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Portfolio Diversification
Range
Most Diversified
24 instruments
October 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.7 instruments
Most Consistent Holdings
Top 5
GOOG99.75%
VOO99.75%
NVDA96.19%
MSFT85.42%
AMZN82.2%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 TSMC (TSM) | 12.99% | 30.85% | 79.58% | - |
 ASML (ASML.NV) | 11.37% | 29.12% | 45.17% | - |
 Invesco QQQ (QQQ) | 8.37% | 0% | 82.2% | 9/8/2025 |
| NVIDIA (NVDA) | 7.63% | 3.24% | 96.19% | - |
| Vanguard S&P 500 ETF (VOO) | 7.3% | 0.81% | 99.75% | - |
| Alphabet (GOOG) | 5.29% | 1.56% | 99.75% | - |
| Microsoft (MSFT) | 4.79% | 7.3% | 85.42% | - |
| Amazon (AMZN) | 4.29% | 0% | 82.2% | 9/8/2025 |
 Occidental (OXY) | 3.87% | 4.09% | 63.98% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 3.63% | 0% | 26.53% | 6/4/2025 |
 Berkshire Hathaway (BRK.B) | 3.27% | 8.6% | 28.05% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.89% | 0% | 34.75% | 10/18/2024 |
 Chubb (CB) | 2.78% | 4% | 53.56% | - |
 Tesla (TSLA) | 2.59% | 0% | 37.29% | 5/23/2025 |
 Lockheed Martin (LMT) | 2.59% | 0% | 67.88% | 9/8/2025 |
 Intel (INTC) | 2.34% | 3.08% | 67.97% | - |
 Chevron (CVX) | 2.17% | 0% | 57.37% | 5/7/2025 |
 Apple (AAPL) | 1.84% | 0% | 63.31% | 9/8/2025 |
 Coca-Cola (KO) | 1.62% | 0% | 57.37% | 5/7/2025 |
 BAT (BATS.L) | 1.46% | 0% | 54.49% | 5/7/2025 |
 Maersk (MAERSKB.CO) | 1.4% | 0% | 40.85% | 5/8/2025 |
 Pilbara Minerals (PLS.ASX) | 1.01% | 0% | 40.25% | 5/8/2025 |
 Micron (MU) | 0.57% | 0% | 39.24% | 9/8/2025 |
 Sinopec (0386.HK) | 0.23% | 0% | 14.15% | 12/11/2023 |
 AMC (AMC) | 0.16% | 0% | 20% | 1/7/2025 |
 Svitzer (SVITZR.CO) | 0.04% | 0% | 31.27% | 5/7/2025 |
 XRP (XRP) | 0.03% | 0% | 1.36% | 12/10/2023 |
 Dogecoin (DOGE) | 0.02% | 0% | 1.36% | 12/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| TSMC (TSM) | 22.51% | 30% |
| ASML (ASML.NV) | 26.14% | 28.33% |
| Berkshire Hathaway (BRK.B) | 15.62% | 11.06% |
| Chubb (CB) | 5.79% | 4.69% |
| NVIDIA (NVDA) | 3.35% | 4.18% |
| Occidental (OXY) | 6.18% | 3.27% |
| Intel (INTC) | 2.84% | 2.77% |
| Alphabet (GOOG) | 1.2% | 2.04% |
| Microsoft (MSFT) | 1.43% | 1.4% |
| Vanguard S&P 500 ETF (VOO) | 0.92% | 1.03% |
Cash & Instruments Over Time
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