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Portfolio Diversification
Range
Most Diversified
51 instruments
October 4, 2023
Least Diversified
0 instruments
April 24, 2024
Average
45.5 instruments
Most Consistent Holdings
Top 5
AAPL99.82%
MSFT99.82%
HD99.82%
JNJ99.82%
JPM99.82%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 6.09% | 7.71% | 99.82% | - |
| Microsoft (MSFT) | 5.39% | 6.63% | 99.82% | - |
 NVIDIA (NVDA) | 5.37% | 9.41% | 80.27% | - |
 Alphabet (GOOGL) | 3.86% | 8.2% | 80.27% | - |
 Amazon (AMZN) | 3.62% | 5.27% | 80.27% | - |
 Meta (META) | 2.65% | 3.71% | 80.27% | - |
 Tesla (TSLA) | 2.17% | 4.36% | 80.09% | - |
 Walmart (WMT) | 2.08% | 1.94% | 99.82% | - |
| JPMorgan (JPM) | 2.06% | 1.75% | 99.82% | - |
 Broadcom (AVGO) | 1.98% | 3.07% | 80.27% | - |
 Visa (V) | 1.93% | 1.32% | 99.82% | - |
 Berkshire Hathaway (BRK.B) | 1.85% | 2.11% | 80.27% | - |
 Eli Lilly (LLY) | 1.67% | 1.95% | 80.27% | - |
 UnitedHealth (UNH) | 1.59% | 0.81% | 99.82% | - |
 Merck (MRK) | 1.59% | 0.82% | 99.82% | - |
 Procter & Gamble (PG) | 1.55% | 0.72% | 99.82% | - |
 Salesforce (CRM) | 1.45% | 0.61% | 99.73% | - |
| Home Depot (HD) | 1.44% | 0.75% | 99.82% | - |
| Johnson & Johnson (JNJ) | 1.43% | 1.13% | 99.82% | - |
 McDonald's (MCD) | 1.36% | 0.47% | 99.82% | - |
 Coca-Cola (KO) | 1.36% | 0.65% | 99.82% | - |
 Cisco (CSCO) | 1.3% | 0.9% | 91.84% | - |
 Chevron (CVX) | 1.27% | 0.62% | 99.64% | - |
 Oracle (ORCL) | 1.17% | 0.95% | 80.27% | - |
 Mastercard (MA) | 1.14% | 1.01% | 80.18% | - |
 ExxonMobil (XOM) | 1.11% | 1.25% | 80.27% | - |
 Costco (COST) | 1.05% | 0.87% | 80.18% | - |
 Disney (DIS) | 0.99% | 0.64% | 79.82% | - |
 Nike (NKE) | 0.93% | 0% | 42.15% | 4/23/2024 |
 American Express (AXP) | 0.92% | 0.52% | 77.22% | - |
 AbbVie (ABBV) | 0.91% | 0.8% | 80.27% | - |
 Netflix (NFLX) | 0.91% | 0.73% | 80.27% | - |
 IBM (IBM) | 0.91% | 0.59% | 77.04% | - |
 Bank of America (BAC) | 0.86% | 0.78% | 80.27% | - |
 Verizon (VZ) | 0.85% | 0% | 54.35% | 2/25/2025 |
 T-Mobile (TMUS) | 0.83% | 0.44% | 80.27% | - |
 Intel (INTC) | 0.82% | 0% | 42.15% | 4/23/2024 |
 Caterpillar (CAT) | 0.81% | 0% | 38.92% | 2/25/2025 |
 Amgen (AMGN) | 0.8% | 0% | 38.83% | 8/28/2024 |
 Linde (LIN) | 0.79% | 0.44% | 80.27% | - |
 PepsiCo (PEP) | 0.74% | 0.59% | 80.18% | - |
 Goldman Sachs (GS) | 0.73% | 0.58% | 49.87% | - |
 Thermo Fisher (TMO) | 0.72% | 0.65% | 80.27% | - |
 Adobe (ADBE) | 0.71% | 0.41% | 80.27% | - |
 Accenture (ACN) | 0.7% | 0.49% | 80.27% | - |
 Abbott (ABT) | 0.67% | 0.38% | 80.27% | - |
 Wells Fargo (WFC) | 0.66% | 0.61% | 74.17% | - |
 Dow (DOW) | 0.6% | 0% | 19.55% | 8/10/2023 |
 Boeing (BA) | 0.57% | 0% | 19.55% | 8/10/2023 |
 Honeywell (HON) | 0.57% | 0% | 19.55% | 8/10/2023 |
 AMD (AMD) | 0.57% | 0% | 43.5% | 2/25/2025 |
 Travelers (TRV) | 0.56% | 0% | 19.55% | 8/10/2023 |
 Walgreens (WBA) | 0.52% | 0% | 19.55% | 8/10/2023 |
 Danaher (DHR) | 0.51% | 0% | 49.96% | 2/25/2025 |
