Portfolio Diversification
Range
Most Diversified
12 instruments
April 9, 2025
Least Diversified
2 instruments
December 21, 2022
Average
8.4 instruments
Most Consistent Holdings
Top 5
AXP100%
BA100%
BRK.B98.57%
GOOG95.91%
VOO95.91%
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) | 17.44% | 13.35% | 100% | - |
| Boeing (BA) | 16.55% | 8.75% | 100% | - |
| Alphabet (GOOG) | 15.04% | 12.17% | 95.91% | - |
| Vanguard S&P 500 ETF (VOO) | 13.56% | 10.37% | 95.91% | - |
| Berkshire Hathaway (BRK.B) | 9.79% | 7.51% | 98.57% | - |
 NVIDIA (NVDA) | 9.07% | 13.91% | 65.58% | - |
 Apple (AAPL) | 5.7% | 0% | 87.44% | 7/14/2025 |
 Costco (COST) | 4.97% | 6.92% | 54.34% | - |
 KSB SE & Co KGaA (KSB.DE) | 2.82% | 15.44% | 28.29% | - |
 FEMSA (FMX) | 1.82% | 2.96% | 41.47% | - |
 IPG Photonics (IPGP) | 1.16% | 3.55% | 31.66% | - |
 Snowflake (SNOW) | 1.1% | 0% | 15.53% | 9/5/2023 |
 Meta (CASH) | 0.67% | 4.23% | 15.32% | - |
 Kroger (KR) | 0.06% | 0% | 14.2% | 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% |