Portfolio Diversification
Range
Most Diversified
37 instruments
September 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
TTE.PA99.91%
GLD99.91%
VTI99.91%
OXY99.91%
BTC97.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 8.85% | 21.17% | 73.89% | - |
| Vanguard Total Stock Market ETF (VTI) | 5.58% | 6.99% | 99.91% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 4.9% | 0% | 58.36% | 12/15/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 4.78% | 0% | 88.48% | 12/5/2024 |
| SPDR Gold (GLD) | 4.64% | 6.63% | 99.91% | - |
 iShares Short Treasury Bond ETF (SHV) | 4.63% | 0% | 74.23% | 6/20/2024 |
| Occidental (OXY) | 4.33% | 1.25% | 99.91% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 4.04% | 0% | 60.75% | 1/12/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 3.99% | 0% | 89.42% | 12/16/2024 |
 Sumitomo Mitsui (SMFG) | 3.71% | 6.93% | 62.2% | - |
 Invesco QQQ (QQQ) | 3.64% | 4.85% | 72.44% | - |
 Meta (META) | 3.61% | 5.54% | 75.68% | - |
 Pershing Square (PSH.L) | 3.37% | 4.1% | 79.35% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 3.37% | 2.17% | 71.76% | - |
 SPDR S&P 500 ETF (SPY) | 3.01% | 0% | 74.23% | 6/20/2024 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 2.6% | 0% | 60.32% | 12/5/2024 |
| TotalEnergies (TTE.PA) | 2.55% | 1.18% | 99.91% | - |
| Bitcoin (BTC) | 2.53% | 3.23% | 97.87% | - |
 Amazon (AMZN) | 1.93% | 2.05% | 70.99% | - |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.67% | 0% | 42.66% | 8/15/2024 |
 NVIDIA (NVDA) | 1.59% | 3.6% | 36.52% | - |
 Apple (AAPL) | 1.52% | 3.78% | 34.64% | - |
 TSMC (TSM) | 1.49% | 2.19% | 70.73% | - |
 Tesla (TSLA) | 1.18% | 0% | 66.47% | 2/25/2025 |
 Duolingo (DUOL) | 1.01% | 2.19% | 59.22% | - |
 Vanguard Total Bond Market ETF (BND) | 1.01% | 0% | 46.93% | 10/4/2024 |
 Louisiana-Pacific (LPX) | 0.97% | 0% | 54.01% | 2/20/2024 |
 Global X MSCI Argentina ETF (ARGT) | 0.95% | 2.89% | 39.68% | - |
 Microsoft (MSFT) | 0.79% | 2.27% | 28.07% | - |
 Hermes (RMS.PA) | 0.72% | 0% | 47.78% | 10/16/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.7% | 0% | 41.21% | 12/17/2024 |
 Brookfield (BN.US) | 0.69% | 6.14% | 10.49% | - |
 LVMH (MC.PA) | 0.64% | 0% | 47.78% | 10/16/2024 |
 Lockheed Martin (LMT) | 0.57% | 0% | 27.99% | 10/25/2023 |
 Disney (DIS) | 0.46% | 0% | 26.54% | 10/25/2023 |
 Resolute Forest Products Inc (RFP) | 0.44% | 0% | 24.57% | 3/6/2023 |
 GEO (GEO) | 0.44% | 0% | 27.73% | 8/15/2023 |
 Foot Locker (FL) | 0.35% | 0% | 18.09% | 12/16/2022 |
 Games Workshop (GAW.L) | 0.3% | 1.13% | 29.27% | - |
