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
MSFT99.91%
KO87.6%
SCHD87.6%
VTI87.6%
AAPL52.23%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 39.88% | 0% | 99.91% | 2/1/2025 |
| Vanguard Total Stock Market ETF (VTI) | 12.44% | 0% | 87.6% | 2/1/2025 |
| Schwab US Dividend Equity ETF (SCHD) | 11.98% | 0% | 87.6% | 2/1/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 7.1% | 0% | 35.37% | 2/16/2023 |
| Coca-Cola (KO) | 6.1% | 0% | 87.6% | 2/1/2025 |
 Realty Income (O) | 3.33% | 0% | 35.37% | 2/16/2023 |
 Amazon (AMZN) | 3.05% | 0% | 52.23% | 2/1/2025 |
 Waste Management (WM) | 2.72% | 0% | 52.23% | 2/1/2025 |
| Apple (AAPL) | 2.71% | 0% | 52.23% | 2/1/2025 |
 Accenture (ACN) | 2.51% | 0% | 52.23% | 2/1/2025 |
 Wells Fargo (WFC) | 1.78% | 0% | 35.37% | 2/16/2023 |
 Main Street Capital (MAIN) | 1.49% | 0% | 35.37% | 2/16/2023 |
 PepsiCo (PEP) | 0.99% | 0% | 35.37% | 2/16/2023 |
 AES (AES) | 0.7% | 0% | 35.37% | 2/16/2023 |
 McDonald's (MCD) | 0.46% | 0% | 35.37% | 2/16/2023 |
 Delta (DAL) | 0.24% | 0% | 35.37% | 2/16/2023 |
 Hasbro (HAS) | 0% | 0% | 0.36% | 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% |