Portfolio Diversification
Range
Most Diversified
9 instruments
April 22, 2022
Least Diversified
5 instruments
September 17, 2024
Average
7.5 instruments
Most Consistent Holdings
Top 5
AMZN100%
V100%
BRK.B100%
VOO100%
NVDA91.11%
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) | 28.54% | 22.63% | 100% | - |
| NVIDIA (NVDA) | 21.04% | 36% | 91.11% | - |
| Vanguard S&P 500 ETF (VOO) | 19.46% | 24.9% | 100% | - |
| Amazon (AMZN) | 19.11% | 15.6% | 100% | - |
 GainersQtr | 2.86% | 0% | 26.74% | 9/16/2024 |
 Teladoc (TDOC) | 2.51% | 0% | 50.65% | 10/19/2023 |
 Adobe (ADBE) | 2.48% | 0% | 50.65% | 10/19/2023 |
 Meta (META) | 1.44% | 0% | 60.34% | 2/16/2024 |
 Palantir (PLTR) | 1.17% | 0% | 50.65% | 10/19/2023 |
| Berkshire Hathaway (BRK.B) | 1.13% | 0.87% | 100% | - |
 Solventum (SOLV) | 0% | 0% | 12.2% | 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
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 10.23% | 35.07% |
| Vanguard S&P 500 ETF (VOO) | 38.04% | 25.16% |
| Visa (V) | 27.64% | 21.73% |
| Amazon (AMZN) | 23.38% | 17.14% |
| Berkshire Hathaway (BRK.B) | 0.61% | 0.84% |