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Portfolio Diversification
Range
Most Diversified
37 instruments
September 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.1 instruments
Most Consistent Holdings
Top 5
TTE.PA99.18%
GLD99.18%
VTI99.18%
OXY99.18%
BTC97.77%
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) | 10.4% | 9.31% | 81.3% | - |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 6.11% | 8.71% | 99.18% | - |
| SPDR Gold (GLD) | 5.24% | 6.97% | 99.18% | - |
 Sumitomo Mitsui (SMFG) | 4.45% | 6.68% | 73.27% | - |
 Meta (META) | 4.29% | 5.42% | 82.53% | - |
 Invesco QQQ (QQQ) | 4.18% | 5.52% | 80.3% | - |
| Occidental (OXY) | 3.67% | 3.87% | 99.18% | - |
 Pershing Square (PSH.L) | 3.59% | 3.02% | 85.05% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 3.36% | 0% | 40.09% | 12/15/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 3.28% | 0% | 60.79% | 12/5/2024 |
 iShares 0-1 Year Treasury Bond (SHV) | 3.18% | 0% | 51% | 6/20/2024 |
| Bitcoin (BTC) | 3.05% | 6.3% | 97.77% | - |
 Apple (AAPL) | 2.82% | 9.29% | 54.34% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.78% | 0% | 41.74% | 1/12/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 2.74% | 0% | 61.43% | 12/16/2024 |
 NVIDIA (NVDA) | 2.7% | 5.6% | 55.63% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 2.35% | 0% | 50.82% | 5/15/2025 |
 TSMC (TSM) | 2.26% | 5.89% | 79.13% | - |
| TotalEnergies (TTE.PA) | 2.18% | 2.5% | 99.18% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.07% | 0% | 51% | 6/20/2024 |
 Amazon (AMZN) | 2.06% | 2.01% | 79.31% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 1.78% | 0% | 41.44% | 12/5/2024 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.15% | 0% | 29.31% | 8/15/2024 |
 Duolingo (DUOL) | 1.1% | 0% | 58.03% | 2/13/2026 |
 Global X MSCI Argentina ETF (ARGT) | 0.96% | 0% | 39.39% | 11/13/2025 |
 Microsoft (MSFT) | 0.88% | 0% | 31.42% | 11/13/2025 |
 Brookfield (BN.US) | 0.87% | 0% | 19.34% | 11/13/2025 |
 Tesla (TSLA) | 0.81% | 0% | 45.66% | 2/25/2025 |
 Alphabet (GOOG) | 0.73% | 3.08% | 29.13% | - |
 Vanguard Total Bond Market ETF (BND) | 0.69% | 0% | 32.24% | 10/4/2024 |
 Louisiana-Pacific (LPX) | 0.67% | 0% | 37.1% | 2/20/2024 |
 Hermes (RMS.PA) | 0.49% | 0% | 32.83% | 10/16/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.48% | 0% | 28.31% | 12/17/2024 |
 Vertiv (VRT) | 0.48% | 3.12% | 15.3% | - |
 LVMH (MC.PA) | 0.44% | 0% | 32.83% | 10/16/2024 |
 Cintas (CTAS) | 0.43% | 0% | 16.41% | 11/13/2025 |
