Portfolio Diversification
Range
Most Diversified
128 instruments
February 27, 2025
Least Diversified
0 instruments
February 2, 2025
Average
126.1 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 3.45% | 2.9% | 99.91% | - |
 NVIDIA (NVDA) | 3.26% | 4.83% | 99.91% | - |
 Eli Lilly (LLY) | 1.56% | 2.33% | 99.91% | - |
 Nucor (NUE) | 1.39% | 1.19% | 99.91% | - |
| Apple (AAPL) | 1.23% | 0.99% | 99.91% | - |
| Meta (META) | 1.21% | 1.91% | 99.91% | - |
| Microsoft (MSFT) | 1.1% | 1.2% | 99.91% | - |
 GE (GE) | 1.08% | 1.28% | 99.91% | - |
 Cardinal Health (CAH) | 1.06% | 1.2% | 99.91% | - |
 ExxonMobil (XOM) | 1.03% | 0.76% | 99.91% | - |
 JPMorgan (JPM) | 0.99% | 1.18% | 99.91% | - |
 PepsiCo (PEP) | 0.99% | 0.83% | 99.91% | - |
 Costco (COST) | 0.95% | 1.22% | 99.91% | - |
 Booking (BKNG) | 0.95% | 1.12% | 99.91% | - |
 Realty Income (O) | 0.93% | 1.07% | 99.91% | - |
 FedEx (FDX) | 0.93% | 0.64% | 99.91% | - |
| Alphabet (GOOG) | 0.93% | 1.11% | 99.91% | - |
 HP (HPQ) | 0.91% | 0.53% | 99.91% | - |
 BMW (BMW.DE) | 0.9% | 0.76% | 99.91% | - |
 Wells Fargo (WFC) | 0.88% | 1% | 99.91% | - |
 Phillips 66 (PSX) | 0.88% | 0.57% | 99.83% | - |
 UnitedHealth (UNH) | 0.88% | 0.98% | 99.91% | - |
 Aflac (AFL) | 0.87% | 0.99% | 99.91% | - |
 Coca-Cola (KO) | 0.87% | 1.17% | 99.91% | - |
 NextEra (NEE) | 0.87% | 0.89% | 99.91% | - |
 Caterpillar (CAT) | 0.87% | 0.74% | 99.91% | - |
 Adidas (ADS.DE) | 0.87% | 1.06% | 99.91% | - |
 Oracle (ORCL) | 0.87% | 1.22% | 99.91% | - |
 Chevron (CVX) | 0.86% | 0.53% | 99.91% | - |
 AbbVie (ABBV) | 0.85% | 1.11% | 99.83% | - |
 Dominion Energy (D) | 0.84% | 1% | 99.91% | - |
 Mercedes-Benz (MBG.DE) | 0.84% | 0.77% | 99.91% | - |
 Inditex (ITX.MC) | 0.83% | 0.88% | 99.91% | - |
 Kroger (KR) | 0.83% | 0.92% | 99.91% | - |
 PNC (PNC) | 0.82% | 0.69% | 99.91% | - |
 AT&T (T) | 0.81% | 1.38% | 99.91% | - |
 Travelers (TRV) | 0.8% | 0.86% | 99.91% | - |
 Starbucks (SBUX) | 0.8% | 0.88% | 99.91% | - |
 Altria (MO) | 0.8% | 1.21% | 99.91% | - |
 Bank of America (BAC) | 0.79% | 0.74% | 99.83% | - |
 General Mills (GIS) | 0.78% | 0.77% | 99.91% | - |
 Deere (DE) | 0.78% | 0.73% | 99.91% | - |
 Shell (SHEL) | 0.78% | 0.59% | 99.91% | - |
 Lowe's (LOW) | 0.77% | 0.61% | 99.91% | - |
 Merck (MRK) | 0.77% | 0.42% | 99.91% | - |
 Stryker (SYK) | 0.77% | 0.7% | 99.91% | - |
 LVMH (MC.PA) | 0.77% | 0.64% | 99.91% | - |
 Adobe (ADBE) | 0.77% | 0.69% | 99.91% | - |
 Walmart (WMT) | 0.77% | 0.91% | 99.91% | - |
 Genuine Parts (GPC) | 0.77% | 0.87% | 99.83% | - |
 General Dynamics (GD) | 0.77% | 0.71% | 99.91% | - |
 Whirlpool (WHR) | 0.77% | 0.63% | 99.91% | - |
 ADP (ADP) | 0.76% | 0.75% | 99.91% | - |
 Lockheed Martin (LMT) | 0.76% | 0.96% | 99.91% | - |
 McDonald's (MCD) | 0.76% | 1.12% | 99.91% | - |
