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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
AAPL98.04%
GOOG98.04%
META98.04%
MSFT98.04%
AMZN98.04%
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) | 8.97% | 8.11% | 98.04% | - |
 NVIDIA (NVDA) | 8.97% | 8.56% | 98.04% | - |
 Goldman Sachs (GS) | 7.98% | 7.74% | 97.86% | - |
 JPMorgan (JPM) | 7.45% | 7.46% | 98.04% | - |
| Apple (AAPL) | 6.58% | 7.63% | 98.04% | - |
 Morgan Stanley (MS) | 6.55% | 6.54% | 97.5% | - |
| Amazon (AMZN) | 6.51% | 6.52% | 98.04% | - |
| Meta (META) | 6.43% | 5.36% | 98.04% | - |
| Microsoft (MSFT) | 6.26% | 6.5% | 98.04% | - |
 Merck (MRK) | 5.99% | 7.46% | 98.04% | - |
 Johnson & Johnson (JNJ) | 5.98% | 6.87% | 98.04% | - |
 Bank of America (BAC) | 5.78% | 5.06% | 97.68% | - |
 Visa (V) | 5.29% | 5.84% | 98.04% | - |
 Pfizer (PFE) | 5% | 5.23% | 98.04% | - |
 UnitedHealth (UNH) | 3.52% | 3.7% | 98.04% | - |
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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