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Portfolio Diversification
Range
Most Diversified
17 instruments
April 7, 2023
Least Diversified
0 instruments
November 18, 2025
Average
10 instruments
Most Consistent Holdings
Top 5
AAPL99.81%
MSFT99.81%
KO99.81%
PG99.81%
INTC99.03%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 15.81% | 25.76% | 99.81% | - |
 Johnson & Johnson (JNJ) | 12.4% | 0% | 91.42% | 12/11/2025 |
 PepsiCo (PEP) | 12.19% | 0.36% | 47.56% | - |
| Apple (AAPL) | 11.95% | 4.96% | 99.81% | - |
| Intel (INTC) | 10.87% | 0% | 99.03% | 4/8/2026 |
| Procter & Gamble (PG) | 10.39% | 3.3% | 99.81% | - |
 3M (MMM) | 8.04% | 1.04% | 71.73% | - |
| Coca-Cola (KO) | 5.33% | 3.79% | 99.81% | - |
 Amazon (AMZN) | 3.33% | 0% | 41.72% | 2/2/2024 |
 NVIDIA (NVDA) | 1.58% | 0% | 9.68% | 4/10/2026 |
 Alphabet (GOOG) | 1.48% | 0% | 38.66% | 12/20/2023 |
 Nike (NKE) | 0.93% | 8.95% | 23.78% | - |
 Snowflake (SNOW) | 0.61% | 0% | 3.18% | 10/10/2024 |
 McDonald's (MCD) | 0.55% | 0% | 12.35% | 4/15/2026 |
 Lockheed Martin (LMT) | 0.34% | 0% | 4.48% | 12/30/2025 |
 Unity (U) | 0.29% | 0% | 6.43% | 2/26/2026 |
 ARM (ARM) | 0.26% | 0% | 7.28% | 2/10/2026 |
 Meta (META) | 0.25% | 0% | 28.65% | 5/16/2023 |
 Boeing (BA) | 0.2% | 0% | 35.8% | 7/15/2025 |
 Fintech Acquisition Corp. V (FTCV) | 0.2% | 0% | 11.76% | 7/1/2022 |
 Solventum (SOLV) | 0.16% | 0% | 5.59% | 6/28/2024 |
 Micron (MU) | 0.11% | 0% | 5.98% | 8/18/2025 |
 Adobe (ADBE) | 0.1% | 0% | 4.03% | 4/13/2026 |
 Netflix (NFLX) | 0.09% | 45.37% | 2.79% | - |
 Eli Lilly (LLY) | 0.08% | 0% | 2.01% | 8/11/2025 |
 Mastercard (MA) | 0.07% | 2.36% | 1.62% | - |
 EA (EA) | 0.06% | 0% | 4.22% | 8/19/2025 |
 Visa (V) | 0.03% | 0.72% | 0.97% | - |
 Bank of America (BAC) | 0.03% | 0% | 8.77% | 7/20/2023 |
 Take-Two (TTWO) | 0.02% | 0% | 7.34% | 4/13/2026 |
 Seagate (STX.US) | 0.02% | 0% | 1.04% | 10/10/2025 |
 Salesforce (CRM) | 0.02% | 0% | 1.95% | 5/15/2024 |
 Mobileye (MBLY) | 0.02% | 0% | 0.26% | 11/18/2024 |
 Federal Realty (FRT) | 0.01% | 0% | 1.1% | 5/3/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.01% | 0% | 8.77% | 5/12/2023 |
 Western Digital (WDC) | 0.01% | 0% | 3.9% | 3/12/2025 |
 Zoetis (ZTS) | 0.01% | 0% | 0.32% | 8/7/2025 |
 Coinbase (COIN) | 0% | 0% | 2.66% | 12/20/2022 |
 Qualcomm (QCOM) | 0% | 0% | 1.62% | 2/2/2024 |
 Airbnb (ABNB) | 0% | 0% | 0.45% | 10/6/2023 |
 ADP (ADP) | 0% | 0% | 0.58% | 4/12/2023 |
 AT&T (T) | 0% | 0% | 0.26% | 4/28/2023 |
 AMD (AMD) | 0% | 0% | 0.84% | 5/4/2023 |
 PayPal (PYPL) | 0% | 0% | 0.19% | 6/12/2024 |
 Vodafone (VOD) | 0% | 0% | 0.13% | 11/16/2023 |
 Citi (C) | 0% | 0% | 0.45% | 7/15/2022 |
 Alphabet (GOOGL) | 0% | 0% | 0.39% | 2/15/2023 |
 eBay (EBAY) | 0% | 0% | 0.13% | 7/28/2023 |
 eToro Group LTD (ETOR) | 0% | 0% | 0.06% | 2/20/2026 |
 Realty Income (O) | 0% | 0% | 0.19% | 3/20/2023 |
 Starbucks (SBUX) | 0% | 0% | 0.13% | 5/9/2024 |
 Disney (DIS) | 0% | 0% | 0.06% | 11/10/2022 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.13% | 11/10/2023 |
 LG Display (LPL) | 0% | 0% | 0.06% | 6/12/2024 |
 Ubiquiti (UI) | 0% | 0% | 0.06% | 5/27/2022 |
 Alibaba (BABA) | 0% | 0% | 0.06% | 5/25/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| PepsiCo (PEP) | 60.98% | 53.59% |
| Microsoft (MSFT) | 22.3% | 26.15% |
| Intel (INTC) | 8% | 6.26% |
| Apple (AAPL) | 1.72% | 5.35% |
| Procter & Gamble (PG) | 3.28% | 3.87% |
| Coca-Cola (KO) | 2.19% | 3.44% |
| ARM (ARM) | 1.53% | 1.34% |
Cash & Instruments Over Time
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