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Portfolio Diversification
Range
Most Diversified
17 instruments
July 5, 2023
Least Diversified
0 instruments
November 14, 2025
Average
12.8 instruments
Most Consistent Holdings
Top 5
MSFT99.93%
AXP99.93%
BRK.B99.93%
VTI99.93%
AAPL95.4%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 15.82% | 14.3% | 99.93% | - |
| Berkshire Hathaway (BRK.B) | 13.19% | 9.1% | 99.93% | - |
 Vanguard S&P 500 ETF (VOO) | 12% | 20.63% | 95.4% | - |
| American Express (AXP) | 8.21% | 10.37% | 99.93% | - |
| Apple (AAPL) | 6.95% | 9.38% | 95.4% | - |
 Vanguard Information Technology (VGT) | 6.19% | 9.73% | 74.34% | - |
| Vanguard Total Stock Market ETF (VTI) | 5.34% | 2.78% | 99.93% | - |
 Alphabet (GOOG) | 3.97% | 11.12% | 48.68% | - |
 Activision Blizzard, Inc. (ATVI) | 3.65% | 0% | 42.25% | 10/16/2023 |
 Bank of America (BAC) | 3.03% | 0% | 50.3% | 2/12/2024 |
 Intel (INTC) | 2.76% | 0% | 50.3% | 2/12/2024 |
 Procter & Gamble (PG) | 2.74% | 1.46% | 91.54% | - |
 HP (HPQ) | 2.61% | 0% | 55.18% | 8/5/2024 |
 LVMH (MC.PA) | 2.4% | 0% | 42.11% | 11/19/2024 |
 Philip Morris (PM) | 2.35% | 0% | 50.3% | 2/12/2024 |
 NVIDIA (NVDA) | 2.25% | 7.86% | 37.91% | - |
 Nike (NKE) | 1.63% | 0% | 27.96% | 2/12/2024 |
 Meta (META) | 1.6% | 2.81% | 48.68% | - |
 Foot Locker (FL) | 1.14% | 0% | 30.26% | 2/12/2024 |
 SAP (SAP.DE) | 0.86% | 0% | 35.61% | 2/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 23.14% | 19.65% |
| Microsoft (MSFT) | 17.49% | 16.66% |
| Alphabet (GOOG) | 8.54% | 11.06% |
| American Express (AXP) | 8.04% | 10.64% |
| Vanguard Information Technology (VGT) | 9.18% | 9.56% |
| Apple (AAPL) | 9.76% | 9.2% |
| Berkshire Hathaway (BRK.B) | 8% | 8.65% |
| NVIDIA (NVDA) | 7.57% | 7.54% |
| Meta (META) | 3.1% | 2.75% |
| Vanguard Total Stock Market ETF (VTI) | 2.56% | 2.63% |
| Procter & Gamble (PG) | 2.01% | 1.25% |
Cash & Instruments Over Time
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