
| NetApp (NTAP) | 2.31% | 4.16% |
| Colgate (CL) | 3.23% | 3.79% |
| Procter & Gamble (PG) | 3.13% | 3.64% |
| Stanley Black & Decker (SWK) | 4.01% | 3.61% |
| Volkswagen (VOW3.DE) | 3.71% | 3.54% |
| Kellanova (K) | 2.54% | 2.89% |
| HP (HPQ) | 2.1% | 2.36% |
| Verizon (VZ) | 2.16% | 2.19% |
| Cisco (CSCO) | 1.89% | 2.12% |
| Pfizer (PFE) | 2.12% | 2.09% |
| Microsoft (MSFT) | 1.96% | 1.99% |
| Abbott (ABT) | 1.57% | 1.49% |
| AGNC (AGNC) | 1.66% | 1.38% |
| ConAgra (CAG) | 1.83% | 1.34% |
| 3M (MMM) | 1.21% | 1.28% |
| Baidu (BIDU) | 1.99% | 1.12% |
| IBM (IBM) | 0.74% | 1.04% |
| Walmart (WMT) | 0.55% | 0.99% |
| ExxonMobil (XOM) | 0.89% | 0.86% |
| Shell (SHEL) | 0.74% | 0.79% |
| McDonald's (MCD) | 0.74% | 0.75% |
| Universal Corp (UVV) | 0.74% | 0.74% |
| Amcor (AMCR) | 0.93% | 0.7% |
| Leggett & Platt (LEG) | 2.51% | 0.7% |
| Medical Properties Trust (MPW) | 2.06% | 0.69% |
| Infineon (IFX.DE) | 0.79% | 0.69% |
| ARMOUR Residential REIT (ARR) | 1.1% | 0.68% |
| BYD Electronic (00285.HK) | 0.37% | 0.62% |
| Old Republic (ORI) | 0.37% | 0.55% |
| PepsiCo (PEP) | 0.68% | 0.55% |
| NVIDIA (NVDA) | 0.47% | 0.48% |
| Alphabet (GOOG) | 0.42% | 0.47% |
| Philip Morris (PM) | 0.4% | 0.46% |
| AES (AES) | 0.54% | 0.38% |
| VF Corp (VFC) | 0.4% | 0.31% |
| Realty Income (O) | 0.37% | 0.3% |
| Cal Water (CWT) | 0.37% | 0.26% |
| ADM (ADM) | 0.37% | 0.2% |
| Kellogg's (KLG) | 0% | 0.16% |
| Solventum (SOLV) | 0% | 0.16% |
| Walgreens (WBA) | 0.37% | 0.08% |