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Portfolio Diversification
Range
Most Diversified
40 instruments
April 9, 2026
Least Diversified
0 instruments
April 4, 2026
Average
28.1 instruments
Most Consistent Holdings
Top 5
AAPL99.83%
GOOG99.83%
MSFT99.83%
MMM99.83%
FDX99.83%
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) | 6.21% | 6.83% | 99.25% | - |
| FedEx (FDX) | 6.05% | 4.22% | 99.83% | - |
 McDonald's (MCD) | 5.13% | 3.24% | 82.29% | - |
 iShares MSCI China ETF (MCHI) | 4.85% | 1.62% | 99.83% | - |
| Microsoft (MSFT) | 4.74% | 9.09% | 99.83% | - |
 Colgate (CL) | 4.4% | 3.89% | 98.33% | - |
| 3M (MMM) | 4.3% | 1.76% | 99.83% | - |
 Johnson & Johnson (JNJ) | 4.13% | 3.56% | 70.43% | - |
 Realty Income (O) | 3.71% | 2.51% | 82.79% | - |
| Apple (AAPL) | 3.66% | 2.17% | 99.83% | - |
 Procter & Gamble (PG) | 3.3% | 3.48% | 88.3% | - |
| Alphabet (GOOG) | 3.23% | 4.47% | 99.83% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.07% | 1.81% | 99.83% | - |
 Vanguard Real Estate ETF (VNQ) | 2.72% | 1.36% | 95.57% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.64% | 2.58% | 99.83% | - |
 iShares China Large-Cap ETF (FXI) | 2.63% | 1.11% | 99.83% | - |
 CVS Health (CVS) | 2.43% | 1.8% | 68.17% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.28% | 1.96% | 99.83% | - |
 General Mills (GIS) | 2.14% | 1.95% | 78.61% | - |
 iShares Core High Dividend ETF (HDV) | 2.06% | 0% | 34.84% | 3/18/2024 |
 Enbridge (ENB) | 1.81% | 1.42% | 78.61% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.73% | 0% | 49.12% | 9/6/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.63% | 0% | 37.93% | 4/24/2024 |
 STMicroelectronics (STM.US) | 1.55% | 0.85% | 68.17% | - |
 Chevron (CVX) | 1.51% | 2.05% | 50.46% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.5% | 0% | 44.86% | 7/17/2024 |
 Amazon (AMZN) | 1.42% | 3.58% | 60.57% | - |
 NVIDIA (NVDA) | 1.3% | 6.65% | 29.82% | - |
 SPDR Gold (GLD) | 1.21% | 0% | 23.06% | 3/6/2024 |
 Nike (NKE) | 1.18% | 1.34% | 51.13% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.99% | 0% | 30.49% | 1/25/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.96% | 0% | 23.64% | 10/18/2023 |
 MercadoLibre (MELI) | 0.73% | 7.04% | 16.12% | - |
 Novo-Nordisk (NVO) | 0.64% | 2.01% | 26.9% | - |
 Vanguard S&P 500 ETF (VOO) | 0.64% | 0% | 19.05% | 8/20/2023 |
 Ford (F) | 0.49% | 0.29% | 62.41% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.48% | 0% | 32.58% | 5/6/2024 |
 Vanguard Growth ETF (VUG) | 0.44% | 0% | 15.46% | 7/12/2023 |
 Solventum (SOLV) | 0.44% | 0.32% | 62.32% | - |
 GM (GM) | 0.4% | 0% | 38.43% | 7/7/2025 |
 Invesco QQQ (QQQ) | 0.37% | 0% | 11.19% | 5/18/2023 |
 Meta (META) | 0.32% | 3.78% | 15.2% | - |
 Intel (INTC) | 0.28% | 0% | 42.52% | 1/26/2026 |
 Lithium Americas (LAC) | 0.22% | 0% | 47.45% | 9/26/2025 |
 Adobe (ADBE) | 0.21% | 2.74% | 10.28% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.12% | 2.29% | 8.1% | - |
 Mondelez (MDLZ) | 0.09% | 0.71% | 9.94% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.08% | 0% | 10.61% | 8/1/2024 |
 UnitedHealth (UNH) | 0.08% | 2.04% | 5.85% | - |
 JD.com (JD.US) | 0.07% | 0.59% | 12.61% | - |
 Visa (V) | 0.06% | 1.26% | 6.68% | - |
 Salesforce (CRM) | 0.02% | 0.45% | 4.43% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.01% | 0.5% | 2.59% | - |
 Pfizer (PFE) | 0% | 0.32% | 1.09% | - |
 Constellation Energy (CEG) | 0% | 0.26% | 1.17% | - |
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) | 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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