Portfolio Diversification
Range
Most Diversified
11 instruments
April 3, 2024
Least Diversified
9 instruments
January 2, 2023
Average
9.9 instruments
Most Consistent Holdings
Top 5
META100%
AMZN100%
BRK.B100%
SMSN.L100%
IVV100%
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 |
|---|---|---|---|---|
 Four-Horsemen | 20.01% | 19.65% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 18.01% | 17.11% | 100% | - |
| iShares Core S&P 500 ETF (IVV) | 15.8% | 15.07% | 100% | - |
| Meta (META) | 11.07% | 14.94% | 100% | - |
| Amazon (AMZN) | 10.53% | 10.94% | 100% | - |
| Berkshire Hathaway (BRK.B) | 7.66% | 7.43% | 100% | - |
 FranciscoOrtiz13 | 6.97% | 6.4% | 100% | - |
 balticseal | 6.4% | 5.56% | 100% | - |
| Samsung (SMSN.L) | 2.86% | 1.88% | 100% | - |
 Mattel (MAT) | 0.17% | 0% | 37.99% | 6/20/2024 |
 Take-Two (TTWO) | 0.04% | 0.96% | 4.8% | - |
 Solventum (SOLV) | 0% | 0.01% | 49.83% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Four-Horsemen | 21.9% | 20.9% |
| Vanguard Total Stock Market ETF (VTI) | 17.99% | 17.39% |
| iShares Core S&P 500 ETF (IVV) | 14.79% | 15.3% |
| Meta (META) | 6.4% | 13.01% |
| Amazon (AMZN) | 12% | 11.96% |
| Berkshire Hathaway (BRK.B) | 6.32% | 7.18% |
| FranciscoOrtiz13 | 7.49% | 6.31% |
| balticseal | 7.96% | 5.37% |
| Samsung (SMSN.L) | 4% | 1.68% |
| Solventum (SOLV) | 0% | 0.01% |