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Portfolio Diversification
Range
Most Diversified
59 instruments
September 29, 2026
Least Diversified
0 instruments
April 4, 2026
Average
40.2 instruments
Most Consistent Holdings
Top 5
AAPL99.42%
META99.42%
MSFT99.42%
AMZN99.42%
BA99.42%
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 |
|---|---|---|---|---|
| Meta (META) | 9.56% | 5.61% | 99.42% | - |
 NVIDIA (NVDA) | 6.11% | 6.19% | 99.28% | - |
| Amazon (AMZN) | 4.57% | 3.47% | 99.42% | - |
 3M (MMM) | 3.77% | 4.01% | 99.42% | - |
| Microsoft (MSFT) | 3.67% | 3.81% | 99.42% | - |
 AT&T (T.US) | 3.42% | 1.46% | 99.35% | - |
| Apple (AAPL) | 3.29% | 2.89% | 99.42% | - |
 Intel (INTC) | 3.2% | 3.72% | 99.42% | - |
 Tesla (TSLA) | 3.19% | 2.76% | 99.42% | - |
 Berkshire Hathaway (BRK.B) | 3.1% | 3.52% | 81.96% | - |
| Boeing (BA) | 3% | 1.94% | 99.42% | - |
 JPMorgan (JPM) | 2.77% | 2.56% | 96.69% | - |
 Walmart (WMT) | 2.68% | 1.89% | 98.99% | - |
 Alphabet (GOOG) | 2.57% | 2.34% | 99.28% | - |
 Caterpillar (CAT) | 2.39% | 1.98% | 90.44% | - |
 Dominion Energy (D) | 2.34% | 1.83% | 88.43% | - |
 Autodesk (ADSK) | 2.22% | 0.93% | 98.99% | - |
 Netflix (NFLX) | 2.18% | 1.2% | 99.21% | - |
 Starbucks (SBUX) | 2.15% | 0.9% | 99.42% | - |
 McDonald's (MCD) | 2.15% | 0.76% | 99.42% | - |
 Nike (NKE) | 2.15% | 0.75% | 99.42% | - |
 Coca-Cola (KO) | 2.11% | 1.2% | 99.28% | - |
 PepsiCo (PEP) | 2.1% | 1.28% | 99.28% | - |
 Stanley Black & Decker (SWK) | 1.92% | 0.9% | 99.28% | - |
 Samsung (SMSN.L) | 1.89% | 4.88% | 64.2% | - |
 Delta (DAL) | 1.57% | 1.73% | 75.56% | - |
 Alibaba (BABA) | 1.45% | 1.71% | 68.73% | - |
 Target (TGT) | 1.44% | 1.61% | 95.11% | - |
 American Airlines (AAL) | 1.39% | 1.39% | 71.1% | - |
 Disney (DIS) | 1.38% | 0.86% | 86.13% | - |
 Johnson & Johnson (JNJ) | 1.12% | 1.18% | 79.8% | - |
 Mastercard (MA) | 1.11% | 1.05% | 75.49% | - |
 Bayer (BAYN.DE) | 1.05% | 2.89% | 42.92% | - |
 HP (HPQ) | 1.05% | 0.6% | 84.18% | - |
 Pfizer (PFE) | 0.83% | 0.8% | 71.1% | - |
 Realty Income (O) | 0.82% | 0.73% | 68.73% | - |
 UnitedHealth (UNH) | 0.64% | 1.82% | 36.02% | - |
 PayPal (PYPL) | 0.64% | 0.58% | 62.47% | - |
 Verizon (VZ) | 0.64% | 0.74% | 60.32% | - |
 Volkswagen (VOW3.DE) | 0.53% | 0.54% | 53.92% | - |
 AMD (AMD) | 0.49% | 2.27% | 29.76% | - |
 BioMarin (BMRN) | 0.46% | 1.31% | 31.63% | - |
 Novo Nordisk (NOVO-B.CO) | 0.44% | 1.04% | 32.21% | - |
 ASML (ASML) | 0.43% | 1.35% | 34% | - |
 Domino's (DPZ) | 0.4% | 0.46% | 49.6% | - |
 Thermo Fisher (TMO) | 0.34% | 1.13% | 34.15% | - |