 Alphabet (GOOG) | 0.47% | 0% | 29.96% | 7/16/2024 |
 3M (MMM) | 0.47% | 0% | 19.55% | 8/10/2023 |
 Philip Morris (PM) | 0.45% | 0.57% | 55.78% | - |
 GE (GE) | 0.43% | 0.64% | 49.69% | - |
 Qualcomm (QCOM) | 0.31% | 0% | 30.31% | 2/25/2025 |
 Comcast (CMCSA) | 0.3% | 0% | 22.6% | 4/23/2024 |
 Morgan Stanley (MS) | 0.27% | 0.61% | 37.49% | - |
 ServiceNow (NOW) | 0.26% | 0.37% | 42.33% | - |
 Palantir (PLTR) | 0.26% | 0.72% | 30.31% | - |
 BlackStone (BX) | 0.26% | 0.51% | 42.33% | - |
 Intuit (INTU) | 0.25% | 0% | 24.48% | 10/14/2024 |
 Pfizer (PFE) | 0.22% | 0% | 22.6% | 4/23/2024 |
 Texas Instruments (TXN) | 0.22% | 0% | 27.17% | 2/25/2025 |
 AT&T (T) | 0.2% | 0.53% | 30.13% | - |
 Intuitive Surgical (ISRG) | 0.13% | 0.38% | 30.31% | - |
 Applied Materials (AMAT) | 0.11% | 0% | 13.45% | 10/14/2024 |
 UPS (UPS) | 0.1% | 0% | 7.17% | 11/2/2023 |
 ConocoPhillips (COP) | 0.1% | 0% | 6.28% | 1/11/2024 |
 Oracle Corporation (ORCL.RTH) | 0.03% | 0.56% | 4.75% | - |
 Veralto (VLTO) | 0% | 0% | 2.69% | 11/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 6.84% | 9.1% |
| Apple (AAPL) | 8.58% | 8% |
| Alphabet (GOOGL) | 4.88% | 7.54% |
| Microsoft (MSFT) | 7.13% | 7.33% |
| Amazon (AMZN) | 5.39% | 5% |
| Tesla (TSLA) | 3.76% | 4.52% |
| Meta (META) | 3.42% | 3.32% |
| Broadcom (AVGO) | 2.02% | 3.21% |
| Berkshire Hathaway (BRK.B) | 2.6% | 2.2% |
| Eli Lilly (LLY) | 1.72% | 2.04% |
| JPMorgan (JPM) | 1.75% | 1.84% |
| Walmart (WMT) | 1.83% | 1.83% |
| Visa (V) | 1.64% | 1.4% |
| Oracle (ORCL) | 1% | 1.09% |
| Mastercard (MA) | 1.22% | 1.06% |
| ExxonMobil (XOM) | 1.16% | 1.06% |
| Johnson & Johnson (JNJ) | 0.95% | 1.02% |
| UnitedHealth (UNH) | 1.45% | 0.91% |
| Cisco (CSCO) | 0.77% | 0.88% |
| Palantir (PLTR) | 0.44% | 0.84% |
| AbbVie (ABBV) | 0.86% | 0.82% |
| Netflix (NFLX) | 1.01% | 0.81% |
| Bank of America (BAC) | 0.62% | 0.81% |
| Merck (MRK) | 0.81% | 0.79% |
| Costco (COST) | 1.11% | 0.78% |
| Salesforce (CRM) | 0.84% | 0.75% |
| Home Depot (HD) | 0.93% | 0.7% |
| Procter & Gamble (PG) | 0.96% | 0.68% |
| GE (GE) | 0.49% | 0.65% |
| Disney (DIS) | 0.75% | 0.65% |
| Oracle Corporation (ORCL.RTH) | 0.86% | 0.64% |
| Thermo Fisher (TMO) | 0.6% | 0.64% |
| Wells Fargo (WFC) | 0.61% | 0.63% |
| Coca-Cola (KO) | 0.73% | 0.61% |
| Morgan Stanley (MS) | 0.51% | 0.59% |
| PepsiCo (PEP) | 0.62% | 0.57% |
| IBM (IBM) | 0.58% | 0.56% |
| BlackStone (BX) | 0.58% | 0.55% |
| Chevron (CVX) | 0.67% | 0.55% |
| Goldman Sachs (GS) | 0.51% | 0.54% |
| American Express (AXP) | 0.5% | 0.53% |
| AT&T (T) | 0.67% | 0.52% |
| Philip Morris (PM) | 0.58% | 0.51% |
| Accenture (ACN) | 0.61% | 0.5% |
| Adobe (ADBE) | 0.73% | 0.49% |
| ServiceNow (NOW) | 0.59% | 0.48% |
| T-Mobile (TMUS) | 0.74% | 0.47% |
| McDonald's (MCD) | 0.53% | 0.45% |
| Abbott (ABT) | 0.56% | 0.44% |
| Intuitive Surgical (ISRG) | 0.49% | 0.42% |
| Linde (LIN) | 0.53% | 0.41% |
Cash & Instruments Over Time
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