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Portfolio Diversification
Range
Most Diversified
10 instruments
May 13, 2025
Least Diversified
0 instruments
May 12, 2025
Average
9.8 instruments
Most Consistent Holdings
Top 5
AAPL98.27%
BAC98.27%
HD98.27%
JPM98.27%
KO98.27%
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 |
|---|---|---|---|---|
 Johnson & Johnson (JNJ) | 12.37% | 14.35% | 97.69% | - |
| Apple (AAPL) | 11.34% | 13.51% | 98.27% | - |
| Bank of America (BAC) | 10.63% | 10.24% | 98.27% | - |
| JPMorgan (JPM) | 10.47% | 10.48% | 98.27% | - |
| Coca-Cola (KO) | 9.67% | 10.63% | 98.27% | - |
 Microsoft (MSFT) | 9.24% | 10.01% | 97.69% | - |
 McDonald's (MCD) | 8.57% | 6.28% | 98.27% | - |
 Procter & Gamble (PG) | 8.57% | 8.01% | 98.27% | - |
| Home Depot (HD) | 8.48% | 6.38% | 98.27% | - |
 UnitedHealth (UNH) | 7.88% | 8.22% | 98.27% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Johnson & Johnson (JNJ) | 9.89% | 12.38% |
| Apple (AAPL) | 9.89% | 11.85% |
| Bank of America (BAC) | 9.89% | 11.34% |
| JPMorgan (JPM) | 9.89% | 11.1% |
| Microsoft (MSFT) | 9.89% | 9.85% |
| Coca-Cola (KO) | 9.89% | 9.12% |
| McDonald's (MCD) | 9.89% | 8.97% |
| Home Depot (HD) | 9.89% | 8.32% |
| Procter & Gamble (PG) | 9.89% | 8.25% |
| UnitedHealth (UNH) | 9.89% | 7.85% |
Cash & Instruments Over Time
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