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Portfolio Diversification
Range
Most Diversified
20 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
19.9 instruments
Most Consistent Holdings
Top 5
AMZN99.43%
BAC99.43%
HD99.43%
JNJ99.43%
KO99.43%
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% | 7.45% | 99.43% | - |
 Oracle (ORCL) | 6.07% | 4.96% | 99.43% | - |
| Johnson & Johnson (JNJ) | 5.46% | 6.22% | 99.43% | - |
 Apple (AAPL) | 5.33% | 5.7% | 99.15% | - |
| Bank of America (BAC) | 5.29% | 5.45% | 99.43% | - |
| Amazon (AMZN) | 5.2% | 5.69% | 99.43% | - |
 PNC (PNC) | 5.2% | 5.66% | 99.15% | - |
 JPMorgan (JPM) | 5.13% | 5.23% | 99.15% | - |
 Merck (MRK) | 5.02% | 5.91% | 99.43% | - |
 Nike (NKE) | 4.9% | 3.37% | 99.43% | - |
 Wells Fargo (WFC) | 4.87% | 4.61% | 99.43% | - |
 PepsiCo (PEP) | 4.81% | 4.95% | 99.43% | - |
 Starbucks (SBUX) | 4.74% | 4.99% | 99.43% | - |
 Microsoft (MSFT) | 4.72% | 4.01% | 99.15% | - |
 Pfizer (PFE) | 4.58% | 4.77% | 99.43% | - |
| Home Depot (HD) | 4.49% | 4.01% | 99.43% | - |
| Coca-Cola (KO) | 4.39% | 4.41% | 99.43% | - |
 Procter & Gamble (PG) | 4.21% | 3.78% | 99.43% | - |
 Costco (COST) | 4.16% | 4.13% | 99.15% | - |
 UnitedHealth (UNH) | 3.39% | 3.36% | 99.43% | - |
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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