 Home Depot (HD) | 0.76% | 0.62% | 99.91% | - |
 Hormel (HRL) | 0.75% | 0.71% | 99.91% | - |
 CVS Health (CVS) | 0.75% | 0.96% | 99.91% | - |
 Amgen (AMGN) | 0.75% | 0.56% | 99.91% | - |
 Moody's (MCO) | 0.75% | 0.69% | 99.91% | - |
 ITW (ITW) | 0.74% | 0.56% | 99.91% | - |
 Johnson & Johnson (JNJ) | 0.74% | 0.93% | 99.91% | - |
 Ecolab (ECL) | 0.74% | 0.75% | 99.91% | - |
 Delta (DAL) | 0.74% | 0.56% | 99.91% | - |
 Unilever (ULVR.L) | 0.73% | 1.01% | 99.91% | - |
 Public Storage (PSA) | 0.72% | 0.54% | 99.91% | - |
 Waste Management (WM) | 0.72% | 0.78% | 99.91% | - |
 Disney (DIS) | 0.72% | 0.83% | 99.91% | - |
 Emerson (EMR) | 0.72% | 0.6% | 99.91% | - |
 Raytheon (RTX) | 0.71% | 0.67% | 99.91% | - |
 Sherwin-Williams (SHW) | 0.71% | 0.65% | 99.91% | - |
 Mastercard (MA) | 0.71% | 0.73% | 99.91% | - |
 US Bancorp (USB) | 0.71% | 0.55% | 99.91% | - |
 Accenture (ACN) | 0.71% | 0.51% | 99.91% | - |
 Sysco (SYY) | 0.71% | 0.52% | 99.91% | - |
| Amazon (AMZN) | 0.7% | 1% | 99.91% | - |
 Philip Morris (PM) | 0.7% | 0.87% | 99.91% | - |
 Volkswagen (VOW3.DE) | 0.7% | 0.62% | 99.91% | - |
 Domino's (DPZ) | 0.7% | 0.65% | 99.91% | - |
 BlackRock (BLK) | 0.7% | 0.6% | 99.91% | - |
 J.B.Hunt (JBHT) | 0.69% | 0.4% | 99.91% | - |
 Renault (RNO.PA) | 0.69% | 1.05% | 99.91% | - |
 Netflix (NFLX) | 0.69% | 1.07% | 99.83% | - |
 Valeo (FR.PA) | 0.68% | 0.51% | 99.91% | - |
 Roper (ROP) | 0.68% | 0.59% | 99.91% | - |
 Danaher (DHR) | 0.68% | 0.78% | 99.91% | - |
 Sony (SONY) | 0.67% | 0.68% | 99.91% | - |
 Southern Co (SO) | 0.67% | 0.66% | 99.91% | - |
 Visa (V) | 0.67% | 0.73% | 99.91% | - |
 Xiaomi (1810.HK) | 0.67% | 1.29% | 99.83% | - |
 Clorox (CLX) | 0.66% | 0.49% | 99.91% | - |
 Union Pacific (UNP) | 0.66% | 0.51% | 99.91% | - |
 Constellation Brands (STZ) | 0.65% | 0.88% | 99.91% | - |
 Procter & Gamble (PG) | 0.65% | 0.54% | 99.91% | - |
 Stanley Black & Decker (SWK) | 0.65% | 0.56% | 99.91% | - |
 Colgate (CL) | 0.64% | 0.53% | 99.91% | - |
 Nike (NKE) | 0.64% | 0.55% | 99.91% | - |
 Bayer (BAYN.DE) | 0.64% | 0.42% | 99.91% | - |
 Pfizer (PFE) | 0.64% | 0.58% | 99.91% | - |
 AstraZeneca (AZN) | 0.64% | 0.53% | 99.91% | - |
 Harley-Davidson (HOG) | 0.63% | 0.28% | 99.91% | - |
 Cisco (CSCO) | 0.63% | 0.52% | 99.91% | - |
 Intel (INTC) | 0.63% | 0.51% | 99.91% | - |
 Kraft Heinz (KHC) | 0.62% | 0.39% | 99.91% | - |
 Mondelez (MDLZ) | 0.62% | 0.97% | 99.91% | - |
 Western Digital (WDC) | 0.62% | 0.33% | 99.91% | - |
 Medtronic (MDT.US) | 0.62% | 0.47% | 99.91% | - |
 Honeywell (HON) | 0.61% | 0.49% | 99.91% | - |
 Leggett & Platt (LEG) | 0.6% | 0.21% | 99.91% | - |
 Yum (YUM) | 0.6% | 0.56% | 99.91% | - |
 Kimberly-Clark (KMB) | 0.59% | 0.45% | 99.91% | - |
 Charter (CHTR) | 0.56% | 0.44% | 99.91% | - |
