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Portfolio Diversification
Range
Most Diversified
37 instruments
February 27, 2026
Least Diversified
17 instruments
January 13, 2023
Average
27.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
MMM100%
FDX100%
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% | 6.27% | 99.39% | - |
| FedEx (FDX) | 6.14% | 4.45% | 100% | - |
 McDonald's (MCD) | 5.2% | 4.5% | 81.75% | - |
 iShares MSCI China ETF (MCHI) | 4.98% | 1.63% | 100% | - |
| Microsoft (MSFT) | 4.61% | 8.04% | 100% | - |
 Colgate (CL) | 4.43% | 5.11% | 98.44% | - |
| 3M (MMM) | 4.41% | 1.54% | 100% | - |
 Johnson & Johnson (JNJ) | 4.14% | 4.19% | 69.42% | - |
 Realty Income (O) | 3.76% | 2.63% | 82.28% | - |
| Apple (AAPL) | 3.72% | 2.15% | 100% | - |
 Procter & Gamble (PG) | 3.29% | 4.17% | 88.01% | - |
| Alphabet (GOOG) | 3.2% | 4.13% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.13% | 1.78% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 2.77% | 1.38% | 95.57% | - |
 iShares China Large-Cap ETF (FXI) | 2.69% | 1.1% | 100% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.64% | 2.54% | 100% | - |
 CVS Health (CVS) | 2.45% | 2.11% | 67.07% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.3% | 1.89% | 100% | - |
 iShares Core High Dividend ETF (HDV) | 2.14% | 0% | 36.23% | 3/18/2024 |
 General Mills (GIS) | 2.14% | 2.54% | 77.93% | - |
 Enbridge (ENB) | 1.82% | 1.53% | 77.93% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.8% | 0% | 51.09% | 9/6/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.7% | 0% | 39.44% | 4/24/2024 |
 STMicroelectronics (STM.US) | 1.57% | 1.07% | 67.07% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.56% | 0% | 46.66% | 7/17/2024 |
 Chevron (CVX) | 1.48% | 2.65% | 48.65% | - |
 Amazon (AMZN) | 1.36% | 3.13% | 59.17% | - |
 SPDR Gold (GLD) | 1.26% | 0% | 23.98% | 3/6/2024 |
 Nike (NKE) | 1.17% | 1.69% | 49.35% | - |
 NVIDIA (NVDA) | 1.11% | 6.09% | 27.19% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.03% | 0% | 31.71% | 1/25/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 1% | 0% | 24.59% | 10/18/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.66% | 0% | 19.81% | 8/20/2023 |
 Novo-Nordisk (NVO) | 0.58% | 2.03% | 24.15% | - |
 Ford (F) | 0.5% | 0.28% | 61.08% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.5% | 0% | 33.88% | 5/6/2024 |
 MercadoLibre (MELI) | 0.49% | 6.51% | 12.95% | - |
 Vanguard Growth ETF (VUG) | 0.46% | 0% | 16.07% | 7/12/2023 |
 Solventum (SOLV) | 0.45% | 0.34% | 60.99% | - |
 GM (GM) | 0.42% | 0% | 39.97% | 7/7/2025 |
 Invesco QQQ (QQQ) | 0.38% | 0% | 11.64% | 5/18/2023 |
 Intel (INTC) | 0.29% | 0% | 44.22% | 1/26/2026 |
 Lithium Americas (LAC) | 0.23% | 0% | 49.35% | 9/26/2025 |
 Meta (META) | 0.21% | 2.61% | 11.99% | - |
 Adobe (ADBE) | 0.11% | 2.69% | 6.86% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.08% | 0% | 11.03% | 8/1/2024 |
 Mondelez (MDLZ) | 0.07% | 0.76% | 6.52% | - |
 JD.com (JD.US) | 0.05% | 0.54% | 9.3% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.04% | 1.66% | 4.6% | - |
 Visa (V) | 0.02% | 0.86% | 3.13% | - |
 UnitedHealth (UNH) | 0.02% | 1.29% | 2.26% | - |
 Salesforce (CRM) | 0% | 0.49% | 0.78% | - |
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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