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Portfolio Diversification
Range
Most Diversified
41 instruments
May 15, 2026
Least Diversified
0 instruments
April 4, 2026
Average
28.5 instruments
Most Consistent Holdings
Top 5
AAPL99.76%
GOOG99.76%
MSFT99.76%
MMM99.76%
FDX99.76%
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 |
|---|---|---|---|---|
 Caterpillar (CAT) | 6.24% | 7.39% | 99.19% | - |
| FedEx (FDX) | 5.97% | 3.4% | 99.76% | - |
 McDonald's (MCD) | 5.05% | 3.61% | 82.85% | - |
| Microsoft (MSFT) | 4.87% | 8.56% | 99.76% | - |
 iShares MSCI China ETF (MCHI) | 4.73% | 1.45% | 99.76% | - |
 Colgate (CL) | 4.38% | 4.04% | 98.31% | - |
| 3M (MMM) | 4.21% | 1.76% | 99.76% | - |
 Johnson & Johnson (JNJ) | 4.1% | 3.33% | 71.42% | - |
 Realty Income (O) | 3.65% | 2.3% | 83.33% | - |
| Apple (AAPL) | 3.61% | 2.4% | 99.76% | - |
 Procter & Gamble (PG) | 3.31% | 3.77% | 88.65% | - |
| Alphabet (GOOG) | 3.28% | 4.73% | 99.76% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.02% | 1.35% | 99.76% | - |
 Vanguard Real Estate ETF (VNQ) | 2.66% | 1.33% | 95.65% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.63% | 2.51% | 99.76% | - |
 iShares China Large-Cap ETF (FXI) | 2.57% | 1% | 99.76% | - |
 CVS Health (CVS) | 2.41% | 2.15% | 69.24% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.27% | 1.88% | 99.76% | - |
 General Mills (GIS) | 2.12% | 1.77% | 79.31% | - |
 iShares Core High Dividend ETF (HDV) | 1.98% | 0% | 33.57% | 3/18/2024 |
 Enbridge (ENB) | 1.8% | 1.48% | 79.31% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.67% | 0% | 47.34% | 9/6/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.57% | 0% | 36.55% | 4/24/2024 |
 Chevron (CVX.US) | 1.52% | 1.98% | 52.17% | - |
 STMicroelectronics (STM.US) | 1.51% | 0.38% | 69.24% | - |
 NVIDIA (NVDA) | 1.5% | 7.34% | 32.29% | - |
 Amazon (AMZN) | 1.48% | 2.31% | 61.92% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.45% | 0% | 43.24% | 7/17/2024 |
 Nike (NKE) | 1.18% | 1.19% | 52.82% | - |
 SPDR Gold (GLD) | 1.16% | 0% | 22.22% | 3/6/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.95% | 0% | 29.39% | 1/25/2024 |
 MercadoLibre (MELI) | 0.93% | 6.6% | 19.08% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.93% | 0% | 22.79% | 10/18/2023 |
 Novo-Nordisk (NVO) | 0.69% | 2.1% | 29.47% | - |
 Vanguard S&P 500 ETF (VOO) | 0.61% | 0% | 18.36% | 8/20/2023 |
 Ford (F) | 0.48% | 0% | 63.04% | 5/29/2026 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.46% | 0% | 31.4% | 5/6/2024 |
 Solventum (SOLV) | 0.44% | 0.37% | 63.61% | - |
 Vanguard Growth ETF (VUG) | 0.43% | 0% | 14.9% | 7/12/2023 |
 Meta (META) | 0.43% | 3.2% | 18.2% | - |
 GM (GM) | 0.39% | 0% | 37.04% | 7/7/2025 |
 Invesco QQQ (QQQ) | 0.35% | 0% | 10.79% | 5/18/2023 |
 Adobe (ADBE) | 0.3% | 2.9% | 13.45% | - |
 Intel (INTC) | 0.27% | 0% | 40.98% | 1/26/2026 |
 Lithium Americas (LAC) | 0.21% | 0% | 45.73% | 9/26/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.2% | 2.49% | 11.35% | - |
 UnitedHealth (UNH) | 0.14% | 1.95% | 9.18% | - |
 Mondelez (MDLZ) | 0.11% | 0.75% | 13.12% | - |
 Visa (V) | 0.11% | 1.27% | 9.98% | - |
 JD.com (JD.US) | 0.08% | 0.53% | 15.7% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.08% | 0% | 10.23% | 8/1/2024 |
 Salesforce (CRM) | 0.04% | 1.02% | 7.73% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.03% | 0.69% | 5.88% | - |
 Constellation Energy (CEG) | 0.03% | 0.7% | 4.59% | - |
 Pfizer (PFE) | 0.02% | 0.54% | 4.51% | - |
 Credo (CRDO) | 0.01% | 0.36% | 1.85% | - |
 Dormant Stock15558 (Drm.15558) | 0% | 0.86% | 0.24% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| FedEx (FDX) | 7.41% | 7.83% |
| Caterpillar (CAT) | 4.98% | 7.68% |
| Microsoft (MSFT) | 7.23% | 7.28% |
| Alphabet (GOOG) | 3.75% | 5.94% |
| NVIDIA (NVDA) | 5.81% | 5.83% |
| McDonald's (MCD) | 5.65% | 5.4% |
| Colgate (CL) | 5.98% | 4.82% |
| Johnson & Johnson (JNJ) | 3.91% | 4.57% |
| MercadoLibre (MELI) | 5.22% | 4.39% |
| Procter & Gamble (PG) | 5.09% | 4.19% |
| Amazon (AMZN) | 3.2% | 3.04% |
| General Mills (GIS) | 3.96% | 2.86% |
| Apple (AAPL) | 2.28% | 2.8% |
| Vanguard Total Stock Market ETF (VTI) | 2.55% | 2.78% |
| Realty Income (O) | 3.03% | 2.74% |
| Chevron (CVX.US) | 2.85% | 2.66% |
| CVS Health (CVS) | 2.48% | 2.64% |
| Novo-Nordisk (NVO) | 3.42% | 2.62% |
| iShares MSCI China ETF (MCHI) | 1.84% | 2% |
| Nike (NKE) | 2.51% | 1.87% |
| 3M (MMM) | 1.81% | 1.87% |
| Meta (META) | 1.87% | 1.72% |
| Vanguard FTSE Emerging Markets (VWO) | 1.55% | 1.66% |
| Vanguard Total International Stock ETF (VXUS) | 1.42% | 1.59% |
| Vanguard Real Estate ETF (VNQ) | 1.64% | 1.51% |
| STMicroelectronics (STM.US) | 2.34% | 1.44% |
| Enbridge (ENB) | 1.12% | 1.21% |
| Adobe (ADBE) | 0.95% | 0.83% |
| Mondelez (MDLZ) | 0.94% | 0.82% |
| iShares China Large-Cap ETF (FXI) | 0.82% | 0.81% |
| Ford (F) | 0.52% | 0.48% |
| JD.com (JD.US) | 0.53% | 0.45% |
| Solventum (SOLV) | 0% | 0.45% |
| Intel (INTC) | 0.35% | 0.34% |
Cash & Instruments Over Time
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