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Portfolio Diversification
Range
Most Diversified
29 instruments
April 29, 2025
Least Diversified
0 instruments
April 4, 2026
Average
28.4 instruments
Most Consistent Holdings
Top 5
NKE98.26%
AAPL98.26%
META98.26%
JPM98.26%
GOOG98.26%
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) | 8.33% | 8.87% | 98.26% | - |
 NVIDIA (NVDA) | 6.34% | 6.74% | 98.26% | - |
 AMD (AMD) | 6.19% | 12.57% | 98.26% | - |
| Apple (AAPL) | 5.88% | 6.54% | 98.26% | - |
 Microsoft (MSFT) | 5.68% | 5.2% | 98.26% | - |
 Amazon (AMZN) | 5.42% | 5.08% | 98.26% | - |
 Tesla (TSLA) | 5.01% | 4.22% | 98.26% | - |
 Bank of America (BAC) | 4.58% | 4.23% | 98.26% | - |
| Meta (META) | 3.93% | 3.73% | 98.26% | - |
 Disney (DIS) | 3.64% | 2.94% | 98.07% | - |
 Starbucks (SBUX) | 3.19% | 2.76% | 98.26% | - |
 Johnson & Johnson (JNJ) | 3.06% | 3.32% | 98.26% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.9% | 2.85% | 97.3% | - |
| JPMorgan (JPM) | 2.88% | 2.71% | 98.26% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.86% | 2.78% | 98.07% | - |
 Merck (MRK) | 2.79% | 3.44% | 98.26% | - |
 ExxonMobil (XOM) | 2.76% | 2.86% | 98.07% | - |
 Procter & Gamble (PG) | 2.55% | 2.09% | 98.07% | - |
| Nike (NKE) | 2.37% | 1.22% | 98.26% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 2.35% | 2.07% | 98.07% | - |
 Home Depot (HD) | 2.3% | 1.64% | 98.07% | - |
 Visa (V) | 2.29% | 2.07% | 97.88% | - |
 Pfizer (PFE) | 2.23% | 2.06% | 98.26% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 2.19% | 2.03% | 98.07% | - |
 UnitedHealth (UNH) | 1.86% | 1.73% | 98.07% | - |
 Netflix (NFLX) | 1.44% | 0.85% | 98.26% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.41% | 1.18% | 97.3% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.03% | 1.01% | 97.3% | - |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.12% | 0.1% | 97.1% | - |
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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