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Portfolio Diversification
Range
Most Diversified
15 instruments
April 25, 2025
Least Diversified
13 instruments
December 3, 2025
Average
15 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 25, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 9.03% | 9% | 100% | - |
| Alphabet (GOOG) | 8.48% | 9.94% | 100% | - |
 Goldman Sachs (GS) | 7.94% | 8.13% | 100% | - |
 JPMorgan (JPM) | 7.83% | 7.29% | 100% | - |
| Meta (META) | 7.26% | 6.5% | 100% | - |
| Microsoft (MSFT) | 7.05% | 5.7% | 100% | - |
| Amazon (AMZN) | 6.8% | 6.22% | 100% | - |
| Apple (AAPL) | 6.52% | 6.67% | 100% | - |
 Morgan Stanley (MS) | 6.48% | 6.43% | 99.68% | - |
 Bank of America (BAC) | 6.05% | 5.66% | 99.68% | - |
 Johnson & Johnson (JNJ) | 5.77% | 7.12% | 100% | - |
 Visa (V) | 5.76% | 5.05% | 100% | - |
 Merck (MRK) | 5.64% | 6.83% | 100% | - |
 Pfizer (PFE) | 5.3% | 5.47% | 100% | - |
 UnitedHealth (UNH) | 3.62% | 3.07% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.93% | 10% |
| NVIDIA (NVDA) | 6.93% | 9.02% |
| Goldman Sachs (GS) | 6.93% | 8.31% |
| JPMorgan (JPM) | 7.92% | 7.75% |
| Morgan Stanley (MS) | 5.94% | 6.81% |
| Apple (AAPL) | 6.93% | 6.73% |
| Microsoft (MSFT) | 6.93% | 6.44% |
| Amazon (AMZN) | 6.93% | 6.43% |
| Meta (META) | 6.93% | 6.36% |
| Bank of America (BAC) | 5.94% | 6.12% |
| Merck (MRK) | 5.94% | 5.93% |
| Johnson & Johnson (JNJ) | 5.94% | 5.85% |
| Visa (V) | 6.93% | 5.34% |
| Pfizer (PFE) | 5.94% | 4.81% |
| UnitedHealth (UNH) | 5.94% | 3.38% |
Cash & Instruments Over Time
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