Portfolio Diversification
Range
Most Diversified
25 instruments
August 19, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22.2 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
AMZN99.91%
BAC99.91%
JPM99.91%
WMT99.91%
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) | 8.38% | 0% | 99.91% | 2/1/2025 |
 UnitedHealth (UNH) | 7.65% | 0% | 99.27% | 2/1/2025 |
 NVIDIA (NVDA) | 6.09% | 0% | 99% | 2/1/2025 |
| JPMorgan (JPM) | 5.83% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 5.76% | 0% | 97.72% | 2/1/2025 |
| Amazon (AMZN) | 5.69% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 5.39% | 0% | 99.91% | 2/1/2025 |
 ExxonMobil (XOM) | 5.32% | 0% | 99.91% | 2/1/2025 |
 Deere (DE) | 5.3% | 0% | 94.53% | 2/1/2025 |
 Apollo (APO) | 3.96% | 0% | 99.91% | 2/1/2025 |
 Goldman Sachs (GS) | 3.85% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 3.85% | 0% | 99.91% | 2/1/2025 |
 BJ's (BJ) | 3.7% | 0% | 99.91% | 2/1/2025 |
| Bank of America (BAC) | 3.59% | 0% | 99.91% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.4% | 0% | 83.3% | 8/2/2024 |
 Solana (SOL) | 3.23% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 3.02% | 0% | 99.91% | 2/1/2025 |
| Walmart (WMT) | 2.9% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOGL) | 2.58% | 0% | 64.78% | 2/1/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.11% | 0% | 81.39% | 7/12/2024 |
 Rivian (RIVN) | 1.67% | 0% | 99.91% | 2/1/2025 |
 BlackStone (BX) | 1.48% | 0% | 43.61% | 1/16/2024 |
 Dow (DOW) | 1.08% | 0% | 51.19% | 12/28/2023 |
 Meta (META) | 0.64% | 0% | 25.55% | 2/1/2025 |
 Cardano (ADA) | 0.53% | 0% | 65.33% | 1/16/2024 |
 Estee Lauder (EL) | 0.52% | 0% | 13.69% | 1/19/2024 |
 General Mills (GIS) | 0.11% | 0% | 6.39% | 3/8/2024 |
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% |