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Portfolio Diversification
Range
Most Diversified
15 instruments
April 25, 2025
Least Diversified
0 instruments
April 4, 2026
Average
14.7 instruments
Most Consistent Holdings
Top 5
AAPL98.05%
GOOG98.05%
META98.05%
MSFT98.05%
AMZN98.05%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 8.96% | 9.64% | 98.05% | - |
 NVIDIA (NVDA) | 8.94% | 9.45% | 98.05% | - |
 Goldman Sachs (GS) | 8.03% | 7.85% | 97.86% | - |
 JPMorgan (JPM) | 7.49% | 7.39% | 98.05% | - |
 Morgan Stanley (MS) | 6.57% | 6.83% | 97.47% | - |
| Amazon (AMZN) | 6.54% | 6.22% | 98.05% | - |
| Apple (AAPL) | 6.51% | 7.32% | 98.05% | - |
| Meta (META) | 6.48% | 5.64% | 98.05% | - |
| Microsoft (MSFT) | 6.27% | 5.78% | 98.05% | - |
 Johnson & Johnson (JNJ) | 5.94% | 6.71% | 98.05% | - |
 Merck (MRK) | 5.89% | 7.26% | 98.05% | - |
 Bank of America (BAC) | 5.84% | 5.65% | 97.67% | - |
 Visa (V) | 5.3% | 4.91% | 98.05% | - |
 Pfizer (PFE) | 5.02% | 4.68% | 98.05% | - |
 UnitedHealth (UNH) | 3.53% | 3.4% | 98.05% | - |
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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