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Portfolio Diversification
Range
Most Diversified
20 instruments
May 7, 2025
Least Diversified
20 instruments
May 7, 2025
Average
20 instruments
Most Consistent Holdings
Top 5
BAC100%
JPM100%
ALB100%
GS100%
EXC100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 7, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Albemarle (ALB) | 7.12% | 11.55% | 100% | - |
 Newmont (NEM) | 6.32% | 8.88% | 100% | - |
| Goldman Sachs (GS) | 6.02% | 6.3% | 100% | - |
| Bank of America (BAC) | 5.33% | 4.79% | 100% | - |
 Nucor (NUE) | 5.25% | 5.58% | 100% | - |
| JPMorgan (JPM) | 5.19% | 4.5% | 100% | - |
 BlackRock (BLK) | 5.16% | 4.54% | 100% | - |
 Freeport-McMoRan (FCX) | 5.14% | 6.56% | 100% | - |
 NextEra (NEE) | 5.12% | 4.96% | 100% | - |
 Charles Schwab (SCHW) | 4.99% | 4.59% | 100% | - |
 Prologis (PLD) | 4.87% | 4.57% | 100% | - |
 Xcel Energy (XEL) | 4.59% | 3.94% | 100% | - |
 Realty Income (O) | 4.48% | 3.95% | 100% | - |
 Digital Realty (DLR) | 4.46% | 3.72% | 100% | - |
 Air Products (APD) | 4.4% | 3.48% | 100% | - |
 Southern Co (SO) | 4.39% | 3.59% | 100% | - |
 Duke Energy (DUK) | 4.32% | 3.65% | 100% | - |
| Exelon (EXC) | 4.23% | 3.54% | 100% | - |
 CubeSmart (CUBE) | 4.14% | 3.28% | 100% | - |
 American Tower (AMT) | 3.91% | 2.97% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Albemarle (ALB) | 4.94% | 9.91% |
| Newmont (NEM) | 4.94% | 7.54% |
| Goldman Sachs (GS) | 4.94% | 6.45% |
| Nucor (NUE) | 4.94% | 5.55% |
| Freeport-McMoRan (FCX) | 4.94% | 5.48% |
| Bank of America (BAC) | 4.94% | 5.44% |
| JPMorgan (JPM) | 4.94% | 5.2% |
| Prologis (PLD) | 4.94% | 4.94% |
| NextEra (NEE) | 4.94% | 4.93% |
| Charles Schwab (SCHW) | 4.94% | 4.89% |
| BlackRock (BLK) | 4.94% | 4.73% |
| Xcel Energy (XEL) | 4.94% | 4.22% |
| Realty Income (O) | 4.94% | 4.02% |
| Duke Energy (DUK) | 4.94% | 3.88% |
| Southern Co (SO) | 4.94% | 3.87% |
| Exelon (EXC) | 4.94% | 3.83% |
| Digital Realty (DLR) | 4.94% | 3.79% |
| Air Products (APD) | 4.94% | 3.68% |
| CubeSmart (CUBE) | 4.94% | 3.43% |
| American Tower (AMT) | 4.94% | 3.18% |
Cash & Instruments Over Time
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