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Portfolio Diversification
Range
Most Diversified
18 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
17.9 instruments
Most Consistent Holdings
Top 5
JNJ99.43%
AFL99.43%
NUE99.43%
ED99.43%
UGI99.43%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 43.09% | 44.58% | 99.43% | - |
 Vanguard Total Stock Market ETF (VTI) | 41.43% | 43.29% | 99.43% | - |
 Norfolk Southern (NSC) | 1.86% | 1.29% | 99.37% | - |
| Nucor (NUE) | 1.11% | 1.04% | 99.43% | - |
 McDonald's (MCD) | 1.04% | 0.57% | 99.31% | - |
 Duke Energy (DUK) | 0.8% | 0.51% | 99.37% | - |
 Apple (AAPL) | 0.79% | 0.71% | 99.31% | - |
| ConEd (ED) | 0.72% | 0.44% | 99.43% | - |
| Johnson & Johnson (JNJ) | 0.72% | 0.53% | 99.43% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.67% | 0.48% | 99.43% | - |
| Aflac (AFL) | 0.6% | 0.49% | 99.43% | - |
 ADM (ADM) | 0.55% | 0.33% | 99.24% | - |
 Philip Morris (PM) | 0.43% | 0.37% | 99.31% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.39% | 0.17% | 99.43% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.37% | 0.19% | 98.99% | - |
 Medtronic (MDT.US) | 0.34% | 0.17% | 99.37% | - |
 Flowers Foods (FLO) | 0.27% | 0.05% | 99.31% | - |
| UGI (UGI) | 0.25% | 0.14% | 99.43% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 43.91% | 44.59% |
| Vanguard Total Stock Market ETF (VTI) | 41.22% | 43.23% |
| Norfolk Southern (NSC) | 1.22% | 1.28% |
| Nucor (NUE) | 0.3% | 0.73% |
| McDonald's (MCD) | 0.65% | 0.68% |
| Apple (AAPL) | 0.35% | 0.68% |
| Duke Energy (DUK) | 0.56% | 0.52% |
| Johnson & Johnson (JNJ) | 0.56% | 0.51% |
| Aflac (AFL) | 0.24% | 0.49% |
| Vanguard FTSE Emerging Markets (VWO) | 0.55% | 0.48% |
| ConEd (ED) | 0.5% | 0.44% |
| Philip Morris (PM) | 0.25% | 0.36% |
| ADM (ADM) | 0.27% | 0.26% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.42% | 0.21% |
| Medtronic (MDT.US) | 0.33% | 0.21% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.59% | 0.19% |
| UGI (UGI) | 0.22% | 0.17% |
| Flowers Foods (FLO) | 0.24% | 0.07% |
Cash & Instruments Over Time
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