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Portfolio Diversification
Range
Most Diversified
20 instruments
November 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.8 instruments
Most Consistent Holdings
Top 5
SPY96.57%
KO82.73%
JPM81.08%
AAPL79.78%
GOOG79.78%
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 | 11.07% | 0% | 20.01% | 11/3/2022 |
| SPDR S&P 500 ETF (SPY) | 10.13% | 0% | 96.57% | 1/8/2026 |
 Berkshire Hathaway (BRK.B) | 8.76% | 7.39% | 79.78% | - |
 Microsoft (MSFT) | 7.96% | 9.35% | 79.78% | - |
| Apple (AAPL) | 6.08% | 8.61% | 79.78% | - |
| Alphabet (GOOG) | 6% | 12.7% | 79.78% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.51% | 0% | 73.06% | 10/15/2025 |
 Realty Income (O) | 5% | 0% | 67.1% | 7/9/2025 |
| JPMorgan (JPM) | 4.91% | 9.2% | 81.08% | - |
 Tesla (TSLA) | 4.28% | 0% | 17.41% | 6/6/2025 |
| Coca-Cola (KO) | 4.2% | 4.7% | 82.73% | - |
 Bank of America (BAC) | 3.98% | 2.65% | 79.51% | - |
 McDonald's (MCD) | 3.92% | 0% | 61.55% | 2/28/2025 |
 EOG Resources (EOG) | 3.85% | 0% | 60.66% | 8/18/2025 |
 Amazon (AMZN) | 2.43% | 7% | 51.54% | - |
 Procter & Gamble (PG) | 2.13% | 0% | 71.9% | 11/17/2025 |
 NVIDIA (NVDA) | 1.74% | 6.77% | 40.85% | - |
 Johnson & Johnson (JNJ) | 1.59% | 0% | 63.81% | 6/10/2025 |
 Sea (SE) | 1.04% | 0% | 13.71% | 11/16/2022 |
 HF Sinclair (DINO) | 0.93% | 5.03% | 25.84% | - |
 Alibaba (BABA) | 0.64% | 0% | 14.94% | 11/18/2022 |
 ASML (ASML.NV) | 0.55% | 7.84% | 9.73% | - |
 Invesco QQQ (QQQ) | 0.42% | 0% | 28.65% | 4/7/2025 |
 Pfizer (PFE) | 0.35% | 6.4% | 5.76% | - |
 UnitedHealth (UNH) | 0.3% | 0% | 5.69% | 11/7/2025 |
 CVS Health (CVS) | 0.27% | 0% | 16.04% | 9/8/2025 |
 FedEx (FDX) | 0.24% | 3.91% | 10.14% | - |
 Meta (META) | 0.21% | 6.71% | 5.55% | - |
 Fortinet (FTNT) | 0.18% | 0% | 10.14% | 1/3/2024 |
 Altria (MO) | 0.17% | 0% | 7.88% | 9/15/2023 |
 Medifast (MED.US) | 0.16% | 0% | 5.28% | 5/25/2023 |
 BlackRock (BLK) | 0.12% | 0% | 5.28% | 9/3/2025 |
 Chevron (CVX) | 0.09% | 0% | 14.26% | 5/22/2023 |
 ApeCoin (APE) | 0.05% | 0% | 0.89% | 5/11/2022 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.04% | 0% | 4.59% | 6/13/2025 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 0.69% | 3/8/2024 |
 Micron (MU) | 0.01% | 0% | 0.62% | 7/17/2025 |
 Netflix (NFLX) | 0.01% | 1.16% | 0.69% | - |
 USD/MXN (USDMXN) | 0% | 0% | 0.48% | 1/24/2024 |
 Salesforce (CRM) | 0% | 0.49% | 0.69% | - |
 CAD/CHF (CADCHF) | 0% | 0% | 0.69% | 11/30/2023 |
 Uber (UBER) | 0% | 0% | 0.41% | 10/26/2023 |
 Bayer (BAYN.DE) | 0% | 0% | 0.27% | 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% | 0.41% | 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% | 0.34% | 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% | 0.34% | 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
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% |
| SPDR S&P 500 ETF (SPY) | 3.48% | 3.04% |
Cash & Instruments Over Time
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