Portfolio Diversification
Range
Most Diversified
10 instruments
June 15, 2024
Least Diversified
0 instruments
August 17, 2023
Average
3.6 instruments
Most Consistent Holdings
Top 5
TSLA65.24%
AAPL42.94%
NVDA39.62%
GOOGL37.72%
MSFT33.45%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 18, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 36.63% | 76.42% | 65.24% | - |
 Berkshire Hathaway (BRK.B) | 8.2% | 0% | 32.27% | 9/4/2025 |
| Apple (AAPL) | 6.63% | 0% | 42.94% | 8/14/2025 |
 Coca-Cola (KO) | 4.4% | 7.52% | 26.69% | - |
| Alphabet (GOOGL) | 4.09% | 0% | 37.72% | 7/21/2025 |
| NVIDIA (NVDA) | 3.78% | 0% | 39.62% | 9/10/2025 |
| Microsoft (MSFT) | 3.35% | 3.87% | 33.45% | - |
 Amazon (AMZN) | 2.5% | 0% | 26.45% | 9/4/2025 |
 Bitcoin (BTC) | 2.46% | 7.91% | 24.32% | - |
 Meta (META) | 1.9% | 0% | 20.28% | 9/3/2025 |
 ExxonMobil (XOM) | 0.74% | 0% | 3.08% | 12/16/2024 |
 Palantir (PLTR) | 0.11% | 0% | 1.07% | 9/8/2025 |
 Bank of America (BAC) | 0.07% | 0% | 0.71% | 3/4/2025 |
 Waste Management (WM) | 0.02% | 2.24% | 1.07% | - |
 PepsiCo (PEP) | 0.01% | 0% | 0.83% | 12/16/2024 |
 Walmart (WMT) | 0.01% | 0% | 0.71% | 9/8/2025 |
 Caterpillar (CAT) | 0.01% | 0% | 0.71% | 9/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 74.21% | 74.7% |
| NVIDIA (NVDA) | 10.74% | 10.18% |
| Coca-Cola (KO) | 10.17% | 10.12% |