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Portfolio Diversification
Range
Most Diversified
14 instruments
May 6, 2025
Least Diversified
0 instruments
May 5, 2025
Average
13.9 instruments
Most Consistent Holdings
Top 5
MSFT99.67%
AMZN99.67%
JNJ99.67%
KO99.67%
PFE99.67%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 10.24% | 9.96% | 99.67% | - |
 Alphabet (GOOG) | 10% | 11.49% | 99.35% | - |
 Tesla (TSLA) | 9.15% | 8.88% | 99.67% | - |
 Disney (DIS) | 8.41% | 7.13% | 99.35% | - |
| Johnson & Johnson (JNJ) | 8.06% | 9.79% | 99.67% | - |
| Amazon (AMZN) | 8.05% | 7.25% | 99.67% | - |
 Apple (AAPL) | 7.93% | 8.03% | 99.35% | - |
 ExxonMobil (XOM) | 7.54% | 9.17% | 99.35% | - |
| Microsoft (MSFT) | 7.52% | 5.98% | 99.67% | - |
| Pfizer (PFE) | 6.95% | 7.09% | 99.67% | - |
 UnitedHealth (UNH) | 5.35% | 4.56% | 99.67% | - |
| Coca-Cola (KO) | 3.34% | 3.42% | 99.67% | - |
 AT&T (T) | 3.3% | 3.3% | 99.67% | - |
 Procter & Gamble (PG) | 3.23% | 3.04% | 99.35% | - |
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) | 3.96% | 2.83% |
| Procter & Gamble (PG) | 3.96% | 2.8% |
Cash & Instruments Over Time
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