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Portfolio Diversification
Range
Most Diversified
15 instruments
May 6, 2025
Least Diversified
10 instruments
December 3, 2025
Average
15 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
BAC100%
DIS100%
MRK100%
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) | 8.74% | 8.96% | 100% | - |
 NVIDIA (NVDA) | 7.32% | 7.29% | 100% | - |
 Oracle (ORCL) | 6.96% | 4.76% | 99.67% | - |
 Johnson & Johnson (JNJ) | 6.75% | 8.4% | 99.67% | - |
 Goldman Sachs (GS) | 6.62% | 6.81% | 99.67% | - |
 Morgan Stanley (MS) | 6.28% | 6.25% | 99.67% | - |
| Merck (MRK) | 6.21% | 7.57% | 100% | - |
| Disney (DIS) | 6.02% | 5.21% | 100% | - |
 AbbVie (ABBV) | 6.02% | 6.31% | 100% | - |
| Bank of America (BAC) | 5.92% | 5.55% | 100% | - |
 Pfizer (PFE) | 5.82% | 6.07% | 100% | - |
| Apple (AAPL) | 5.71% | 5.88% | 100% | - |
 JPMorgan (JPM) | 5.69% | 5.35% | 99.67% | - |
| Microsoft (MSFT) | 5.38% | 4.38% | 100% | - |
 Starbucks (SBUX) | 5.13% | 5.5% | 100% | - |
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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