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Portfolio Diversification
Range
Most Diversified
9 instruments
April 22, 2022
Least Diversified
0 instruments
October 20, 2025
Average
6.9 instruments
Most Consistent Holdings
Top 5
V99.68%
BRK.B99.68%
VOO99.68%
AMZN93.44%
NVDA92.31%
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 |
|---|---|---|---|---|
| Visa (V) | 26.44% | 17.6% | 99.68% | - |
| NVIDIA (NVDA) | 25% | 42.34% | 92.31% | - |
| Vanguard S&P 500 ETF (VOO) | 21.38% | 39.32% | 99.68% | - |
| Amazon (AMZN) | 17.23% | 0% | 93.44% | 2/25/2026 |
 GainersQtr | 2.23% | 0% | 20.87% | 9/16/2024 |
 Teladoc (TDOC) | 1.96% | 0% | 39.53% | 10/19/2023 |
 Adobe (ADBE) | 1.94% | 0% | 39.53% | 10/19/2023 |
 Meta (META) | 1.12% | 0% | 47.1% | 2/16/2024 |
| Berkshire Hathaway (BRK.B) | 1.05% | 0.72% | 99.68% | - |
 Palantir (PLTR) | 0.91% | 0% | 39.53% | 10/19/2023 |
 Solventum (SOLV) | 0% | 0% | 9.52% | 9/16/2024 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 10.16% | 40.05% |
| Vanguard S&P 500 ETF (VOO) | 38.44% | 24.42% |
| Visa (V) | 27.46% | 19.87% |
| Amazon (AMZN) | 23.22% | 14.85% |
| Berkshire Hathaway (BRK.B) | 0.6% | 0.77% |
Cash & Instruments Over Time
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