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Portfolio Diversification
Range
Most Diversified
26 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
25.6 instruments
Most Consistent Holdings
Top 5
AAPL98.41%
MSFT98.41%
AMZN98.41%
BAC98.41%
HD98.41%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 6, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 6.63% | 7.51% | 97.61% | - |
 NVIDIA (NVDA) | 6.45% | 7.13% | 98.41% | - |
 Johnson & Johnson (JNJ) | 5.33% | 6.32% | 98.41% | - |
 Oracle (ORCL) | 5.21% | 3.58% | 98.41% | - |
| Apple (AAPL) | 5.19% | 6.14% | 98.41% | - |
| Amazon (AMZN) | 4.92% | 4.93% | 98.41% | - |
 JPMorgan (JPM) | 4.83% | 5.02% | 98.41% | - |
 Goldman Sachs (GS) | 4.76% | 4.85% | 98.41% | - |
 Caterpillar (CAT) | 4.52% | 5.42% | 97.61% | - |
| Microsoft (MSFT) | 4.22% | 4.12% | 98.41% | - |
| Bank of America (BAC) | 4.01% | 4.06% | 98.41% | - |
 Charles Schwab (SCHW) | 3.65% | 3.67% | 98.41% | - |
 Deere (DE) | 3.51% | 4.12% | 97.61% | - |
 PepsiCo (PEP) | 3.48% | 2.85% | 98.41% | - |
 Coca-Cola (KO) | 3.33% | 3.59% | 98.41% | - |
 Procter & Gamble (PG) | 3.03% | 2.67% | 98.41% | - |
 Merck (MRK) | 2.96% | 3.87% | 97.61% | - |
 BlackRock (BLK) | 2.73% | 2.5% | 98.41% | - |
 UnitedHealth (UNH) | 2.65% | 2.72% | 98.41% | - |
 Pfizer (PFE) | 2.52% | 2.49% | 98.41% | - |
 UPS (UPS) | 2.48% | 2.25% | 98.41% | - |
 Nike (NKE) | 2.43% | 1.34% | 98.41% | - |
| Home Depot (HD) | 2.38% | 1.81% | 98.41% | - |
 Costco (COST) | 2.28% | 1.94% | 98.41% | - |
 Tesla (TSLA) | 2.21% | 1.92% | 98.41% | - |
 Starbucks (SBUX) | 1.79% | 1.68% | 98.01% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.95% | 7.55% |
| NVIDIA (NVDA) | 4.95% | 6.6% |
| Apple (AAPL) | 4.95% | 5.47% |
| Johnson & Johnson (JNJ) | 4.95% | 5.34% |
| Oracle (ORCL) | 4.95% | 5.2% |
| JPMorgan (JPM) | 4.95% | 5.11% |
| Goldman Sachs (GS) | 3.96% | 4.98% |
| Amazon (AMZN) | 4.95% | 4.94% |
| Microsoft (MSFT) | 4.95% | 4.45% |
| Bank of America (BAC) | 3.96% | 4.27% |
| Caterpillar (CAT) | 2.97% | 4.24% |
| Charles Schwab (SCHW) | 3.96% | 3.85% |
| PepsiCo (PEP) | 3.96% | 3.47% |
| Coca-Cola (KO) | 3.96% | 3.14% |
| Deere (DE) | 3.96% | 3.09% |
| Merck (MRK) | 2.97% | 3.06% |
| Procter & Gamble (PG) | 3.96% | 2.88% |
| BlackRock (BLK) | 2.97% | 2.77% |
| Nike (NKE) | 2.97% | 2.65% |
| UnitedHealth (UNH) | 3.96% | 2.62% |
| Tesla (TSLA) | 1.98% | 2.61% |
| UPS (UPS) | 2.97% | 2.48% |
| Pfizer (PFE) | 2.97% | 2.48% |
| Home Depot (HD) | 2.97% | 2.28% |
| Costco (COST) | 2.97% | 2.06% |
| Starbucks (SBUX) | 1.98% | 1.63% |
Cash & Instruments Over Time
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