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Portfolio Diversification
Range
Most Diversified
34 instruments
April 30, 2025
Least Diversified
0 instruments
November 16, 2025
Average
33.3 instruments
Most Consistent Holdings
Top 5
AAPL98.25%
GOOG98.25%
META98.25%
MSFT98.25%
AMZN98.25%
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) | 7.51% | 8.27% | 98.25% | - |
 NVIDIA (NVDA) | 5.16% | 5.55% | 98.25% | - |
 Johnson & Johnson (JNJ) | 5.13% | 5.9% | 98.25% | - |
| Apple (AAPL) | 4.79% | 5.45% | 98.25% | - |
| Amazon (AMZN) | 4.79% | 4.64% | 98.25% | - |
| Microsoft (MSFT) | 4.61% | 4.33% | 98.25% | - |
 Tesla (TSLA) | 4.06% | 3.43% | 98.06% | - |
 JPMorgan (JPM) | 3.95% | 3.98% | 98.25% | - |
 Visa (V) | 3.88% | 3.69% | 98.25% | - |
 American Express (AXP) | 3.82% | 3.2% | 98.06% | - |
| Meta (META) | 3.67% | 3.25% | 98.25% | - |
 Procter & Gamble (PG) | 3.64% | 3.08% | 98.25% | - |
 PepsiCo (PEP) | 3.34% | 2.65% | 98.06% | - |
 Bank of America (BAC) | 3.04% | 2.98% | 98.06% | - |
 Intel (INTC) | 2.97% | 5.54% | 98.06% | - |
 Disney (DIS) | 2.91% | 2.42% | 98.25% | - |
 ExxonMobil (XOM) | 2.8% | 3.11% | 98.06% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 2.71% | 2.62% | 98.06% | - |
 Coca-Cola (KO) | 2.6% | 2.7% | 98.25% | - |
 Pfizer (PFE) | 2.52% | 2.39% | 98.25% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.52% | 2.53% | 97.28% | - |
 CVS Health (CVS) | 2.39% | 2.4% | 98.06% | - |
 GE (GE) | 2.31% | 2.15% | 98.25% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.09% | 2.09% | 98.06% | - |
 HSBC (HSBC) | 2.05% | 2.35% | 98.25% | - |
 Ford (F) | 1.94% | 1.79% | 98.06% | - |
 Berkshire Hathaway (BRK.B) | 1.94% | 1.77% | 97.86% | - |
 UnitedHealth (UNH) | 1.9% | 1.87% | 98.06% | - |
 Caterpillar (CAT) | 1.18% | 1.38% | 98.06% | - |
 Verizon (VZ) | 0.59% | 0.56% | 98.06% | - |
 iShares Russell Mid-Cap Growth ETF (IWP) | 0.32% | 0.28% | 97.28% | - |
 Citi (C) | 0.1% | 0.11% | 96.7% | - |
 Neogen (NEOG) | 0.1% | 0.14% | 97.09% | - |
 Home Depot (HD) | 0.07% | 0.05% | 97.09% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.63% | 8.53% |
| NVIDIA (NVDA) | 3.91% | 5.27% |
| Johnson & Johnson (JNJ) | 4.89% | 5.12% |
| Apple (AAPL) | 4.92% | 4.99% |
| Microsoft (MSFT) | 4.93% | 4.8% |
| Tesla (TSLA) | 3.67% | 4.78% |
| Amazon (AMZN) | 4.95% | 4.77% |
| American Express (AXP) | 3.97% | 4.3% |
| JPMorgan (JPM) | 4.01% | 4.15% |
| Visa (V) | 4.9% | 3.99% |
| Meta (META) | 3.9% | 3.65% |
| Procter & Gamble (PG) | 4.89% | 3.41% |
| PepsiCo (PEP) | 3.97% | 3.32% |
| Bank of America (BAC) | 2.96% | 3.21% |
| Disney (DIS) | 3.06% | 3.03% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 2.99% | 2.67% |
| ExxonMobil (XOM) | 2.99% | 2.59% |
| State Street SPDR S&P 500 ETF (SPY) | 2.64% | 2.55% |
| Pfizer (PFE) | 2.88% | 2.45% |
| Coca-Cola (KO) | 3.24% | 2.42% |
| CVS Health (CVS) | 2.55% | 2.42% |
| GE (GE) | 1.94% | 2.39% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.14% | 2.17% |
| Intel (INTC) | 1.5% | 2.13% |
| HSBC (HSBC) | 1.86% | 2.05% |
| Ford (F) | 1.96% | 2.01% |
| Berkshire Hathaway (BRK.B) | 2.66% | 1.97% |
| UnitedHealth (UNH) | 3.04% | 1.85% |
| Caterpillar (CAT) | 0.75% | 1.11% |
| Verizon (VZ) | 0.72% | 0.54% |
| iShares Russell Mid-Cap Growth ETF (IWP) | 0.36% | 0.32% |
| Citi (C) | 0.08% | 0.11% |
| Neogen (NEOG) | 0.08% | 0.09% |
| Home Depot (HD) | 0.09% | 0.07% |
Cash & Instruments Over Time
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