Portfolio Diversification
Range
Most Diversified
25 instruments
August 19, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
AMZN99.91%
JPM99.91%
WMT99.91%
BRK.B99.91%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 8.29% | 7.44% | 99.91% | - |
 UnitedHealth (UNH) | 7.69% | 8.62% | 99.32% | - |
 NVIDIA (NVDA) | 6.15% | 7.01% | 99.06% | - |
| JPMorgan (JPM) | 5.9% | 7.08% | 99.91% | - |
| Amazon (AMZN) | 5.83% | 7.9% | 99.91% | - |
 Tesla (TSLA) | 5.72% | 4.6% | 97.87% | - |
| Microsoft (MSFT) | 5.53% | 8.23% | 99.91% | - |
 ExxonMobil (XOM) | 5.09% | 0% | 95.99% | 3/4/2025 |
 Deere (DE) | 5.04% | 0% | 90.27% | 2/24/2025 |
 Apollo (APO) | 4.01% | 4.97% | 99.91% | - |
 Goldman Sachs (GS) | 3.97% | 6.09% | 99.91% | - |
 BJ's (BJ) | 3.74% | 5.88% | 99.91% | - |
 LVMH (MC.PA) | 3.71% | 0% | 95.56% | 2/27/2025 |
 Bank of America (BAC) | 3.36% | 0% | 93.77% | 2/6/2025 |
 Solana (SOL) | 3.31% | 4.63% | 99.91% | - |
 Vanguard S&P 500 ETF (VOO) | 3.18% | 0% | 77.9% | 8/2/2024 |
| Walmart (WMT) | 3.1% | 6.57% | 99.91% | - |
 Ethereum (ETH) | 2.98% | 1.91% | 99.91% | - |
 Alphabet (GOOGL) | 2.79% | 6.83% | 67.06% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.97% | 0% | 76.11% | 7/12/2024 |
 Rivian (RIVN) | 1.67% | 1.73% | 99.91% | - |
 BlackStone (BX) | 1.38% | 0% | 40.78% | 1/16/2024 |
 Dow (DOW) | 1.01% | 0% | 47.87% | 12/28/2023 |
 Meta (META) | 0.82% | 2.9% | 30.38% | - |
 Cardano (ADA) | 0.5% | 0% | 61.09% | 1/16/2024 |
 Estee Lauder (EL) | 0.49% | 0% | 12.8% | 1/19/2024 |
 AMD (AMD) | 0.21% | 5.14% | 4.01% | - |
 General Mills (GIS) | 0.11% | 0% | 5.97% | 3/8/2024 |
 Crowdstrike (CRWD) | 0.09% | 2.47% | 3.84% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 5.6% | 7.74% |
| NVIDIA (NVDA) | 1.84% | 7.25% |
| Amazon (AMZN) | 6.72% | 7.12% |
| UnitedHealth (UNH) | 9.17% | 6.8% |
| Berkshire Hathaway (BRK.B) | 5.64% | 6.08% |
| Walmart (WMT) | 5.54% | 5.84% |
| LVMH (MC.PA) | 8.55% | 5.76% |
| JPMorgan (JPM) | 4.23% | 5.39% |
| Solana (SOL) | 3.64% | 5.01% |
| ExxonMobil (XOM) | 5.8% | 4.56% |
| Microsoft (MSFT) | 5.04% | 4.41% |
| Deere (DE) | 5.54% | 4.36% |
| BJ's (BJ) | 4.18% | 3.69% |
| Apollo (APO) | 1.9% | 3.55% |
| Alphabet (GOOGL) | 2.8% | 3.52% |
| Ethereum (ETH) | 3.99% | 3.39% |
| Goldman Sachs (GS) | 2.61% | 2.89% |
| Bank of America (BAC) | 2.19% | 2.4% |
| Meta (META) | 2.36% | 2.21% |
| Rivian (RIVN) | 3.76% | 2% |