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Portfolio Diversification
Range
Most Diversified
14 instruments
May 6, 2025
Least Diversified
0 instruments
May 5, 2025
Average
13.7 instruments
Most Consistent Holdings
Top 5
MSFT98.14%
AMZN98.14%
JNJ98.14%
KO98.14%
PFE98.14%
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) | 10.71% | 10.63% | 97.58% | - |
 NVIDIA (NVDA) | 10.28% | 10.28% | 98.14% | - |
| Johnson & Johnson (JNJ) | 8.47% | 9.35% | 98.14% | - |
 Tesla (TSLA) | 8.45% | 7.25% | 98.14% | - |
 Apple (AAPL) | 8.12% | 9.43% | 97.96% | - |
 ExxonMobil (XOM) | 7.91% | 9.67% | 97.96% | - |
| Amazon (AMZN) | 7.82% | 7.33% | 98.14% | - |
 Disney (DIS) | 7.51% | 6.88% | 97.4% | - |
| Microsoft (MSFT) | 6.74% | 6.68% | 98.14% | - |
| Pfizer (PFE) | 6.65% | 6.85% | 98.14% | - |
 UnitedHealth (UNH) | 5.33% | 5.79% | 98.14% | - |
| Coca-Cola (KO) | 3.32% | 3.58% | 98.14% | - |
 AT&T (T.US) | 2.98% | 2.1% | 98.14% | - |
 Procter & Gamble (PG) | 2.94% | 2.77% | 97.58% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.92% | 11.97% |
| NVIDIA (NVDA) | 7.92% | 10.33% |
| Tesla (TSLA) | 7.92% | 9.96% |
| Apple (AAPL) | 7.92% | 8.39% |
| Johnson & Johnson (JNJ) | 7.92% | 8.34% |
| Disney (DIS) | 7.92% | 7.91% |
| Amazon (AMZN) | 7.92% | 7.76% |
| ExxonMobil (XOM) | 7.92% | 7.22% |
| Microsoft (MSFT) | 7.92% | 7% |
| Pfizer (PFE) | 7.92% | 6.46% |
| UnitedHealth (UNH) | 7.92% | 5.2% |
| Coca-Cola (KO) | 3.96% | 3.07% |
| AT&T (T.US) | 3.96% | 2.83% |
| Procter & Gamble (PG) | 3.96% | 2.8% |
Cash & Instruments Over Time
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