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Portfolio Diversification
Range
Most Diversified
15 instruments
April 29, 2025
Least Diversified
0 instruments
April 4, 2026
Average
14.8 instruments
Most Consistent Holdings
Top 5
GOOG98.93%
MSFT98.93%
PG98.93%
UNH98.93%
NKE98.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 29, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 10.95% | 13.22% | 98.93% | - |
 NVIDIA (NVDA) | 8.04% | 9.17% | 98.5% | - |
 Apple (AAPL) | 7.82% | 8.93% | 98.71% | - |
 Meta (META) | 7.76% | 6.44% | 98.5% | - |
 Tesla (TSLA) | 7.75% | 6.04% | 98.5% | - |
| Microsoft (MSFT) | 7.55% | 7.66% | 98.93% | - |
 Amazon (AMZN) | 6.88% | 7.64% | 98.71% | - |
 Johnson & Johnson (JNJ) | 6.28% | 7.41% | 98.71% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 6% | 6.33% | 98.71% | - |
 Disney (DIS) | 5.78% | 5.18% | 98.71% | - |
 PepsiCo (PEP) | 5.23% | 4.62% | 98.93% | - |
| Nike (NKE) | 5.06% | 3.28% | 98.93% | - |
 Visa (V) | 4.84% | 4.9% | 98.93% | - |
| Procter & Gamble (PG) | 4.54% | 4.04% | 98.93% | - |
| UnitedHealth (UNH) | 3.85% | 4.33% | 98.93% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.96% | 12.04% |
| Tesla (TSLA) | 6.96% | 8.78% |
| NVIDIA (NVDA) | 5.97% | 8.08% |
| Apple (AAPL) | 7.96% | 8.05% |
| Microsoft (MSFT) | 7.96% | 7.69% |
| Meta (META) | 7.96% | 7.47% |
| Amazon (AMZN) | 6.96% | 6.71% |
| Johnson & Johnson (JNJ) | 5.97% | 6.18% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 5.97% | 6.04% |
| Disney (DIS) | 5.97% | 5.84% |
| Nike (NKE) | 5.97% | 5.15% |
| PepsiCo (PEP) | 5.97% | 4.97% |
| Visa (V) | 5.97% | 4.83% |
| Procter & Gamble (PG) | 5.97% | 4.11% |
| UnitedHealth (UNH) | 5.97% | 3.67% |
Cash & Instruments Over Time
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