Portfolio Diversification
Range
Most Diversified
12 instruments
April 16, 2025
Least Diversified
0 instruments
February 7, 2025
Average
7.8 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
GOOG99.88%
META99.88%
JPM75.55%
AXP74.85%
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 |
|---|---|---|---|---|
| Meta (META) | 37.94% | 37.49% | 99.88% | - |
| Apple (AAPL) | 30.07% | 7.13% | 99.88% | - |
| Alphabet (GOOG) | 10.66% | 16.35% | 99.88% | - |
| JPMorgan (JPM) | 5.1% | 11.41% | 75.55% | - |
 Microsoft (MSFT) | 3.94% | 0% | 64.73% | 7/19/2024 |
| American Express (AXP) | 3.46% | 4.43% | 74.85% | - |
 Comcast (CMCSA) | 2.58% | 10.91% | 42.61% | - |
 Warner Bros Discovery (WBD) | 1.37% | 2.39% | 61.23% | - |
 Brookfield (BAM) | 0.48% | 1.12% | 40.05% | - |
 Adobe (ADBE) | 0.3% | 0% | 36.09% | 7/30/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.23% | 0% | 13.97% | 12/6/2023 |
 Citi (C) | 0.21% | 4.46% | 5.24% | - |
 Amazon (AMZN) | 0.11% | 2.94% | 3.96% | - |
 LVMH (MC.PA) | 0.07% | 0.09% | 45.29% | - |
 Oracle (ORCL) | 0.05% | 0.34% | 14.32% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 22.26% | 45.67% |
| Alphabet (GOOG) | 21.34% | 16.09% |
| JPMorgan (JPM) | 12.09% | 8.98% |
| Comcast (CMCSA) | 16.71% | 8.44% |
| Apple (AAPL) | 8.87% | 7.56% |
| American Express (AXP) | 6.04% | 5.85% |
| Warner Bros Discovery (WBD) | 6.08% | 3.69% |
| Brookfield (BAM) | 1.88% | 1.36% |
| LVMH (MC.PA) | 0.38% | 0.15% |