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Portfolio Diversification
Range
Most Diversified
16 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
15.9 instruments
Most Consistent Holdings
Top 5
AAPL99.45%
LMT99.45%
NVDA99.45%
ABBV99.45%
SPG99.45%
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% | 8.62% | 99.45% | - |
 Raytheon (RTX) | 7.97% | 0% | 98.89% | 4/30/2026 |
 Prologis (PLD) | 7.95% | 0% | 99.17% | 4/30/2026 |
| Lockheed Martin (LMT) | 7.51% | 7.15% | 99.45% | - |
| Apple (AAPL) | 7.42% | 7.93% | 99.45% | - |
 NextEra (NEE) | 7.36% | 0% | 99.17% | 4/30/2026 |
| Simon (SPG) | 6.77% | 7.13% | 99.45% | - |
 Microsoft (MSFT) | 6.52% | 0% | 99.17% | 4/30/2026 |
 Southern Co (SO) | 6.15% | 0% | 99.17% | 4/30/2026 |
 Eversource (ES) | 5.98% | 0% | 99.17% | 4/30/2026 |
 Northrop Grumman (NOC) | 5.14% | 0% | 98.61% | 4/30/2026 |
 Rexford Industrial (REXR) | 4.85% | 0% | 98.89% | 4/30/2026 |
| AbbVie (ABBV) | 4.69% | 4.41% | 99.45% | - |
 Eli Lilly (LLY) | 4.62% | 0% | 99.17% | 4/30/2026 |
 Procter & Gamble (PG) | 4.19% | 0% | 99.17% | 4/30/2026 |
 UnitedHealth (UNH) | 3.33% | 0% | 98.89% | 4/30/2026 |
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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