Portfolio Diversification
Range
Most Diversified
13 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
8.5 instruments
Most Consistent Holdings
Top 5
MSFT99.92%
KO88.86%
SCHD88.86%
VTI88.86%
AAPL57.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 40.37% | 47.48% | 99.92% | - |
| Vanguard Total Stock Market ETF (VTI) | 12.72% | 17.59% | 88.86% | - |
| Schwab US Dividend Equity ETF (SCHD) | 11.77% | 10.09% | 88.86% | - |
 iShares Core Dividend Growth ETF (DGRO) | 6.38% | 0% | 31.78% | 2/16/2023 |
| Coca-Cola (KO) | 5.98% | 4.49% | 88.86% | - |
 Amazon (AMZN) | 3.39% | 6.04% | 57.08% | - |
 Waste Management (WM) | 3.03% | 5.49% | 57.08% | - |
 Realty Income (O) | 2.99% | 0% | 31.78% | 2/16/2023 |
| Apple (AAPL) | 2.96% | 4.4% | 57.08% | - |
 Accenture (ACN) | 2.7% | 3.86% | 57.08% | - |
 Wells Fargo (WFC) | 1.6% | 0% | 31.78% | 2/16/2023 |
 Main Street Capital (MAIN) | 1.34% | 0% | 31.78% | 2/16/2023 |
 PepsiCo (PEP) | 0.89% | 0% | 31.78% | 2/16/2023 |
 AES (AES) | 0.63% | 0% | 31.78% | 2/16/2023 |
 McDonald's (MCD) | 0.42% | 0% | 31.78% | 2/16/2023 |
 Delta (DAL) | 0.21% | 0% | 31.78% | 2/16/2023 |
 Hasbro (HAS) | 0% | 0% | 0.33% | 1/4/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 32.7% | 46.92% |
| Vanguard Total Stock Market ETF (VTI) | 14.24% | 12.02% |
| Schwab US Dividend Equity ETF (SCHD) | 12.92% | 9.34% |
| Amazon (AMZN) | 6.5% | 6.98% |
| Apple (AAPL) | 7.11% | 6.02% |
| Waste Management (WM) | 6.5% | 5.08% |
| Accenture (ACN) | 6.5% | 4.72% |
| Coca-Cola (KO) | 6.5% | 4.31% |