 Waste Management (WM) | 0.39% | 0% | 11.55% | 11/13/2025 |
 Axsome (AXSM) | 0.39% | 1.33% | 12.78% | - |
 Lockheed Martin (LMT) | 0.39% | 0% | 19.23% | 10/25/2023 |
 Southern Copper (SCCO) | 0.37% | 1.79% | 18.41% | - |
 Disney (DIS) | 0.32% | 0% | 18.23% | 10/25/2023 |
 Chubb (CB) | 0.31% | 1.69% | 13.19% | - |
 Resolute Forest Products Inc (RFP) | 0.3% | 0% | 16.88% | 3/6/2023 |
 Games Workshop (GAW.L) | 0.3% | 0% | 28.49% | 9/9/2025 |
 GEO (GEO) | 0.3% | 0% | 19.05% | 8/15/2023 |
 Rocket Lab (RKLB) | 0.27% | 0% | 8.5% | 7/16/2026 |
 Catalyst Pharmaceuticals (CPRX) | 0.27% | 0% | 13.83% | 7/17/2026 |
 Foot Locker (FL) | 0.24% | 0% | 12.43% | 12/16/2022 |
 Steel Dynamics (STLD) | 0.2% | 0% | 12.43% | 12/16/2022 |
 KB Home (KBH) | 0.2% | 0% | 12.43% | 12/16/2022 |
 Ballard Power (BLDP) | 0.2% | 0% | 7.74% | 8/31/2026 |
 Synchrony (SYF) | 0.2% | 0% | 12.43% | 12/16/2022 |
 L'Oréal (OR.PA) | 0.18% | 0% | 26.91% | 10/4/2024 |
 Evolution (EVO.ST) | 0.17% | 0% | 11.43% | 8/19/2025 |
 Keros (KROS) | 0.15% | 0% | 6.27% | 3/3/2026 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.15% | 0% | 16.76% | 1/12/2024 |
 Boeing (BA) | 0.15% | 0% | 12.13% | 8/15/2024 |
 Danimer Scientific (DNMRQ) | 0.12% | 0% | 14.65% | 11/10/2023 |
 eToro Group LTD (ETOR) | 0.12% | 0% | 5.22% | 8/12/2025 |
 ASML (ASML.NV) | 0.12% | 0% | 5.04% | 4/4/2025 |
 Raytheon (RTX) | 0.11% | 0% | 7.39% | 4/23/2026 |
 Constellation Brands (STZ) | 0.1% | 0% | 9.73% | 8/12/2025 |
 Vonovia (VNA.DE) | 0.1% | 0% | 4.04% | 3/30/2023 |
 IDEXX (IDXX) | 0.1% | 0% | 5.22% | 11/13/2025 |
 Take-Two (TTWO) | 0.09% | 4.45% | 1.93% | - |
 Heico (HEI) | 0.09% | 0% | 5.63% | 4/15/2026 |
 Ulta (ULTA) | 0.09% | 0% | 6.45% | 5/29/2024 |
 Alto Ingredients (ALTO) | 0.09% | 0% | 6.04% | 8/31/2026 |
 Apogee Enterprises (APOG) | 0.08% | 0% | 5.22% | 2/13/2026 |
 FirstEnergy (FE) | 0.08% | 0% | 5.22% | 12/16/2022 |
 Pernod Ricard (RI.PA) | 0.08% | 0% | 8.15% | 8/15/2023 |
 Cheniere (LNG) | 0.08% | 0% | 5.22% | 12/16/2022 |
 Rheinmetall (RHM.DE) | 0.08% | 0% | 7.09% | 10/4/2024 |
 Enovix (ENVX) | 0.08% | 0% | 10.49% | 1/12/2024 |
 Tencent (0700.HK) | 0.07% | 0% | 2.81% | 11/13/2023 |
 Southwest Gas (SWX) | 0.07% | 0% | 5.22% | 12/16/2022 |
 Tredegar (TG) | 0.07% | 0% | 4.98% | 11/12/2025 |
 EQT (EQT) | 0.07% | 0% | 5.22% | 2/13/2026 |
 Nike (NKE) | 0.07% | 0% | 4.63% | 3/28/2025 |
 Kimberly-Clark (KMB) | 0.06% | 0% | 4.04% | 4/15/2026 |
 Stem (STEM) | 0.06% | 0% | 5.22% | 2/13/2026 |
 Eos Energy (EOSE) | 0.06% | 0% | 5.22% | 2/13/2026 |
