Portfolio Diversification
Range
Most Diversified
16 instruments
July 1, 2025
Least Diversified
0 instruments
December 19, 2023
Average
5.7 instruments
Most Consistent Holdings
Top 5
SPY90.27%
KO67.07%
TLT43.31%
O42%
BRK.B37.79%
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) | 41.38% | 99.68% | 90.27% | - |
| Coca-Cola (KO) | 13.75% | 0% | 67.07% | 7/10/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 9.46% | 0% | 43.31% | 7/10/2025 |
 Alibaba (BABA) | 6.66% | 0% | 32.18% | 12/18/2023 |
 Apple (AAPL) | 3.48% | 0% | 32.18% | 12/18/2023 |
| Realty Income (O) | 2.55% | 0% | 42% | 7/10/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 2.53% | 0% | 31.71% | 12/18/2023 |
| Berkshire Hathaway (BRK.B) | 1.51% | 0% | 37.79% | 7/10/2025 |
 Vanguard Value ETF (VTV) | 0.9% | 0% | 22.83% | 10/30/2023 |
 Enterprise Products (EPD) | 0.8% | 0% | 14.69% | 7/10/2025 |
 Intel (INTC) | 0.77% | 0% | 14.69% | 7/10/2025 |
 Bank of America (BAC) | 0.66% | 0% | 23.11% | 12/18/2023 |
 Brookline Bancorp (BRKL) | 0.59% | 0% | 14.69% | 7/10/2025 |
 GM (GM) | 0.55% | 0% | 14.69% | 7/10/2025 |
 AGNC (AGNC) | 0.48% | 0% | 13.75% | 6/30/2025 |
 Ally (ALLY) | 0.44% | 0% | 14.69% | 7/10/2025 |
 First Solar (FSLR) | 0.31% | 0% | 14.69% | 7/10/2025 |
 CVS Health (CVS) | 0.29% | 0% | 14.69% | 7/10/2025 |
 Energy Transfer (ET) | 0.27% | 0% | 14.69% | 7/10/2025 |
 Target (TGT) | 0.1% | 0% | 10.57% | 10/30/2023 |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 0.94% | 7/10/2025 |
 Pfizer (PFE) | 0.07% | 0% | 0.94% | 7/10/2025 |
 Kraft Heinz (KHC) | 0.03% | 0% | 1.31% | 12/18/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.03% | 0% | 0.94% | 7/10/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.02% | 0% | 1.96% | 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% |