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Portfolio Diversification
Range
Most Diversified
29 instruments
April 30, 2025
Least Diversified
0 instruments
April 4, 2026
Average
28.5 instruments
Most Consistent Holdings
Top 5
XOM98.51%
DIS98.51%
V98.51%
JPM98.51%
GOOG98.51%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 24, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 7.43% | 8.43% | 98.51% | - |
 NVIDIA (NVDA) | 6.51% | 6.95% | 98.3% | - |
 Microsoft (MSFT) | 5.62% | 5.28% | 98.51% | - |
 State Street SPDR S&P 500 ETF (SPY) | 5.15% | 5.15% | 98.3% | - |
 Bank of America (BAC) | 5.06% | 5.4% | 98.51% | - |
 Apple (AAPL) | 4.99% | 5.28% | 98.51% | - |
 Johnson & Johnson (JNJ) | 4.89% | 5.37% | 98.51% | - |
 Amazon (AMZN) | 4.72% | 4.86% | 98.51% | - |
| JPMorgan (JPM) | 4.38% | 4.46% | 98.51% | - |
| Visa (V) | 4% | 3.76% | 98.51% | - |
 Raytheon (RTX) | 3.95% | 4.45% | 98.3% | - |
 Procter & Gamble (PG) | 3.38% | 2.78% | 98.51% | - |
 Cisco (CSCO) | 3.37% | 4.42% | 98.3% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 3.29% | 3.7% | 98.3% | - |
| ExxonMobil (XOM) | 3.06% | 3.19% | 98.51% | - |
 Pfizer (PFE) | 3.01% | 2.68% | 98.51% | - |
 Boeing (BA) | 2.95% | 2.73% | 98.09% | - |
| Disney (DIS) | 2.93% | 2.43% | 98.51% | - |
 Chevron (CVX.US) | 2.82% | 2.79% | 98.3% | - |
 3M (MMM) | 2.72% | 2.7% | 98.3% | - |
 UnitedHealth (UNH) | 2.62% | 2.74% | 98.51% | - |
 Coca-Cola (KO) | 2.45% | 2.5% | 98.51% | - |
 Home Depot (HD) | 2.42% | 1.99% | 98.51% | - |
 AT&T (T.US) | 2.18% | 1.7% | 98.09% | - |
 Tesla (TSLA) | 1.97% | 1.44% | 97.45% | - |
 McDonald's (MCD) | 1.18% | 0.94% | 98.09% | - |
 PepsiCo (PEP) | 0.19% | 0.16% | 97.24% | - |
 Merck (MRK) | 0.08% | 0.09% | 97.24% | - |
 Baidu (BIDU) | 0.05% | 0.04% | 97.45% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.43% | 8.45% |
| NVIDIA (NVDA) | 4.85% | 6.74% |
| Microsoft (MSFT) | 5.9% | 5.83% |
| Bank of America (BAC) | 4.88% | 5.37% |
| Apple (AAPL) | 5.04% | 5.24% |
| State Street SPDR S&P 500 ETF (SPY) | 5.25% | 5.2% |
| Johnson & Johnson (JNJ) | 4.63% | 4.92% |
| Amazon (AMZN) | 4.76% | 4.69% |
| JPMorgan (JPM) | 4.32% | 4.59% |
| Raytheon (RTX) | 3.54% | 4.17% |
| Visa (V) | 4.92% | 4.08% |
| State Street Technology Select Sector SPDR ETF (XLK) | 2.96% | 3.27% |
| Cisco (CSCO) | 2.93% | 3.2% |
| Procter & Gamble (PG) | 4.34% | 3.11% |
| Disney (DIS) | 2.99% | 3.01% |
| Pfizer (PFE) | 3.39% | 2.92% |
| Boeing (BA) | 2.93% | 2.91% |
| ExxonMobil (XOM) | 3.19% | 2.84% |
| 3M (MMM) | 2.97% | 2.76% |
| UnitedHealth (UNH) | 4.02% | 2.56% |
| Chevron (CVX.US) | 2.91% | 2.56% |
| Tesla (TSLA) | 1.82% | 2.3% |
| Coca-Cola (KO) | 2.95% | 2.3% |
| Home Depot (HD) | 2.91% | 2.25% |
| AT&T (T.US) | 2.76% | 2.04% |
| McDonald's (MCD) | 1.53% | 1.19% |
| PepsiCo (PEP) | 0.22% | 0.19% |
| Merck (MRK) | 0.09% | 0.09% |
| Baidu (BIDU) | 0.05% | 0.06% |
Cash & Instruments Over Time
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