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Portfolio Diversification
Range
Most Diversified
15 instruments
May 1, 2025
Least Diversified
12 instruments
December 3, 2025
Average
15 instruments
Most Consistent Holdings
Top 5
CVX100%
JNJ100%
JPM100%
KO100%
PG100%
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) | 8.19% | 7.14% | 99.68% | - |
| JPMorgan (JPM) | 7.93% | 6.9% | 100% | - |
| Johnson & Johnson (JNJ) | 7.61% | 8.76% | 100% | - |
| Chevron (CVX) | 7.23% | 7.91% | 100% | - |
 ExxonMobil (XOM) | 7.02% | 8.1% | 99.68% | - |
 AEP (AEP) | 6.69% | 6.95% | 100% | - |
 Wells Fargo (WFC) | 6.55% | 5.68% | 99.68% | - |
 Southern Co (SO) | 6.4% | 6.09% | 100% | - |
 Duke Energy (DUK) | 6.37% | 6.23% | 100% | - |
 Verizon (VZ) | 6.31% | 6.73% | 100% | - |
| Coca-Cola (KO) | 6.24% | 6.05% | 100% | - |
 Walmart (WMT) | 6.1% | 6.37% | 100% | - |
 PepsiCo (PEP) | 5.86% | 5.8% | 100% | - |
 AT&T (T) | 5.36% | 5.09% | 100% | - |
| Procter & Gamble (PG) | 5.24% | 4.66% | 100% | - |
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) | 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) | 5.91% | 4.83% |
| Procter & Gamble (PG) | 5.91% | 4.74% |
Cash & Instruments Over Time
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