 Simon (SPG) | 0.55% | 0.47% | 99.91% | - |
 Comcast (CMCSA) | 0.55% | 0.34% | 99.91% | - |
 3M (MMM) | 0.54% | 0.52% | 99.91% | - |
 Henkel (HEN3.DE) | 0.54% | 0.68% | 99.91% | - |
 Continental (CON.DE) | 0.53% | 0.64% | 99.91% | - |
 Southwest (LUV) | 0.51% | 0.26% | 99.91% | - |
 Activision Blizzard, Inc. (ATVI) | 0.5% | 0% | 53.24% | 10/16/2023 |
 United Airlines (UAL) | 0.49% | 0.47% | 99.91% | - |
 Alibaba (BABA) | 0.44% | 0.43% | 99.91% | - |
 Walgreens (WBA) | 0.43% | 0.15% | 99.91% | - |
 Boeing (BA) | 0.4% | 0.25% | 99.91% | - |
 American Airlines (AAL) | 0.38% | 0.17% | 99.91% | - |
 Enbridge (ENB) | 0.37% | 0.5% | 71.42% | - |
 Icahn Enterprises (IEP) | 0.21% | 0% | 28.5% | 12/22/2022 |
 GE Vernova (GEV) | 0.14% | 0.57% | 32.25% | - |
 Warner Bros Discovery (WBD) | 0.05% | 0.03% | 91.21% | - |
 Veralto (VLTO) | 0.03% | 0.06% | 47.61% | - |
 Sandisk Corp/DE (SNDK) | 0% | 0% | 0.09% | 2/27/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.16% | 6.1% |
| Tesla (TSLA) | 0.77% | 4.08% |
| Eli Lilly (LLY) | 1.16% | 2.04% |
| Meta (META) | 0.77% | 1.68% |
| Microsoft (MSFT) | 1.16% | 1.31% |
| Alphabet (GOOG) | 1.16% | 1.31% |
| Apple (AAPL) | 0.59% | 1.19% |
| Adidas (ADS.DE) | 1.35% | 1.18% |
| JPMorgan (JPM) | 0.77% | 1.17% |
| Booking (BKNG) | 0.58% | 1.16% |
| GE (GE) | 0.58% | 1.11% |
| AT&T (T) | 1.35% | 1.1% |
| AbbVie (ABBV) | 1.16% | 1.09% |
| Costco (COST) | 0.58% | 1.07% |
| Renault (RNO.PA) | 1.16% | 1.04% |
| UnitedHealth (UNH) | 1.16% | 1.04% |
| Disney (DIS) | 1.35% | 1.04% |
| Altria (MO) | 1.16% | 1.03% |
| Wells Fargo (WFC) | 0.77% | 1.03% |
| Oracle (ORCL) | 0.58% | 1.02% |
| Xiaomi (1810.HK) | 0.58% | 1.01% |
| Cardinal Health (CAH) | 0.58% | 1% |
| McDonald's (MCD) | 1.16% | 1% |
| Dominion Energy (D) | 1.35% | 0.96% |
| Coca-Cola (KO) | 1.16% | 0.95% |
| Starbucks (SBUX) | 1.16% | 0.94% |
| Realty Income (O) | 1.45% | 0.93% |
| Netflix (NFLX) | 0.58% | 0.93% |
| NextEra (NEE) | 1.16% | 0.91% |
| Aflac (AFL) | 0.58% | 0.91% |
| Unilever (ULVR.L) | 1.16% | 0.9% |
| Whirlpool (WHR) | 1.16% | 0.87% |
| Caterpillar (CAT) | 0.58% | 0.87% |
| Genuine Parts (GPC) | 1.16% | 0.85% |
| Inditex (ITX.MC) | 0.58% | 0.84% |
| Adobe (ADBE) | 1.16% | 0.84% |
| PepsiCo (PEP) | 1.17% | 0.84% |
| Walmart (WMT) | 0.58% | 0.84% |
| PNC (PNC) | 0.77% | 0.83% |
| FedEx (FDX) | 0.58% | 0.83% |
| Bank of America (BAC) | 0.77% | 0.82% |
| General Mills (GIS) | 1.16% | 0.81% |
| LVMH (MC.PA) | 1.16% | 0.81% |
| BMW (BMW.DE) | 1.16% | 0.81% |
| Johnson & Johnson (JNJ) | 1.16% | 0.81% |
| Delta (DAL) | 0.58% | 0.79% |
| Mercedes-Benz (MBG.DE) | 1.16% | 0.79% |
| Nucor (NUE) | 0.58% | 0.78% |
| Travelers (TRV) | 0.58% | 0.77% |
| Stanley Black & Decker (SWK) | 1.35% | 0.75% |
