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Portfolio Diversification
Range
Most Diversified
29 instruments
April 29, 2025
Least Diversified
16 instruments
April 24, 2025
Average
28.9 instruments
Most Consistent Holdings
Top 5
NKE100%
AAPL100%
META100%
JPM100%
GOOG100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 24, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 7.89% | 9.53% | 100% | - |
 NVIDIA (NVDA) | 6.36% | 6.5% | 100% | - |
 Microsoft (MSFT) | 6.27% | 4.99% | 100% | - |
| Apple (AAPL) | 5.85% | 6.06% | 100% | - |
 Amazon (AMZN) | 5.57% | 5.24% | 100% | - |
 Tesla (TSLA) | 5.38% | 5.32% | 100% | - |
 Bank of America (BAC) | 4.69% | 4.47% | 100% | - |
 AMD (AMD) | 4.57% | 5.12% | 100% | - |
| Meta (META) | 4.35% | 3.81% | 100% | - |
 Disney (DIS) | 3.99% | 3.48% | 99.7% | - |
 Starbucks (SBUX) | 3.27% | 3.41% | 100% | - |
 Johnson & Johnson (JNJ) | 3% | 3.65% | 100% | - |
| JPMorgan (JPM) | 2.99% | 2.89% | 100% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.96% | 2.85% | 99.7% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.95% | 3.03% | 98.51% | - |
| Nike (NKE) | 2.84% | 2.24% | 100% | - |
 Procter & Gamble (PG) | 2.78% | 2.54% | 99.7% | - |
 ExxonMobil (XOM) | 2.7% | 3.62% | 99.7% | - |
 Merck (MRK) | 2.69% | 3.29% | 100% | - |
 Home Depot (HD) | 2.56% | 2.24% | 99.7% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 2.49% | 2.33% | 99.7% | - |
 Visa (V) | 2.44% | 2.18% | 99.4% | - |
 Pfizer (PFE) | 2.35% | 2.48% | 100% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 2.26% | 2.29% | 99.7% | - |
 UnitedHealth (UNH) | 1.88% | 1.57% | 99.7% | - |
 Netflix (NFLX) | 1.67% | 1.38% | 100% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.5% | 1.45% | 98.51% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.06% | 1.08% | 98.51% | - |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.12% | 0.13% | 98.21% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.33% | 9.44% |
| NVIDIA (NVDA) | 4.89% | 6.49% |
| Apple (AAPL) | 6.18% | 6.18% |
| Microsoft (MSFT) | 6.22% | 5.94% |
| Tesla (TSLA) | 4.59% | 5.91% |
| Amazon (AMZN) | 5.7% | 5.42% |
| AMD (AMD) | 2.96% | 5.1% |
| Bank of America (BAC) | 4.55% | 4.87% |
| Meta (META) | 4.22% | 3.92% |
| Disney (DIS) | 3.91% | 3.81% |
| Johnson & Johnson (JNJ) | 2.96% | 3.04% |
| JPMorgan (JPM) | 2.96% | 3.02% |
| State Street SPDR S&P 500 ETF (SPY) | 3.11% | 2.96% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.96% | 2.94% |
| Starbucks (SBUX) | 3.72% | 2.88% |
| Merck (MRK) | 2.88% | 2.84% |
| ExxonMobil (XOM) | 2.98% | 2.55% |
| Nike (NKE) | 2.96% | 2.54% |
| State Street Financial Select Sector SPDR ETF (XLF) | 2.79% | 2.44% |
| Procter & Gamble (PG) | 3.47% | 2.38% |
| Visa (V) | 2.96% | 2.37% |
| Home Depot (HD) | 2.95% | 2.19% |
| Pfizer (PFE) | 2.64% | 2.17% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 2.45% | 2.15% |
| UnitedHealth (UNH) | 2.98% | 1.81% |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.59% | 1.48% |
| Netflix (NFLX) | 1.91% | 1.31% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 1.26% | 1.08% |
| State Street Communication Services Select Sector SPDR ETF (XLC) | 0.13% | 0.12% |
Cash & Instruments Over Time
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