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Portfolio Diversification
Range
Most Diversified
55 instruments
April 14, 2026
Least Diversified
0 instruments
April 4, 2026
Average
37.8 instruments
Most Consistent Holdings
Top 5
AAPL99.83%
META99.83%
MSFT99.83%
AMZN99.83%
BA99.83%
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) | 10.25% | 1.49% | 99.83% | - |
 NVIDIA (NVDA) | 6.11% | 0% | 99.75% | 4/21/2026 |
| Amazon (AMZN) | 4.75% | 2.71% | 99.83% | - |
 3M (MMM) | 3.81% | 2.82% | 99.83% | - |
| Microsoft (MSFT) | 3.75% | 3.38% | 99.83% | - |
 AT&T (T) | 3.73% | 1.92% | 99.83% | - |
| Apple (AAPL) | 3.41% | 2.44% | 99.83% | - |
 Tesla (TSLA) | 3.31% | 2.91% | 99.83% | - |
| Boeing (BA) | 3.12% | 0.74% | 99.83% | - |
 Berkshire Hathaway (BRK.B) | 3.1% | 2.47% | 79.53% | - |
 Walmart (WMT) | 2.85% | 0% | 99.58% | 4/21/2026 |
 JPMorgan (JPM) | 2.83% | 0% | 96.74% | 4/21/2026 |
 Intel (INTC) | 2.81% | 1.62% | 99.83% | - |
 Alphabet (GOOG) | 2.54% | 0% | 99.75% | 4/21/2026 |
 Autodesk (ADSK) | 2.45% | 0% | 99.42% | 4/21/2026 |
 Dominion Energy (D) | 2.43% | 1.82% | 87.05% | - |
 Nike (NKE) | 2.37% | 0.3% | 99.83% | - |
 McDonald's (MCD) | 2.37% | 0.97% | 99.83% | - |
 Starbucks (SBUX) | 2.36% | 0.92% | 99.83% | - |
 Caterpillar (CAT) | 2.36% | 0% | 89.56% | 4/21/2026 |
 Netflix (NFLX) | 2.3% | 0% | 99.75% | 4/21/2026 |
 Coca-Cola (KO) | 2.28% | 0% | 99.75% | 4/21/2026 |
 PepsiCo (PEP) | 2.25% | 0% | 99.75% | 4/21/2026 |
 Stanley Black & Decker (SWK) | 2.11% | 0% | 99.75% | 4/21/2026 |
 Delta (DAL) | 1.55% | 1.66% | 72.1% | - |
 Disney (DIS) | 1.48% | 0.88% | 84.46% | - |
 Target (TGT) | 1.44% | 1.5% | 94.82% | - |
 American Airlines (AAL) | 1.38% | 0.63% | 66.92% | - |
 Alibaba (BABA) | 1.37% | 1.95% | 64.16% | - |
 Samsung (SMSN.L) | 1.33% | 4.78% | 58.9% | - |
 Mastercard (MA) | 1.15% | 0.92% | 72.01% | - |
 Johnson & Johnson (JNJ) | 1.14% | 0% | 77.11% | 4/21/2026 |
 HP (HPQ) | 1.13% | 0.48% | 82.12% | - |
 Pfizer (PFE) | 0.85% | 0.78% | 66.92% | - |
 Realty Income (O) | 0.83% | 0.89% | 64.16% | - |
 Bayer (BAYN.DE) | 0.82% | 2.54% | 34.17% | - |
 PayPal (PYPL) | 0.66% | 0.56% | 56.89% | - |
 Verizon (VZ) | 0.62% | 0% | 54.47% | 4/21/2026 |
 Volkswagen (VOW3.DE) | 0.52% | 0.76% | 46.95% | - |
 UnitedHealth (UNH) | 0.47% | 1.68% | 26.23% | - |
 Domino's (DPZ) | 0.39% | 0.58% | 41.94% | - |
 Novo Nordisk (NOVO-B.CO) | 0.34% | 0% | 21.89% | 4/21/2026 |
 BioMarin (BMRN) | 0.33% | 0% | 21.22% | 4/21/2026 |
 ASML (ASML) | 0.28% | 0% | 23.89% | 4/21/2026 |
 Thermo Fisher (TMO) | 0.26% | 0.92% | 23.98% | - |
 AMD (AMD) | 0.22% | 1.4% | 18.96% | - |
 Solventum (SOLV) | 0.22% | 0.22% | 62.32% | - |
 Warner Bros Discovery (WBD) | 0.21% | 0.18% | 99.83% | - |
 Accenture (ACN) | 0.15% | 0.59% | 18.46% | - |
 Oracle (ORCL) | 0.13% | 1.21% | 15.46% | - |
 Chevron (CVX) | 0.11% | 1.17% | 8.52% | - |
 TSMC (TSM) | 0.07% | 0% | 8.35% | 4/21/2026 |
 Official Trump (TRUMP) | 0.07% | 0.04% | 38.1% | - |
 Adobe (ADBE) | 0.05% | 0.64% | 7.52% | - |
 Broadcom (AVGO) | 0.01% | 0% | 0.58% | 4/21/2026 |
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 (TRUMP) | 1.28% | 0.08% |
Cash & Instruments Over Time
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