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Portfolio Diversification
Range
Most Diversified
11 instruments
October 10, 2024
Least Diversified
4 instruments
July 16, 2022
Average
7.3 instruments
Most Consistent Holdings
Top 5
BABA88.96%
FLR69.48%
DGE.L63.12%
BAM48.39%
SGB44.78%
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 |
|---|---|---|---|---|
| Alibaba (BABA) | 20.5% | 0% | 88.96% | 9/23/2025 |
 BAT (BATS.L) | 13.54% | 0% | 29.99% | 10/7/2024 |
 LVMH (MC.PA) | 12.28% | 28.93% | 36.14% | - |
 Meta (META) | 10.61% | 0% | 35.68% | 7/13/2023 |
| Diageo (DGE.L) | 7.73% | 5.72% | 63.12% | - |
 Brookfield (BN.US) | 4.74% | 0% | 34.07% | 7/7/2023 |
 Alphabet (GOOGL) | 4.16% | 0% | 17.94% | 5/4/2023 |
 BJ's (BJ) | 3.21% | 0% | 29.99% | 10/14/2024 |
| Brookfield (BAM) | 2.67% | 4.86% | 48.39% | - |
 Alphabet (GOOG) | 2.32% | 8.57% | 34.67% | - |
 Apple (AAPL) | 1.98% | 7.48% | 27.24% | - |
 Canadian Pacific (CP) | 1.9% | 5.79% | 33.13% | - |
 Celsius (CELH) | 1.8% | 0% | 18.88% | 7/10/2025 |
 Tencent Music (TME) | 1.78% | 0% | 13.05% | 7/15/2022 |
 Tattooed Chef Inc (TTCFQ) | 1.64% | 0% | 13.05% | 7/15/2022 |
 Merck (MRK) | 1.57% | 16.85% | 11.04% | - |
 Boston Omaha (BOC) | 1.24% | 3.04% | 34.4% | - |
 Deckers (DECK) | 0.95% | 0% | 10.31% | 2/24/2026 |
 Alexandria (ARE) | 0.75% | 0% | 4.22% | 7/7/2023 |
 Novo-Nordisk (NVO) | 0.53% | 3.72% | 11.04% | - |
 Comcast (CMCSA) | 0.4% | 0% | 8.77% | 5/12/2022 |
 Tyson Foods (TSN) | 0.15% | 0% | 2.34% | 11/12/2024 |
 NVIDIA (NVDA) | 0.15% | 0% | 2.01% | 10/31/2024 |
 TSMC (TSM) | 0.12% | 0% | 1.94% | 10/28/2024 |
 Microsoft (MSFT) | 0.08% | 11.7% | 0.74% | - |
 Tencent (0700.HK) | 0.07% | 0% | 1.2% | 1/18/2022 |
 Coupang (CPNG) | 0.05% | 0% | 0.94% | 1/14/2022 |
| Flare (FLR) | 0.03% | 0% | 45.92% | 10/4/2025 |
 SoFi (SOFI) | 0.01% | 0% | 0.2% | 1/10/2022 |
| Songbird (SGB) | 0.01% | 0% | 44.78% | 10/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| LVMH (MC.PA) | 35.12% | 35.07% |
| Merck (MRK) | 11.25% | 14.21% |
| Deckers (DECK) | 10.47% | 9.24% |
| Alphabet (GOOG) | 4.61% | 8.38% |
| Apple (AAPL) | 6.27% | 7.33% |
| Diageo (DGE.L) | 12.87% | 5.57% |
| Brookfield (BAM) | 4.78% | 5.13% |
| Canadian Pacific (CP) | 5.21% | 4.77% |
| Novo-Nordisk (NVO) | 5.54% | 4.55% |
| Boston Omaha (BOC) | 3.33% | 2.74% |
| Flare (FLR) | 0.01% | 0% |
Cash & Instruments Over Time
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