Portfolio Diversification
Range
Most Diversified
34 instruments
April 30, 2025
Least Diversified
15 instruments
April 24, 2025
Average
33.5 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 5.65% | 5.76% | 100% | - |
| Alphabet (GOOG) | 5.64% | 5.91% | 100% | - |
| Amazon (AMZN) | 5.21% | 5.4% | 100% | - |
 NVIDIA (NVDA) | 4.82% | 5.52% | 100% | - |
 Visa (V) | 4.73% | 4.55% | 100% | - |
| Apple (AAPL) | 4.72% | 4.44% | 100% | - |
 Johnson & Johnson (JNJ) | 4.66% | 4.64% | 100% | - |
 Procter & Gamble (PG) | 4.64% | 4.2% | 100% | - |
| Meta (META) | 4.48% | 4.49% | 100% | - |
 JPMorgan (JPM) | 4.17% | 4.27% | 100% | - |
 American Express (AXP) | 4.11% | 4.02% | 98.89% | - |
 Tesla (TSLA) | 4.06% | 3.98% | 98.89% | - |
 Disney (DIS) | 3.6% | 3.67% | 100% | - |
 PepsiCo (PEP) | 3.53% | 3.74% | 98.89% | - |
 Bank of America (BAC) | 3.13% | 3.16% | 98.89% | - |
 Coca-Cola (KO) | 2.96% | 2.77% | 100% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 2.87% | 2.91% | 98.89% | - |
 Pfizer (PFE) | 2.85% | 2.72% | 100% | - |
 ExxonMobil (XOM) | 2.82% | 2.65% | 98.89% | - |
 SPDR S&P 500 ETF (SPY) | 2.52% | 2.68% | 94.44% | - |
 Berkshire Hathaway (BRK.B) | 2.29% | 2.12% | 97.78% | - |
 CVS Health (CVS) | 2.27% | 2.14% | 98.89% | - |
 GE (GE) | 2.23% | 2.32% | 100% | - |
 UnitedHealth (UNH) | 2.22% | 1.8% | 98.89% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.14% | 2.26% | 98.89% | - |
 Ford (F) | 2.03% | 1.98% | 98.89% | - |
 HSBC (HSBC) | 1.89% | 1.89% | 100% | - |
 Intel (INTC) | 1.45% | 1.53% | 98.89% | - |
 Caterpillar (CAT) | 0.82% | 0.9% | 98.89% | - |
 Verizon (VZ) | 0.67% | 0.64% | 98.89% | - |
 iShares Russell Mid-Cap Growth ETF (IWP) | 0.35% | 0.37% | 94.44% | - |
 Citi (C) | 0.08% | 0.1% | 93.33% | - |
 Home Depot (HD) | 0.08% | 0.08% | 93.33% | - |
 Neogen (NEOG) | 0.08% | 0.07% | 93.33% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.