Portfolio Diversification
Range
Most Diversified
20 instruments
November 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.9 instruments
Most Consistent Holdings
Top 5
SPY97.72%
MCD79.56%
KO77.19%
JPM75%
O75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 CPHequities | 14.74% | 0% | 26.64% | 11/3/2022 |
| SPDR S&P 500 ETF (SPY) | 10.96% | 0% | 97.72% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 8.03% | 0% | 73.27% | 2/1/2025 |
 Microsoft (MSFT) | 7.27% | 0% | 73.27% | 2/1/2025 |
| Realty Income (O) | 5.88% | 0% | 75% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 5.85% | 0% | 74% | 2/1/2025 |
 Tesla (TSLA) | 5.69% | 0% | 23.08% | 12/14/2023 |
 Alphabet (GOOG) | 5.37% | 0% | 73.27% | 2/1/2025 |
 Apple (AAPL) | 5.24% | 0% | 73.27% | 2/1/2025 |
| McDonald's (MCD) | 5.16% | 0% | 79.56% | 2/1/2025 |
 EOG Resources (EOG) | 4.1% | 0% | 62.77% | 2/1/2025 |
| Coca-Cola (KO) | 4.02% | 0% | 77.19% | 2/1/2025 |
 Bank of America (BAC) | 3.93% | 0% | 72.9% | 2/1/2025 |
| JPMorgan (JPM) | 3.85% | 0% | 75% | 2/1/2025 |
 Procter & Gamble (PG) | 2.14% | 0% | 74.91% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.93% | 0% | 73.27% | 2/1/2025 |
 Sea (SE) | 1.39% | 0% | 18.25% | 11/16/2022 |
 Amazon (AMZN) | 1.21% | 0% | 35.68% | 2/1/2025 |
 Alibaba (BABA) | 0.85% | 0% | 19.89% | 11/18/2022 |
 Invesco QQQ (QQQ) | 0.47% | 0% | 32.3% | 2/1/2025 |
 NVIDIA (NVDA) | 0.42% | 0% | 21.44% | 2/1/2025 |
 Fortinet (FTNT) | 0.24% | 0% | 13.5% | 1/3/2024 |
 Altria (MO) | 0.23% | 0% | 10.49% | 9/15/2023 |
 Medifast (MED.US) | 0.22% | 0% | 7.03% | 5/25/2023 |
 Chevron (CVX) | 0.11% | 0% | 18.98% | 5/22/2023 |
 ApeCoin (APE) | 0.06% | 0% | 1.19% | 5/11/2022 |
 HF Sinclair (DINO) | 0.02% | 0% | 1.46% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 0.91% | 3/8/2024 |
 CVS Health (CVS) | 0.01% | 0% | 1.46% | 2/1/2025 |
 USD/MXN (USDMXN) | 0.01% | 0% | 0.64% | 1/24/2024 |
 CAD/CHF (CADCHF) | 0% | 0% | 0.91% | 11/30/2023 |
 Uber (UBER) | 0% | 0% | 0.55% | 10/26/2023 |
 Bayer (BAYN.DE) | 0% | 0% | 0.36% | 11/21/2022 |
 USD/CZK (USDCZK) | 0% | 0% | 0.27% | 12/12/2023 |
 Meta (META) | 0% | 0% | 0.55% | 2/21/2024 |
 USD/TRY (USDTRY) | 0% | 0% | 0.55% | 12/7/2023 |
 Nickel (Non Expiry) (Nickel) | 0% | 0% | 0.09% | 11/18/2022 |
 IBM (IBM) | 0% | 0% | 0.46% | 6/27/2023 |
 Lockheed Martin (LMT) | 0% | 0% | 0.09% | 12/19/2023 |
 Walmart (WMT) | 0% | 0% | 0.46% | 11/21/2022 |
 EUR/USD (EURUSD) | 0% | 0% | 0.09% | 1/17/2024 |
 Kimberly-Clark (KMB) | 0% | 0% | 0.09% | 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% |