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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
AAPL98.74%
MSFT98.74%
AMZN98.74%
BAC98.74%
HD98.74%
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) | 6.43% | 8.14% | 97.73% | - |
 NVIDIA (NVDA) | 6.41% | 6.72% | 98.74% | - |
 Oracle (ORCL) | 5.65% | 5.27% | 98.74% | - |
 Johnson & Johnson (JNJ) | 5.18% | 5.56% | 98.74% | - |
| Apple (AAPL) | 5.09% | 5.73% | 98.74% | - |
| Amazon (AMZN) | 4.96% | 4.88% | 98.74% | - |
 JPMorgan (JPM) | 4.83% | 4.59% | 98.74% | - |
 Goldman Sachs (GS) | 4.63% | 5.45% | 98.74% | - |
| Microsoft (MSFT) | 4.4% | 3.55% | 98.74% | - |
 Caterpillar (CAT) | 4.18% | 6.18% | 97.73% | - |
| Bank of America (BAC) | 3.98% | 3.86% | 98.74% | - |
 Charles Schwab (SCHW) | 3.69% | 3.16% | 98.74% | - |
 PepsiCo (PEP) | 3.61% | 3.17% | 98.74% | - |
 Deere (DE) | 3.48% | 3.58% | 97.73% | - |
 Coca-Cola (KO) | 3.32% | 3.3% | 98.74% | - |
 Procter & Gamble (PG) | 3.14% | 2.72% | 98.74% | - |
 Merck (MRK) | 2.84% | 3.25% | 97.73% | - |
 BlackRock (BLK) | 2.81% | 2.38% | 98.74% | - |
 Nike (NKE) | 2.67% | 1.65% | 98.74% | - |
 UnitedHealth (UNH) | 2.59% | 2.94% | 98.74% | - |
 Pfizer (PFE) | 2.58% | 2.4% | 98.74% | - |
 UPS (UPS) | 2.51% | 2.51% | 98.74% | - |
| Home Depot (HD) | 2.49% | 1.91% | 98.74% | - |
 Costco (COST) | 2.36% | 2.14% | 98.74% | - |
 Tesla (TSLA) | 2.3% | 2.1% | 98.74% | - |
 Starbucks (SBUX) | 1.79% | 1.71% | 98.24% | - |
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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