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Portfolio Diversification
Range
Most Diversified
69 instruments
February 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
66.5 instruments
Most Consistent Holdings
Top 5
AAPL99.28%
GOOG99.28%
META99.28%
MSFT99.28%
AMZN99.28%
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 | 10.99% | 0% | 97.52% | 6/12/2026 |
 Bitcoin (BTC) | 8.48% | 0% | 99.28% | 6/12/2026 |
| Meta (META) | 4.22% | 0% | 99.28% | 6/12/2026 |
| Alphabet (GOOG) | 4.08% | 0% | 99.28% | 6/12/2026 |
 ExxonMobil (XOM) | 3.97% | 0% | 99.28% | 6/12/2026 |
| Microsoft (MSFT) | 2.91% | 0% | 99.28% | 6/12/2026 |
| Amazon (AMZN) | 2.88% | 0% | 99.28% | 6/12/2026 |
 Nucor (NUE) | 2.09% | 0% | 99.28% | 6/12/2026 |
 Berkshire Hathaway (BRK.B) | 2.03% | 0% | 99.28% | 6/12/2026 |
 Simon (SPG) | 2.02% | 0% | 99.28% | 6/12/2026 |
 Alibaba (BABA) | 2.01% | 0% | 99.28% | 6/12/2026 |
 CVS Health (CVS) | 1.99% | 0% | 99.28% | 6/12/2026 |
 Visa (V) | 1.95% | 0% | 99.28% | 6/12/2026 |
 AbbVie (ABBV) | 1.93% | 0% | 99.28% | 6/12/2026 |
 Omnicom (OMC) | 1.71% | 0% | 99.28% | 6/12/2026 |
 Disney (DIS) | 1.67% | 0% | 99.28% | 6/12/2026 |
 Suncor (SU) | 1.66% | 0% | 98.56% | 6/12/2026 |
 Cardinal Health (CAH) | 1.66% | 0% | 99.28% | 6/12/2026 |
 AMD (AMD) | 1.57% | 0% | 99.28% | 6/12/2026 |
 Wells Fargo (WFC) | 1.53% | 0% | 99.28% | 6/12/2026 |
 Rio Tinto (RIO) | 1.49% | 0% | 99.28% | 6/12/2026 |
| Apple (AAPL) | 1.45% | 0% | 99.28% | 6/12/2026 |
 Raytheon (RTX) | 1.38% | 0% | 99.28% | 6/12/2026 |
 SoFi (SOFI) | 1.32% | 0% | 99.28% | 6/12/2026 |
 Realty Income (O) | 1.31% | 0% | 99.28% | 6/12/2026 |
 JPMorgan (JPM) | 1.26% | 0% | 99.2% | 6/12/2026 |
 Sysco (SYY) | 1.25% | 0% | 99.28% | 6/12/2026 |
 NextEra (NEE) | 1.24% | 0% | 96.88% | 6/12/2026 |
 Oracle (ORCL) | 1.24% | 0% | 99.2% | 6/12/2026 |
 Pfizer (PFE) | 1.15% | 0% | 99.28% | 6/12/2026 |
 Whirlpool (WHR) | 1.14% | 0% | 99.28% | 6/12/2026 |
 Chevron (CVX.US) | 1.11% | 0% | 99.28% | 6/12/2026 |
 Altria (MO) | 1.09% | 0% | 99.28% | 6/12/2026 |
 Abbott (ABT.US) | 1.01% | 0% | 99.28% | 6/12/2026 |
 Coca-Cola (KO) | 0.99% | 0% | 99.28% | 6/12/2026 |
 IBM (IBM) | 0.99% | 0% | 99.28% | 6/12/2026 |
 Cisco (CSCO) | 0.95% | 0% | 99.28% | 6/12/2026 |
 AT&T (T.US) | 0.93% | 0% | 99.28% | 6/12/2026 |
 Genuine Parts (GPC) | 0.92% | 0% | 99.28% | 6/12/2026 |
 Mastercard (MA) | 0.91% | 0% | 99.28% | 6/12/2026 |
 UnitedHealth (UNH) | 0.85% | 0% | 99.2% | 6/12/2026 |
 Starbucks (SBUX) | 0.81% | 0% | 99.28% | 6/12/2026 |
 Aflac (AFL) | 0.78% | 0% | 98.08% | 6/12/2026 |
 Shell (SHEL) | 0.67% | 0% | 99.28% | 6/12/2026 |
 Clorox (CLX) | 0.64% | 0% | 99.28% | 6/12/2026 |
 Warner Bros Discovery (WBD) | 0.63% | 0% | 88.39% | 1/21/2026 |
 3M (MMM) | 0.63% | 0% | 99.28% | 6/12/2026 |
 Intel (INTC) | 0.61% | 0% | 99.28% | 6/12/2026 |
 Micron (MU) | 0.6% | 0% | 80.22% | 10/10/2025 |
 Walmart (WMT) | 0.58% | 0% | 99.28% | 6/12/2026 |
 PDC Energy Inc (PDCE) | 0.56% | 0% | 17.37% | 8/9/2023 |
 Walgreens (WBA) | 0.56% | 0% | 77.1% | 9/1/2025 |
 PayPal (PYPL) | 0.47% | 0% | 99.28% | 6/12/2026 |
 Gilead Sciences (GILD) | 0.44% | 0% | 99.28% | 6/12/2026 |
 Colgate (CL) | 0.42% | 0% | 99.28% | 6/12/2026 |
 Union Pacific (UNP) | 0.37% | 0% | 95.28% | 6/12/2026 |
 Nio (NIO) | 0.37% | 0% | 99.28% | 6/12/2026 |
