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Portfolio Diversification
Range
Most Diversified
15 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
14.8 instruments
Most Consistent Holdings
Top 5
MSFT98.69%
DIS98.69%
PFE98.69%
SBUX98.69%
BAC98.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 6, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AMD (AMD) | 10.8% | 17.71% | 98.25% | - |
 NVIDIA (NVDA) | 7.15% | 7.14% | 98.47% | - |
 Johnson & Johnson (JNJ) | 6.81% | 7.11% | 98.03% | - |
 Goldman Sachs (GS) | 6.6% | 6.97% | 98.03% | - |
 Merck (MRK) | 6.31% | 6.6% | 98.47% | - |
 Morgan Stanley (MS) | 6.26% | 6.73% | 97.82% | - |
 Oracle (ORCL) | 6.04% | 3.49% | 98.03% | - |
 AbbVie (ABBV) | 5.72% | 5.34% | 98.47% | - |
| Bank of America (BAC) | 5.65% | 5.7% | 98.47% | - |
 Apple (AAPL) | 5.61% | 5.64% | 98.25% | - |
| Pfizer (PFE) | 5.52% | 4.56% | 98.69% | - |
| Disney (DIS) | 5.46% | 4.12% | 98.69% | - |
 JPMorgan (JPM) | 5.39% | 5.25% | 98.03% | - |
| Starbucks (SBUX) | 4.98% | 4.62% | 98.69% | - |
| Microsoft (MSFT) | 4.8% | 4.11% | 98.69% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 5.94% | 9.64% |
| NVIDIA (NVDA) | 5.94% | 7.39% |
| Goldman Sachs (GS) | 5.94% | 7.04% |
| Johnson & Johnson (JNJ) | 6.93% | 6.99% |
| Morgan Stanley (MS) | 5.94% | 6.69% |
| Merck (MRK) | 6.93% | 6.65% |
| AbbVie (ABBV) | 6.93% | 6.07% |
| Bank of America (BAC) | 5.94% | 6.06% |
| Apple (AAPL) | 5.94% | 6.01% |
| Oracle (ORCL) | 5.94% | 5.86% |
| JPMorgan (JPM) | 5.94% | 5.76% |
| Disney (DIS) | 5.94% | 5.64% |
| Pfizer (PFE) | 6.93% | 5.4% |
| Microsoft (MSFT) | 5.94% | 5.01% |
| Starbucks (SBUX) | 5.94% | 4.53% |
Cash & Instruments Over Time
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