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Portfolio Diversification
Range
Most Diversified
21 instruments
January 27, 2026
Least Diversified
0 instruments
January 1, 2024
Average
4 instruments
Most Consistent Holdings
Top 5
CVS19.67%
MSFT19.67%
DVN19.67%
KO19.67%
T19.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Suncor (SU) | 1.19% | 6.9% | 19.67% | - |
 Apple (AAPL) | 1.19% | 5.96% | 19.67% | - |
 Bank of America (BAC) | 1.14% | 5.79% | 19.67% | - |
 3M (MMM) | 1.08% | 5.04% | 19.67% | - |
 Johnson & Johnson (JNJ) | 1.06% | 5.46% | 19.67% | - |
| AT&T (T) | 1.05% | 5.2% | 19.67% | - |
 Rio Tinto (RIO) | 1.03% | 5.94% | 19.67% | - |
| Microsoft (MSFT) | 1.03% | 4.84% | 19.67% | - |
 Visa (V) | 1.01% | 4.81% | 19.67% | - |
 Mastercard (MA) | 1% | 4.79% | 19.67% | - |
| Coca-Cola (KO) | 0.91% | 4.62% | 19.67% | - |
 Lowe's (LOW) | 0.9% | 4.55% | 19.67% | - |
 Verizon (VZ) | 0.89% | 4.66% | 19.67% | - |
| CVS Health (CVS) | 0.87% | 4.28% | 19.67% | - |
 Home Depot (HD) | 0.86% | 4.18% | 19.67% | - |
 Realty Income (O) | 0.83% | 4.43% | 19.67% | - |
 Procter & Gamble (PG) | 0.78% | 3.84% | 19.67% | - |
| Devon Energy (DVN) | 0.74% | 4.06% | 19.67% | - |
 Target (TGT) | 0.66% | 4.07% | 19.67% | - |
 Intel (INTC) | 0.58% | 0% | 9.77% | 1/26/2026 |
 McDonald's (MCD) | 0.28% | 2.81% | 9.89% | - |
 PepsiCo (PEP) | 0.28% | 2.87% | 9.89% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 5.09% | 6.42% |
| Bank of America (BAC) | 4.98% | 6.32% |
| Microsoft (MSFT) | 5.09% | 5.95% |
| Visa (V) | 5.09% | 5.72% |
| 3M (MMM) | 4.98% | 5.71% |
| Mastercard (MA) | 5.09% | 5.63% |
| Intel (INTC) | 4.98% | 5.56% |
| Suncor (SU) | 4.98% | 5.37% |
| AT&T (T) | 4.98% | 5.3% |
| Johnson & Johnson (JNJ) | 4.87% | 5.25% |
| Rio Tinto (RIO) | 4.98% | 5.12% |
| CVS Health (CVS) | 4.87% | 4.69% |
| Lowe's (LOW) | 4.98% | 4.6% |
| Coca-Cola (KO) | 4.87% | 4.55% |
| Home Depot (HD) | 5.09% | 4.38% |
| Verizon (VZ) | 4.98% | 4.35% |
| Realty Income (O) | 4.87% | 4.08% |
| Procter & Gamble (PG) | 5.09% | 4.01% |
| Devon Energy (DVN) | 4.87% | 3.52% |
| Target (TGT) | 4.87% | 3.19% |
Cash & Instruments Over Time
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