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Portfolio Diversification
Range
Most Diversified
54 instruments
January 21, 2026
Least Diversified
20 instruments
January 2, 2023
Average
36.9 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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) | 10.49% | 1.49% | 100% | - |
 NVIDIA (NVDA) | 6.11% | 5.27% | 100% | - |
| Amazon (AMZN) | 4.83% | 2.22% | 100% | - |
 AT&T (T) | 3.82% | 2.19% | 100% | - |
 3M (MMM) | 3.8% | 4.46% | 100% | - |
| Microsoft (MSFT) | 3.79% | 3.31% | 100% | - |
| Apple (AAPL) | 3.47% | 2.47% | 100% | - |
 Tesla (TSLA) | 3.32% | 3.23% | 100% | - |
 Boeing (BA) | 3.14% | 2.04% | 100% | - |
 Berkshire Hathaway (BRK.B) | 3.07% | 2.73% | 78.48% | - |
 Walmart (WMT) | 2.89% | 0% | 99.82% | 2/12/2026 |
 JPMorgan (JPM) | 2.85% | 0.95% | 96.81% | - |
 Intel (INTC) | 2.79% | 1.17% | 100% | - |
 Autodesk (ADSK) | 2.54% | 0.93% | 99.65% | - |
| Alphabet (GOOG) | 2.53% | 1.72% | 100% | - |
 Dominion Energy (D) | 2.46% | 2% | 86.45% | - |
 McDonald's (MCD) | 2.45% | 1.1% | 100% | - |
 Starbucks (SBUX) | 2.45% | 0.95% | 100% | - |
 Nike (NKE) | 2.45% | 0.4% | 100% | - |
 Coca-Cola (KO) | 2.35% | 1.13% | 100% | - |
 Caterpillar (CAT) | 2.35% | 2.72% | 89.19% | - |
 Netflix (NFLX) | 2.32% | 1.65% | 100% | - |
 PepsiCo (PEP) | 2.28% | 0.83% | 100% | - |
 Stanley Black & Decker (SWK) | 2.2% | 0.88% | 100% | - |
 Delta (DAL) | 1.55% | 1.69% | 70.59% | - |
 Disney (DIS) | 1.52% | 0.89% | 83.7% | - |
 Target (TGT) | 1.44% | 1.32% | 94.69% | - |
 American Airlines (AAL) | 1.38% | 0.77% | 65.1% | - |
 Alibaba (BABA) | 1.29% | 3.11% | 62.18% | - |
 HP (HPQ) | 1.17% | 0.45% | 81.22% | - |
 Mastercard (MA) | 1.16% | 0.98% | 70.5% | - |
 Samsung (SMSN.L) | 1.15% | 4.04% | 56.6% | - |
 Johnson & Johnson (JNJ) | 1.14% | 1.19% | 76% | - |
 Pfizer (PFE) | 0.86% | 0.81% | 65.1% | - |
 Realty Income (O) | 0.83% | 0.93% | 62.18% | - |
 Bayer (BAYN.DE) | 0.71% | 3.05% | 30.38% | - |
 PayPal (PYPL) | 0.67% | 0.45% | 54.47% | - |
 Verizon (VZ) | 0.6% | 0.92% | 51.99% | - |
 Volkswagen (VOW3.DE) | 0.5% | 0.9% | 43.93% | - |
 UnitedHealth (UNH) | 0.41% | 1.43% | 21.97% | - |
 Domino's (DPZ) | 0.38% | 0.63% | 38.62% | - |
 Novo Nordisk (NOVO-B.CO) | 0.29% | 1.33% | 17.45% | - |
 BioMarin (BMRN) | 0.26% | 0% | 16.74% | 2/12/2026 |
 Solventum (SOLV) | 0.22% | 0.25% | 60.23% | - |
 Thermo Fisher (TMO) | 0.22% | 0.92% | 19.57% | - |
 ASML (ASML) | 0.21% | 1.39% | 19.57% | - |
 Warner Bros Discovery (WBD) | 0.21% | 0.19% | 100% | - |
 AMD (AMD) | 0.17% | 1.05% | 14.26% | - |
 Accenture (ACN) | 0.12% | 0.69% | 13.73% | - |
 Oracle (ORCL) | 0.08% | 1.07% | 10.54% | - |
 Official Trump (Experimental) (TRUMP) | 0.07% | 0.05% | 34.54% | - |
 Chevron (CVX) | 0.04% | 1.19% | 3.19% | - |
 TSMC (TSM) | 0.03% | 0% | 3.1% | 2/12/2026 |
 Adobe (ADBE) | 0.02% | 0.69% | 2.13% | - |
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) | 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 (Experimental) (TRUMP) | 1.28% | 0.08% |
Cash & Instruments Over Time
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