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Portfolio Diversification
Range
Most Diversified
10 instruments
May 13, 2025
Least Diversified
0 instruments
May 12, 2025
Average
9.9 instruments
Most Consistent Holdings
Top 5
MSFT99.13%
AMZN99.13%
CVX99.13%
JPM99.13%
UNH99.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 12, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 12.64% | 13.73% | 99.13% | - |
 Tesla (TSLA) | 10.84% | 10.36% | 99.13% | - |
 Eli Lilly (LLY) | 10.73% | 10.57% | 99.13% | - |
| JPMorgan (JPM) | 10.06% | 10.07% | 99.13% | - |
| Chevron (CVX) | 9.99% | 10.72% | 99.13% | - |
 ExxonMobil (XOM) | 9.89% | 11.21% | 99.13% | - |
| Amazon (AMZN) | 9.44% | 10.15% | 99.13% | - |
| Microsoft (MSFT) | 9.42% | 7.84% | 99.13% | - |
 Visa (V) | 8.43% | 7.35% | 99.13% | - |
| UnitedHealth (UNH) | 7.24% | 7.11% | 99.13% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 9.92% | 12.76% |
| Eli Lilly (LLY) | 9.92% | 12.38% |
| Tesla (TSLA) | 9.92% | 11.93% |
| JPMorgan (JPM) | 9.92% | 10.28% |
| Amazon (AMZN) | 9.92% | 9.23% |
| ExxonMobil (XOM) | 9.92% | 9.17% |
| Microsoft (MSFT) | 9.92% | 9.12% |
| Chevron (CVX) | 9.92% | 8.95% |
| Visa (V) | 9.92% | 8.25% |
| UnitedHealth (UNH) | 9.92% | 7.27% |
Cash & Instruments Over Time
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