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Portfolio Diversification
Range
Most Diversified
15 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
7.5 instruments
Most Consistent Holdings
Top 5
GOOG99.93%
BRK.B99.87%
CRWD64.38%
AAPL43.82%
AMZN43.82%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 37.09% | 52.48% | 99.93% | - |
| Berkshire Hathaway (BRK.B) | 26.02% | 31.88% | 99.87% | - |
| Crowdstrike (CRWD) | 8.58% | 15.57% | 64.38% | - |
| Apple (AAPL) | 3.97% | 0% | 43.82% | 11/24/2023 |
 NVIDIA (NVDA) | 3.18% | 0% | 38.86% | 11/24/2023 |
 Bank of America (BAC) | 3.09% | 0% | 43.82% | 11/24/2023 |
 Coca-Cola (KO) | 2.71% | 0% | 43.82% | 11/24/2023 |
 Wells Fargo (WFC) | 2.29% | 0% | 26.5% | 3/1/2023 |
| Amazon (AMZN) | 2.26% | 0% | 43.82% | 11/24/2023 |
 Costco (COST) | 1.86% | 0% | 43.82% | 11/24/2023 |
 Disney (DIS) | 1.86% | 0% | 43.82% | 11/24/2023 |
 Home Depot (HD) | 1.66% | 0% | 43.82% | 11/24/2023 |
 PayPal (PYPL) | 1.23% | 0% | 43.82% | 11/24/2023 |
 GoPro (GPRO) | 0.83% | 0% | 43.82% | 11/24/2023 |
 Occidental (OXY) | 0.81% | 0% | 17.05% | 9/27/2022 |
 Laopu Gold Co Ltd (6181.HK) | 0.39% | 0% | 7.67% | 3/23/2026 |
 PG&E (PCG) | 0.08% | 0% | 2.71% | 2/10/2022 |
 ARK Innovation ETF (ARKK) | 0.05% | 0% | 3.64% | 2/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 34.49% | 49.81% |
| Berkshire Hathaway (BRK.B) | 36.52% | 29.4% |
| Crowdstrike (CRWD) | 15.04% | 16.25% |
| Laopu Gold Co Ltd (6181.HK) | 13.87% | 4.5% |
Cash & Instruments Over Time
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