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Portfolio Diversification
Range
Most Diversified
96 instruments
August 18, 2026
Least Diversified
0 instruments
April 4, 2026
Average
45.9 instruments
Most Consistent Holdings
Top 5
AAPL99.49%
BAC99.49%
JNJ99.49%
JPM99.49%
KO99.49%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 20.51% | 16.45% | 99.49% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 7.53% | 9.96% | 99.49% | - |
| Apple (AAPL) | 5.37% | 4.13% | 99.49% | - |
| Coca-Cola (KO) | 4.94% | 6.48% | 99.49% | - |
 Bitcoin (BTC) | 4.26% | 1.91% | 93.95% | - |
 Goldman Sachs (GS) | 4.26% | 4.02% | 99.49% | - |
| JPMorgan (JPM) | 4.21% | 3.24% | 99.49% | - |
 McDonald's (MCD) | 2.91% | 1.65% | 99.49% | - |
| Bank of America (BAC) | 2.85% | 3.56% | 99.49% | - |
 Invesco QQQ (QQQ) | 2.79% | 0% | 92.52% | 6/29/2026 |
| Johnson & Johnson (JNJ) | 2.7% | 3.55% | 99.49% | - |
 Lowe's (LOW) | 2.45% | 2.24% | 99.49% | - |
 Walmart (WMT) | 2.33% | 1.8% | 99.39% | - |
 DividendGrowth | 2.27% | 0% | 88.83% | 8/14/2026 |
 AEP (AEP) | 1.82% | 1.45% | 99.49% | - |
 Amazon (AMZN) | 1.79% | 0.67% | 79.51% | - |
 Airbus (AIR.PA) | 1.67% | 2.47% | 63.11% | - |
 Visa (V) | 1.63% | 0.97% | 99.49% | - |
 Starbucks (SBUX) | 1.55% | 0.94% | 99.39% | - |
 Chevron (CVX.US) | 1.55% | 2.42% | 91.19% | - |
 Microsoft (MSFT) | 1.49% | 1.61% | 90.78% | - |
 Zurich Insurance (ZURN.ZU) | 1.42% | 1.8% | 99.49% | - |
 NRZ (RITM) | 1.4% | 1.25% | 99.49% | - |
 Home Depot (HD) | 1.29% | 1.02% | 99.39% | - |
 BP (BP.L) | 1.15% | 1.59% | 99.49% | - |
 Target (TGT) | 1.05% | 0% | 64.04% | 9/19/2025 |
 GM (GM) | 1% | 0% | 58.2% | 7/24/2025 |
 Wells Fargo (WFC) | 0.94% | 0.12% | 80.94% | - |
 Volkswagen (VOW3.DE) | 0.91% | 0% | 64.04% | 9/19/2025 |
 EOG Resources (EOG) | 0.69% | 0% | 34.22% | 12/2/2024 |
 Mastercard (MA) | 0.66% | 0.9% | 99.39% | - |
 Chrochtik | 0.61% | 0% | 84.02% | 6/29/2026 |
 Nike (NKE) | 0.58% | 0% | 64.04% | 9/19/2025 |
 Lockheed Martin (LMT) | 0.36% | 0% | 58.2% | 7/24/2025 |
 Air Products (APD) | 0.36% | 0% | 34.22% | 12/2/2024 |
 Sibanye Stillwater (SBSW) | 0.34% | 0% | 51.13% | 5/16/2025 |
 BlackRock (BLK) | 0.31% | 1.45% | 45.8% | - |
 Shell (SHEL) | 0.31% | 0% | 34.22% | 12/2/2024 |
 Costco (COST) | 0.3% | 0.66% | 50.2% | - |
 Altria (MO) | 0.3% | 0% | 47.13% | 4/7/2025 |
 Verizon (VZ) | 0.28% | 0% | 36.68% | 12/26/2024 |
 Ethereum (ETH) | 0.2% | 0% | 50.51% | 5/10/2025 |
