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Portfolio Diversification
Range
Most Diversified
24 instruments
October 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.5 instruments
Most Consistent Holdings
Top 5
GOOG99.59%
VOO99.59%
NVDA96.1%
MSFT85.85%
TSM80.24%
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) | 13.66% | 29.93% | 80.24% | - |
 ASML (ASML.NV) | 11.98% | 28.95% | 47.24% | - |
 Invesco QQQ (QQQ) | 8.03% | 0% | 78.86% | 9/8/2025 |
| NVIDIA (NVDA) | 7.45% | 3.2% | 96.1% | - |
| Vanguard S&P 500 ETF (VOO) | 7.04% | 0.75% | 99.59% | - |
| Alphabet (GOOG) | 5.14% | 1.63% | 99.59% | - |
| Microsoft (MSFT) | 4.86% | 6.64% | 85.85% | - |
 Amazon (AMZN) | 4.12% | 0% | 78.86% | 9/8/2025 |
 Occidental (OXY) | 3.84% | 3.1% | 65.28% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 3.48% | 0% | 25.45% | 6/4/2025 |
 Berkshire Hathaway (BRK.B) | 3.43% | 7.1% | 30.81% | - |
 Chubb (CB) | 2.8% | 3.27% | 55.28% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.77% | 0% | 33.33% | 10/18/2024 |
 Tesla (TSLA) | 2.49% | 0% | 35.77% | 5/23/2025 |
 Lockheed Martin (LMT) | 2.48% | 0% | 65.12% | 9/8/2025 |
 Intel (INTC) | 2.42% | 5.97% | 69.11% | - |
 Chevron (CVX.US) | 2.08% | 0% | 55.04% | 5/7/2025 |
 Apple (AAPL) | 1.77% | 0% | 60.73% | 9/8/2025 |
 Coca-Cola (KO) | 1.55% | 0% | 55.04% | 5/7/2025 |
 BAT (BATS.L) | 1.4% | 0% | 52.28% | 5/7/2025 |
 Maersk (MAERSKB.CO) | 1.34% | 0% | 39.19% | 5/8/2025 |
 Pilbara Minerals (PLS.ASX) | 0.97% | 0% | 38.62% | 5/8/2025 |
 Micron (MU) | 0.54% | 0% | 37.64% | 9/8/2025 |
 Sinopec (0386.HK) | 0.22% | 0% | 13.58% | 12/11/2023 |
 AMC (AMC) | 0.15% | 0% | 19.19% | 1/7/2025 |
 Svitzer (SVITZR.CO) | 0.03% | 0% | 30% | 5/7/2025 |
 XRP (XRP) | 0.03% | 0% | 1.3% | 12/10/2023 |
 Dogecoin (DOGE) | 0.02% | 0% | 1.3% | 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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