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Portfolio Diversification
Range
Most Diversified
25 instruments
June 17, 2025
Least Diversified
0 instruments
April 4, 2026
Average
21.6 instruments
Most Consistent Holdings
Top 5
JPM98.83%
V98.73%
AAPL98.73%
GOOGL98.73%
MSFT98.73%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 15.05% | 13.88% | 98.73% | - |
| Apple (AAPL) | 10.47% | 11.37% | 98.73% | - |
 Alphabet (GOOG) | 9.88% | 10.61% | 98.73% | - |
| Microsoft (MSFT) | 9.33% | 8.04% | 98.73% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 9.32% | 19.77% | 51.07% | - |
 Amazon (AMZN) | 7.39% | 6.48% | 98.73% | - |
 Invesco QQQ (QQQ) | 5% | 0% | 29.49% | 10/31/2024 |
 Maersk (MAERSKB.CO) | 2.79% | 0% | 44.82% | 4/14/2025 |
 PepsiCo (PEP) | 2.58% | 1.35% | 98.54% | - |
| Visa (V) | 2.47% | 2.87% | 98.73% | - |
 Mastercard (MA) | 2.32% | 2.05% | 98.73% | - |
 Chevron (CVX.US) | 2.08% | 2.38% | 97.17% | - |
| JPMorgan (JPM) | 1.7% | 1.84% | 98.83% | - |
| Alphabet (GOOGL) | 1.66% | 1.8% | 98.73% | - |
 Lockheed Martin (LMT) | 1.35% | 1.15% | 98.34% | - |
 Barclays (BARC.L) | 1.24% | 2.25% | 51.66% | - |
 Berkshire Hathaway (BRK.B) | 1.08% | 1.36% | 70.8% | - |
 Boeing (BA) | 0.68% | 0.48% | 98.73% | - |
 Chubb (CB) | 0.64% | 1.41% | 52.15% | - |
 Goldman Sachs (GS) | 0.62% | 0.95% | 61.33% | - |
 Rolls-Royce (RR.L) | 0.59% | 0% | 40.82% | 3/9/2026 |
 Monster Beverage (MNST) | 0.57% | 0.62% | 98.73% | - |
 Meta (META) | 0.41% | 3.1% | 13.18% | - |
 Constellation Brands (STZ) | 0.39% | 0.51% | 55.27% | - |
 Coca-Cola (KO) | 0.31% | 0.89% | 39.75% | - |
 Pool Corp. (POOL) | 0.25% | 0% | 39.94% | 8/14/2026 |
 Bank of America (BAC) | 0.25% | 0.41% | 51.27% | - |
 ANSYS (ANSS) | 0.2% | 0% | 54.49% | 7/14/2025 |
 Occidental (OXY) | 0.17% | 0.33% | 54.39% | - |
 Acciona (ANA.MC) | 0.11% | 0% | 17.38% | 6/28/2024 |
 Intel (INTC) | 0.09% | 0% | 17.38% | 6/28/2024 |
 Svitzer (SVITZR.CO) | 0.09% | 0% | 35.45% | 4/30/2025 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.01% | 0% | 0.78% | 1/8/2024 |
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.US) | 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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