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Portfolio Diversification
Range
Most Diversified
14 instruments
August 18, 2026
Least Diversified
0 instruments
September 7, 2026
Average
13.5 instruments
Most Consistent Holdings
Top 5
KO96.67%
DUK96.67%
JPM96.67%
PEP96.67%
MRK96.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 18, 2026)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Merck (MRK) | 6.98% | 7.14% | 96.67% | - |
 Johnson & Johnson (JNJ) | 6.6% | 6.86% | 96.67% | - |
| Coca-Cola (KO) | 6.6% | 6.91% | 96.67% | - |
 Sony (SONY) | 6.57% | 6.87% | 96.67% | - |
 Procter & Gamble (PG) | 6.53% | 6.96% | 96.67% | - |
| PepsiCo (PEP) | 6.52% | 6.67% | 96.67% | - |
 Colgate (CL) | 6.4% | 6.56% | 96.67% | - |
 McDonald's (MCD) | 6.31% | 6.43% | 96.67% | - |
 AEP (AEP) | 6.31% | 6.49% | 96.67% | - |
 Costco (COST) | 6.29% | 6.42% | 96.67% | - |
| Duke Energy (DUK) | 6.29% | 6.46% | 96.67% | - |
| JPMorgan (JPM) | 6.28% | 6.56% | 96.67% | - |
 NextEra (NEE) | 6.25% | 6.4% | 96.67% | - |
 Southern Co (SO) | 6.19% | 6.33% | 96.67% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
There is no history available for this day.
Cash & Instruments Over Time
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