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Portfolio Diversification
Range
Most Diversified
20 instruments
May 6, 2025
Least Diversified
15 instruments
December 3, 2025
Average
20 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
AMZN100%
BAC100%
KO100%
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) | 7.55% | 7.92% | 99.67% | - |
 NVIDIA (NVDA) | 6.39% | 6.49% | 100% | - |
 Oracle (ORCL) | 6.1% | 4.25% | 100% | - |
 Goldman Sachs (GS) | 5.81% | 6.08% | 100% | - |
| Bank of America (BAC) | 5.17% | 4.94% | 100% | - |
 Johnson & Johnson (JNJ) | 5.06% | 6.42% | 99.67% | - |
| Amazon (AMZN) | 5.02% | 4.73% | 100% | - |
| Apple (AAPL) | 5.02% | 5.28% | 100% | - |
 JPMorgan (JPM) | 4.98% | 4.78% | 99.67% | - |
 BlackRock (BLK) | 4.9% | 4.28% | 100% | - |
 Charles Schwab (SCHW) | 4.82% | 4.79% | 100% | - |
| Microsoft (MSFT) | 4.68% | 3.9% | 100% | - |
 PepsiCo (PEP) | 4.59% | 5% | 100% | - |
 Starbucks (SBUX) | 4.49% | 4.92% | 100% | - |
 Eli Lilly (LLY) | 4.49% | 5.02% | 100% | - |
 Home Depot (HD) | 4.38% | 4.11% | 99.67% | - |
 Pfizer (PFE) | 4.35% | 4.64% | 99.67% | - |
| Coca-Cola (KO) | 4.2% | 4.49% | 100% | - |
 Procter & Gamble (PG) | 4.08% | 3.99% | 100% | - |
 UnitedHealth (UNH) | 3.33% | 2.96% | 100% | - |
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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