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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
MSFT98.31%
AMZN98.31%
JNJ98.31%
KO98.31%
PFE98.31%
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) | 10.42% | 0% | 97.58% | 6/21/2026 |
 NVIDIA (NVDA) | 10.18% | 0% | 98.31% | 6/21/2026 |
 Tesla (TSLA) | 8.84% | 0% | 98.31% | 6/21/2026 |
| Johnson & Johnson (JNJ) | 8.2% | 0% | 98.31% | 6/21/2026 |
 Apple (AAPL) | 7.9% | 0% | 98.07% | 6/21/2026 |
| Amazon (AMZN) | 7.88% | 0% | 98.31% | 6/21/2026 |
 Disney (DIS) | 7.84% | 0% | 97.34% | 6/21/2026 |
 ExxonMobil (XOM) | 7.76% | 0% | 98.07% | 6/21/2026 |
| Microsoft (MSFT) | 6.95% | 0% | 98.31% | 6/21/2026 |
| Pfizer (PFE) | 6.78% | 0% | 98.31% | 6/21/2026 |
 UnitedHealth (UNH) | 5.24% | 0% | 98.31% | 6/21/2026 |
| Coca-Cola (KO) | 3.29% | 0% | 98.31% | 6/21/2026 |
 AT&T (T.US) | 3.15% | 0% | 98.31% | 6/21/2026 |
 Procter & Gamble (PG) | 3.06% | 0% | 97.58% | 6/21/2026 |
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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