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Portfolio Diversification
Range
Most Diversified
20 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
19.7 instruments
Most Consistent Holdings
Top 5
AMZN98.61%
BAC98.61%
HD98.61%
JNJ98.61%
KO98.61%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.9% | 7.82% | 98.61% | - |
| Johnson & Johnson (JNJ) | 5.7% | 6.92% | 98.61% | - |
 Apple (AAPL) | 5.55% | 6.72% | 98.41% | - |
 Oracle (ORCL) | 5.52% | 3.92% | 98.61% | - |
| Bank of America (BAC) | 5.34% | 5.55% | 98.61% | - |
 Merck (MRK) | 5.32% | 7.05% | 98.61% | - |
 PNC (PNC) | 5.3% | 5.56% | 98.41% | - |
| Amazon (AMZN) | 5.25% | 5.4% | 98.61% | - |
 JPMorgan (JPM) | 5.12% | 5.49% | 98.21% | - |
 Starbucks (SBUX) | 4.78% | 4.61% | 98.61% | - |
 Wells Fargo (WFC) | 4.73% | 4.61% | 98.61% | - |
 PepsiCo (PEP) | 4.64% | 3.89% | 98.61% | - |
 Microsoft (MSFT) | 4.47% | 4.51% | 98.41% | - |
 Pfizer (PFE) | 4.47% | 4.54% | 98.61% | - |
| Coca-Cola (KO) | 4.44% | 4.91% | 98.61% | - |
 Nike (NKE) | 4.28% | 2.44% | 98.61% | - |
| Home Depot (HD) | 4.2% | 3.3% | 98.61% | - |
 Costco (COST) | 4.04% | 3.53% | 98.41% | - |
 Procter & Gamble (PG) | 4.02% | 3.64% | 98.61% | - |
 UnitedHealth (UNH) | 3.53% | 3.71% | 98.61% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.95% | 7.07% |
| Apple (AAPL) | 4.95% | 5.87% |
| Johnson & Johnson (JNJ) | 4.95% | 5.72% |
| Bank of America (BAC) | 4.95% | 5.7% |
| Oracle (ORCL) | 4.95% | 5.57% |
| JPMorgan (JPM) | 4.95% | 5.46% |
| Merck (MRK) | 4.95% | 5.45% |
| Wells Fargo (WFC) | 4.95% | 5.37% |
| PNC (PNC) | 4.95% | 5.36% |
| Amazon (AMZN) | 4.95% | 5.29% |
| Microsoft (MSFT) | 4.95% | 4.76% |
| Nike (NKE) | 4.95% | 4.72% |
| PepsiCo (PEP) | 4.95% | 4.64% |
| Pfizer (PFE) | 4.95% | 4.42% |
| Starbucks (SBUX) | 4.95% | 4.37% |
| Coca-Cola (KO) | 4.95% | 4.19% |
| Home Depot (HD) | 4.95% | 4.07% |
| Procter & Gamble (PG) | 4.95% | 3.85% |
| Costco (COST) | 4.95% | 3.67% |
| UnitedHealth (UNH) | 4.95% | 3.5% |
Cash & Instruments Over Time
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