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Portfolio Diversification
Range
Most Diversified
21 instruments
January 27, 2026
Least Diversified
0 instruments
January 1, 2024
Average
3.1 instruments
Most Consistent Holdings
Top 5
CVS15.37%
MSFT15.37%
DVN15.37%
KO15.37%
T15.37%
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 |
|---|---|---|---|---|
 Apple (AAPL) | 0.94% | 5.72% | 15.37% | - |
 Bank of America (BAC) | 0.92% | 5.26% | 15.37% | - |
 3M (MMM) | 0.87% | 5.15% | 15.37% | - |
 Suncor (SU) | 0.87% | 6.46% | 15.37% | - |
| Microsoft (MSFT) | 0.84% | 4.76% | 15.37% | - |
 Johnson & Johnson (JNJ) | 0.81% | 5.74% | 15.37% | - |
| AT&T (T) | 0.81% | 5.76% | 15.37% | - |
 Visa (V) | 0.81% | 4.89% | 15.37% | - |
 Mastercard (MA) | 0.8% | 4.87% | 15.37% | - |
 Rio Tinto (RIO) | 0.79% | 5.42% | 15.37% | - |
 Lowe's (LOW) | 0.72% | 4.55% | 15.37% | - |
| Coca-Cola (KO) | 0.7% | 4.75% | 15.37% | - |
 Home Depot (HD) | 0.69% | 4.32% | 15.37% | - |
| CVS Health (CVS) | 0.69% | 4.38% | 15.37% | - |
 Verizon (VZ) | 0.67% | 5.16% | 15.37% | - |
 Realty Income (O) | 0.64% | 4.45% | 15.37% | - |
 Procter & Gamble (PG) | 0.62% | 4.09% | 15.37% | - |
 Intel (INTC) | 0.61% | 0% | 10.33% | 1/26/2026 |
| Devon Energy (DVN) | 0.54% | 4.08% | 15.37% | - |
 Target (TGT) | 0.49% | 3.79% | 15.37% | - |
 PepsiCo (PEP) | 0.15% | 2.9% | 5.04% | - |
 McDonald's (MCD) | 0.15% | 2.98% | 5.04% | - |
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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