 Steel Dynamics (STLD) | 0.29% | 0% | 18.09% | 12/16/2022 |
 KB Home (KBH) | 0.29% | 0% | 18.09% | 12/16/2022 |
 Synchrony (SYF) | 0.29% | 0% | 18.09% | 12/16/2022 |
 L'Oréal (OR.PA) | 0.26% | 0% | 39.16% | 10/4/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.22% | 0% | 24.4% | 1/12/2024 |
 Boeing (BA) | 0.21% | 0% | 17.66% | 8/15/2024 |
 Danimer Scientific (DNMRQ) | 0.18% | 0% | 21.33% | 11/10/2023 |
 ASML (ASML.NV) | 0.17% | 0% | 7.34% | 4/4/2025 |
 Cintas (CTAS) | 0.15% | 2.93% | 6.23% | - |
 Vonovia (VNA.DE) | 0.14% | 0% | 5.89% | 3/30/2023 |
 Ulta (ULTA) | 0.13% | 0% | 9.39% | 5/29/2024 |
 FirstEnergy (FE) | 0.12% | 0% | 7.59% | 12/16/2022 |
 Pernod Ricard (RI.PA) | 0.11% | 0% | 11.86% | 8/15/2023 |
 Cheniere (LNG) | 0.11% | 0% | 7.59% | 12/16/2022 |
 Rheinmetall (RHM.DE) | 0.11% | 0% | 10.32% | 10/4/2024 |
 Enovix (ENVX) | 0.11% | 0% | 15.27% | 1/12/2024 |
 Tencent (0700.HK) | 0.11% | 0% | 4.1% | 11/13/2023 |
 Southwest Gas (SWX) | 0.11% | 0% | 7.59% | 12/16/2022 |
 Evolution (EVO.ST) | 0.1% | 1.71% | 6.23% | - |
 Nike (NKE) | 0.1% | 0% | 6.74% | 3/28/2025 |
 Alphabet (GOOG) | 0.08% | 1.17% | 6.31% | - |
 PDD Holdings (PDD) | 0.06% | 0% | 3.5% | 10/25/2023 |
 Nio (NIO) | 0.05% | 0% | 3.33% | 2/20/2024 |
 Constellation Brands (STZ) | 0.05% | 1.16% | 4.35% | - |
 Orpea (EMEIS.PA) | 0.04% | 0% | 1.19% | 4/11/2023 |
 Stellantis (STLA.US) | 0.01% | 0% | 0.43% | 1/17/2024 |
 Equinix (EQIX) | 0.01% | 0% | 0.85% | 1/27/2023 |
 Teck (TECK) | 0.01% | 0% | 0.6% | 3/31/2025 |
 Digital Realty (DLR) | 0.01% | 0% | 0.85% | 1/27/2023 |
 Prosus (PRX.NV) | 0.01% | 0% | 0.68% | 9/29/2023 |
 Casino (CO.PA) | 0% | 0% | 0.09% | 11/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 12.41% | 11.05% |
| Vanguard Total Stock Market ETF (VTI) | 12.6% | 10.42% |
| Sumitomo Mitsui (SMFG) | 7.66% | 8.32% |
| Meta (META) | 5.38% | 7.26% |
| Brookfield (BN.US) | 9.03% | 6.71% |
| Invesco QQQ (QQQ) | 5.93% | 6.27% |
| Pershing Square (PSH.L) | 7.1% | 6.12% |
| Apple (AAPL) | 5.14% | 5.4% |
| NVIDIA (NVDA) | 5.03% | 5.36% |
| SPDR Gold (GLD) | 4.76% | 4.76% |
| Bitcoin (BTC) | 2.43% | 4.02% |
| TSMC (TSM) | 2.48% | 3.2% |
| Global X MSCI Argentina ETF (ARGT) | 2.81% | 3.14% |
| Tesla (TSLA) | 1.48% | 3.03% |
| Microsoft (MSFT) | 3.97% | 2.93% |
| Amazon (AMZN) | 2.04% | 2.92% |
| Duolingo (DUOL) | 1.66% | 2.43% |
| Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 3.09% | 2.37% |
| Occidental (OXY) | 2.05% | 1.74% |
| TotalEnergies (TTE.PA) | 1.72% | 1.37% |
| Games Workshop (GAW.L) | 1.1% | 1.14% |