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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
AAPL99.81%
MSFT99.81%
AMZN99.81%
MA99.81%
V99.81%
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) | 9.13% | 2.44% | 99.81% | - |
 State Street SPDR S&P 500 ETF (SPY) | 7.58% | 5.55% | 99.81% | - |
 Vanguard Information Technology (VGT) | 6.85% | 0.86% | 99.81% | - |
 Invesco QQQ (QQQ) | 6.82% | 3.76% | 99.81% | - |
| Apple (AAPL) | 5.67% | 0.84% | 99.81% | - |
| Microsoft (MSFT) | 5.61% | 1.96% | 99.81% | - |
 Broadcom (AVGO) | 4.91% | 8.72% | 99.81% | - |
| Amazon (AMZN) | 4.74% | 3.06% | 99.81% | - |
 Alphabet (GOOG) | 4.71% | 5.56% | 88.32% | - |
 ASML (ASML.NV) | 4.33% | 3.38% | 99.81% | - |
 Realty Income (O) | 3.85% | 1.04% | 99.81% | - |
 McDonald's (MCD) | 3.78% | 0% | 97.78% | 5/27/2026 |
 Coca-Cola (KO) | 3.13% | 0% | 87.44% | 5/27/2026 |
 AMD (AMD) | 3.06% | 3.82% | 99.81% | - |
 STAG (STAG) | 3.04% | 1.56% | 99.81% | - |
 T. Rowe Price (TROW) | 2.76% | 0.47% | 99.81% | - |
 JPMorgan (JPM) | 2.26% | 0% | 43.85% | 5/27/2026 |
 Costco (COST) | 2.24% | 1.06% | 88.32% | - |
 American Water (AWK) | 1.9% | 0.78% | 99.81% | - |
| Visa (V) | 1.74% | 0.05% | 99.81% | - |
 Adobe (ADBE) | 1.68% | 0.29% | 99.81% | - |
| Mastercard (MA) | 1.65% | 0.98% | 99.81% | - |
 PayPal (PYPL) | 1.34% | 0.32% | 99.81% | - |
 Marvell (MRVL) | 1.3% | 0% | 99.56% | 5/27/2026 |
 Qualcomm (QCOM) | 1.26% | 0% | 99.75% | 5/27/2026 |
 Ethereum (ETH) | 1.13% | 0.57% | 87.75% | - |
 Eli Lilly (LLY) | 0.89% | 0% | 36.74% | 5/27/2026 |
 Nio (NIO) | 0.53% | 0.08% | 99.81% | - |
 Nike (NKE) | 0.52% | 0% | 99.49% | 5/27/2026 |
 Cardano (ADA) | 0.45% | 0.02% | 99.81% | - |
 Verizon (VZ) | 0.45% | 0.77% | 43.91% | - |
 Pinterest (PINS) | 0.24% | 0.08% | 99.81% | - |
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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