 AstraZeneca (AZN.L) | 0.2% | 0.42% | 45.8% | - |
 Valero (VLO) | 0.17% | 0% | 34.12% | 3/27/2026 |
 PayPal (PYPL) | 0.16% | 0% | 40.88% | 2/5/2025 |
 FedEx (FDX) | 0.14% | 0.42% | 35.76% | - |
 Micron (MU) | 0.14% | 0% | 42.01% | 2/9/2026 |
 NatWest (NWG.L) | 0.12% | 0.12% | 31.35% | - |
 Duolingo (DUOL) | 0.1% | 0% | 31.45% | 4/13/2026 |
 BrandasD | 0.1% | 0% | 9.63% | 6/27/2024 |
 Ryanair (RYAAY) | 0.1% | 0% | 43.14% | 8/14/2026 |
 Cigna (CI) | 0.1% | 0% | 27.87% | 8/14/2026 |
 Meta (META) | 0.08% | 0% | 8.91% | 3/28/2024 |
 Procter & Gamble (PG) | 0.08% | 0.43% | 35.86% | - |
 CVS Health (CVS) | 0.08% | 0.37% | 30.12% | - |
 Accenture (ACN) | 0.07% | 0.61% | 25.41% | - |
 BBVA (BBVA.MC) | 0.06% | 0.46% | 18.55% | - |
 BNP Paribas (BNP.PA) | 0.06% | 0.47% | 15.68% | - |
 Levi's (LEVI) | 0.05% | 0% | 9.43% | 4/2/2024 |
 Caterpillar (CAT) | 0.05% | 0% | 43.14% | 8/17/2026 |
 JPMorgan BetaBuilders Japan ETF (BBJP) | 0.04% | 0% | 30.12% | 2/9/2026 |
 Societe Generale (GLE.PA) | 0.04% | 0.25% | 18.55% | - |
 VICI Properties (VICI) | 0.04% | 0.33% | 20.7% | - |
 SPDR Gold (GLD) | 0.04% | 0.53% | 20.59% | - |
 QBE (QBE.ASX) | 0.04% | 0.27% | 18.65% | - |
 Heineken (HEIA.NV) | 0.04% | 0.27% | 18.44% | - |
 Leonardo (LDO.MI) | 0.03% | 0.32% | 15.47% | - |
 Royal Caribbean (RCL) | 0.03% | 0% | 9.32% | 2/9/2026 |
 Deutsche Bank (DB) | 0.03% | 0.16% | 27.25% | - |
 DNB (DNB.OL) | 0.03% | 0.3% | 13.73% | - |
 Palantir (PLTR) | 0.02% | 1.12% | 2.25% | - |
 Banca Generali (BGN.MI) | 0.02% | 0.2% | 20.39% | - |
 Oracle (ORCL) | 0.02% | 1.02% | 2.25% | - |
 Santander (SAN.MC) | 0.02% | 0.13% | 18.44% | - |
 RBI (QSR) | 0.02% | 0% | 19.47% | 8/25/2026 |
 Vital Farms (VITL) | 0.02% | 0% | 16.8% | 6/21/2026 |
 Apollo (APO) | 0.02% | 0.86% | 2.25% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.02% | 0% | 16.5% | 8/17/2026 |
 Northrop Grumman (NOC) | 0.02% | 0.66% | 2.25% | - |
 Citi (C) | 0.02% | 0.71% | 2.25% | - |
 BYD (01211.HK) | 0.01% | 0.1% | 18.44% | - |
 Delta (DAL) | 0.01% | 0.72% | 2.25% | - |
 Norsk Hydro (NHY.OL) | 0.01% | 0.19% | 13.52% | - |
 Engie (ENGI.PA) | 0.01% | 0.29% | 17.73% | - |
 Eli Lilly (LLY) | 0.01% | 1.11% | 1.95% | - |
 Sea (SE) | 0.01% | 0% | 9.32% | 2/9/2026 |
 Raytheon (RTX) | 0.01% | 0.05% | 24.28% | - |
 Citi (C.RTH) | 0.01% | 0% | 9.63% | 2/9/2026 |
 Raiffeisen Bank International AG (RAW.DE) | 0.01% | 0% | 16.19% | 8/14/2026 |
