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Portfolio Diversification
Range
Most Diversified
16 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
15.7 instruments
Most Consistent Holdings
Top 5
AAPL98.77%
LMT98.77%
NVDA98.77%
ABBV98.77%
SPG98.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 6, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 8.05% | 0% | 98.77% | 6/14/2026 |
 Prologis (PLD) | 7.95% | 0% | 98.28% | 6/11/2026 |
 Raytheon (RTX) | 7.85% | 0% | 97.78% | 6/11/2026 |
| Apple (AAPL) | 7.47% | 0% | 98.77% | 6/14/2026 |
| Lockheed Martin (LMT) | 7.41% | 0% | 98.77% | 6/14/2026 |
 NextEra (NEE) | 7.32% | 0% | 98.28% | 6/11/2026 |
| Simon (SPG) | 6.76% | 0% | 98.77% | 6/14/2026 |
 Microsoft (MSFT) | 6.33% | 0% | 98.03% | 6/11/2026 |
 Southern Co (SO) | 6.05% | 0% | 98.28% | 6/11/2026 |
 Eversource (ES) | 5.88% | 0% | 98.28% | 6/11/2026 |
 Northrop Grumman (NOC) | 5% | 0% | 97.29% | 6/10/2026 |
 Rexford Industrial (REXR) | 4.72% | 0% | 97.78% | 6/11/2026 |
| AbbVie (ABBV) | 4.63% | 0% | 98.77% | 6/14/2026 |
 Eli Lilly (LLY) | 4.62% | 0% | 98.28% | 6/11/2026 |
 Procter & Gamble (PG) | 4.09% | 0% | 98.03% | 6/11/2026 |
 UnitedHealth (UNH) | 3.34% | 0% | 97.78% | 6/11/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Raytheon (RTX) | 6.91% | 8.41% |
| NVIDIA (NVDA) | 5.92% | 8.29% |
| Prologis (PLD) | 7.9% | 8.17% |
| Apple (AAPL) | 6.91% | 8.03% |
| NextEra (NEE) | 6.91% | 7.15% |
| Lockheed Martin (LMT) | 7.9% | 6.9% |
| Simon (SPG) | 6.91% | 6.78% |
| Microsoft (MSFT) | 6.91% | 6.5% |
| Eversource (ES) | 5.92% | 5.77% |
| Southern Co (SO) | 6.91% | 5.66% |
| Eli Lilly (LLY) | 4.93% | 5.49% |
| AbbVie (ABBV) | 4.93% | 4.92% |
| Northrop Grumman (NOC) | 4.93% | 4.85% |
| Rexford Industrial (REXR) | 4.93% | 4.75% |
| Procter & Gamble (PG) | 4.93% | 3.8% |
| UnitedHealth (UNH) | 4.93% | 3.41% |
Cash & Instruments Over Time
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