| Kroger (KR) | 0.58% | 0.75% |
| Moody's (MCO) | 0.58% | 0.73% |
| ExxonMobil (XOM) | 0.58% | 0.73% |
| Amazon (AMZN) | 0.58% | 0.73% |
| ADP (ADP) | 0.58% | 0.71% |
| Emerson (EMR) | 0.58% | 0.71% |
| Mastercard (MA) | 0.58% | 0.71% |
| Hormel (HRL) | 1.16% | 0.7% |
| Ecolab (ECL) | 0.77% | 0.7% |
| Nike (NKE) | 1.16% | 0.7% |
| Stryker (SYK) | 0.58% | 0.69% |
| HP (HPQ) | 0.58% | 0.69% |
| BlackRock (BLK) | 0.58% | 0.67% |
| Visa (V) | 0.58% | 0.67% |
| United Airlines (UAL) | 0.58% | 0.66% |
| Pfizer (PFE) | 1.16% | 0.66% |
| Waste Management (WM) | 0.58% | 0.65% |
| US Bancorp (USB) | 0.77% | 0.65% |
| Deere (DE) | 0.58% | 0.65% |
| Lowe's (LOW) | 0.58% | 0.65% |
| Home Depot (HD) | 0.58% | 0.65% |
| General Dynamics (GD) | 0.58% | 0.64% |
| Sherwin-Williams (SHW) | 0.58% | 0.63% |
| Continental (CON.DE) | 1.16% | 0.63% |
| Phillips 66 (PSX) | 0.58% | 0.62% |
| Philip Morris (PM) | 0.58% | 0.61% |
| CVS Health (CVS) | 1.16% | 0.61% |
| Volkswagen (VOW3.DE) | 1.16% | 0.61% |
| Accenture (ACN) | 0.58% | 0.6% |
| Valeo (FR.PA) | 1.16% | 0.6% |
| ITW (ITW) | 0.58% | 0.58% |
| Sony (SONY) | 0.58% | 0.57% |
| Raytheon (RTX) | 0.58% | 0.57% |
| Southern Co (SO) | 0.58% | 0.56% |
| Domino's (DPZ) | 0.58% | 0.55% |
| Clorox (CLX) | 0.77% | 0.55% |
| GE Vernova (GEV) | 0% | 0.55% |
| Shell (SHEL) | 0.58% | 0.54% |
| Honeywell (HON) | 0.58% | 0.54% |
| Roper (ROP) | 0.58% | 0.53% |
| Lockheed Martin (LMT) | 0.58% | 0.53% |
| Chevron (CVX) | 0.58% | 0.53% |
| Cisco (CSCO) | 0.58% | 0.53% |
| Public Storage (PSA) | 0.58% | 0.52% |
| Sysco (SYY) | 0.58% | 0.52% |
| Western Digital (WDC) | 0.58% | 0.52% |
| Simon (SPG) | 0.58% | 0.51% |
| J.B.Hunt (JBHT) | 0.58% | 0.51% |
| Procter & Gamble (PG) | 0.58% | 0.51% |
| Merck (MRK) | 0.58% | 0.51% |
| Intel (INTC) | 1.35% | 0.51% |
| Yum (YUM) | 0.58% | 0.5% |
| Union Pacific (UNP) | 0.58% | 0.5% |
| Amgen (AMGN) | 0.58% | 0.5% |
| AstraZeneca (AZN) | 0.58% | 0.49% |
| 3M (MMM) | 0.77% | 0.49% |
| Colgate (CL) | 0.58% | 0.48% |
| Danaher (DHR) | 0.58% | 0.47% |
| Constellation Brands (STZ) | 0.58% | 0.46% |
| Enbridge (ENB) | 0.58% | 0.45% |
| Medtronic (MDT.US) | 0.77% | 0.43% |
| Charter (CHTR) | 0.77% | 0.42% |
| Mondelez (MDLZ) | 0.58% | 0.41% |
| Henkel (HEN3.DE) | 0.59% | 0.41% |
| Bayer (BAYN.DE) | 1.16% | 0.41% |
| Kimberly-Clark (KMB) | 0.58% | 0.39% |
| Kraft Heinz (KHC) | 0.58% | 0.38% |
| Comcast (CMCSA) | 0.58% | 0.36% |
| Harley-Davidson (HOG) | 0.58% | 0.35% |
| Southwest (LUV) | 0.58% | 0.34% |
| Alibaba (BABA) | 0.77% | 0.32% |
| American Airlines (AAL) | 0.58% | 0.3% |
| Leggett & Platt (LEG) | 1.16% | 0.28% |
| Boeing (BA) | 0.58% | 0.26% |
| Walgreens (WBA) | 0.77% | 0.12% |
| Veralto (VLTO) | 0% | 0.07% |
| Warner Bros Discovery (WBD) | 0.11% | 0.03% |