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Portfolio Diversification
Range
Most Diversified
18 instruments
December 19, 2024
Least Diversified
0 instruments
January 31, 2025
Average
12.2 instruments
Most Consistent Holdings
Top 5
MSFT94.51%
AAPL93.44%
MCD87.42%
META84%
BTC79.79%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 20.81% | 0% | 94.51% | 12/26/2025 |
 rubymza | 10.26% | 0% | 36.88% | 7/31/2023 |
| Apple (AAPL) | 10.24% | 7.95% | 93.44% | - |
| McDonald's (MCD) | 9.15% | 13.2% | 87.42% | - |
 PayPal (PYPL) | 5.84% | 0% | 64.73% | 10/17/2024 |
| Meta (META) | 3.68% | 19.64% | 84% | - |
 Berkshire Hathaway (BRK.B) | 3.36% | 0% | 42.03% | 2/9/2026 |
 NVIDIA (NVDA) | 3.29% | 14.14% | 43.98% | - |
| Bitcoin (BTC) | 2.92% | 13.64% | 79.79% | - |
 Boeing (BA) | 2.53% | 12.82% | 27.71% | - |
 Ethereum (ETH) | 2.5% | 0% | 71.35% | 1/30/2025 |
 Bank of America (BAC) | 2.11% | 0% | 61.71% | 1/30/2025 |
 Coca-Cola (KO) | 1.48% | 0% | 30.99% | 11/26/2024 |
 Alphabet (GOOG) | 1.39% | 9.12% | 34.87% | - |
 Tesla (TSLA) | 1.29% | 0% | 47.72% | 1/30/2025 |
 Disney (DIS) | 1.23% | 3.41% | 63.05% | - |
 Nike (NKE) | 1.22% | 0% | 51.67% | 3/13/2024 |
 BP (BP.L) | 0.74% | 0.89% | 26.37% | - |
 Raytheon (RTX) | 0.36% | 5.08% | 11.51% | - |
 TSMC (TSM) | 0.33% | 0% | 18.74% | 1/30/2025 |
 eBay (EBAY) | 0.27% | 0% | 50.8% | 2/28/2024 |
 MercadoLibre (MELI) | 0.16% | 0% | 5.62% | 1/30/2025 |
 Pfizer (PFE) | 0.09% | 0% | 50.6% | 2/28/2024 |
 ASML (ASML) | 0.07% | 0% | 16.27% | 11/26/2024 |
 Amazon (AMZN) | 0.06% | 0% | 4.35% | 1/30/2025 |
 DavidePerina | 0.04% | 0% | 1.81% | 1/27/2022 |
 Celsius (CELH) | 0.03% | 0% | 4.35% | 1/30/2025 |
 Target2030-FT | 0.02% | 0% | 0.07% | 9/18/2025 |
 Visa (V) | 0.02% | 0% | 2.14% | 2/1/2022 |
 PepsiCo (PEP) | 0.02% | 0% | 3.95% | 1/30/2025 |
 Samsung (SMSN.L) | 0.01% | 0% | 3.35% | 1/30/2025 |
 United Airlines (UAL) | 0% | 0% | 0.4% | 10/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.26% | 16.66% |
| Meta (META) | 19.23% | 16.4% |
| NVIDIA (NVDA) | 10.8% | 12.1% |
| McDonald's (MCD) | 10.54% | 10.04% |
| Boeing (BA) | 8.73% | 9.82% |
| Alphabet (GOOG) | 6.59% | 7.83% |
| Apple (AAPL) | 5.35% | 6.85% |
| Raytheon (RTX) | 3.29% | 3.63% |
| Disney (DIS) | 3.29% | 3.12% |
| Bitcoin (BTC) | 3.29% | 2.37% |
| BP (BP.L) | 0.66% | 0.62% |
Cash & Instruments Over Time
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