Portfolio Diversification
Range
Most Diversified
14 instruments
February 4, 2025
Least Diversified
0 instruments
December 19, 2023
Average
5.6 instruments
Most Consistent Holdings
Top 5
SPY87.25%
KO76.23%
TLT45.1%
O43.38%
AAPL42.16%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 31.72% | 29.28% | 87.25% | - |
| Coca-Cola (KO) | 17.17% | 7.59% | 76.23% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 10.96% | 15.22% | 45.1% | - |
 Alibaba (BABA) | 8.73% | 0% | 42.16% | 12/18/2023 |
| Apple (AAPL) | 4.56% | 0% | 42.16% | 12/18/2023 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 3.31% | 0% | 41.54% | 12/18/2023 |
| Realty Income (O) | 2.61% | 6.64% | 43.38% | - |
 Berkshire Hathaway (BRK.B) | 1.23% | 6.13% | 37.87% | - |
 Vanguard Value ETF (VTV) | 1.18% | 0% | 29.9% | 10/30/2023 |
 Bank of America (BAC) | 0.87% | 0% | 30.27% | 12/18/2023 |
 Intel (INTC) | 0.33% | 5.73% | 7.6% | - |
 Enterprise Products (EPD) | 0.31% | 5.86% | 7.6% | - |
 Brookline Bancorp (BRKL) | 0.23% | 4.36% | 7.6% | - |
 GM (GM) | 0.21% | 3.99% | 7.6% | - |
 AGNC (AGNC) | 0.2% | 3.9% | 7.6% | - |
 Ally (ALLY) | 0.16% | 3.08% | 7.6% | - |
 Target (TGT) | 0.13% | 0% | 13.85% | 10/30/2023 |
 CVS Health (CVS) | 0.11% | 2.08% | 7.6% | - |
 Energy Transfer (ET) | 0.09% | 1.79% | 7.6% | - |
 First Solar (FSLR) | 0.09% | 2.04% | 7.6% | - |
 Kraft Heinz (KHC) | 0.03% | 0% | 1.72% | 12/18/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.03% | 0% | 2.57% | 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% |