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Portfolio Diversification
Range
Most Diversified
12 instruments
September 27, 2022
Least Diversified
0 instruments
April 4, 2026
Average
9.5 instruments
Most Consistent Holdings
Top 5
GOOG99.54%
PGR99.3%
AMGN96.29%
TMO95.82%
BRK.B84.51%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 16.49% | 43.24% | 99.54% | - |
| Progressive (PGR) | 16.32% | 27.23% | 99.3% | - |
| Amgen (AMGN) | 9.97% | 0% | 96.29% | 8/26/2026 |
| Thermo Fisher (TMO) | 7.55% | 0% | 95.82% | 8/18/2026 |
 McDonald's (MCD) | 7.42% | 0% | 59.74% | 8/26/2026 |
 Biogen (BIIB) | 6.39% | 0% | 36.43% | 10/20/2023 |
| Berkshire Hathaway (BRK.B) | 6.2% | 29.03% | 84.51% | - |
 Alibaba (BABA) | 5.25% | 0% | 61.43% | 1/10/2025 |
 Coca-Cola (KO) | 4.6% | 0% | 59.86% | 8/26/2026 |
 Intel (INTC) | 4.11% | 0% | 62.06% | 1/7/2025 |
 PayPal (PYPL) | 3.35% | 0% | 64.56% | 3/31/2025 |
 Pfizer (PFE) | 3.22% | 0% | 63.63% | 2/3/2025 |
 Emergent BioSolutions (EBS) | 1.21% | 0% | 31.21% | 7/18/2023 |
 Bitcoin (BTC) | 0.14% | 0% | 20.53% | 1/12/2023 |
 Nike (NKE) | 0.11% | 0% | 11.77% | 1/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 21.57% | 31.26% |
| Progressive (PGR) | 9.88% | 15.59% |
| McDonald's (MCD) | 16.51% | 11.93% |
| Thermo Fisher (TMO) | 14.28% | 11.32% |
| Berkshire Hathaway (BRK.B) | 12.14% | 9.82% |
| Amgen (AMGN) | 10.89% | 9.59% |
| Coca-Cola (KO) | 8.74% | 6.83% |
Cash & Instruments Over Time
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