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Portfolio Diversification
Range
Most Diversified
20 instruments
May 6, 2025
Least Diversified
15 instruments
December 3, 2025
Average
20 instruments
Most Consistent Holdings
Top 5
AMZN100%
BAC100%
HD100%
JNJ100%
KO100%
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) | 6.72% | 6.82% | 100% | - |
 Oracle (ORCL) | 6.34% | 4.42% | 100% | - |
| Bank of America (BAC) | 5.33% | 5.1% | 100% | - |
 Apple (AAPL) | 5.33% | 5.62% | 99.67% | - |
| Johnson & Johnson (JNJ) | 5.31% | 6.72% | 100% | - |
| Amazon (AMZN) | 5.25% | 4.94% | 100% | - |
 PNC (PNC) | 5.19% | 5.35% | 99.67% | - |
 JPMorgan (JPM) | 5.17% | 4.96% | 99.67% | - |
 Nike (NKE) | 5.09% | 4.27% | 100% | - |
 Wells Fargo (WFC) | 4.93% | 4.69% | 100% | - |
 Merck (MRK) | 4.88% | 6.07% | 100% | - |
 Microsoft (MSFT) | 4.87% | 4.07% | 99.67% | - |
 PepsiCo (PEP) | 4.8% | 5.22% | 100% | - |
 Starbucks (SBUX) | 4.73% | 5.19% | 100% | - |
| Home Depot (HD) | 4.58% | 4.29% | 100% | - |
 Pfizer (PFE) | 4.56% | 4.86% | 100% | - |
| Coca-Cola (KO) | 4.37% | 4.67% | 100% | - |
 Procter & Gamble (PG) | 4.26% | 4.18% | 100% | - |
 Costco (COST) | 4.17% | 4.29% | 99.67% | - |
 UnitedHealth (UNH) | 3.46% | 3.07% | 100% | - |
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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