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Portfolio Diversification
Range
Most Diversified
44 instruments
June 28, 2024
Least Diversified
0 instruments
November 12, 2025
Average
40.8 instruments
Most Consistent Holdings
Top 5
DIS99.8%
KO99.8%
V99.8%
BRK.B99.8%
BAYN.DE99.8%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.74% | 9.08% | 99.8% | - |
 BlackRock (BLK) | 5.29% | 4.02% | 99.73% | - |
 Vanguard S&P 500 ETF (VOO) | 4.96% | 0% | 91.36% | 10/27/2025 |
 Verisign (VRSN) | 4.66% | 3.44% | 99.53% | - |
 Royal Caribbean (RCL) | 3.81% | 3.35% | 99.6% | - |
 Fastenal (FAST) | 3.69% | 3.48% | 99.46% | - |
 Costco (COST) | 3.57% | 0% | 96.85% | 1/21/2026 |
| Visa (V) | 3.42% | 3.05% | 99.8% | - |
 SPDR Gold (GLD) | 3.03% | 4.67% | 99.8% | - |
 Procter & Gamble (PG) | 3% | 1.99% | 99.73% | - |
 Broadridge (BR) | 2.58% | 1.89% | 99.73% | - |
| Disney (DIS) | 2.42% | 1.11% | 99.8% | - |
 Meta (META) | 2.39% | 2.03% | 96.58% | - |
 Kroger (KR) | 2.39% | 2.08% | 99.73% | - |
 iShares Silver Trust (SLV) | 2.26% | 1.59% | 97.39% | - |
 Alphabet (GOOG) | 2.17% | 0% | 91.49% | 10/30/2025 |
 Apple (AAPL) | 2.12% | 0% | 91.96% | 11/5/2025 |
 Microsoft (MSFT) | 2.06% | 0% | 91.49% | 10/29/2025 |
 T. Rowe Price (TROW) | 2.01% | 1.14% | 99.73% | - |
 Huhtamaki (HUH1V.HE) | 2.01% | 1.34% | 92.43% | - |
 Mastercard (MA) | 1.95% | 2.56% | 66.91% | - |
 Alibaba (BABA) | 1.89% | 0% | 89.22% | 9/25/2025 |
 CBRE (CBRE) | 1.87% | 0% | 85.53% | 8/1/2025 |
 Waste Management (WM) | 1.76% | 1.86% | 99.67% | - |
 Tencent (0700.HK) | 1.69% | 0% | 91.56% | 10/30/2025 |
 Hermes (RMS.PA) | 1.61% | 1.94% | 81.04% | - |
| Coca-Cola (KO) | 1.54% | 2.39% | 99.8% | - |
 Tyson Foods (TSN) | 1.49% | 1.12% | 96.78% | - |
 Carrier (CARR) | 1.44% | 1.88% | 64.5% | - |
 LVMH (MC.PA) | 1.23% | 1% | 73.34% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 1.2% | 1.03% | 99.73% | - |
 Mondelez (MDLZ) | 1.18% | 0.72% | 99.8% | - |
 PepsiCo (PEP) | 1.18% | 0.78% | 99.67% | - |
 Nike (NKE) | 1.06% | 0.88% | 82.18% | - |
 Nestle (NESN.ZU) | 1.06% | 0.57% | 98.12% | - |
 Hershey (HSY) | 1.01% | 0% | 98.26% | 2/10/2026 |
 Pfizer (PFE) | 0.99% | 0.48% | 99.67% | - |
 Michelin (ML.PA) | 0.98% | 0% | 50.57% | 2/4/2026 |
 Cal-Maine Foods (CALM) | 0.96% | 0.94% | 76.76% | - |
| Bayer (BAYN.DE) | 0.88% | 0.52% | 99.8% | - |
 Church & Dwight (CHD) | 0.83% | 0% | 67.25% | 11/1/2024 |
 McDonald's (MCD) | 0.79% | 1.77% | 40.86% | - |
 Graham Holdings (GHC) | 0.51% | 0% | 20.03% | 11/10/2022 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.39% | 4.94% | 8.31% | - |
 Ishares Msci Singapore Etf (EWS) | 0.33% | 4.56% | 8.17% | - |
 iShares China Large-Cap ETF (FXI) | 0.33% | 4.22% | 8.17% | - |
 McCormick (MKC) | 0.24% | 0.19% | 87.81% | - |
 Unilever (ULVR.L) | 0.19% | 2.32% | 8.44% | - |
 WD-40 (WDFC) | 0.15% | 0% | 24.45% | 7/11/2023 |
 Big Lots (BIGGQ) | 0.09% | 0% | 62.96% | 8/29/2024 |
 iShares Global Consumer Staples ETF (KXI) | 0% | 2.24% | 0.2% | - |
 Target (TGT) | 0% | 0% | 4.49% | 7/25/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.13% | 3/31/2023 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.07% | 12/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.52% | 8.38% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 4.36% | 4.69% |
| iShares Silver Trust (SLV) | 2.69% | 4.22% |
| BlackRock (BLK) | 4.14% | 4.2% |
| Ishares Msci Singapore Etf (EWS) | 3.63% | 3.79% |
| iShares China Large-Cap ETF (FXI) | 3.63% | 3.73% |
| Verisign (VRSN) | 3.85% | 3.61% |
| Visa (V) | 3.05% | 3.33% |
| SPDR Gold (GLD) | 2.91% | 3.32% |
| Royal Caribbean (RCL) | 3.6% | 3.24% |
| Fastenal (FAST) | 3.27% | 3.12% |
| Mastercard (MA) | 2.69% | 2.79% |
| Broadridge (BR) | 2.18% | 2.29% |
| Unilever (ULVR.L) | 2.25% | 2.25% |
| Procter & Gamble (PG) | 2.36% | 2.22% |
| Hermes (RMS.PA) | 2.46% | 2.21% |
| Meta (META) | 2.18% | 2.06% |
| Coca-Cola (KO) | 1.67% | 2.04% |
| Kroger (KR) | 1.74% | 1.98% |
| Waste Management (WM) | 1.53% | 1.72% |
| McDonald's (MCD) | 1.6% | 1.68% |
| Carrier (CARR) | 1.82% | 1.62% |
| Michelin (ML.PA) | 1.53% | 1.46% |
| Disney (DIS) | 1.71% | 1.37% |
| Huhtamaki (HUH1V.HE) | 1.67% | 1.35% |
| LVMH (MC.PA) | 1.56% | 1.33% |
| T. Rowe Price (TROW) | 2.25% | 1.29% |
| Tyson Foods (TSN) | 1.56% | 1.07% |
| Nike (NKE) | 1.42% | 0.98% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.24% | 0.96% |
| Cal-Maine Foods (CALM) | 0.94% | 0.87% |
| PepsiCo (PEP) | 0.8% | 0.7% |
| Mondelez (MDLZ) | 0.73% | 0.68% |
| Hershey (HSY) | 0.73% | 0.63% |
| Nestle (NESN.ZU) | 0.87% | 0.57% |
| Bayer (BAYN.DE) | 0.95% | 0.52% |
| Pfizer (PFE) | 0.91% | 0.46% |
| McCormick (MKC) | 0.22% | 0.2% |
| Costco (COST) | 0.07% | 0.07% |
| Big Lots (BIGGQ) | 0.36% | 0% |
Cash & Instruments Over Time
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