Portfolio Diversification
Range
Most Diversified
69 instruments
February 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
67.5 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
META99.89%
MSFT99.89%
AMZN99.89%
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 |
|---|---|---|---|---|
 adam254 | 11.34% | 10.35% | 99.67% | - |
 Bitcoin (BTC) | 8.03% | 12.58% | 99.89% | - |
 ExxonMobil (XOM) | 4.19% | 3.3% | 99.89% | - |
| Meta (META) | 4.05% | 5.42% | 99.89% | - |
| Alphabet (GOOG) | 3.63% | 3.72% | 99.89% | - |
| Microsoft (MSFT) | 2.99% | 3.11% | 99.89% | - |
| Amazon (AMZN) | 2.89% | 3.14% | 99.89% | - |
 Nucor (NUE) | 2.24% | 1.56% | 99.89% | - |
 Berkshire Hathaway (BRK.B) | 2.12% | 2.01% | 99.89% | - |
 Simon (SPG) | 2.07% | 1.91% | 99.89% | - |
 Visa (V) | 2.03% | 2.08% | 99.89% | - |
 CVS Health (CVS) | 1.98% | 1.96% | 99.89% | - |
 Alibaba (BABA) | 1.96% | 1.81% | 99.89% | - |
 AbbVie (ABBV) | 1.94% | 1.84% | 99.89% | - |
 Omnicom (OMC) | 1.92% | 1.26% | 99.89% | - |
 Disney (DIS) | 1.76% | 1.83% | 99.89% | - |
 Suncor (SU) | 1.68% | 1.44% | 99.89% | - |
 Cardinal Health (CAH) | 1.54% | 1.9% | 99.89% | - |
 Wells Fargo (WFC) | 1.5% | 1.8% | 99.89% | - |
| Apple (AAPL) | 1.48% | 1.27% | 99.89% | - |
 Realty Income (O) | 1.39% | 1.19% | 99.89% | - |
 Rio Tinto (RIO) | 1.34% | 1.58% | 99.89% | - |
 Sysco (SYY) | 1.34% | 1.08% | 99.89% | - |
 AMD (AMD) | 1.33% | 1.45% | 99.89% | - |
 Whirlpool (WHR) | 1.32% | 1.1% | 99.89% | - |
 Raytheon (RTX) | 1.26% | 1.59% | 99.89% | - |
 Pfizer (PFE) | 1.25% | 0.99% | 99.89% | - |
 JPMorgan (JPM) | 1.22% | 1.5% | 99.89% | - |
 NextEra (NEE) | 1.19% | 1.36% | 96.59% | - |
 Chevron (CVX) | 1.19% | 0.88% | 99.89% | - |
 Oracle (ORCL) | 1.19% | 1.71% | 99.89% | - |
 SoFi (SOFI) | 1.1% | 1.75% | 99.89% | - |
 Abbott (ABT) | 1.08% | 1.02% | 99.89% | - |
 Altria (MO) | 1.07% | 1.2% | 99.89% | - |
 Coca-Cola (KO) | 1.05% | 0.92% | 99.89% | - |
 IBM (IBM) | 0.97% | 1.23% | 99.89% | - |
 Genuine Parts (GPC) | 0.97% | 0.95% | 99.89% | - |
 Mastercard (MA) | 0.95% | 0.94% | 99.89% | - |
 Cisco (CSCO) | 0.94% | 0.96% | 99.89% | - |
 AT&T (T) | 0.93% | 1.11% | 99.89% | - |
 UnitedHealth (UNH) | 0.88% | 0.42% | 99.89% | - |
 Aflac (AFL) | 0.81% | 0.76% | 99.78% | - |
 PDC Energy Inc (PDCE) | 0.78% | 0% | 23.9% | 8/9/2023 |
 Starbucks (SBUX) | 0.77% | 1.05% | 99.89% | - |
 Walgreens (WBA) | 0.74% | 0.36% | 99.89% | - |
 Clorox (CLX) | 0.74% | 0.48% | 99.89% | - |
 Micron (MU) | 0.74% | 0.82% | 99.89% | - |
 Shell (SHEL) | 0.7% | 0.6% | 99.89% | - |
 Warner Bros Discovery (WBD) | 0.65% | 0.64% | 99.89% | - |
 3M (MMM) | 0.64% | 0.66% | 99.89% | - |
 Intel (INTC) | 0.6% | 0.34% | 99.89% | - |
 Walmart (WMT) | 0.55% | 0.64% | 99.89% | - |
 PayPal (PYPL) | 0.53% | 0.46% | 99.89% | - |
 Colgate (CL) | 0.46% | 0.39% | 99.89% | - |
 METRO (B4B.DE) | 0.46% | 0.3% | 99.89% | - |
 Gilead Sciences (GILD) | 0.43% | 0.45% | 99.89% | - |
 Nio (NIO) | 0.42% | 0.16% | 99.89% | - |
 Union Pacific (UNP) | 0.39% | 0.34% | 94.38% | - |
