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Portfolio Diversification
Range
Most Diversified
16 instruments
May 6, 2025
Least Diversified
0 instruments
May 5, 2025
Average
15.7 instruments
Most Consistent Holdings
Top 5
META98.18%
MSFT98.18%
AMZN98.18%
IBM98.18%
JNJ98.18%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 5, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 10.6% | 9.6% | 97.64% | - |
 NVIDIA (NVDA) | 10.13% | 9.7% | 97.64% | - |
 Apple (AAPL) | 8.04% | 9.39% | 97.64% | - |
| Amazon (AMZN) | 7.74% | 7.78% | 98.18% | - |
 Visa (V) | 6.18% | 6.87% | 98.18% | - |
 Citi (C) | 6.15% | 6.1% | 98.18% | - |
| Meta (META) | 6.1% | 5.12% | 98.18% | - |
 Goldman Sachs (GS) | 5.89% | 5.69% | 98.18% | - |
 JPMorgan (JPM) | 5.74% | 5.76% | 98.18% | - |
| Johnson & Johnson (JNJ) | 5.27% | 6.04% | 98.18% | - |
 AbbVie (ABBV) | 5.21% | 6.05% | 97.64% | - |
| Microsoft (MSFT) | 5.01% | 5.24% | 98.18% | - |
 Pfizer (PFE) | 4.1% | 4.34% | 97.64% | - |
 UnitedHealth (UNH) | 3.97% | 4.22% | 98.18% | - |
 Mastercard (MA) | 3.84% | 4.09% | 98.18% | - |
| IBM (IBM) | 3.36% | 2.84% | 98.18% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.94% | 11.72% |
| NVIDIA (NVDA) | 7.94% | 10.12% |
| Apple (AAPL) | 7.94% | 8.22% |
| Amazon (AMZN) | 7.94% | 7.61% |
| Citi (C) | 4.96% | 6.47% |
| Visa (V) | 7.94% | 6.23% |
| Goldman Sachs (GS) | 4.96% | 6.05% |
| Meta (META) | 6.95% | 6.02% |
| JPMorgan (JPM) | 5.95% | 5.93% |
| AbbVie (ABBV) | 5.95% | 5.34% |
| Microsoft (MSFT) | 5.95% | 5.15% |
| Johnson & Johnson (JNJ) | 4.96% | 5.1% |
| Pfizer (PFE) | 4.96% | 3.95% |
| Mastercard (MA) | 4.96% | 3.93% |
| UnitedHealth (UNH) | 5.95% | 3.82% |
| IBM (IBM) | 3.97% | 3.73% |
Cash & Instruments Over Time
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