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Portfolio Diversification
Range
Most Diversified
16 instruments
May 6, 2025
Least Diversified
12 instruments
December 3, 2025
Average
16 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
PG100%
LMT100%
NVDA100%
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) | 8.07% | 8.21% | 100% | - |
 Prologis (PLD) | 7.89% | 7.99% | 100% | - |
 Raytheon (RTX) | 7.82% | 8.82% | 99.63% | - |
| Apple (AAPL) | 7.46% | 7.42% | 100% | - |
 NextEra (NEE) | 7.27% | 7.6% | 100% | - |
| Lockheed Martin (LMT) | 7.22% | 8.56% | 100% | - |
| Microsoft (MSFT) | 7.04% | 5.63% | 100% | - |
 Simon (SPG) | 6.79% | 6.65% | 100% | - |
 Southern Co (SO) | 6.3% | 5.54% | 100% | - |
 Eversource (ES) | 6.1% | 5.71% | 100% | - |
 Rexford Industrial (REXR) | 5.1% | 4.77% | 99.63% | - |
 Northrop Grumman (NOC) | 5.04% | 5.64% | 99.63% | - |
 AbbVie (ABBV) | 4.79% | 4.57% | 100% | - |
 Eli Lilly (LLY) | 4.62% | 5.05% | 100% | - |
| Procter & Gamble (PG) | 4.34% | 3.83% | 100% | - |
 UnitedHealth (UNH) | 3.5% | 2.9% | 99.63% | - |
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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