Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 6.33% | 7.11% | 99.81% | - |
 BlackRock (BLK) | 5.63% | 5.03% | 99.81% | - |
 Vanguard S&P 500 ETF (VOO) | 5.61% | 4.68% | 99.81% | - |
 Verisign (VRSN) | 4.97% | 3.42% | 99.81% | - |
 Royal Caribbean (RCL) | 3.82% | 4.77% | 99.81% | - |
 Fastenal (FAST) | 3.79% | 3.49% | 99.81% | - |
 Costco (COST) | 3.59% | 4.42% | 99.81% | - |
 Visa (V) | 3.43% | 3.26% | 99.81% | - |
 Procter & Gamble (PG) | 3.27% | 2.82% | 99.81% | - |
 Disney (DIS) | 2.79% | 1.92% | 99.81% | - |
 Broadridge (BR) | 2.61% | 2.72% | 99.81% | - |
 Alphabet (GOOG) | 2.47% | 1.94% | 99.81% | - |
 Kroger (KR) | 2.47% | 2.1% | 99.81% | - |
 SPDR Gold (GLD) | 2.47% | 3.99% | 99.81% | - |
 Meta (META) | 2.42% | 2.13% | 95.47% | - |
 Apple (AAPL) | 2.4% | 2.24% | 99.81% | - |
 Microsoft (MSFT) | 2.3% | 2.14% | 99.81% | - |
 T. Rowe Price (TROW) | 2.29% | 1.79% | 99.81% | - |
 Huhtamaki (HUH1V.HE) | 2.21% | 1.85% | 89.4% | - |
 Alibaba (BABA) | 2.16% | 1.52% | 99.81% | - |
 CBRE (CBRE) | 2.14% | 2.53% | 99.81% | - |
 iShares Silver Trust (SLV) | 2% | 2.48% | 99.81% | - |
 Tencent (0700.HK) | 1.84% | 1.6% | 99.81% | - |
 Waste Management (WM) | 1.74% | 1.93% | 99.81% | - |
 Tyson Foods (TSN) | 1.66% | 1.35% | 95.47% | - |
 Mastercard (MA) | 1.53% | 2.9% | 52.6% | - |
 Coca-Cola (KO) | 1.53% | 1.31% | 99.81% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 1.4% | 0.76% | 99.81% | - |
 PepsiCo (PEP) | 1.36% | 0.91% | 99.81% | - |
 Mondelez (MDLZ) | 1.34% | 0.94% | 99.81% | - |
 Hermes (RMS.PA) | 1.26% | 2.06% | 73.12% | - |
 Nestle (NESN.ZU) | 1.25% | 0.68% | 97.5% | - |
 LVMH (MC.PA) | 1.23% | 1.42% | 61.85% | - |
 Carrier (CARR) | 1.22% | 2.26% | 49.13% | - |
 Pfizer (PFE) | 1.21% | 0.54% | 99.81% | - |
 Hershey (HSY) | 1.19% | 0.71% | 99.81% | - |
 Church & Dwight (CHD) | 1.19% | 0% | 96.72% | 11/1/2024 |
 Bayer (BAYN.DE) | 1.08% | 0.4% | 99.81% | - |
 Nike (NKE) | 1.02% | 1.39% | 74.47% | - |
 Cal-Maine Foods (CALM) | 0.91% | 1.15% | 66.96% | - |
 Graham Holdings (GHC) | 0.73% | 0% | 28.81% | 11/10/2022 |
 Michelin (ML.PA) | 0.7% | 1.85% | 31.89% | - |
 McDonald's (MCD) | 0.32% | 2.06% | 15.32% | - |
 McCormick (MKC) | 0.24% | 0.26% | 82.66% | - |
 WD-40 (WDFC) | 0.22% | 0% | 35.16% | 7/11/2023 |
 Big Lots (BIGGQ) | 0.13% | 0% | 90.56% | 8/29/2024 |
 Target (TGT) | 0% | 0% | 6.45% | 7/25/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.19% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.75% | 6.4% |
| BlackRock (BLK) | 5.59% | 5.95% |
| Vanguard S&P 500 ETF (VOO) | 4.86% | 5.24% |
| Verisign (VRSN) | 4.22% | 4.63% |
| Royal Caribbean (RCL) | 3.6% | 3.91% |
| Costco (COST) | 3.05% | 3.82% |
| Fastenal (FAST) | 3.16% | 3.36% |
| Visa (V) | 2.69% | 3.23% |
| Meta (META) | 2.79% | 2.98% |
| Procter & Gamble (PG) | 2.59% | 2.91% |
| Broadridge (BR) | 2.07% | 2.85% |
| Alphabet (GOOG) | 2.64% | 2.81% |
| Mastercard (MA) | 2.17% | 2.74% |
| Carrier (CARR) | 2.07% | 2.6% |
| Disney (DIS) | 3.47% | 2.58% |
| Huhtamaki (HUH1V.HE) | 2.38% | 2.45% |
| Microsoft (MSFT) | 2.07% | 2.24% |
| Apple (AAPL) | 2.07% | 2.2% |
| CBRE (CBRE) | 2.07% | 2.12% |
| LVMH (MC.PA) | 2.12% | 2.09% |
| Kroger (KR) | 2.38% | 1.97% |
| T. Rowe Price (TROW) | 3.21% | 1.93% |
| iShares Silver Trust (SLV) | 1.71% | 1.71% |
| Hermes (RMS.PA) | 1.45% | 1.71% |
| Alibaba (BABA) | 2.9% | 1.69% |
| Waste Management (WM) | 1.24% | 1.49% |
| SPDR Gold (GLD) | 1.29% | 1.48% |
| Cal-Maine Foods (CALM) | 1.24% | 1.45% |
| Tencent (0700.HK) | 2.48% | 1.43% |
| Coca-Cola (KO) | 1.24% | 1.4% |
| Tyson Foods (TSN) | 2.22% | 1.39% |
| Mondelez (MDLZ) | 1.03% | 1.3% |
| Nike (NKE) | 1.29% | 1.26% |
| PepsiCo (PEP) | 1.14% | 1.18% |
| Church & Dwight (CHD) | 1.14% | 1.15% |
| Nestle (NESN.ZU) | 1.24% | 1.08% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.76% | 1.07% |
| Hershey (HSY) | 1.03% | 0.91% |
| Pfizer (PFE) | 1.29% | 0.76% |
| Bayer (BAYN.DE) | 1.35% | 0.72% |
| McCormick (MKC) | 0.31% | 0.28% |
| Big Lots (BIGGQ) | 0.52% | 0.07% |