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Portfolio Diversification
Range
Most Diversified
20 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
19.7 instruments
Most Consistent Holdings
Top 5
MSFT98.7%
KO98.7%
PG98.7%
NVDA98.7%
SBUX98.7%
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 |
|---|---|---|---|---|
 AMD (AMD) | 10.6% | 17.12% | 97.95% | - |
| NVIDIA (NVDA) | 6.33% | 6.2% | 98.7% | - |
 Goldman Sachs (GS) | 5.85% | 5.22% | 98.7% | - |
 Johnson & Johnson (JNJ) | 5.21% | 5.68% | 97.95% | - |
 Apple (AAPL) | 5.03% | 5.74% | 98.32% | - |
 Oracle (ORCL) | 5.03% | 2.82% | 98.51% | - |
 Bank of America (BAC) | 4.93% | 4.14% | 98.32% | - |
 Amazon (AMZN) | 4.8% | 4.43% | 98.32% | - |
 JPMorgan (JPM) | 4.72% | 4.42% | 97.95% | - |
 Eli Lilly (LLY) | 4.52% | 5.21% | 98.7% | - |
 Charles Schwab (SCHW) | 4.48% | 3.67% | 98.7% | - |
 BlackRock (BLK) | 4.46% | 4.03% | 98.7% | - |
| Starbucks (SBUX) | 4.33% | 4.04% | 98.7% | - |
 PepsiCo (PEP) | 4.22% | 3.43% | 98.51% | - |
| Microsoft (MSFT) | 4.15% | 4.03% | 98.7% | - |
| Coca-Cola (KO) | 4.11% | 4.35% | 98.7% | - |
 Pfizer (PFE) | 4.09% | 4.16% | 97.95% | - |
 Home Depot (HD) | 3.81% | 2.96% | 97.95% | - |
| Procter & Gamble (PG) | 3.68% | 3.37% | 98.7% | - |
 UnitedHealth (UNH) | 3.26% | 3.48% | 98.51% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 4.95% | 8.51% |
| NVIDIA (NVDA) | 4.95% | 6.58% |
| Goldman Sachs (GS) | 4.95% | 6.28% |
| Bank of America (BAC) | 4.95% | 5.4% |
| Apple (AAPL) | 4.95% | 5.39% |
| Johnson & Johnson (JNJ) | 4.95% | 5.34% |
| Eli Lilly (LLY) | 4.95% | 5.26% |
| Oracle (ORCL) | 4.95% | 5.23% |
| JPMorgan (JPM) | 4.95% | 5.15% |
| Amazon (AMZN) | 4.95% | 4.94% |
| Charles Schwab (SCHW) | 4.95% | 4.85% |
| BlackRock (BLK) | 4.95% | 4.63% |
| Microsoft (MSFT) | 4.95% | 4.46% |
| PepsiCo (PEP) | 4.95% | 4.34% |
| Pfizer (PFE) | 4.95% | 4.13% |
| Starbucks (SBUX) | 4.95% | 4.05% |
| Coca-Cola (KO) | 4.95% | 3.93% |
| Home Depot (HD) | 4.95% | 3.82% |
| Procter & Gamble (PG) | 4.95% | 3.59% |
| UnitedHealth (UNH) | 4.95% | 3.3% |
Cash & Instruments Over Time
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