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Portfolio Diversification
Range
Most Diversified
10 instruments
May 13, 2025
Least Diversified
0 instruments
May 12, 2025
Average
10 instruments
Most Consistent Holdings
Top 5
AAPL99.67%
MSFT99.67%
CVX99.67%
PG99.67%
XOM99.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 12, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Newmont (NEM) | 13.98% | 17.52% | 99.67% | - |
| Apple (AAPL) | 10.08% | 9.52% | 99.67% | - |
 Freeport-McMoRan (FCX) | 10.01% | 11.38% | 99.67% | - |
 JPMorgan (JPM) | 9.83% | 8.46% | 99.33% | - |
 Wells Fargo (WFC) | 9.65% | 8.25% | 99.67% | - |
| Microsoft (MSFT) | 9.47% | 7.06% | 99.67% | - |
| Chevron (CVX) | 9.46% | 10.23% | 99.67% | - |
| ExxonMobil (XOM) | 9.26% | 10.56% | 99.67% | - |
 Coca-Cola (KO) | 8.83% | 8.53% | 99.33% | - |
| Procter & Gamble (PG) | 8.52% | 7.52% | 99.67% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Newmont (NEM) | 9.89% | 15.92% |
| Apple (AAPL) | 9.89% | 10.66% |
| Freeport-McMoRan (FCX) | 9.89% | 10.35% |
| Wells Fargo (WFC) | 9.89% | 10.12% |
| JPMorgan (JPM) | 9.89% | 9.99% |
| ExxonMobil (XOM) | 9.89% | 8.91% |
| Microsoft (MSFT) | 9.89% | 8.85% |
| Chevron (CVX) | 9.89% | 8.7% |
| Coca-Cola (KO) | 9.89% | 8.2% |
| Procter & Gamble (PG) | 9.89% | 7.42% |
Cash & Instruments Over Time
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