 Bigbear.Ai (BBAI) | 0.05% | 0% | 2.87% | 1/30/2026 |
 Bridgebio (BBIO) | 0.04% | 0% | 5.28% | 11/13/2025 |
 PDD Holdings (PDD) | 0.04% | 0% | 2.4% | 10/25/2023 |
 Ethereum (ETH) | 0.04% | 0% | 4.81% | 2/13/2026 |
 Nio (NIO) | 0.04% | 0% | 2.29% | 2/20/2024 |
 IHS (IHS) | 0.03% | 0% | 1.29% | 2/18/2026 |
 Orpea (EMEIS.PA) | 0.03% | 0% | 0.82% | 4/11/2023 |
 Microvast (MVST) | 0.03% | 0% | 2.34% | 9/23/2025 |
 MicroVision (MVIS) | 0.03% | 0% | 2.34% | 9/23/2025 |
 Corbus Pharmaceuticals (CRBP) | 0.02% | 0% | 2.34% | 9/23/2025 |
 Ocugen (OCGN) | 0.02% | 0% | 1.06% | 5/5/2026 |
 eGain (EGAN) | 0.02% | 0% | 1.58% | 1/8/2026 |
 Lincoln Tech (LINC) | 0.02% | 0% | 2.7% | 8/31/2026 |
 AEye Inc (LIDR) | 0.01% | 0% | 1.29% | 12/11/2025 |
 Relmada (RLMD) | 0.01% | 0% | 1.23% | 6/8/2026 |
 Innodata (INOD) | 0.01% | 0% | 1.58% | 1/8/2026 |
 TSS Inc (TSSI) | 0.01% | 0% | 1.41% | 12/10/2025 |
 Stellantis (STLA.US) | 0.01% | 0% | 0.29% | 1/17/2024 |
 Equinix (EQIX) | 0.01% | 0% | 0.59% | 1/27/2023 |
 Teck (TECK) | 0.01% | 0% | 0.41% | 3/31/2025 |
 Digital Realty (DLR) | 0.01% | 0% | 0.59% | 1/27/2023 |
 Prosus (PRX.NV) | 0% | 0% | 0.47% | 9/29/2023 |
 Co-Diagnostics (CODX) | 0% | 0% | 0.18% | 8/15/2025 |
 USD/CHF (USDCHF) | 0% | 0% | 0.06% | 3/4/2026 |
 Casino (CO.PA) | 0% | 0% | 0.06% | 11/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 18.82% | 15.63% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 8.09% | 7.57% |
| SPDR Gold (GLD) | 4.89% | 7.18% |
| Sumitomo Mitsui (SMFG) | 4.37% | 6.3% |
| Meta (META) | 4.1% | 6.1% |
| Invesco QQQ (QQQ) | 4.52% | 5.61% |
| NVIDIA (NVDA) | 3.83% | 5.54% |
| Pershing Square (PSH.L) | 4.78% | 4.99% |
| Amazon (AMZN) | 4.43% | 4.45% |
| Apple (AAPL) | 3.92% | 4.37% |
| Bitcoin (BTC) | 3.11% | 3.81% |
| TSMC (TSM) | 1.89% | 3.67% |
| Alphabet (GOOG) | 4.84% | 3.53% |
| Keros (KROS) | 3.11% | 2.73% |
| Southern Copper (SCCO) | 3.28% | 2.57% |
| Duolingo (DUOL) | 3.36% | 2.47% |
| Catalyst Pharmaceuticals (CPRX) | 2.46% | 1.85% |
| Bigbear.Ai (BBAI) | 2.59% | 1.59% |
| Apogee Enterprises (APOG) | 1.93% | 1.55% |
| Raytheon (RTX) | 1.86% | 1.41% |
| eGain (EGAN) | 1.51% | 1.09% |
| Occidental (OXY) | 1.56% | 1.08% |
| TotalEnergies (TTE.PA) | 1.31% | 1.07% |
| EQT (EQT) | 1.47% | 0.97% |
| Ethereum (ETH) | 1.01% | 0.81% |
| Eos Energy (EOSE) | 1.16% | 0.66% |
| Stem (STEM) | 0.91% | 0.61% |
| Innodata (INOD) | 0.84% | 0.6% |
Cash & Instruments Over Time
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