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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
GOOG99.75%
AMGN99.75%
TMO99.75%
PGR99.56%
BRK.B83.47%
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) | 15.96% | 17.49% | 99.56% | - |
| Alphabet (GOOG) | 14.67% | 35.5% | 99.75% | - |
| Amgen (AMGN) | 10.32% | 9.98% | 99.75% | - |
| Thermo Fisher (TMO) | 7.77% | 8.99% | 99.75% | - |
 McDonald's (MCD) | 7.57% | 10.63% | 60.06% | - |
 Biogen (BIIB) | 6.95% | 0% | 39.62% | 10/20/2023 |
 Alibaba (BABA) | 5.71% | 0% | 66.81% | 1/10/2025 |
| Berkshire Hathaway (BRK.B) | 5.32% | 9.3% | 83.47% | - |
 Coca-Cola (KO) | 4.62% | 7.58% | 60.13% | - |
 Intel (INTC) | 4.47% | 0% | 67.51% | 1/7/2025 |
 PayPal (PYPL) | 3.64% | 0% | 70.22% | 3/31/2025 |
 Pfizer (PFE) | 3.5% | 0% | 69.21% | 2/3/2025 |
 Emergent BioSolutions (EBS) | 1.32% | 0% | 33.94% | 7/18/2023 |
 Bitcoin (BTC) | 0.15% | 0% | 22.33% | 1/12/2023 |
 Nike (NKE) | 0.12% | 0% | 12.81% | 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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