 Hormel (HRL) | 0.01% | 0.14% | 20.7% | - |
 Netflix (NFLX) | 0.01% | 0% | 8.3% | 3/22/2024 |
 Waste Management (WM) | 0.01% | 0.17% | 23.36% | - |
 NextEra (NEE) | 0.01% | 0.54% | 2.25% | - |
 Steel Dynamics (STLD) | 0.01% | 0% | 23.46% | 8/17/2026 |
 Siemens (SIE.DE) | 0.01% | 0% | 17.52% | 8/26/2026 |
 Kratos (KTOS) | 0.01% | 0% | 13.11% | 6/21/2026 |
 Westgold Resources Ltd (WGX.ASX) | 0.01% | 0% | 15.98% | 8/17/2026 |
 KKR (KKR) | 0.01% | 0.42% | 2.25% | - |
 Spotify (SPOT) | 0.01% | 0.35% | 2.25% | - |
 Vistra (VST) | 0.01% | 0.39% | 8.81% | - |
 Philip Morris (PM) | 0.01% | 0% | 25% | 8/17/2026 |
 Grindr (GRND) | 0.01% | 0.37% | 3.28% | - |
 GE (GE) | 0.01% | 0.33% | 2.25% | - |
 IBM (IBM) | 0.01% | 0.3% | 2.25% | - |
 Merck (MRK) | 0.01% | 0% | 22.34% | 8/14/2026 |
 Salesforce (CRM) | 0.01% | 0.33% | 1.95% | - |
 Monster Beverage (MNST) | 0.01% | 0% | 6.45% | 2/9/2026 |
 BlackStone (BX) | 0.01% | 0.18% | 4% | - |
 Barratt (BTRW.L) | 0.01% | 0.21% | 4.51% | - |
 Ferrari (RACE) | 0.01% | 0% | 16.29% | 8/14/2026 |
 American Express (AXP) | 0.01% | 0.23% | 12.19% | - |
 AbbVie (ABBV) | 0.01% | 0.5% | 1.02% | - |
 Alphabet (GOOG) | 0% | 0.22% | 2.25% | - |
 Bloom Energy (BE) | 0% | 0.49% | 1.13% | - |
 Glencore (GLEN.L) | 0% | 0.16% | 4.82% | - |
 WisdomTree Silver (SLVR.L) | 0% | 0.28% | 1.95% | - |
 Jacobs (J) | 0% | 0.19% | 2.25% | - |
 Tesco (TSCO.L) | 0% | 0.21% | 1.95% | - |
 Babcock (BAB.L) | 0% | 0.23% | 1.95% | - |
 Evercore (EVR) | 0% | 0.19% | 2.25% | - |
 Cisco (CSCO) | 0% | 0.14% | 2.25% | - |
 FEDEX FREIGHT HOLDING CO (FDXF) | 0% | 0% | 2.46% | 6/29/2026 |
 UniCredit (UCG.MI) | 0% | 0.25% | 1.02% | - |
 Domino's (DPZ) | 0% | 0.11% | 2.25% | - |
 Match Group (MTCH) | 0% | 0.11% | 2.36% | - |
 Berkshire Hathaway (BRK.B) | 0% | 0.1% | 2.25% | - |
 Bridgepoint (BPT.L) | 0% | 0.11% | 1.95% | - |
 Capital One (COF) | 0% | 0.14% | 2.97% | - |
 Gap (GAP) | 0% | 0.12% | 2.25% | - |
 Dick's (DKS) | 0% | 0.18% | 1.13% | - |
 Bank of China (3988.HK) | 0% | 0.1% | 4.51% | - |
 National Grid (NG.L) | 0% | 0.06% | 4.51% | - |
 UBS (UBS) | 0% | 0.07% | 2.25% | - |
 Autodesk (ADSK) | 0% | 0.07% | 1.95% | - |
 Applied Materials (AMAT) | 0% | 0.06% | 2.25% | - |
 Entain (ENT.L) | 0% | 0.23% | 0.82% | - |
 Uber (UBER) | 0% | 0% | 1.13% | 8/25/2026 |
 Carrefour (CA.PA) | 0% | 0.05% | 1.95% | - |
 Quantum Computing Inc (QUBT) | 0% | 0.03% | 2.25% | - |
