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Portfolio Diversification
Range
Most Diversified
15 instruments
May 1, 2025
Least Diversified
0 instruments
April 4, 2026
Average
14.7 instruments
Most Consistent Holdings
Top 5
CVX.US98.51%
JPM98.51%
KO98.51%
WMT98.51%
DUK98.51%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 1, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bank of America (BAC) | 7.86% | 8.08% | 97.51% | - |
| JPMorgan (JPM) | 7.66% | 7.62% | 98.51% | - |
 Johnson & Johnson (JNJ) | 7.66% | 8.66% | 98.01% | - |
| Chevron (CVX.US) | 7.3% | 7.97% | 98.51% | - |
 ExxonMobil (XOM) | 7.13% | 8.22% | 97.51% | - |
 AEP (AEP) | 6.65% | 6.95% | 98.51% | - |
 Verizon (VZ) | 6.22% | 6.11% | 98.26% | - |
 Wells Fargo (WFC) | 6.21% | 5.92% | 97.51% | - |
| Duke Energy (DUK) | 6.21% | 5.96% | 98.51% | - |
 Southern Co (SO) | 6.17% | 5.91% | 97.76% | - |
| Coca-Cola (KO) | 6.13% | 6.39% | 98.51% | - |
| Walmart (WMT) | 6.09% | 6.25% | 98.51% | - |
 PepsiCo (PEP) | 5.71% | 5.27% | 98.26% | - |
 AT&T (T.US) | 5.12% | 4.13% | 97.76% | - |
 Procter & Gamble (PG) | 4.96% | 4.53% | 97.76% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bank of America (BAC) | 6.89% | 8.82% |
| JPMorgan (JPM) | 6.89% | 8.39% |
| Johnson & Johnson (JNJ) | 6.89% | 8.24% |
| Wells Fargo (WFC) | 5.91% | 7.18% |
| ExxonMobil (XOM) | 6.89% | 7.04% |
| Chevron (CVX.US) | 6.89% | 6.93% |
| AEP (AEP) | 6.89% | 6.64% |
| Walmart (WMT) | 5.91% | 6.26% |
| Duke Energy (DUK) | 6.89% | 6.02% |
| Coca-Cola (KO) | 6.89% | 6% |
| Southern Co (SO) | 6.89% | 5.95% |
| Verizon (VZ) | 6.89% | 5.87% |
| PepsiCo (PEP) | 5.91% | 5.69% |
| AT&T (T.US) | 5.91% | 4.83% |
| Procter & Gamble (PG) | 5.91% | 4.74% |
Cash & Instruments Over Time
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