Portfolio Diversification
Range
Most Diversified
9 instruments
April 10, 2025
Least Diversified
0 instruments
September 27, 2024
Average
3.5 instruments
Most Consistent Holdings
Top 5
GOOG34.77%
LW23.59%
BATRK21.15%
LLYVA19.74%
MSFT19.36%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 campervans | 39.04% | 0% | 39.19% | 2/29/2024 |
| Alphabet (GOOG) | 7.17% | 0% | 34.77% | 9/29/2025 |
 SPDR Gold MiniShares Trust (GLDM) | 5.45% | 0% | 18.42% | 10/28/2025 |
| Microsoft (MSFT) | 4.04% | 0% | 19.36% | 11/7/2025 |
 Broadcom (AVGO) | 3.01% | 0% | 17.58% | 9/26/2024 |
 Tesla (TSLA) | 2.62% | 0% | 18.42% | 9/26/2024 |
 Vanguard S&P 500 ETF (VOO) | 2.31% | 0% | 18.52% | 9/30/2025 |
 Apple (AAPL) | 2.19% | 0% | 17.95% | 9/29/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.87% | 0% | 16.92% | 9/30/2025 |
 Ethereum (ETH) | 1.76% | 0% | 12.12% | 7/22/2025 |
 Visa (V) | 1.53% | 0% | 12.88% | 7/29/2024 |
 Mastercard (MA) | 1.38% | 0% | 12.03% | 7/29/2024 |
 JPMorgan (JPM) | 0.9% | 0% | 10.06% | 7/8/2024 |
| Lamb Weston (LW) | 0.64% | 5.88% | 23.59% | - |
 Intel (INTC) | 0.52% | 0% | 7.52% | 9/26/2024 |
 Invesco QQQ (QQQ) | 0.37% | 0% | 16.45% | 9/29/2025 |
 TSMC (TSM) | 0.32% | 0% | 16.82% | 9/29/2025 |
 Gold (Non Expiry) (GOLD) | 0.12% | 0% | 0.56% | 4/15/2025 |
 Crowdstrike (CRWD) | 0.02% | 0% | 0.09% | 7/30/2024 |
 Qualcomm (QCOM) | 0.01% | 0% | 0.19% | 11/7/2025 |
| Liberty Media (LLYVA) | 0% | 0% | 19.74% | 3/6/2024 |
| Atlanta Braves (BATRK) | 0% | 0% | 21.15% | 3/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|