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Portfolio Diversification
Range
Most Diversified
26 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
25.5 instruments
Most Consistent Holdings
Top 5
AAPL98.42%
MSFT98.42%
AMZN98.42%
BAC98.42%
HD98.42%
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) | 6.54% | 7.36% | 97.52% | - |
 NVIDIA (NVDA) | 6.4% | 6.9% | 98.42% | - |
 Oracle (ORCL) | 5.45% | 3.1% | 98.42% | - |
 Johnson & Johnson (JNJ) | 5.23% | 6.08% | 98.42% | - |
| Apple (AAPL) | 5.13% | 6.03% | 98.42% | - |
| Amazon (AMZN) | 4.92% | 4.77% | 98.42% | - |
 JPMorgan (JPM) | 4.81% | 5.09% | 98.42% | - |
 Goldman Sachs (GS) | 4.7% | 5.73% | 98.42% | - |
 Caterpillar (CAT) | 4.4% | 6.05% | 97.52% | - |
| Microsoft (MSFT) | 4.27% | 3.29% | 98.42% | - |
| Bank of America (BAC) | 3.98% | 4.41% | 98.42% | - |
 Charles Schwab (SCHW) | 3.64% | 3.54% | 98.42% | - |
 PepsiCo (PEP) | 3.55% | 3.02% | 98.42% | - |
 Deere (DE) | 3.48% | 3.71% | 97.52% | - |
 Coca-Cola (KO) | 3.31% | 3.4% | 98.42% | - |
 Procter & Gamble (PG) | 3.08% | 2.76% | 98.42% | - |
 Merck (MRK) | 2.87% | 3.4% | 97.52% | - |
 BlackRock (BLK) | 2.76% | 2.5% | 98.42% | - |
 UnitedHealth (UNH) | 2.63% | 3.15% | 98.42% | - |
 Nike (NKE) | 2.56% | 1.61% | 98.42% | - |
 Pfizer (PFE) | 2.54% | 2.28% | 98.42% | - |
 UPS (UPS) | 2.5% | 2.65% | 98.42% | - |
| Home Depot (HD) | 2.43% | 2.03% | 98.42% | - |
 Costco (COST) | 2.32% | 2.03% | 98.42% | - |
 Tesla (TSLA) | 2.27% | 1.92% | 98.42% | - |
 Starbucks (SBUX) | 1.79% | 1.84% | 97.97% | - |
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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