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Portfolio Diversification
Range
Most Diversified
39 instruments
August 26, 2025
Least Diversified
0 instruments
November 12, 2025
Average
28.7 instruments
Most Consistent Holdings
Top 5
AAPL99.44%
GOOG99.44%
MSFT99.44%
AXP99.44%
KO99.44%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 7.48% | 2.42% | 99.44% | - |
| Alphabet (GOOG) | 6.4% | 3.73% | 99.44% | - |
| Coca-Cola (KO) | 6.18% | 2.27% | 99.44% | - |
| Microsoft (MSFT) | 5.56% | 1.43% | 99.44% | - |
 PepsiCo (PEP) | 5.39% | 7.56% | 99.44% | - |
 Synopsys (SNPS) | 4.78% | 1.08% | 99.44% | - |
 Netflix (NFLX) | 4.74% | 1.7% | 99.44% | - |
 NVIDIA (NVDA) | 4.62% | 3.57% | 99.44% | - |
| Apple (AAPL) | 4.28% | 1.77% | 99.44% | - |
 Qualcomm (QCOM) | 4.01% | 1.44% | 99.44% | - |
 Target (TGT) | 3.04% | 10.36% | 42.22% | - |
 Intesa Sanpaolo (ISP.MI) | 2.98% | 1.69% | 99.44% | - |
 Sirius XM (SIRI) | 2.6% | 4.47% | 48.8% | - |
 Waste Management (WM) | 2.43% | 0.69% | 99.44% | - |
 Applied Materials (AMAT) | 2.16% | 2.2% | 99.44% | - |
 Comerica (CMA) | 2.13% | 0% | 89.65% | 2/4/2026 |
 Lam Research (LRCX) | 2.09% | 1.86% | 99.44% | - |
| American Express (AXP) | 1.96% | 0.73% | 99.44% | - |
 UnitedHealth (UNH) | 1.93% | 13.2% | 22.63% | - |
 Verizon (VZ) | 1.91% | 4.61% | 48.88% | - |
 Realty Income (O) | 1.86% | 5.18% | 39.17% | - |
 Deere (DE) | 1.78% | 0.65% | 99.44% | - |
 Johnson Controls (JCI) | 1.69% | 0.92% | 99.44% | - |
 Kraft Heinz (KHC) | 1.58% | 2.71% | 48.88% | - |
 Novo Nordisk (NOVO-B.CO) | 1.56% | 4.02% | 54.25% | - |
 Campari (CPR.MI) | 1.47% | 2.7% | 60.35% | - |
 Terna (TRN.MI) | 1.41% | 0.77% | 72.39% | - |
 Shell (SHEL.L) | 1.2% | 0.55% | 99.44% | - |
 Constellation Brands (STZ) | 1.15% | 2.27% | 36.92% | - |
 Eni (ENI.MI) | 0.86% | 0.91% | 59.87% | - |
 Procter & Gamble (PG) | 0.79% | 1.4% | 51.44% | - |
 ADM (ADM) | 0.74% | 1.37% | 42.13% | - |
 Leonardo (LDO.MI) | 0.72% | 1.04% | 54.25% | - |
 AbbVie (ABBV) | 0.67% | 0.63% | 54.17% | - |
 Union Pacific (UNP) | 0.58% | 0.99% | 54.25% | - |
 LVMH (MC.PA) | 0.54% | 0.41% | 52.01% | - |
 Nike (NKE) | 0.39% | 0.34% | 42.13% | - |
 Bank of America (BAC) | 0.38% | 0.37% | 54.25% | - |
 Occidental (OXY) | 0.3% | 1.8% | 48.88% | - |
 ADP (ADP) | 0.16% | 3.87% | 5.86% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Target (TGT) | 11.6% | 10.3% |
| PepsiCo (PEP) | 9.78% | 8.67% |
| UnitedHealth (UNH) | 9.34% | 8.52% |
| Realty Income (O) | 7.07% | 6.15% |
| Verizon (VZ) | 6.37% | 5.28% |
| Novo Nordisk (NOVO-B.CO) | 6.35% | 4.64% |
| Alphabet (GOOG) | 1.95% | 4.17% |
| Sirius XM (SIRI) | 5.68% | 4.15% |
| NVIDIA (NVDA) | 1.74% | 4.15% |
| Kraft Heinz (KHC) | 4.86% | 3.63% |
| State Street SPDR S&P 500 ETF (SPY) | 2.03% | 2.88% |
| Constellation Brands (STZ) | 3.9% | 2.88% |
| Netflix (NFLX) | 1.39% | 2.51% |
| Coca-Cola (KO) | 2.37% | 2.51% |
| Intesa Sanpaolo (ISP.MI) | 1.26% | 2.3% |
| Microsoft (MSFT) | 1.61% | 2.21% |
| Apple (AAPL) | 1.44% | 2.13% |
| Campari (CPR.MI) | 2.63% | 1.97% |
| Procter & Gamble (PG) | 2.16% | 1.73% |
| Qualcomm (QCOM) | 1.65% | 1.56% |
| Applied Materials (AMAT) | 1.1% | 1.46% |
| Synopsys (SNPS) | 1.11% | 1.42% |
| ADM (ADM) | 1.28% | 1.28% |
| Lam Research (LRCX) | 0.42% | 1.26% |
| Leonardo (LDO.MI) | 0.85% | 1.26% |
| American Express (AXP) | 0.59% | 1.09% |
| Comerica (CMA) | 1.03% | 0.98% |
| Johnson Controls (JCI) | 0.59% | 0.96% |
| Waste Management (WM) | 0.76% | 0.89% |
| Terna (TRN.MI) | 0.85% | 0.88% |
| AbbVie (ABBV) | 0.76% | 0.82% |
| Eni (ENI.MI) | 0.85% | 0.8% |
| LVMH (MC.PA) | 0.85% | 0.69% |
| Deere (DE) | 0.59% | 0.68% |
| Nike (NKE) | 0.86% | 0.62% |
| Shell (SHEL.L) | 0.64% | 0.6% |
| Union Pacific (UNP) | 0.68% | 0.57% |
| Bank of America (BAC) | 0.42% | 0.49% |
| Occidental (OXY) | 0.47% | 0.31% |
Cash & Instruments Over Time
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