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
SPY98.09%
KO80.95%
JPM79.12%
PG79.04%
SCHD78.28%
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 | 12.31% | 0% | 22.26% | 11/3/2022 |
| SPDR S&P 500 ETF (SPY) | 10.69% | 9.25% | 98.09% | - |
 Berkshire Hathaway (BRK.B) | 8.75% | 11.14% | 77.67% | - |
 Microsoft (MSFT) | 7.77% | 9.67% | 77.67% | - |
| Schwab US Dividend Equity ETF (SCHD) | 6.03% | 3.48% | 78.28% | - |
 Apple (AAPL) | 5.67% | 9.4% | 77.67% | - |
 Realty Income (O) | 5.56% | 0% | 74.62% | 7/9/2025 |
 Alphabet (GOOG) | 5.46% | 9.2% | 77.67% | - |
 Tesla (TSLA) | 4.76% | 0% | 19.36% | 6/6/2025 |
| JPMorgan (JPM) | 4.45% | 8.51% | 79.12% | - |
 McDonald's (MCD) | 4.35% | 0% | 68.45% | 2/28/2025 |
 EOG Resources (EOG) | 4.28% | 0% | 67.45% | 8/18/2025 |
| Coca-Cola (KO) | 4.18% | 4.53% | 80.95% | - |
 Bank of America (BAC) | 3.98% | 4.31% | 77.36% | - |
| Procter & Gamble (PG) | 2.33% | 3.5% | 79.04% | - |
 Amazon (AMZN) | 1.91% | 6.29% | 46.27% | - |
 Johnson & Johnson (JNJ) | 1.76% | 0% | 70.96% | 6/10/2025 |
 Sea (SE) | 1.16% | 0% | 15.24% | 11/16/2022 |
 NVIDIA (NVDA) | 1.1% | 8.06% | 34.38% | - |
 Alibaba (BABA) | 0.71% | 0% | 16.62% | 11/18/2022 |
 HF Sinclair (DINO) | 0.52% | 4.55% | 17.68% | - |
 Invesco QQQ (QQQ) | 0.47% | 0% | 31.86% | 4/7/2025 |
 CVS Health (CVS) | 0.29% | 1.97% | 17.68% | - |
 Fortinet (FTNT) | 0.2% | 0% | 11.28% | 1/3/2024 |
 Altria (MO) | 0.19% | 0% | 8.77% | 9/15/2023 |
 Medifast (MED.US) | 0.18% | 0% | 5.87% | 5/25/2023 |
 BlackRock (BLK) | 0.14% | 0% | 5.87% | 9/3/2025 |
 Chevron (CVX) | 0.09% | 0% | 15.85% | 5/22/2023 |
 UnitedHealth (UNH) | 0.06% | 5.47% | 1.68% | - |
 ApeCoin (APE) | 0.05% | 0% | 0.99% | 5/11/2022 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.04% | 0% | 5.11% | 6/13/2025 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 0.76% | 3/8/2024 |
 Micron (MU) | 0.01% | 0% | 0.69% | 7/17/2025 |
 USD/MXN (USDMXN) | 0.01% | 0% | 0.53% | 1/24/2024 |
 CAD/CHF (CADCHF) | 0% | 0% | 0.76% | 11/30/2023 |
 Uber (UBER) | 0% | 0% | 0.46% | 10/26/2023 |
 Bayer (BAYN.DE) | 0% | 0% | 0.3% | 11/21/2022 |
 USD/CZK (USDCZK) | 0% | 0% | 0.23% | 12/12/2023 |
 Meta (META) | 0% | 0% | 0.46% | 2/21/2024 |
 USD/TRY (USDTRY) | 0% | 0% | 0.46% | 12/7/2023 |
 EUR/USD (EURUSD) | 0% | 0% | 0.15% | 4/9/2025 |
 FedEx (FDX) | 0% | 0.6% | 0.23% | - |
 Nickel (Non Expiry) (Nickel) | 0% | 0% | 0.08% | 11/18/2022 |
 IBM (IBM) | 0% | 0% | 0.38% | 6/27/2023 |
 Coronado (CRN.ASX) | 0% | 0% | 0.08% | 7/29/2025 |
 Lockheed Martin (LMT) | 0% | 0% | 0.08% | 12/19/2023 |
 Walmart (WMT) | 0% | 0% | 0.38% | 11/21/2022 |
 Kimberly-Clark (KMB) | 0% | 0% | 0.08% | 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% |