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Portfolio Diversification
Range
Most Diversified
25 instruments
June 17, 2025
Least Diversified
0 instruments
February 2, 2025
Average
19.7 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
MSFT99.87%
AMZN99.87%
BA99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 12.4% | 9.47% | 99.87% | - |
| Microsoft (MSFT) | 11.01% | 7.12% | 99.87% | - |
 Vanguard S&P 500 ETF (VOO) | 10.92% | 13.8% | 91.77% | - |
| Alphabet (GOOG) | 9.97% | 11.15% | 99.87% | - |
| Amazon (AMZN) | 8.16% | 6.22% | 99.87% | - |
 Invesco QQQ (QQQ) | 6.25% | 0% | 58.97% | 10/31/2024 |
 NVIDIA (NVDA) | 4.7% | 0% | 37.82% | 8/14/2023 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 3.32% | 22.64% | 20.41% | - |
 Mastercard (MA) | 2.82% | 1.92% | 99.87% | - |
 Visa (V) | 2.76% | 2.48% | 99.6% | - |
 PepsiCo (PEP) | 2.61% | 4.11% | 99.73% | - |
 Maersk (MAERSKB.CO) | 1.91% | 0% | 30.66% | 4/14/2025 |
 Lockheed Martin (LMT) | 1.86% | 1.48% | 99.46% | - |
 Alphabet (GOOGL) | 1.67% | 1.88% | 99.87% | - |
 JPMorgan (JPM) | 1.61% | 1.79% | 99.87% | - |
 Chevron (CVX) | 1.11% | 2.27% | 51.94% | - |
| Boeing (BA) | 0.99% | 0.66% | 99.87% | - |
 Monster Beverage (MNST) | 0.71% | 0.56% | 99.87% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.66% | 0% | 33.33% | 1/8/2024 |
 Acciona (ANA.MC) | 0.59% | 0% | 50.67% | 6/28/2024 |
 Berkshire Hathaway (BRK.B) | 0.55% | 1.4% | 33.87% | - |
 Barclays (BARC.L) | 0.46% | 2.49% | 20.75% | - |
 Intel (INTC) | 0.42% | 0% | 58.77% | 6/28/2024 |
 Rolls-Royce (RR.L) | 0.4% | 1.69% | 27.38% | - |
 ANSYS (ANSS) | 0.39% | 0% | 84% | 7/14/2025 |
 Goldman Sachs (GS) | 0.27% | 0.99% | 27.31% | - |
 Chubb (CB) | 0.24% | 1.45% | 21.08% | - |
 Constellation Brands (STZ) | 0.17% | 0.85% | 23.29% | - |
 Pool Corp. (POOL) | 0.13% | 0.53% | 17.27% | - |
 Bank of America (BAC) | 0.1% | 0.44% | 20.41% | - |
 Coca-Cola (KO) | 0.09% | 0.81% | 12.65% | - |
 Occidental (OXY) | 0.07% | 0.33% | 22.62% | - |
 Svitzer (SVITZR.CO) | 0.06% | 0% | 24.23% | 4/30/2025 |
 Texas Instruments (TXN) | 0% | 0% | 0.47% | 1/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Short-Term Treasury Index Fund (VGSH) | 30.97% | 22.08% |
| Vanguard S&P 500 ETF (VOO) | 12.33% | 13.62% |
| Alphabet (GOOG) | 6.17% | 11.44% |
| Apple (AAPL) | 6.17% | 9.75% |
| Microsoft (MSFT) | 6.17% | 8.21% |
| Amazon (AMZN) | 6.17% | 6.57% |
| PepsiCo (PEP) | 5.33% | 3.6% |
| Barclays (BARC.L) | 2.71% | 2.86% |
| Visa (V) | 2.96% | 2.67% |
| Mastercard (MA) | 1.97% | 2.05% |
| JPMorgan (JPM) | 1.48% | 1.94% |
| Alphabet (GOOGL) | 1.23% | 1.92% |
| Chevron (CVX) | 2.37% | 1.78% |
| Rolls-Royce (RR.L) | 0.99% | 1.5% |
| Berkshire Hathaway (BRK.B) | 1.78% | 1.38% |
| Chubb (CB) | 1.68% | 1.34% |
| Lockheed Martin (LMT) | 1.18% | 1.04% |
| Goldman Sachs (GS) | 0.99% | 1.03% |
| Constellation Brands (STZ) | 1.38% | 0.78% |
| Coca-Cola (KO) | 0.99% | 0.72% |
| Boeing (BA) | 0.99% | 0.61% |
| Pool Corp. (POOL) | 0.99% | 0.56% |
| Monster Beverage (MNST) | 0.49% | 0.55% |
| Bank of America (BAC) | 0.49% | 0.49% |
| Occidental (OXY) | 0.39% | 0.24% |
Cash & Instruments Over Time
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