Portfolio Diversification
Range
Most Diversified
37 instruments
September 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.7 instruments
Most Consistent Holdings
Top 5
TTE.PA99.92%
GLD99.92%
VTI99.92%
OXY99.92%
BTC98.09%
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 |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 9.85% | 16.95% | 76.66% | - |
| Vanguard Total Stock Market ETF (VTI) | 5.77% | 7.77% | 99.92% | - |
| SPDR Gold (GLD) | 4.8% | 6.37% | 99.92% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 4.38% | 0% | 52.17% | 12/15/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 4.27% | 0% | 79.1% | 12/5/2024 |
 iShares Short Treasury Bond ETF (SHV) | 4.14% | 0% | 66.36% | 6/20/2024 |
| Occidental (OXY) | 4% | 1.32% | 99.92% | - |
 Meta (META) | 3.96% | 7.44% | 78.26% | - |
 Sumitomo Mitsui (SMFG) | 3.94% | 5.82% | 66.21% | - |
 Invesco QQQ (QQQ) | 3.82% | 5.66% | 75.36% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.61% | 0% | 54.31% | 1/12/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 3.57% | 0% | 79.94% | 12/16/2024 |
 Pershing Square (PSH.L) | 3.48% | 4.89% | 81.54% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 3.05% | 0% | 66.13% | 5/15/2025 |
 SPDR S&P 500 ETF (SPY) | 2.69% | 0% | 66.36% | 6/20/2024 |
| Bitcoin (BTC) | 2.66% | 3.85% | 98.09% | - |
| TotalEnergies (TTE.PA) | 2.4% | 1.09% | 99.92% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 2.32% | 0% | 53.93% | 12/5/2024 |
 Amazon (AMZN) | 1.97% | 2.51% | 74.07% | - |
 NVIDIA (NVDA) | 1.94% | 5.47% | 43.25% | - |
 Apple (AAPL) | 1.75% | 4.13% | 41.57% | - |
 TSMC (TSM) | 1.63% | 3.06% | 73.84% | - |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.49% | 0% | 38.14% | 8/15/2024 |
 Duolingo (DUOL) | 1.18% | 1.64% | 63.54% | - |
 Global X MSCI Argentina ETF (ARGT) | 1.13% | 2.43% | 46.07% | - |
 Tesla (TSLA) | 1.06% | 0% | 59.42% | 2/25/2025 |
 Brookfield (BN.US) | 1% | 2.52% | 19.98% | - |
 Microsoft (MSFT) | 0.99% | 2.83% | 35.7% | - |
 Vanguard Total Bond Market ETF (BND) | 0.9% | 0% | 41.95% | 10/4/2024 |
 Louisiana-Pacific (LPX) | 0.87% | 0% | 48.28% | 2/20/2024 |
 Hermes (RMS.PA) | 0.64% | 0% | 42.72% | 10/16/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.62% | 0% | 36.84% | 12/17/2024 |
 LVMH (MC.PA) | 0.57% | 0% | 42.72% | 10/16/2024 |
 Lockheed Martin (LMT) | 0.51% | 0% | 25.02% | 10/25/2023 |
 Cintas (CTAS) | 0.44% | 2.65% | 16.17% | - |
 Disney (DIS) | 0.41% | 0% | 23.72% | 10/25/2023 |
 Resolute Forest Products Inc (RFP) | 0.4% | 0% | 21.97% | 3/6/2023 |
 GEO (GEO) | 0.39% | 0% | 24.79% | 8/15/2023 |
 Games Workshop (GAW.L) | 0.39% | 1.07% | 36.77% | - |
 Waste Management (WM) | 0.33% | 3.73% | 9.92% | - |
 Foot Locker (FL) | 0.31% | 0% | 16.17% | 12/16/2022 |
 Steel Dynamics (STLD) | 0.26% | 0% | 16.17% | 12/16/2022 |
 KB Home (KBH) | 0.26% | 0% | 16.17% | 12/16/2022 |
 Synchrony (SYF) | 0.26% | 0% | 16.17% | 12/16/2022 |
 L'Oréal (OR.PA) | 0.23% | 0% | 35.01% | 10/4/2024 |
 Evolution (EVO.ST) | 0.22% | 0% | 14.87% | 8/19/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.2% | 0% | 21.82% | 1/12/2024 |
 Boeing (BA) | 0.19% | 0% | 15.79% | 8/15/2024 |
 Alphabet (GOOG) | 0.18% | 0% | 14.57% | 8/14/2025 |
 Danimer Scientific (DNMRQ) | 0.16% | 0% | 19.07% | 11/10/2023 |
 eToro Group LTD (ETOR) | 0.16% | 0% | 6.79% | 8/12/2025 |
 ASML (ASML.NV) | 0.15% | 0% | 6.56% | 4/4/2025 |
 Constellation Brands (STZ) | 0.13% | 0% | 12.66% | 8/12/2025 |
 Vonovia (VNA.DE) | 0.12% | 0% | 5.26% | 3/30/2023 |
 Ulta (ULTA) | 0.11% | 0% | 8.39% | 5/29/2024 |
 FirstEnergy (FE) | 0.1% | 0% | 6.79% | 12/16/2022 |
 Pernod Ricard (RI.PA) | 0.1% | 0% | 10.6% | 8/15/2023 |
 Cheniere (LNG) | 0.1% | 0% | 6.79% | 12/16/2022 |
 Rheinmetall (RHM.DE) | 0.1% | 0% | 9.23% | 10/4/2024 |
 Enovix (ENVX) | 0.1% | 0% | 13.65% | 1/12/2024 |
 Tencent (0700.HK) | 0.1% | 0% | 3.66% | 11/13/2023 |
 Southwest Gas (SWX) | 0.1% | 0% | 6.79% | 12/16/2022 |
 Nike (NKE) | 0.09% | 0% | 6.03% | 3/28/2025 |
 PDD Holdings (PDD) | 0.05% | 0% | 3.13% | 10/25/2023 |
 Nio (NIO) | 0.05% | 0% | 2.97% | 2/20/2024 |
 Orpea (EMEIS.PA) | 0.04% | 0% | 1.07% | 4/11/2023 |
 Tredegar (TG) | 0.03% | 1.49% | 1.83% | - |
 Microvast (MVST) | 0.02% | 1.25% | 1.68% | - |
 MicroVision (MVIS) | 0.02% | 1.04% | 1.68% | - |
 Corbus Pharmaceuticals (CRBP) | 0.02% | 1.09% | 1.68% | - |
 IDEXX (IDXX) | 0.01% | 0.9% | 1.6% | - |
 Bridgebio (BBIO) | 0.01% | 0.8% | 1.68% | - |
 Stellantis (STLA.US) | 0.01% | 0% | 0.38% | 1/17/2024 |
 Equinix (EQIX) | 0.01% | 0% | 0.76% | 1/27/2023 |
 Teck (TECK) | 0.01% | 0% | 0.53% | 3/31/2025 |
 Digital Realty (DLR) | 0.01% | 0% | 0.76% | 1/27/2023 |
 Prosus (PRX.NV) | 0.01% | 0% | 0.61% | 9/29/2023 |
 Co-Diagnostics (CODX) | 0% | 0% | 0.23% | 8/15/2025 |
 Casino (CO.PA) | 0% | 0% | 0.08% | 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% |