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Portfolio Diversification
Range
Most Diversified
38 instruments
July 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
28.7 instruments
Most Consistent Holdings
Top 5
BRK.B99.36%
BLK99.36%
BB99.36%
PATH99.36%
SOFI99.36%
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) | 14.96% | 14.81% | 99.36% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 5.83% | 9.46% | 47.97% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 5.34% | 6.04% | 87.17% | - |
 Warner Bros Discovery (WBD) | 5.14% | 0% | 92.74% | 10/8/2026 |
 Citi (C) | 4.36% | 5.66% | 95.82% | - |
 Palantir (PLTR) | 2.98% | 1.42% | 85.89% | - |
 Meta (META) | 2.54% | 0% | 50.12% | 6/13/2024 |
 Volkswagen (VOW3.DE) | 2.47% | 2.45% | 94.31% | - |
 Markel (MKL) | 2.45% | 5.45% | 87.11% | - |
| BlackRock (BLK) | 2.03% | 1.96% | 99.36% | - |
 Newmont (NEM) | 1.99% | 0% | 76.89% | 11/18/2025 |
 Upstart (UPST) | 1.99% | 2.22% | 98.95% | - |
 Intel (INTC) | 1.96% | 0% | 79.38% | 12/1/2025 |
 Prosus (PRX.NV) | 1.84% | 1.22% | 98.61% | - |
 Alphabet (GOOGL) | 1.68% | 0% | 47.04% | 5/16/2024 |
 Paramount (PSKY) | 1.62% | 1.01% | 76.77% | - |
 Barrick (B) | 1.59% | 0% | 76.89% | 11/18/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.57% | 0% | 46.17% | 7/17/2024 |
 FNV (FNV) | 1.47% | 2.16% | 95.93% | - |
 Occidental (OXY) | 1.44% | 3.09% | 76.89% | - |
 Microsoft (MSFT) | 1.33% | 0% | 31.3% | 7/19/2023 |
| SoFi (SOFI) | 1.29% | 1.12% | 99.36% | - |
 RWE (RWE.DE) | 1.27% | 0% | 30.14% | 11/18/2025 |
 eToro Group LTD (ETOR) | 1.19% | 8.56% | 18.18% | - |
| BlackBerry (BB) | 0.95% | 1.15% | 99.36% | - |
 Bitcoin (BTC) | 0.94% | 0% | 52.09% | 7/17/2024 |
 BT (BT.L) | 0.93% | 1.91% | 49.19% | - |
 GEO (GEO) | 0.77% | 0% | 34.79% | 7/29/2024 |
| UiPath (PATH) | 0.71% | 0.36% | 99.36% | - |
 Deutsche Bank (DB) | 0.67% | 0% | 49.54% | 8/16/2024 |
 Pfizer (PFE) | 0.62% | 0.96% | 73.11% | - |
 Tilray (TLRY) | 0.59% | 0.06% | 95.24% | - |
 Plug Power (PLUG) | 0.47% | 0.04% | 99.25% | - |
 JPMorgan (JPM) | 0.4% | 0% | 20.5% | 4/26/2023 |
 iShares Silver Trust (SLV) | 0.39% | 0% | 32.29% | 7/17/2024 |
 Tesla (TSLA) | 0.39% | 1.11% | 34.09% | - |
 Louisiana-Pacific (LPX) | 0.38% | 0% | 30.2% | 7/29/2024 |
 Amazon (AMZN) | 0.38% | 0% | 15.74% | 8/7/2023 |
 Waste Management (WM) | 0.34% | 0% | 14% | 9/4/2022 |
 Apple (AAPL) | 0.24% | 0% | 7.26% | 4/21/2023 |
 Bristol-Myers Squibb (BMY) | 0.18% | 0% | 11.03% | 11/14/2024 |
 Transocean (RIG) | 0.16% | 0.4% | 45.7% | - |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.16% | 0% | 23.93% | 7/17/2024 |
 Discovery Inc (DISCA) | 0.16% | 0% | 5.87% | 4/12/2022 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.14% | 0% | 23.93% | 7/17/2024 |
 SPDR S&P Regional Banking ETF (KRE) | 0.14% | 0% | 23.23% | 7/17/2024 |
 MicroStrategy (MSTR) | 0.08% | 1.35% | 6.45% | - |
 Alibaba (BABA) | 0.07% | 0% | 7.26% | 10/7/2024 |
 Norwegian Cruise Line (NCLH) | 0.04% | 0% | 5.81% | 11/14/2024 |
 Disney (DIS) | 0.03% | 0% | 5.34% | 11/14/2024 |
 Starbucks (SBUX) | 0.03% | 0% | 3.89% | 8/16/2024 |
 Credit Suisse Group AG (CSGN.ZU) | 0.02% | 0% | 6.5% | 6/8/2023 |
 Sberbank of Russia (SBERL.L) | 0.01% | 0% | 11.32% | 9/8/2022 |
 McDonald's (MCD) | 0.01% | 0% | 0.58% | 7/9/2026 |
 Douglas Elliman (DOUG) | 0% | 0% | 0.35% | 8/5/2024 |
 Dormant Stock15933 (Drm.15933) | 0% | 0.43% | 0.35% | - |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.49% | 14.03% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 9.55% | 9.33% |
| Warner Bros Discovery (WBD) | 5.38% | 7.92% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 8.07% | 6.66% |
| Citi (C) | 2.69% | 5.47% |
| Markel (MKL) | 3.09% | 4.06% |
| Volkswagen (VOW3.DE) | 4.04% | 3.77% |
| eToro Group LTD (ETOR) | 3.23% | 2.6% |
| Occidental (OXY) | 2.85% | 2.08% |
| SoFi (SOFI) | 1.35% | 2.02% |
| Paramount (PSKY) | 2.45% | 1.96% |
| BlackRock (BLK) | 1.7% | 1.9% |
| FNV (FNV) | 1.35% | 1.88% |
| Prosus (PRX.NV) | 1.35% | 1.85% |
| BT (BT.L) | 1.4% | 1.71% |
| Upstart (UPST) | 3.36% | 1.33% |
| Tesla (TSLA) | 0.81% | 1.33% |
| Pfizer (PFE) | 1.05% | 0.81% |
| BlackBerry (BB) | 1.35% | 0.49% |
| UiPath (PATH) | 1.35% | 0.44% |
| Transocean (RIG) | 0.4% | 0.29% |
| Tilray (TLRY) | 1.35% | 0.17% |
| Plug Power (PLUG) | 1.35% | 0.06% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |
Cash & Instruments Over Time
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