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Portfolio Diversification
Range
Most Diversified
20 instruments
November 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.9 instruments
Most Consistent Holdings
Top 5
SPY88.01%
KO83.89%
JPM82.39%
AAPL81.2%
GOOG81.2%
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 | 10.09% | 0% | 18.24% | 11/3/2022 |
| State Street SPDR S&P 500 ETF (SPY) | 9.23% | 0% | 88.01% | 1/8/2026 |
 Berkshire Hathaway (BRK.B) | 8.27% | 0% | 77.64% | 4/22/2026 |
 Microsoft (MSFT) | 7.96% | 0% | 81.2% | 6/21/2026 |
| Alphabet (GOOG) | 6.43% | 0% | 81.2% | 6/21/2026 |
| Apple (AAPL) | 6.26% | 0% | 81.2% | 6/21/2026 |
| JPMorgan (JPM) | 5.25% | 0% | 82.39% | 6/21/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 5.02% | 0% | 66.58% | 10/15/2025 |
 Realty Income (O) | 4.55% | 0% | 61.15% | 7/9/2025 |
| Coca-Cola (KO) | 4.22% | 0% | 83.89% | 6/21/2026 |
 Tesla (TSLA) | 3.9% | 0% | 15.87% | 6/6/2025 |
 Bank of America (BAC) | 3.63% | 0% | 72.83% | 2/6/2026 |
 McDonald's (MCD) | 3.57% | 0% | 56.09% | 2/28/2025 |
 EOG Resources (EOG) | 3.5% | 0% | 55.28% | 8/18/2025 |
 Amazon (AMZN) | 2.91% | 0% | 55.47% | 6/21/2026 |
 NVIDIA (NVDA) | 2.19% | 0% | 45.72% | 6/21/2026 |
 Procter & Gamble (PG) | 1.94% | 0% | 65.52% | 11/17/2025 |
 Johnson & Johnson (JNJ) | 1.45% | 0% | 58.15% | 6/10/2025 |
 HF Sinclair (DINO) | 1.33% | 0% | 32.04% | 6/21/2026 |
 ASML (ASML.NV) | 1.14% | 0% | 17.3% | 6/21/2026 |
 Sea (SE) | 0.95% | 0% | 12.49% | 11/16/2022 |
 Pfizer (PFE) | 0.71% | 0% | 11.62% | 5/18/2026 |
 Meta (META) | 0.64% | 0% | 13.55% | 6/21/2026 |
 Alibaba (BABA) | 0.58% | 0% | 13.62% | 11/18/2022 |
 FedEx (FDX) | 0.5% | 0% | 16.36% | 5/29/2026 |
 Invesco QQQ (QQQ) | 0.39% | 0% | 26.11% | 4/7/2025 |
 Netflix (NFLX) | 0.33% | 0% | 9.12% | 6/21/2026 |
 Iris Energy (IREN) | 0.3% | 0% | 8.12% | 6/21/2026 |
 UnitedHealth (UNH) | 0.27% | 0% | 5.18% | 11/7/2025 |
 CVS Health (CVS) | 0.24% | 0% | 14.62% | 9/8/2025 |
 Lam Research (LRCX) | 0.17% | 0% | 6.37% | 6/21/2026 |
 Fortinet (FTNT) | 0.17% | 0% | 9.24% | 1/3/2024 |
 Altria (MO) | 0.16% | 0% | 7.18% | 9/15/2023 |
 Medifast (MED.US) | 0.15% | 0% | 4.81% | 5/25/2023 |
 BlackRock (BLK) | 0.11% | 0% | 4.81% | 9/3/2025 |
 Nebius Group NV (NBIS) | 0.08% | 0% | 2.06% | 6/21/2026 |
 Chevron (CVX.US) | 0.08% | 0% | 12.99% | 5/22/2023 |
 ServiceNow (NOW) | 0.04% | 0% | 2.06% | 6/21/2026 |
 ApeCoin (APE) | 0.04% | 0% | 0.81% | 5/11/2022 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.04% | 0% | 4.18% | 6/13/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.03% | 0% | 4.31% | 6/21/2026 |
 SoFi (SOFI) | 0.02% | 0% | 2.37% | 6/21/2026 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 0.62% | 3/8/2024 |
 Micron (MU) | 0.01% | 0% | 0.56% | 7/17/2025 |
 Salesforce (CRM) | 0.01% | 0% | 1.25% | 2/10/2026 |
 Oklo (OKLO) | 0.01% | 0% | 0.5% | 5/18/2026 |
 USD/MXN (USDMXN) | 0% | 0% | 0.44% | 1/24/2024 |
 CAD/CHF (CADCHF) | 0% | 0% | 0.62% | 11/30/2023 |
 Uber (UBER) | 0% | 0% | 0.37% | 10/26/2023 |
 Bayer (BAYN.DE) | 0% | 0% | 0.25% | 11/21/2022 |
 USD/CZK (USDCZK) | 0% | 0% | 0.19% | 12/12/2023 |
 Novo-Nordisk (NVO) | 0% | 0% | 0.06% | 11/5/2025 |
 USD/TRY (USDTRY) | 0% | 0% | 0.37% | 12/7/2023 |
 EUR/USD (EURUSD) | 0% | 0% | 0.12% | 4/9/2025 |
 Nickel (Non Expiry) (Nickel) | 0% | 0% | 0.06% | 11/18/2022 |
 Palantir (PLTR) | 0% | 0% | 0.06% | 4/23/2026 |
 IBM (IBM) | 0% | 0% | 0.31% | 6/27/2023 |
 Coronado (CRN.ASX) | 0% | 0% | 0.06% | 7/29/2025 |
 Robinhood Markets Inc. (HOOD) | 0% | 0% | 0.06% | 11/7/2025 |
 Lockheed Martin (LMT) | 0% | 0% | 0.06% | 12/19/2023 |
 Kraft Heinz (KHC) | 0% | 0% | 0.37% | 6/21/2026 |
 Walmart (WMT) | 0% | 0% | 0.31% | 11/21/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 0.06% | 9/23/2025 |
 Kimberly-Clark (KMB) | 0% | 0% | 0.06% | 11/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.99% | 12.16% |
| Apple (AAPL) | 8.95% | 10.12% |
| JPMorgan (JPM) | 7.84% | 10.01% |
| Microsoft (MSFT) | 9.08% | 9.7% |
| Berkshire Hathaway (BRK.B) | 7.63% | 8.24% |
| Amazon (AMZN) | 9.07% | 7.52% |
| NVIDIA (NVDA) | 7.93% | 6.81% |
| Pfizer (PFE) | 8.25% | 6.16% |
| ASML (ASML.NV) | 6.62% | 6.13% |
| Coca-Cola (KO) | 5.35% | 4.53% |
| HF Sinclair (DINO) | 4.86% | 4.49% |
| Bank of America (BAC) | 3.54% | 4.05% |
| FedEx (FDX) | 4.22% | 3.63% |
| Meta (META) | 3.98% | 3.23% |
| State Street SPDR S&P 500 ETF (SPY) | 3.48% | 3.04% |
Cash & Instruments Over Time
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