Portfolio Diversification
Range
Most Diversified
12 instruments
April 9, 2025
Least Diversified
2 instruments
December 21, 2022
Average
8.6 instruments
Most Consistent Holdings
Top 5
AXP100%
BA100%
BRK.B98.63%
GOOG96.1%
VOO96.1%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 21, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| American Express (AXP) | 17.24% | 13.79% | 100% | - |
| Boeing (BA) | 16.17% | 8.02% | 100% | - |
| Alphabet (GOOG) | 14.93% | 13.15% | 96.1% | - |
| Vanguard S&P 500 ETF (VOO) | 13.42% | 10.47% | 96.1% | - |
| Berkshire Hathaway (BRK.B) | 9.67% | 7.15% | 98.63% | - |
 NVIDIA (NVDA) | 9.31% | 14.49% | 67.12% | - |
 Apple (AAPL) | 5.45% | 0% | 83.51% | 7/14/2025 |
 Costco (COST) | 5.05% | 6.57% | 56.39% | - |
 KSB SE & Co KGaA (KSB.DE) | 3.38% | 14.81% | 31.51% | - |
 FEMSA (FMX) | 1.88% | 3.24% | 44% | - |
 IPG Photonics (IPGP) | 1.27% | 3.67% | 34.73% | - |
 Snowflake (SNOW) | 1.05% | 0% | 14.83% | 9/5/2023 |
 Meta (CASH) | 0.82% | 3.79% | 19.12% | - |
 Kroger (KR) | 0.06% | 0% | 13.56% | 2/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| American Express (AXP) | 11.96% | 15.79% |
| NVIDIA (NVDA) | 7.15% | 14.38% |
| Alphabet (GOOG) | 9.87% | 13.12% |
| Vanguard S&P 500 ETF (VOO) | 12.36% | 12.18% |
| Berkshire Hathaway (BRK.B) | 9.54% | 8.86% |
| Boeing (BA) | 13.68% | 8.84% |
| Costco (COST) | 9.71% | 8.7% |
| Apple (AAPL) | 5.27% | 5.73% |
| KSB SE & Co KGaA (KSB.DE) | 6.27% | 4.4% |
| IPG Photonics (IPGP) | 6.59% | 4.12% |
| FEMSA (FMX) | 7.53% | 3.9% |