Portfolio Diversification
Range
Most Diversified
51 instruments
October 4, 2023
Least Diversified
0 instruments
April 24, 2024
Average
45.1 instruments
Most Consistent Holdings
Top 5
AAPL99.9%
MSFT99.9%
HD99.9%
JNJ99.9%
JPM99.9%
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) | 5.93% | 7.84% | 99.9% | - |
| Microsoft (MSFT) | 5.22% | 8.2% | 99.9% | - |
 NVIDIA (NVDA) | 5.04% | 9.89% | 78.57% | - |
 Alphabet (GOOGL) | 3.53% | 6.42% | 78.57% | - |
 Amazon (AMZN) | 3.48% | 7.03% | 78.57% | - |
 Meta (META) | 2.6% | 3.77% | 78.57% | - |
 Walmart (WMT) | 2.1% | 1.68% | 99.9% | - |
| JPMorgan (JPM) | 2.08% | 1.73% | 99.9% | - |
 Visa (V) | 1.98% | 1.38% | 99.9% | - |
 Tesla (TSLA) | 1.97% | 4.59% | 78.47% | - |
 Broadcom (AVGO) | 1.86% | 3.43% | 78.57% | - |
 Berkshire Hathaway (BRK.B) | 1.82% | 2.1% | 78.57% | - |
 Merck (MRK) | 1.66% | 0.65% | 99.9% | - |
 UnitedHealth (UNH) | 1.65% | 1.01% | 99.9% | - |
 Procter & Gamble (PG) | 1.63% | 0.72% | 99.9% | - |
 Eli Lilly (LLY) | 1.61% | 2.37% | 78.57% | - |
 Salesforce (CRM) | 1.52% | 0.72% | 99.8% | - |
| Home Depot (HD) | 1.5% | 0.76% | 99.9% | - |
| Johnson & Johnson (JNJ) | 1.46% | 0.91% | 99.9% | - |
 McDonald's (MCD) | 1.45% | 0.45% | 99.9% | - |
 Coca-Cola (KO) | 1.43% | 0.61% | 99.9% | - |
 Cisco (CSCO) | 1.34% | 0.83% | 91.19% | - |
 Chevron (CVX) | 1.34% | 0.55% | 99.8% | - |
 Oracle (ORCL) | 1.17% | 1.57% | 78.57% | - |
 Mastercard (MA) | 1.15% | 1.05% | 78.47% | - |
 ExxonMobil (XOM) | 1.11% | 1.01% | 78.57% | - |
 Costco (COST) | 1.07% | 0.83% | 78.47% | - |
 Disney (DIS) | 1.02% | 0.64% | 78.08% | - |
 Nike (NKE) | 1.01% | 0% | 45.99% | 4/23/2024 |
 American Express (AXP) | 0.96% | 0.52% | 75.24% | - |
 IBM (IBM) | 0.94% | 0.58% | 75.15% | - |
 Verizon (VZ) | 0.93% | 0% | 59.3% | 2/25/2025 |
 AbbVie (ABBV) | 0.93% | 0.81% | 78.57% | - |
 Netflix (NFLX) | 0.92% | 0.95% | 78.57% | - |
 Intel (INTC) | 0.9% | 0% | 45.99% | 4/23/2024 |
 Caterpillar (CAT) | 0.88% | 0% | 42.47% | 2/25/2025 |
 Amgen (AMGN) | 0.88% | 0% | 42.37% | 8/28/2024 |
 T-Mobile (TMUS) | 0.86% | 0.51% | 78.57% | - |
 Bank of America (BAC) | 0.84% | 1.24% | 78.57% | - |
 Linde (LIN) | 0.83% | 0.43% | 78.57% | - |
 PepsiCo (PEP) | 0.76% | 0.59% | 78.47% | - |
 Goldman Sachs (GS) | 0.75% | 0.48% | 45.4% | - |
 Adobe (ADBE) | 0.73% | 0.49% | 78.57% | - |
 Thermo Fisher (TMO) | 0.72% | 0.61% | 78.57% | - |
 Accenture (ACN) | 0.72% | 0.47% | 78.57% | - |
 Abbott (ABT) | 0.69% | 0.44% | 78.57% | - |
 Wells Fargo (WFC) | 0.67% | 0.58% | 71.92% | - |
 Dow (DOW) | 0.66% | 0% | 21.33% | 8/10/2023 |
 Boeing (BA) | 0.62% | 0% | 21.33% | 8/10/2023 |
 Honeywell (HON) | 0.62% | 0% | 21.33% | 8/10/2023 |
 AMD (AMD) | 0.62% | 0% | 47.46% | 2/25/2025 |
 Travelers (TRV) | 0.61% | 0% | 21.33% | 8/10/2023 |
 Walgreens (WBA) | 0.56% | 0% | 21.33% | 8/10/2023 |
