Portfolio Diversification
Range
Most Diversified
44 instruments
June 28, 2024
Least Diversified
33 instruments
January 1, 2022
Average
40.8 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
DIS100%
KO100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 6.47% | 8.79% | 100% | - |
 BlackRock (BLK) | 5.54% | 4.27% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 5.53% | 4.67% | 100% | - |
 Verisign (VRSN) | 4.87% | 4.66% | 100% | - |
 Royal Caribbean (RCL) | 3.85% | 3.45% | 100% | - |
 Fastenal (FAST) | 3.75% | 3.72% | 100% | - |
 Costco (COST) | 3.73% | 5.22% | 100% | - |
 Visa (V) | 3.43% | 3.56% | 100% | - |
 Procter & Gamble (PG) | 3.22% | 2.8% | 100% | - |
| Disney (DIS) | 2.68% | 1.45% | 100% | - |
 SPDR Gold (GLD) | 2.66% | 5.09% | 100% | - |
 Broadridge (BR) | 2.63% | 2.77% | 100% | - |
 Kroger (KR) | 2.45% | 2.45% | 100% | - |
| Alphabet (GOOG) | 2.43% | 1.86% | 100% | - |
 Meta (META) | 2.42% | 2.27% | 96.14% | - |
| Apple (AAPL) | 2.37% | 1.9% | 100% | - |
| Microsoft (MSFT) | 2.28% | 2.03% | 100% | - |
 T. Rowe Price (TROW) | 2.21% | 1.28% | 100% | - |
 Huhtamaki (HUH1V.HE) | 2.18% | 1.73% | 90.73% | - |
 CBRE (CBRE) | 2.17% | 2.2% | 100% | - |
 Alibaba (BABA) | 2.14% | 1.9% | 100% | - |
 iShares Silver Trust (SLV) | 2.07% | 2.83% | 100% | - |
 Tencent (0700.HK) | 1.83% | 1.81% | 100% | - |
 Waste Management (WM) | 1.75% | 2% | 100% | - |
 Mastercard (MA) | 1.69% | 2.93% | 57.94% | - |
 Tyson Foods (TSN) | 1.61% | 1.3% | 96.14% | - |
| Coca-Cola (KO) | 1.51% | 1.5% | 100% | - |
 Hermes (RMS.PA) | 1.42% | 2.78% | 76.22% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 1.32% | 0.6% | 100% | - |
 Carrier (CARR) | 1.31% | 1.9% | 54.85% | - |
 PepsiCo (PEP) | 1.3% | 0.84% | 100% | - |
 Mondelez (MDLZ) | 1.29% | 0.99% | 100% | - |
 LVMH (MC.PA) | 1.26% | 1.28% | 66.18% | - |
 Nestle (NESN.ZU) | 1.19% | 0.76% | 97.94% | - |
 Pfizer (PFE) | 1.14% | 0.47% | 100% | - |
 Hershey (HSY) | 1.13% | 0.67% | 100% | - |
 Church & Dwight (CHD) | 1.06% | 0% | 86.18% | 11/1/2024 |
 Nike (NKE) | 1.05% | 1.07% | 77.42% | - |
 Bayer (BAYN.DE) | 1.01% | 0.36% | 100% | - |
 Cal-Maine Foods (CALM) | 0.94% | 1.22% | 70.73% | - |
 Michelin (ML.PA) | 0.84% | 1.81% | 39.48% | - |
 Graham Holdings (GHC) | 0.65% | 0% | 25.67% | 11/10/2022 |
 McDonald's (MCD) | 0.52% | 2.21% | 24.72% | - |
 McCormick (MKC) | 0.25% | 0.26% | 84.72% | - |
 WD-40 (WDFC) | 0.2% | 0% | 31.33% | 7/11/2023 |
 Big Lots (BIGGQ) | 0.12% | 0% | 80.69% | 8/29/2024 |
 Target (TGT) | 0% | 0% | 5.75% | 7/25/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.17% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.32% | 7.06% |
| BlackRock (BLK) | 4.9% | 5.04% |
| Royal Caribbean (RCL) | 4.17% | 4.64% |
| Vanguard S&P 500 ETF (VOO) | 4.26% | 4.61% |
| Costco (COST) | 3.63% | 4.19% |
| SPDR Gold (GLD) | 3.22% | 4.02% |
| Verisign (VRSN) | 3.79% | 3.92% |
| Visa (V) | 3.08% | 3.34% |
| Fastenal (FAST) | 2.77% | 3.08% |
| Mastercard (MA) | 2.81% | 2.95% |
| Procter & Gamble (PG) | 2.27% | 2.74% |
| Broadridge (BR) | 1.9% | 2.69% |
| CBRE (CBRE) | 1.81% | 2.46% |
| iShares Silver Trust (SLV) | 2.13% | 2.35% |
| Apple (AAPL) | 1.81% | 2.35% |
| Hermes (RMS.PA) | 1.72% | 2.2% |
| Kroger (KR) | 2.09% | 2.17% |
| Alphabet (GOOG) | 2.09% | 2.17% |
| Microsoft (MSFT) | 2% | 2.13% |
| Carrier (CARR) | 1.9% | 2.07% |
| McDonald's (MCD) | 1.81% | 2.06% |
| Meta (META) | 1.81% | 2.06% |
| Michelin (ML.PA) | 1.9% | 1.94% |
| Huhtamaki (HUH1V.HE) | 2.09% | 1.88% |
| Disney (DIS) | 2.41% | 1.87% |
| Waste Management (WM) | 1.81% | 1.76% |
| Tencent (0700.HK) | 2.18% | 1.69% |
| T. Rowe Price (TROW) | 2.81% | 1.67% |
| Alibaba (BABA) | 2.54% | 1.52% |
| LVMH (MC.PA) | 1.86% | 1.51% |
| Nike (NKE) | 1.77% | 1.35% |
| Cal-Maine Foods (CALM) | 1.18% | 1.31% |
| Coca-Cola (KO) | 1.18% | 1.3% |
| Tyson Foods (TSN) | 1.95% | 1.22% |
| Mondelez (MDLZ) | 0.91% | 0.89% |
| PepsiCo (PEP) | 1% | 0.87% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.54% | 0.71% |
| Nestle (NESN.ZU) | 1.09% | 0.69% |
| Hershey (HSY) | 0.91% | 0.68% |
| Pfizer (PFE) | 1.13% | 0.57% |
| Bayer (BAYN.DE) | 1.18% | 0.42% |
| McCormick (MKC) | 0.27% | 0.26% |
| Big Lots (BIGGQ) | 0.45% | 0% |