 Medtronic (MDT.US) | 0.33% | 0% | 97.44% | 6/12/2026 |
 METRO (B4B.DE) | 0.33% | 0% | 72.7% | 7/8/2025 |
 Lincoln National (LNC) | 0.29% | 0% | 99.2% | 6/12/2026 |
 Litecoin (LTC) | 0.23% | 0% | 99.28% | 6/12/2026 |
 NEO (NEO) | 0.17% | 0% | 99.28% | 6/12/2026 |
 Western Digital (WDC) | 0.16% | 0% | 55.64% | 12/6/2024 |
 JD.com (JD.US) | 0.15% | 0% | 97.68% | 6/12/2026 |
 Gazprom OAO-ADR (OGZDL.L) | 0.14% | 0% | 99.28% | 6/12/2026 |
 eHealth (EHTH) | 0.09% | 0% | 99.28% | 6/12/2026 |
 Stellar (XLM) | 0.07% | 0% | 97.84% | 6/12/2026 |
 Solventum (SOLV) | 0.06% | 0% | 52.28% | 1/21/2026 |
 Biogen (BIIB) | 0.06% | 0% | 13.05% | 6/16/2023 |
 Nike (NKE) | 0.05% | 0% | 12.97% | 6/12/2026 |
 Cardano (ADA) | 0.05% | 0% | 98.08% | 6/12/2026 |
 HP (HPQ) | 0.04% | 0% | 10.17% | 6/12/2026 |
 Store Capital Corp. (STOR) | 0.03% | 0% | 2.8% | 2/6/2023 |
 Adobe (ADBE) | 0.03% | 0% | 8.33% | 6/12/2026 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| adam254 | 12.94% | 11.08% |
| Bitcoin (BTC) | 2.99% | 9.34% |
| Alphabet (GOOG) | 3.34% | 5.93% |
| Meta (META) | 3.15% | 4.78% |
| ExxonMobil (XOM) | 1.76% | 3.24% |
| Amazon (AMZN) | 2.82% | 2.97% |
| Microsoft (MSFT) | 2.24% | 2.77% |
| SoFi (SOFI) | 1.88% | 2.26% |
| Alibaba (BABA) | 4.98% | 2.24% |
| Cardinal Health (CAH) | 0.83% | 2.17% |
| CVS Health (CVS) | 2.95% | 2.12% |
| AMD (AMD) | 1.49% | 2.06% |
| AbbVie (ABBV) | 1.49% | 2.04% |
| Rio Tinto (RIO) | 2.51% | 1.96% |
| Simon (SPG) | 0.83% | 1.94% |
| Berkshire Hathaway (BRK.B) | 1.33% | 1.91% |
| Visa (V) | 1.66% | 1.87% |
| Wells Fargo (WFC) | 0.83% | 1.84% |
| Raytheon (RTX) | 1.07% | 1.84% |
| Nucor (NUE) | 0.83% | 1.69% |
| Disney (DIS) | 2.66% | 1.54% |
| Suncor (SU) | 0.83% | 1.53% |
| Warner Bros Discovery (WBD) | 1.11% | 1.51% |
| JPMorgan (JPM) | 0.83% | 1.5% |
| Apple (AAPL) | 1.08% | 1.49% |
| NextEra (NEE) | 1.82% | 1.36% |
| Oracle (ORCL) | 0.83% | 1.29% |
| Omnicom (OMC) | 1.41% | 1.26% |
| IBM (IBM) | 0.83% | 1.15% |
| Realty Income (O) | 1.58% | 1.07% |
| Altria (MO) | 1.16% | 1.06% |
| Cisco (CSCO) | 0.83% | 0.98% |
| Sysco (SYY) | 0.83% | 0.95% |
| UnitedHealth (UNH) | 1.25% | 0.92% |
| Pfizer (PFE) | 1.95% | 0.9% |
| AT&T (T.US) | 1.49% | 0.9% |
| Abbott (ABT.US) | 1.25% | 0.88% |
| Mastercard (MA) | 0.83% | 0.87% |
| Starbucks (SBUX) | 1.41% | 0.86% |
| Genuine Parts (GPC) | 0.92% | 0.84% |
| Chevron (CVX.US) | 0.83% | 0.83% |
| Coca-Cola (KO) | 0.83% | 0.83% |
| Aflac (AFL) | 0.42% | 0.74% |
| Walmart (WMT) | 0.42% | 0.67% |
| Whirlpool (WHR) | 2.02% | 0.66% |
| 3M (MMM) | 0.91% | 0.64% |
| Shell (SHEL) | 0.42% | 0.56% |
| Intel (INTC) | 1.25% | 0.51% |
| Nike (NKE) | 0.73% | 0.49% |
| Gilead Sciences (GILD) | 0.42% | 0.45% |
| Clorox (CLX) | 0.91% | 0.36% |
| Lincoln National (LNC) | 0.42% | 0.32% |
| PayPal (PYPL) | 1.25% | 0.32% |
| Union Pacific (UNP) | 0.42% | 0.31% |
| Colgate (CL) | 0.42% | 0.31% |
| Medtronic (MDT.US) | 0.42% | 0.3% |
| Nio (NIO) | 2.74% | 0.22% |
| Litecoin (LTC) | 0.87% | 0.17% |
| Solventum (SOLV) | 0% | 0.11% |
| Gazprom OAO-ADR (OGZDL.L) | 1.66% | 0.11% |
| JD.com (JD.US) | 0.42% | 0.1% |
| Stellar (XLM) | 0.25% | 0.06% |
| NEO (NEO) | 1.04% | 0.05% |
| eHealth (EHTH) | 1.25% | 0.05% |
| Cardano (ADA) | 0.21% | 0.03% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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