 Medtronic (MDT.US) | 0.35% | 0.3% | 97.47% | - |
 Lincoln National (LNC) | 0.29% | 0.27% | 99.89% | - |
 Litecoin (LTC) | 0.25% | 0.21% | 99.89% | - |
 Western Digital (WDC) | 0.22% | 0% | 76.54% | 12/6/2024 |
 NEO (NEO) | 0.21% | 0.08% | 99.89% | - |
 JD.com (JD.US) | 0.17% | 0.12% | 99.67% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.15% | 0.12% | 99.89% | - |
 eHealth (EHTH) | 0.11% | 0.05% | 99.89% | - |
 Biogen (BIIB) | 0.08% | 0% | 17.95% | 6/16/2023 |
 Stellar (XLM) | 0.07% | 0.08% | 99.67% | - |
 Solventum (SOLV) | 0.06% | 0.12% | 50.44% | - |
 Cardano (ADA) | 0.05% | 0.05% | 99.78% | - |
 Store Capital Corp. (STOR) | 0.05% | 0% | 3.85% | 2/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 3.04% | 11.96% |
| adam254 | 12.53% | 11.09% |
| Meta (META) | 2.87% | 4.91% |
| Alphabet (GOOG) | 2.97% | 4.05% |
| ExxonMobil (XOM) | 1.79% | 3.52% |
| Amazon (AMZN) | 2.87% | 3.42% |
| Microsoft (MSFT) | 2.28% | 2.92% |
| Simon (SPG) | 0.84% | 2.19% |
| Berkshire Hathaway (BRK.B) | 1.35% | 2.09% |
| Visa (V) | 1.69% | 2.04% |
| AbbVie (ABBV) | 1.52% | 1.92% |
| Disney (DIS) | 2.7% | 1.83% |
| Wells Fargo (WFC) | 0.84% | 1.68% |
| Apple (AAPL) | 1.1% | 1.66% |
| Omnicom (OMC) | 1.44% | 1.62% |
| SoFi (SOFI) | 1.91% | 1.61% |
| Alibaba (BABA) | 5.06% | 1.57% |
| Cardinal Health (CAH) | 0.84% | 1.52% |
| Suncor (SU) | 0.84% | 1.49% |
| NextEra (NEE) | 1.85% | 1.47% |
| Nucor (NUE) | 0.84% | 1.47% |
| CVS Health (CVS) | 3% | 1.45% |
| Raytheon (RTX) | 1.09% | 1.41% |
| Rio Tinto (RIO) | 2.04% | 1.38% |
| JPMorgan (JPM) | 0.84% | 1.35% |
| Oracle (ORCL) | 0.84% | 1.34% |
| Whirlpool (WHR) | 2.05% | 1.27% |
| Realty Income (O) | 1.61% | 1.22% |
| Sysco (SYY) | 0.84% | 1.19% |
| Altria (MO) | 1.18% | 1.17% |
| Pfizer (PFE) | 1.98% | 1.16% |
| Starbucks (SBUX) | 1.43% | 1.13% |
| AMD (AMD) | 1.1% | 1.06% |
| IBM (IBM) | 0.84% | 1.03% |
| AT&T (T) | 1.52% | 0.99% |
| Genuine Parts (GPC) | 0.94% | 0.97% |
| Mastercard (MA) | 0.84% | 0.97% |
| Abbott (ABT) | 1.27% | 0.96% |
| Chevron (CVX) | 0.84% | 0.96% |
| Cisco (CSCO) | 0.84% | 0.91% |
| Coca-Cola (KO) | 0.84% | 0.89% |
| Aflac (AFL) | 0.42% | 0.84% |
| UnitedHealth (UNH) | 0.42% | 0.77% |
| Clorox (CLX) | 0.93% | 0.7% |
| Warner Bros Discovery (WBD) | 1.13% | 0.67% |
| Walmart (WMT) | 0.42% | 0.66% |
| Micron (MU) | 0.84% | 0.63% |
| 3M (MMM) | 0.93% | 0.62% |
| Shell (SHEL) | 0.42% | 0.58% |
| PayPal (PYPL) | 1.27% | 0.57% |
| Colgate (CL) | 0.42% | 0.43% |
| Gilead Sciences (GILD) | 0.42% | 0.41% |
| Union Pacific (UNP) | 0.42% | 0.36% |
| Intel (INTC) | 1.27% | 0.34% |
| Walgreens (WBA) | 1.87% | 0.33% |
| METRO (B4B.DE) | 0.84% | 0.3% |
| Medtronic (MDT.US) | 0.42% | 0.3% |
| Lincoln National (LNC) | 0.42% | 0.28% |
| Litecoin (LTC) | 0.89% | 0.27% |
| NEO (NEO) | 1.06% | 0.23% |
| Nio (NIO) | 2.79% | 0.23% |
| JD.com (JD.US) | 0.42% | 0.15% |
| eHealth (EHTH) | 1.27% | 0.13% |
| Gazprom OAO-ADR (OGZDL.L) | 1.69% | 0.13% |
| Stellar (XLM) | 0.25% | 0.12% |
| Solventum (SOLV) | 0% | 0.11% |
| Cardano (ADA) | 0.21% | 0.08% |