Portfolio Diversification
Range
Most Diversified
14 instruments
December 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
11.8 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
META99.91%
INTC99.91%
BRK.B99.91%
BABA99.91%
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 |
|---|---|---|---|---|
| Meta (META) | 13.74% | 0% | 99.91% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 12.7% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOG) | 10.39% | 0% | 94.34% | 2/1/2025 |
 Disney (DIS) | 9.38% | 0% | 97.72% | 2/1/2025 |
 BlackRock (BLK) | 9.19% | 0% | 89.78% | 1/28/2025 |
| Apple (AAPL) | 8.97% | 0% | 99.91% | 2/1/2025 |
| Alibaba (BABA) | 7.98% | 0% | 99.91% | 2/1/2025 |
| Intel (INTC) | 6.46% | 0% | 99.91% | 2/1/2025 |
 Foot Locker (FL) | 6.19% | 0% | 99.91% | 2/1/2025 |
 PostNL (PNL.NV) | 4.8% | 0% | 78.83% | 6/14/2024 |
 ARK Innovation ETF (ARKK) | 4.21% | 0% | 99.91% | 2/1/2025 |
 Starbucks (SBUX) | 3.55% | 0% | 90.15% | 2/1/2025 |
 Microsoft (MSFT) | 0.8% | 0% | 21.08% | 2/1/2025 |
 Vanguard Value ETF (VTV) | 0.03% | 0% | 3.92% | 2/1/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 0.02% | 0% | 3.01% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 11.44% | 20.63% |
| Berkshire Hathaway (BRK.B) | 9.89% | 12.86% |
| Alphabet (GOOG) | 9.89% | 12.31% |
| BlackRock (BLK) | 8.48% | 11% |
| Apple (AAPL) | 7.87% | 9.9% |
| Disney (DIS) | 11.89% | 9.56% |
| Alibaba (BABA) | 9.82% | 5.95% |
| ARK Innovation ETF (ARKK) | 7.06% | 4.02% |
| Foot Locker (FL) | 7.06% | 3.46% |
| Microsoft (MSFT) | 3.94% | 3.3% |
| Starbucks (SBUX) | 2.97% | 2.99% |
| Intel (INTC) | 8.48% | 2.98% |
| Vanguard Value ETF (VTV) | 0.65% | 0.56% |
| iShares Core Dividend Growth ETF (DGRO) | 0.57% | 0.5% |