 Lloyd's (LLOY.L) | 0% | 0.08% | 0.82% | - |
 Bending Spoons S.p.A (BSP) | 0% | 0% | 1.13% | 8/25/2026 |
 Figma Inc (FIG) | 0% | 0% | 0.31% | 8/20/2026 |
 SAP (SAP.DE) | 0% | 0% | 0.92% | 8/26/2026 |
 Tesla (TSLA) | 0% | 0% | 0.1% | 3/28/2024 |
 M&G (MNG.L) | 0% | 0% | 0.51% | 8/4/2026 |
 Space Exploration Technologies Corp (SPCX) | 0% | 0% | 0.1% | 8/14/2026 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0% | - |
 VERSANT MEDIA GROUP INC (VSNT) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 22.76% | 24.84% |
| Vanguard Dividend Appreciation ETF (VIG) | 9.1% | 8.59% |
| Apple (AAPL) | 5.09% | 6.33% |
| Coca-Cola (KO) | 6.19% | 5.35% |
| Goldman Sachs (GS) | 2.98% | 5.09% |
| Invesco QQQ (QQQ) | 3.05% | 3.84% |
| JPMorgan (JPM) | 2.01% | 3.36% |
| McDonald's (MCD) | 3.81% | 3.22% |
| Airbus (AIR.PA) | 3.15% | 2.97% |
| Bank of America (BAC) | 2.98% | 2.93% |
| Johnson & Johnson (JNJ) | 3% | 2.78% |
| DividendGrowth | 3.78% | 2.75% |
| Walmart (WMT) | 1.55% | 2.62% |
| Lowe's (LOW) | 3.06% | 2.44% |
| Chevron (CVX.US) | 2.47% | 1.77% |
| Starbucks (SBUX) | 3.06% | 1.73% |
| Zurich Insurance (ZURN.ZU) | 1.61% | 1.64% |
| AEP (AEP) | 1.91% | 1.62% |
| Wells Fargo (WFC) | 0.97% | 1.4% |
| BP (BP.L) | 2.04% | 1.36% |
| Visa (V) | 1.11% | 1.22% |
| NRZ (RITM) | 1.39% | 1.18% |
| Microsoft (MSFT) | 0.97% | 1.12% |
| Bitcoin (BTC) | 1.11% | 1.1% |
| Home Depot (HD) | 1.28% | 0.98% |
| Chrochtik | 1.24% | 0.89% |
| Mastercard (MA) | 0.73% | 0.8% |
| BlackRock (BLK) | 0.81% | 0.62% |
| Costco (COST) | 0.84% | 0.53% |
| NatWest (NWG.L) | 0.52% | 0.5% |
| Valero (VLO) | 0.49% | 0.49% |
| AstraZeneca (AZN.L) | 0.48% | 0.43% |
| Duolingo (DUOL) | 1.03% | 0.38% |
| FedEx (FDX) | 0.37% | 0.34% |
| Micron (MU) | 0.27% | 0.33% |
| Royal Caribbean (RCL) | 0.43% | 0.32% |
| Cigna (CI) | 0.43% | 0.32% |
| Ryanair (RYAAY) | 0.27% | 0.25% |
| Procter & Gamble (PG) | 0.3% | 0.19% |
| Sea (SE) | 0.27% | 0.17% |
| JPMorgan BetaBuilders Japan ETF (BBJP) | 0.18% | 0.15% |
| Citi (C.RTH) | 0.16% | 0.14% |
| Monster Beverage (MNST) | 0.12% | 0.09% |
| CVS Health (CVS) | 0.13% | 0.09% |
| Caterpillar (CAT) | 0.08% | 0.09% |
| Deutsche Bank (DB) | 0.06% | 0.04% |
| Steel Dynamics (STLD) | 0.04% | 0.03% |
| Philip Morris (PM) | 0.03% | 0.02% |
| Accenture (ACN) | 0.03% | 0.02% |
Cash & Instruments Over Time
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