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Portfolio Diversification
Range
Most Diversified
9 instruments
January 7, 2025
Least Diversified
0 instruments
April 4, 2026
Average
6.8 instruments
Most Consistent Holdings
Top 5
KKR99.78%
KO99.78%
ENB99.66%
VOO58.39%
RIOT56.6%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 23.38% | 46.61% | 58.39% | - |
| KKR (KKR) | 21.99% | 8.65% | 99.78% | - |
| Coca-Cola (KO) | 16.91% | 13.95% | 99.78% | - |
| Enbridge (ENB) | 7.48% | 3.07% | 99.66% | - |
 Tesla (TSLA) | 6.75% | 0% | 51.9% | 6/9/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 5.74% | 0% | 34.56% | 5/23/2025 |
 Microsoft (MSFT) | 5.49% | 16.08% | 41.28% | - |
 C3.ai (AI) | 3.95% | 0% | 56.6% | 5/23/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.74% | 0% | 38.81% | 6/30/2025 |
 American Express (AXP) | 2.29% | 4.98% | 38.81% | - |
| Riot (RIOT) | 1.03% | 0% | 56.6% | 5/23/2025 |
 Amazon (AMZN) | 0.41% | 6.58% | 5.82% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 47.71% | 49.48% |
| Coca-Cola (KO) | 14.25% | 13.64% |
| Microsoft (MSFT) | 15.21% | 13.54% |
| KKR (KKR) | 13.41% | 13.24% |
| American Express (AXP) | 6.27% | 6.54% |
| Enbridge (ENB) | 2.53% | 3.01% |
Cash & Instruments Over Time
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