 Chevron (CVX.US) | 0.24% | 1.37% | 20.85% | - |
 Oracle (ORCL) | 0.24% | 0.79% | 26.82% | - |
 Solventum (SOLV) | 0.22% | 0.24% | 67.15% | - |
 Warner Bros Discovery (WBD) | 0.2% | 0% | 97.56% | 10/8/2026 |
 Accenture (ACN) | 0.2% | 0.72% | 29.33% | - |
 Broadcom (AVGO) | 0.19% | 1.17% | 13.59% | - |
 TSMC (TSM) | 0.18% | 0.86% | 20.2% | - |
 eToro Group LTD (ETOR) | 0.14% | 0.82% | 12.08% | - |
 Adobe (ADBE) | 0.12% | 0.58% | 19.99% | - |
 Space Exploration Technologies Corp (SPCX) | 0.12% | 1.13% | 9.92% | - |
 Rheinmetall (RHM.DE) | 0.07% | 2.84% | 2.52% | - |
 Official Trump (TRUMP) | 0.06% | 0.02% | 46.23% | - |
 Cemex (CX) | 0.03% | 0.68% | 5.25% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 2.4% | 7.32% |
| NVIDIA (NVDA) | 2.4% | 6.86% |
| Microsoft (MSFT) | 4.81% | 4.29% |
| Amazon (AMZN) | 3.75% | 4.05% |
| Berkshire Hathaway (BRK.B) | 4.81% | 3.96% |
| Tesla (TSLA) | 2.4% | 3.77% |
| 3M (MMM) | 3.61% | 3.62% |
| Alphabet (GOOG) | 2.4% | 3.21% |
| Alibaba (BABA) | 3.63% | 3.11% |
| Samsung (SMSN.L) | 2.4% | 2.99% |
| Boeing (BA) | 3.61% | 2.99% |
| JPMorgan (JPM) | 2.4% | 2.97% |
| Apple (AAPL) | 2.4% | 2.77% |
| Bayer (BAYN.DE) | 2.5% | 2.62% |
| Intel (INTC) | 2.4% | 2.57% |
| Caterpillar (CAT) | 1.2% | 2.21% |
| Netflix (NFLX) | 2.4% | 2.2% |
| Walmart (WMT) | 1.25% | 2.07% |
| American Airlines (AAL) | 2.43% | 2.06% |
| AT&T (T.US) | 2.4% | 2.05% |
| Dominion Energy (D) | 2.4% | 1.95% |
| Delta (DAL) | 1.47% | 1.82% |
| UnitedHealth (UNH) | 2.4% | 1.8% |
| PepsiCo (PEP) | 2.4% | 1.62% |
| BioMarin (BMRN) | 2.4% | 1.61% |
| Novo Nordisk (NOVO-B.CO) | 2.4% | 1.52% |
| Nike (NKE) | 3.61% | 1.5% |
| Autodesk (ADSK) | 1.2% | 1.34% |
| AMD (AMD) | 1.2% | 1.17% |
| Thermo Fisher (TMO) | 1.2% | 1.14% |
| Mastercard (MA) | 1.2% | 1.14% |
| ASML (ASML) | 1.2% | 1.12% |
| McDonald's (MCD) | 1.2% | 1.09% |
| Coca-Cola (KO) | 1.2% | 1.09% |
| Johnson & Johnson (JNJ) | 1.2% | 1.09% |
| Disney (DIS) | 1.2% | 1.07% |
| Volkswagen (VOW3.DE) | 1.27% | 0.99% |
| Accenture (ACN) | 1.2% | 0.91% |
| Starbucks (SBUX) | 1.2% | 0.89% |
| Realty Income (O) | 1.2% | 0.88% |
| Verizon (VZ) | 1.2% | 0.82% |
| Pfizer (PFE) | 1.23% | 0.8% |
| Stanley Black & Decker (SWK) | 1.2% | 0.79% |
| Domino's (DPZ) | 1.2% | 0.74% |
| PayPal (PYPL) | 1.2% | 0.72% |
| HP (HPQ) | 1.2% | 0.57% |
| Oracle (ORCL) | 1.2% | 0.55% |
| Target (TGT) | 1.2% | 0.49% |
| Solventum (SOLV) | 0% | 0.28% |
| Warner Bros Discovery (WBD) | 0.26% | 0.21% |
| Official Trump (TRUMP) | 1.28% | 0.08% |
Cash & Instruments Over Time
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