 Danaher (DHR) | 0.56% | 0% | 54.5% | 2/25/2025 |
 Alphabet (GOOG) | 0.51% | 0% | 32.68% | 7/16/2024 |
 3M (MMM) | 0.51% | 0% | 21.33% | 8/10/2023 |
 Philip Morris (PM) | 0.45% | 0.47% | 51.86% | - |
 GE (GE) | 0.41% | 0.65% | 45.21% | - |
 Qualcomm (QCOM) | 0.34% | 0% | 33.07% | 2/25/2025 |
 Comcast (CMCSA) | 0.33% | 0% | 24.66% | 4/23/2024 |
 Intuit (INTU) | 0.28% | 0% | 26.71% | 10/14/2024 |
 Morgan Stanley (MS) | 0.24% | 0.54% | 31.9% | - |
 ServiceNow (NOW) | 0.24% | 0.58% | 37.18% | - |
 Pfizer (PFE) | 0.24% | 0% | 24.66% | 4/23/2024 |
 Texas Instruments (TXN) | 0.24% | 0% | 29.65% | 2/25/2025 |
 BlackStone (BX) | 0.23% | 0.53% | 37.18% | - |
 Palantir (PLTR) | 0.21% | 0.89% | 24.07% | - |
 AT&T (T) | 0.17% | 0.53% | 23.97% | - |
 Applied Materials (AMAT) | 0.12% | 0% | 14.68% | 10/14/2024 |
 UPS (UPS) | 0.11% | 0% | 7.83% | 11/2/2023 |
 Intuitive Surgical (ISRG) | 0.11% | 0.4% | 24.07% | - |
 ConocoPhillips (COP) | 0.1% | 0% | 6.85% | 1/11/2024 |
 Veralto (VLTO) | 0% | 0% | 2.94% | 11/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 10.29% | 11.03% |
| NVIDIA (NVDA) | 9.91% | 9.47% |
| Microsoft (MSFT) | 9.15% | 9.03% |
| Alphabet (GOOGL) | 5.96% | 6.73% |
| Amazon (AMZN) | 5.81% | 6.63% |
| Meta (META) | 4.4% | 4.26% |
| Tesla (TSLA) | 4% | 3.79% |
| Broadcom (AVGO) | 2.53% | 3.19% |
| Berkshire Hathaway (BRK.B) | 2.9% | 2.81% |
| Eli Lilly (LLY) | 2.59% | 2.11% |
| Walmart (WMT) | 1.89% | 2.1% |
| JPMorgan (JPM) | 1.85% | 1.97% |
| Visa (V) | 1.61% | 1.79% |
| Mastercard (MA) | 1.37% | 1.39% |
| ExxonMobil (XOM) | 1.6% | 1.37% |
| Oracle (ORCL) | 1.44% | 1.33% |
| UnitedHealth (UNH) | 1.62% | 1.33% |
| Costco (COST) | 1.16% | 1.18% |
| Procter & Gamble (PG) | 1.18% | 1.13% |
| Netflix (NFLX) | 0.91% | 1.11% |
| Home Depot (HD) | 1.2% | 1.1% |
| Cisco (CSCO) | 0.96% | 1.03% |
| Johnson & Johnson (JNJ) | 1.14% | 1% |
| Bank of America (BAC) | 0.95% | 0.98% |
| Salesforce (CRM) | 0.81% | 0.92% |
| AbbVie (ABBV) | 1.01% | 0.9% |
| AMD (AMD) | 1.09% | 0.82% |
| GE (GE) | 0.92% | 0.78% |
| Coca-Cola (KO) | 0.88% | 0.77% |
| Chevron (CVX) | 0.81% | 0.76% |
| T-Mobile (TMUS) | 0.73% | 0.74% |
| Qualcomm (QCOM) | 0.77% | 0.72% |
| Verizon (VZ) | 0.79% | 0.72% |
| Merck (MRK) | 0.81% | 0.72% |
| Wells Fargo (WFC) | 0.62% | 0.68% |
| Accenture (ACN) | 0.67% | 0.64% |
| ServiceNow (NOW) | 0.57% | 0.63% |
| American Express (AXP) | 0.58% | 0.61% |
| BlackStone (BX) | 0.55% | 0.6% |
| PepsiCo (PEP) | 0.7% | 0.6% |
| McDonald's (MCD) | 0.64% | 0.59% |
| IBM (IBM) | 0.63% | 0.58% |
| Linde (LIN) | 0.66% | 0.57% |
| Thermo Fisher (TMO) | 0.67% | 0.57% |
| Abbott (ABT) | 0.59% | 0.56% |
| Adobe (ADBE) | 0.65% | 0.56% |
| Philip Morris (PM) | 0.54% | 0.54% |
| Caterpillar (CAT) | 0.55% | 0.5% |
| Texas Instruments (TXN) | 0.55% | 0.49% |
| Danaher (DHR) | 0.57% | 0.47% |