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Portfolio Diversification
Range
Most Diversified
24 instruments
October 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
15 instruments
Most Consistent Holdings
Top 5
GOOG99.82%
VOO99.82%
NVDA96.06%
AMZN86.76%
QQQ86.76%
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) | 12.12% | 28.4% | 78.53% | - |
 ASML (ASML.NV) | 10.33% | 32.81% | 42.22% | - |
| Invesco QQQ (QQQ) | 8.83% | 0% | 86.76% | 9/8/2025 |
| NVIDIA (NVDA) | 7.87% | 3.73% | 96.06% | - |
| Vanguard S&P 500 ETF (VOO) | 7.66% | 0.91% | 99.82% | - |
| Alphabet (GOOG) | 5.5% | 1.91% | 99.82% | - |
 Microsoft (MSFT) | 4.73% | 1.08% | 84.7% | - |
| Amazon (AMZN) | 4.53% | 0% | 86.76% | 9/8/2025 |
 Occidental (OXY) | 3.89% | 3.14% | 62.08% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 3.83% | 0% | 28% | 6/4/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 3.05% | 0% | 36.67% | 10/18/2024 |
 Berkshire Hathaway (BRK.B) | 2.96% | 9.2% | 24.15% | - |
 Tesla (TSLA) | 2.74% | 0% | 39.36% | 5/23/2025 |
 Lockheed Martin (LMT) | 2.73% | 0% | 71.65% | 9/8/2025 |
 Chubb (CB) | 2.71% | 4.04% | 51.07% | - |
 Intel (INTC) | 2.32% | 3.03% | 66.28% | - |
 Chevron (CVX) | 2.29% | 0% | 60.55% | 5/7/2025 |
 Apple (AAPL) | 1.94% | 0% | 66.82% | 9/8/2025 |
 Coca-Cola (KO) | 1.71% | 0% | 60.55% | 5/7/2025 |
 BAT (BATS.L) | 1.54% | 0% | 57.51% | 5/7/2025 |
 Maersk (MAERSKB.CO) | 1.47% | 0% | 43.11% | 5/8/2025 |
 Pilbara Minerals (PLS.ASX) | 1.07% | 0% | 42.49% | 5/8/2025 |
 Micron (MU) | 0.6% | 0% | 41.41% | 9/8/2025 |
 Sinopec (0386.HK) | 0.24% | 0% | 14.94% | 12/11/2023 |
 AMC (AMC) | 0.17% | 0% | 21.11% | 1/7/2025 |
 Svitzer (SVITZR.CO) | 0.04% | 0% | 33.01% | 5/7/2025 |
 XRP (XRP) | 0.04% | 0% | 1.43% | 12/10/2023 |
 Dogecoin (DOGE) | 0.02% | 0% | 1.43% | 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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