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Portfolio Diversification
Range
Most Diversified
7 instruments
November 10, 2025
Least Diversified
0 instruments
April 4, 2026
Average
5 instruments
Most Consistent Holdings
Top 5
AAPL99.77%
MSFT99.77%
NIO99.77%
GOOG99.77%
DVA30.63%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 47.59% | 24.83% | 99.77% | - |
| Apple (AAPL) | 22.55% | 38.4% | 99.77% | - |
| Microsoft (MSFT) | 17.83% | 7.2% | 99.77% | - |
 Chevron (CVX.US) | 5.57% | 19.35% | 28.87% | - |
| DaVita (DVA) | 1.81% | 5.83% | 30.63% | - |
 CSL (CSL.ASX) | 1.04% | 3.47% | 20.42% | - |
| Nio (NIO) | 0.9% | 0.26% | 99.77% | - |
 Alibaba (BABA) | 0.66% | 0% | 16.78% | 5/23/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 41.36% | 40.95% |
| Alphabet (GOOG) | 8.43% | 22.35% |
| Chevron (CVX.US) | 24.17% | 16.99% |
| Microsoft (MSFT) | 7.63% | 8.71% |
| CSL (CSL.ASX) | 7.92% | 5.56% |
| DaVita (DVA) | 7.73% | 4.8% |
| Nio (NIO) | 2.44% | 0.25% |
Cash & Instruments Over Time
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