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Portfolio Diversification
Range
Most Diversified
12 instruments
September 27, 2022
Least Diversified
0 instruments
April 4, 2026
Average
9.8 instruments
Most Consistent Holdings
Top 5
GOOG99.63%
AMGN99.63%
TMO99.63%
PGR99.39%
BRK.B83.79%
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 |
|---|---|---|---|---|
| Progressive (PGR) | 15.99% | 18.56% | 99.39% | - |
| Alphabet (GOOG) | 15.19% | 31.33% | 99.63% | - |
| Amgen (AMGN) | 10.3% | 10.87% | 99.63% | - |
| Thermo Fisher (TMO) | 7.81% | 10.94% | 99.63% | - |
 McDonald's (MCD) | 7.64% | 10.18% | 61.1% | - |
 Biogen (BIIB) | 6.73% | 0% | 38.41% | 10/20/2023 |
 Alibaba (BABA) | 5.53% | 0% | 64.77% | 1/10/2025 |
| Berkshire Hathaway (BRK.B) | 5.42% | 9.53% | 83.79% | - |
 Coca-Cola (KO) | 4.7% | 7.92% | 61.22% | - |
 Intel (INTC) | 4.33% | 0% | 65.44% | 1/7/2025 |
 PayPal (PYPL) | 3.53% | 0% | 68.07% | 3/31/2025 |
 Pfizer (PFE) | 3.39% | 0% | 67.09% | 2/3/2025 |
 Emergent BioSolutions (EBS) | 1.28% | 0% | 32.91% | 7/18/2023 |
 Bitcoin (BTC) | 0.15% | 0% | 21.65% | 1/12/2023 |
 Nike (NKE) | 0.12% | 0% | 12.42% | 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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