Portfolio Diversification
Range
Most Diversified
14 instruments
February 4, 2025
Least Diversified
0 instruments
December 19, 2023
Average
6.2 instruments
Most Consistent Holdings
Top 5
SPY88.15%
KO77.9%
TLT48.97%
O47.38%
BRK.B42.26%
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 |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 31.54% | 28.61% | 88.15% | - |
| Coca-Cola (KO) | 16.49% | 7.32% | 77.9% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 11.1% | 11.54% | 48.97% | - |
 Alibaba (BABA) | 8.11% | 0% | 39.18% | 12/18/2023 |
 Apple (AAPL) | 4.24% | 0% | 39.18% | 12/18/2023 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 3.08% | 0% | 38.61% | 12/18/2023 |
| Realty Income (O) | 2.87% | 6% | 47.38% | - |
| Berkshire Hathaway (BRK.B) | 1.6% | 6.37% | 42.26% | - |
 Vanguard Value ETF (VTV) | 1.09% | 0% | 27.79% | 10/30/2023 |
 Bank of America (BAC) | 0.81% | 0% | 28.13% | 12/18/2023 |
 Intel (INTC) | 0.73% | 6.29% | 14.12% | - |
 Enterprise Products (EPD) | 0.72% | 6.62% | 14.12% | - |
 Brookline Bancorp (BRKL) | 0.54% | 4.91% | 14.12% | - |
 GM (GM) | 0.5% | 4.55% | 14.12% | - |
 AGNC (AGNC) | 0.47% | 4.37% | 14.12% | - |
 Ally (ALLY) | 0.39% | 3.83% | 14.12% | - |
 First Solar (FSLR) | 0.26% | 2.86% | 14.12% | - |
 CVS Health (CVS) | 0.25% | 2.11% | 14.12% | - |
 Energy Transfer (ET) | 0.23% | 2.25% | 14.12% | - |
 Target (TGT) | 0.12% | 0% | 12.87% | 10/30/2023 |
 Kraft Heinz (KHC) | 0.03% | 0% | 1.59% | 12/18/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.02% | 0% | 2.39% | 12/18/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 56.89% | 59% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 26.33% | 24.9% |
| Coca-Cola (KO) | 10.53% | 10.11% |
| Realty Income (O) | 5.66% | 5.41% |