Portfolio Diversification
Range
Most Diversified
12 instruments
April 9, 2025
Least Diversified
2 instruments
December 21, 2022
Average
8 instruments
Most Consistent Holdings
Top 5
AXP100%
BA100%
BRK.B98.35%
GOOG95.29%
VOO95.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since December 21, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| American Express (AXP) | 18.11% | 13.1% | 100% | - |
| Boeing (BA) | 17.75% | 8.27% | 100% | - |
| Alphabet (GOOG) | 15.78% | 10.51% | 95.29% | - |
| Vanguard S&P 500 ETF (VOO) | 14.04% | 10.78% | 95.29% | - |
| Berkshire Hathaway (BRK.B) | 10.09% | 9.64% | 98.35% | - |
 NVIDIA (NVDA) | 8.41% | 11.04% | 60.31% | - |
 Apple (AAPL) | 6.22% | 4.46% | 91.76% | - |
 Costco (COST) | 4.57% | 8.64% | 47.35% | - |
 FEMSA (FMX) | 1.53% | 4.52% | 32.63% | - |
 Snowflake (SNOW) | 1.26% | 0% | 17.9% | 9/5/2023 |
 KSB SE & Co KGaA (KSB.DE) | 1.1% | 10.64% | 17.31% | - |
 IPG Photonics (IPGP) | 0.84% | 3.07% | 21.2% | - |
 Meta (CASH) | 0.11% | 4.76% | 2.36% | - |
 Kroger (KR) | 0.07% | 0% | 16.37% | 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% |