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Portfolio Diversification
Range
Most Diversified
38 instruments
July 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
29 instruments
Most Consistent Holdings
Top 5
BRK.B99.56%
BLK99.56%
BB99.56%
PATH99.56%
SOFI99.56%
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) | 15.08% | 13.18% | 99.56% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 5.52% | 9.42% | 43.47% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 5.27% | 6.53% | 86.25% | - |
 Warner Bros Discovery (WBD) | 5% | 7.38% | 93.16% | - |
 Citi (C) | 4.2% | 5.86% | 95.69% | - |
 Palantir (PLTR) | 3.16% | 0% | 86.69% | 11/10/2025 |
 Meta (META) | 2.78% | 0% | 54.69% | 6/13/2024 |
 Volkswagen (VOW3.DE) | 2.46% | 3.3% | 94.04% | - |
 Markel (MKL) | 2.24% | 4.35% | 86.19% | - |
 Newmont (NEM) | 2.17% | 0% | 83.9% | 11/18/2025 |
 Intel (INTC) | 2.14% | 0% | 86.63% | 12/1/2025 |
| BlackRock (BLK) | 2.05% | 1.85% | 99.56% | - |
 Upstart (UPST) | 2.01% | 1.02% | 99.11% | - |
 Prosus (PRX.NV) | 1.89% | 1.35% | 98.73% | - |
 Alphabet (GOOGL) | 1.83% | 0% | 51.33% | 5/16/2024 |
 Barrick (B) | 1.74% | 0% | 83.9% | 11/18/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.72% | 0% | 50.38% | 7/17/2024 |
 Paramount (PSKY) | 1.64% | 1.54% | 74.9% | - |
 Microsoft (MSFT) | 1.45% | 0% | 34.16% | 7/19/2023 |
 FNV (FNV) | 1.42% | 2.09% | 95.82% | - |
 RWE (RWE.DE) | 1.38% | 0% | 32.89% | 11/18/2025 |
 Occidental (OXY) | 1.32% | 2.85% | 75.03% | - |
| SoFi (SOFI) | 1.29% | 1.4% | 99.56% | - |
 Bitcoin (BTC) | 1.02% | 0% | 56.84% | 7/17/2024 |
| BlackBerry (BB) | 0.93% | 1.18% | 99.56% | - |
 BT (BT.L) | 0.85% | 1.92% | 44.8% | - |
 GEO (GEO) | 0.84% | 0% | 37.96% | 7/29/2024 |
| UiPath (PATH) | 0.74% | 0.32% | 99.56% | - |
 Deutsche Bank (DB) | 0.74% | 0% | 54.06% | 8/16/2024 |
 Tilray (TLRY) | 0.64% | 0.1% | 95.06% | - |
 Pfizer (PFE) | 0.6% | 0.84% | 70.91% | - |
 eToro Group LTD (ETOR) | 0.52% | 8.43% | 10.96% | - |
 Plug Power (PLUG) | 0.5% | 0.13% | 99.43% | - |
 JPMorgan (JPM) | 0.44% | 0% | 22.37% | 4/26/2023 |
 iShares Silver Trust (SLV) | 0.43% | 0% | 35.23% | 7/17/2024 |
 Louisiana-Pacific (LPX) | 0.41% | 0% | 32.95% | 7/29/2024 |
 Amazon (AMZN) | 0.41% | 0% | 17.17% | 8/7/2023 |
 Waste Management (WM) | 0.37% | 0% | 15.27% | 9/4/2022 |
 Tesla (TSLA) | 0.33% | 1.28% | 28.33% | - |
 Apple (AAPL) | 0.26% | 0% | 7.92% | 4/21/2023 |
 Bristol-Myers Squibb (BMY) | 0.19% | 0% | 12.04% | 11/14/2024 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.17% | 0% | 26.11% | 7/17/2024 |
 Discovery Inc (DISCA) | 0.17% | 0% | 6.4% | 4/12/2022 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.15% | 0% | 26.11% | 7/17/2024 |
 SPDR S&P Regional Banking ETF (KRE) | 0.15% | 0% | 25.35% | 7/17/2024 |
 Transocean (RIG) | 0.14% | 0.43% | 41.06% | - |
 Alibaba (BABA) | 0.08% | 0% | 7.92% | 10/7/2024 |
 Norwegian Cruise Line (NCLH) | 0.05% | 0% | 6.34% | 11/14/2024 |
 Disney (DIS) | 0.03% | 0% | 5.83% | 11/14/2024 |
 Starbucks (SBUX) | 0.03% | 0% | 4.25% | 8/16/2024 |
 Credit Suisse Group AG (CSGN.ZU) | 0.02% | 0% | 7.1% | 6/8/2023 |
 Sberbank of Russia (SBERL.L) | 0.01% | 0% | 12.36% | 9/8/2022 |
 Douglas Elliman (DOUG) | 0% | 0% | 0.38% | 8/5/2024 |
 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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