Holdings over time
(Since August 24, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 PNC (PNC) | 26% | 0% | 74.57% | 8/21/2024 |
 Alphabet (GOOG) | 21.12% | 46.26% | 85.99% | - |
 FDJ (FDJ.PA) | 11.36% | 26.99% | 47.84% | - |
 Realty Income (O) | 9.58% | 16.34% | 42.46% | - |
 Coca-Cola (KO) | 8.66% | 0% | 49.14% | 4/17/2024 |
 Bank of America (BAC) | 3.5% | 0% | 46.34% | 4/3/2024 |
 Starbucks (SBUX) | 1.92% | 0% | 27.16% | 8/13/2024 |
 Vanguard Information Technology (VGT) | 0.92% | 1.45% | 96.55% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.76% | 0% | 14.44% | 4/8/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.66% | 0% | 12.5% | 10/31/2023 |
 Microsoft (MSFT) | 0.18% | 0% | 0.86% | 9/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| PNC (PNC) | 47.66% | 52.05% |
| Coca-Cola (KO) | 22.06% | 19.8% |
| Alphabet (GOOG) | 11.8% | 11.41% |
| Bank of America (BAC) | 7.13% | 7.07% |
| Vanguard Information Technology (VGT) | 1.11% | 1.02% |