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Portfolio Diversification
Range
Most Diversified
32 instruments
October 22, 2024
Least Diversified
0 instruments
April 4, 2026
Average
29.7 instruments
Most Consistent Holdings
Top 5
AAPL99.93%
MSFT99.93%
AMZN99.93%
MA99.93%
V99.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 9.25% | 0% | 99.93% | 4/3/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 7.65% | 0% | 99.93% | 4/3/2026 |
 Vanguard Information Technology (VGT) | 6.88% | 0% | 99.93% | 4/3/2026 |
 Invesco QQQ (QQQ) | 6.86% | 0% | 99.93% | 4/3/2026 |
| Apple (AAPL) | 5.7% | 0% | 99.93% | 4/3/2026 |
| Microsoft (MSFT) | 5.69% | 0% | 99.93% | 4/3/2026 |
 Broadcom (AVGO) | 4.77% | 0% | 99.93% | 4/3/2026 |
| Amazon (AMZN) | 4.75% | 0% | 99.93% | 4/3/2026 |
 Alphabet (GOOG) | 4.64% | 0% | 88.04% | 4/3/2026 |
 ASML (ASML.NV) | 4.34% | 0% | 99.93% | 4/3/2026 |
 Realty Income (O) | 3.89% | 0% | 99.93% | 4/3/2026 |
 McDonald's (MCD) | 3.85% | 0% | 98.03% | 4/3/2026 |
 Coca-Cola (KO) | 3.16% | 0% | 87.32% | 4/3/2026 |
 STAG (STAG) | 3.09% | 0% | 99.93% | 4/3/2026 |
 AMD (AMD) | 3.01% | 0% | 99.93% | 4/3/2026 |
 T. Rowe Price (TROW) | 2.82% | 0% | 99.93% | 4/3/2026 |
 Costco (COST) | 2.25% | 0% | 88.04% | 4/3/2026 |
 JPMorgan (JPM) | 2.03% | 0% | 42.05% | 4/3/2026 |
 American Water (AWK) | 1.94% | 0% | 99.93% | 4/3/2026 |
| Visa (V) | 1.76% | 0% | 99.93% | 4/3/2026 |
 Adobe (ADBE) | 1.72% | 0% | 99.93% | 4/3/2026 |
| Mastercard (MA) | 1.66% | 0% | 99.93% | 4/3/2026 |
 PayPal (PYPL) | 1.38% | 0% | 99.93% | 4/3/2026 |
 Qualcomm (QCOM) | 1.26% | 0% | 99.93% | 4/3/2026 |
 Marvell (MRVL) | 1.22% | 0% | 99.87% | 4/3/2026 |
 Ethereum (ETH) | 1.15% | 0% | 87.45% | 4/3/2026 |
 Eli Lilly (LLY) | 0.85% | 0% | 34.76% | 4/3/2026 |
 Nio (NIO) | 0.55% | 0% | 99.93% | 4/3/2026 |
 Nike (NKE) | 0.53% | 0% | 99.8% | 4/3/2026 |
 Cardano (ADA) | 0.46% | 0% | 99.93% | 4/3/2026 |
 Verizon (VZ) | 0.43% | 0% | 42.05% | 4/3/2026 |
 Pinterest (PINS) | 0.25% | 0% | 99.93% | 4/3/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JPMorgan (JPM) | 13.81% | 10.73% |
| Broadcom (AVGO) | 3.27% | 8.79% |
| Berkshire Hathaway (BRK.B) | 5.52% | 7.17% |
| Alphabet (GOOG) | 3.35% | 6.56% |
| Vanguard Information Technology (VGT) | 4.7% | 6.25% |
| State Street SPDR S&P 500 ETF (SPY) | 5.51% | 6.09% |
| Invesco QQQ (QQQ) | 4.7% | 5.99% |
| Apple (AAPL) | 5% | 5.74% |
| Microsoft (MSFT) | 4.18% | 4.54% |
| Amazon (AMZN) | 3.53% | 4.45% |
| ASML (ASML.NV) | 2.94% | 3.5% |
| AMD (AMD) | 2.45% | 3.06% |
| Realty Income (O) | 4.46% | 2.74% |
| Eli Lilly (LLY) | 3.18% | 2.58% |
| Coca-Cola (KO) | 3.32% | 2.55% |
| McDonald's (MCD) | 2.94% | 2.47% |
| Marvell (MRVL) | 2.63% | 2.46% |
| Costco (COST) | 1.97% | 1.82% |
| STAG (STAG) | 2.59% | 1.81% |
| T. Rowe Price (TROW) | 3.76% | 1.49% |
| Visa (V) | 1.27% | 1.44% |
| Qualcomm (QCOM) | 2.06% | 1.42% |
| Mastercard (MA) | 1.25% | 1.42% |
| Ethereum (ETH) | 0.66% | 1.05% |
| American Water (AWK) | 1.76% | 1% |
| Adobe (ADBE) | 1.76% | 0.79% |
| Verizon (VZ) | 1.18% | 0.79% |
| PayPal (PYPL) | 2.81% | 0.61% |
| Nike (NKE) | 0.59% | 0.19% |
| Cardano (ADA) | 0.75% | 0.16% |
| Nio (NIO) | 1.47% | 0.15% |
| Pinterest (PINS) | 0.59% | 0.13% |
Cash & Instruments Over Time
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