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Portfolio Diversification
Range
Most Diversified
13 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
8.3 instruments
Most Consistent Holdings
Top 5
MSFT99.45%
KO91.19%
SCHD91.19%
VTI91.19%
AAPL67.44%
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) | 39.92% | 32.6% | 99.45% | - |
| Vanguard Total Stock Market ETF (VTI) | 14.95% | 25.3% | 91.19% | - |
| Schwab US Dividend Equity ETF (SCHD) | 12.92% | 19.24% | 91.19% | - |
| Coca-Cola (KO) | 5.45% | 4.3% | 91.19% | - |
 iShares Core Dividend Growth ETF (DGRO) | 4.77% | 0% | 23.75% | 2/16/2023 |
 Amazon (AMZN) | 3.95% | 5.71% | 67.44% | - |
| Apple (AAPL) | 3.41% | 5.91% | 67.44% | - |
 Waste Management (WM) | 3.35% | 4.49% | 67.44% | - |
 Accenture (ACN) | 2.6% | 0% | 66.1% | 6/29/2026 |
 Realty Income (O) | 2.23% | 0% | 23.75% | 2/16/2023 |
 Wells Fargo (WFC) | 1.2% | 0% | 23.75% | 2/16/2023 |
 Main Street Capital (MAIN) | 1% | 0% | 23.75% | 2/16/2023 |
 PepsiCo (PEP) | 0.66% | 0% | 23.75% | 2/16/2023 |
 AES (AES) | 0.47% | 0% | 23.75% | 2/16/2023 |
 McDonald's (MCD) | 0.31% | 0% | 23.75% | 2/16/2023 |
 Delta (DAL) | 0.16% | 0% | 23.75% | 2/16/2023 |
 Hasbro (HAS) | 0% | 0% | 0.24% | 1/4/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 24.34% | 40.22% |
| Vanguard Total Stock Market ETF (VTI) | 27.43% | 22.68% |
| Schwab US Dividend Equity ETF (SCHD) | 22.78% | 15.7% |
| Amazon (AMZN) | 4.84% | 5.49% |
| Apple (AAPL) | 5.29% | 4.89% |
| Waste Management (WM) | 4.84% | 4.14% |
| Coca-Cola (KO) | 4.84% | 3.62% |
| Accenture (ACN) | 4.84% | 2.69% |
Cash & Instruments Over Time
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