Portfolio Diversification
Range
Most Diversified
20 instruments
November 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.7 instruments
Most Consistent Holdings
Top 5
SPY98.08%
KO82.04%
JPM80.33%
AAPL78.97%
GOOG78.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 CPHequities | 11.51% | 0% | 20.81% | 11/3/2022 |
| SPDR S&P 500 ETF (SPY) | 10.46% | 3.03% | 98.08% | - |
 Berkshire Hathaway (BRK.B) | 8.79% | 8.21% | 78.97% | - |
 Microsoft (MSFT) | 7.91% | 9.61% | 78.97% | - |
| Apple (AAPL) | 5.93% | 10.3% | 78.97% | - |
| Alphabet (GOOG) | 5.75% | 12.38% | 78.97% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.73% | 0% | 75.98% | 10/15/2025 |
 Realty Income (O) | 5.2% | 0% | 69.78% | 7/9/2025 |
| JPMorgan (JPM) | 4.71% | 9.71% | 80.33% | - |
 Tesla (TSLA) | 4.45% | 0% | 18.1% | 6/6/2025 |
| Coca-Cola (KO) | 4.19% | 4.5% | 82.04% | - |
 McDonald's (MCD) | 4.07% | 0% | 64.01% | 2/28/2025 |
 EOG Resources (EOG) | 4% | 0% | 63.08% | 8/18/2025 |
 Bank of America (BAC) | 3.99% | 3.94% | 78.69% | - |
 Amazon (AMZN) | 2.23% | 7.42% | 49.61% | - |
 Procter & Gamble (PG) | 2.21% | 0% | 74.77% | 11/17/2025 |
 Johnson & Johnson (JNJ) | 1.65% | 0% | 66.36% | 6/10/2025 |
 NVIDIA (NVDA) | 1.54% | 6.61% | 38.49% | - |
 Sea (SE) | 1.08% | 0% | 14.26% | 11/16/2022 |
 HF Sinclair (DINO) | 0.78% | 4.84% | 22.88% | - |
 Alibaba (BABA) | 0.66% | 0% | 15.54% | 11/18/2022 |
 Invesco QQQ (QQQ) | 0.44% | 0% | 29.79% | 4/7/2025 |
 UnitedHealth (UNH) | 0.31% | 0% | 5.92% | 11/7/2025 |
 ASML (ASML.NV) | 0.31% | 6.3% | 6.13% | - |
 CVS Health (CVS) | 0.28% | 0% | 16.68% | 9/8/2025 |
 Fortinet (FTNT) | 0.19% | 0% | 10.55% | 1/3/2024 |
 Altria (MO) | 0.18% | 0% | 8.2% | 9/15/2023 |
 Medifast (MED.US) | 0.17% | 0% | 5.49% | 5/25/2023 |
 BlackRock (BLK) | 0.13% | 0% | 5.49% | 9/3/2025 |
 Pfizer (PFE) | 0.12% | 6.39% | 2% | - |
 FedEx (FDX) | 0.11% | 3.41% | 6.56% | - |
 Chevron (CVX) | 0.09% | 0% | 14.83% | 5/22/2023 |
 ApeCoin (APE) | 0.05% | 0% | 0.93% | 5/11/2022 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.04% | 0% | 4.78% | 6/13/2025 |
 Meta (META) | 0.04% | 3.27% | 1.78% | - |
 Palo Alto Networks (PANW) | 0.01% | 0% | 0.71% | 3/8/2024 |
 Micron (MU) | 0.01% | 0% | 0.64% | 7/17/2025 |
 USD/MXN (USDMXN) | 0% | 0% | 0.5% | 1/24/2024 |
 CAD/CHF (CADCHF) | 0% | 0% | 0.71% | 11/30/2023 |
 Uber (UBER) | 0% | 0% | 0.43% | 10/26/2023 |
 Bayer (BAYN.DE) | 0% | 0% | 0.29% | 11/21/2022 |
 USD/CZK (USDCZK) | 0% | 0% | 0.21% | 12/12/2023 |
 Novo-Nordisk (NVO) | 0% | 0% | 0.07% | 11/5/2025 |
 USD/TRY (USDTRY) | 0% | 0% | 0.43% | 12/7/2023 |
 EUR/USD (EURUSD) | 0% | 0% | 0.14% | 4/9/2025 |
 Nickel (Non Expiry) (Nickel) | 0% | 0% | 0.07% | 11/18/2022 |
 IBM (IBM) | 0% | 0% | 0.36% | 6/27/2023 |
 Coronado (CRN.ASX) | 0% | 0% | 0.07% | 7/29/2025 |
 Robinhood Markets Inc. (HOOD) | 0% | 0% | 0.07% | 11/7/2025 |
 Lockheed Martin (LMT) | 0% | 0% | 0.07% | 12/19/2023 |
 Walmart (WMT) | 0% | 0% | 0.36% | 11/21/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 0.07% | 9/23/2025 |
 Kimberly-Clark (KMB) | 0% | 0% | 0.07% | 11/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.06% | 12.3% |
| SPDR S&P 500 ETF (SPY) | 9.43% | 9.75% |
| Microsoft (MSFT) | 7.43% | 9.49% |
| Schwab US Dividend Equity ETF (SCHD) | 9.44% | 8.27% |
| Apple (AAPL) | 6.49% | 8.15% |
| Realty Income (O) | 9.48% | 6.65% |
| JPMorgan (JPM) | 4.25% | 6.19% |
| EOG Resources (EOG) | 7.35% | 6.05% |
| Bank of America (BAC) | 5.62% | 5.8% |
| Alphabet (GOOG) | 3.99% | 5.25% |
| Coca-Cola (KO) | 5.65% | 4.66% |
| McDonald's (MCD) | 5.37% | 4.42% |
| Amazon (AMZN) | 3.89% | 4.13% |
| Procter & Gamble (PG) | 3.97% | 3.56% |
| NVIDIA (NVDA) | 2.45% | 2.06% |
| Invesco QQQ (QQQ) | 1.74% | 1.58% |
| Johnson & Johnson (JNJ) | 2.21% | 1.54% |