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%
BTC97.72%
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) | 8.51% | 0% | 72.08% | 2/1/2025 |
| Vanguard Total Stock Market ETF (VTI) | 5.43% | 0% | 99.91% | 2/1/2025 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 5.24% | 0% | 62.41% | 12/15/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 5.11% | 0% | 94.62% | 12/5/2024 |
 iShares Short Treasury Bond ETF (SHV) | 4.95% | 0% | 79.38% | 6/20/2024 |
| SPDR Gold (GLD) | 4.58% | 0% | 99.91% | 2/1/2025 |
| Occidental (OXY) | 4.52% | 0% | 99.91% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 4.32% | 0% | 64.96% | 1/12/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 4.27% | 0% | 95.62% | 12/16/2024 |
 Invesco QQQ (QQQ) | 3.52% | 0% | 70.53% | 2/1/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 3.45% | 0% | 69.8% | 2/1/2025 |
 Sumitomo Mitsui (SMFG) | 3.44% | 0% | 59.58% | 2/1/2025 |
 Meta (META) | 3.38% | 0% | 74% | 2/1/2025 |
 Pershing Square (PSH.L) | 3.28% | 0% | 77.92% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 3.22% | 0% | 79.38% | 6/20/2024 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 2.78% | 0% | 64.51% | 12/5/2024 |
| TotalEnergies (TTE.PA) | 2.64% | 0% | 99.91% | 2/1/2025 |
| Bitcoin (BTC) | 2.47% | 0% | 97.72% | 2/1/2025 |
 Amazon (AMZN) | 1.9% | 0% | 68.98% | 2/1/2025 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.79% | 0% | 45.62% | 8/15/2024 |
 TSMC (TSM) | 1.41% | 0% | 68.7% | 2/1/2025 |
 NVIDIA (NVDA) | 1.41% | 0% | 32.12% | 2/1/2025 |
 Apple (AAPL) | 1.33% | 0% | 30.11% | 2/1/2025 |
 Tesla (TSLA) | 1.24% | 0% | 68.98% | 2/1/2025 |
 Vanguard Total Bond Market ETF (BND) | 1.08% | 0% | 50.18% | 10/4/2024 |
 Louisiana-Pacific (LPX) | 1.04% | 0% | 57.76% | 2/20/2024 |
 Duolingo (DUOL) | 0.93% | 0% | 56.39% | 2/1/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.82% | 0% | 35.58% | 2/1/2025 |
 Hermes (RMS.PA) | 0.77% | 0% | 51.09% | 10/16/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.75% | 0% | 44.07% | 12/17/2024 |
 LVMH (MC.PA) | 0.69% | 0% | 51.09% | 10/16/2024 |
 Microsoft (MSFT) | 0.68% | 0% | 23.08% | 2/1/2025 |
 Lockheed Martin (LMT) | 0.61% | 0% | 29.93% | 10/25/2023 |
 Disney (DIS) | 0.49% | 0% | 28.38% | 10/25/2023 |
 Resolute Forest Products Inc (RFP) | 0.47% | 0% | 26.28% | 3/6/2023 |
 GEO (GEO) | 0.47% | 0% | 29.65% | 8/15/2023 |
 Foot Locker (FL) | 0.37% | 0% | 19.34% | 12/16/2022 |
 Steel Dynamics (STLD) | 0.31% | 0% | 19.34% | 12/16/2022 |
 KB Home (KBH) | 0.31% | 0% | 19.34% | 12/16/2022 |
 Synchrony (SYF) | 0.31% | 0% | 19.34% | 12/16/2022 |
 Brookfield (BN.US) | 0.28% | 0% | 4.29% | 2/1/2025 |
 L'Oréal (OR.PA) | 0.28% | 0% | 41.88% | 10/4/2024 |
 Games Workshop (GAW.L) | 0.25% | 0% | 24.36% | 2/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.24% | 0% | 26.09% | 1/12/2024 |
 Boeing (BA) | 0.23% | 0% | 18.89% | 8/15/2024 |
 Danimer Scientific (DNMR) | 0.19% | 0% | 22.81% | 11/10/2023 |
 Vonovia (VNA.DE) | 0.15% | 0% | 6.3% | 3/30/2023 |
 Ulta (ULTA) | 0.14% | 0% | 10.04% | 5/29/2024 |
 FirstEnergy (FE) | 0.12% | 0% | 8.12% | 12/16/2022 |
 Pernod Ricard (RI.PA) | 0.12% | 0% | 12.68% | 8/15/2023 |
 Cheniere (LNG) | 0.12% | 0% | 8.12% | 12/16/2022 |
 Rheinmetall (RHM.DE) | 0.12% | 0% | 11.04% | 10/4/2024 |
 Enovix (ENVX) | 0.12% | 0% | 16.33% | 1/12/2024 |
 Tencent (0700.HK) | 0.11% | 0% | 4.38% | 11/13/2023 |
 Southwest Gas (SWX) | 0.11% | 0% | 8.12% | 12/16/2022 |
 PDD Holdings (PDD) | 0.06% | 0% | 3.74% | 10/25/2023 |
 ASML (ASML.NV) | 0.06% | 0% | 2.28% | 2/1/2025 |
 Nio (NIO) | 0.06% | 0% | 3.56% | 2/20/2024 |
 Orpea (EMEIS.PA) | 0.05% | 0% | 1.28% | 4/11/2023 |
 Nike (NKE) | 0.04% | 0% | 2.37% | 2/1/2025 |
 Stellantis (STLA.US) | 0.01% | 0% | 0.46% | 1/17/2024 |
 Equinix (EQIX) | 0.01% | 0% | 0.91% | 1/27/2023 |
 Digital Realty (DLR) | 0.01% | 0% | 0.91% | 1/27/2023 |
 Prosus (PRX.NV) | 0.01% | 0% | 0.73% | 9/29/2023 |
 Casino (CO.PA) | 0% | 0% | 0.09% | 11/17/2022 |
 Alphabet (GOOG) | 0% | 0% | 0.18% | 2/3/2023 |
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% |