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Portfolio Diversification
Range
Most Diversified
18 instruments
December 19, 2024
Least Diversified
0 instruments
January 31, 2025
Average
11.9 instruments
Most Consistent Holdings
Top 5
AAPL93.51%
MSFT89.03%
META84.62%
MCD83.8%
BTC80.64%
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) | 19.6% | 0% | 89.03% | 12/26/2025 |
| Apple (AAPL) | 10.32% | 15.9% | 93.51% | - |
 rubymza | 9.66% | 0% | 34.74% | 7/31/2023 |
| McDonald's (MCD) | 8.81% | 0% | 83.8% | 3/30/2026 |
 PayPal (PYPL) | 5.5% | 0% | 60.97% | 10/17/2024 |
| Meta (META) | 4.91% | 11.33% | 84.62% | - |
| Bitcoin (BTC) | 3.91% | 20.39% | 80.64% | - |
 NVIDIA (NVDA) | 3.31% | 0% | 42.88% | 3/30/2026 |
 Berkshire Hathaway (BRK.B) | 3.17% | 0% | 39.6% | 2/9/2026 |
 Boeing (BA) | 2.56% | 0% | 27.55% | 3/30/2026 |
 Ethereum (ETH) | 2.36% | 0% | 67.21% | 1/30/2025 |
 Alphabet (GOOG) | 2.13% | 18.74% | 38.27% | - |
 Bank of America (BAC) | 1.99% | 0% | 58.13% | 1/30/2025 |
 Disney (DIS) | 1.41% | 0% | 64.5% | 6/5/2026 |
 Coca-Cola (KO) | 1.39% | 0% | 29.19% | 11/26/2024 |
 Tesla (TSLA) | 1.22% | 0% | 44.96% | 1/30/2025 |
 Nike (NKE) | 1.15% | 0% | 48.68% | 3/13/2024 |
 BP (BP.L) | 0.77% | 1.64% | 30.33% | - |
 Raytheon (RTX) | 0.7% | 7.35% | 16.33% | - |
 TSMC (TSM) | 0.31% | 0% | 17.65% | 1/30/2025 |
 eBay (EBAY) | 0.25% | 0% | 47.86% | 2/28/2024 |
 MercadoLibre (MELI) | 0.15% | 0% | 5.3% | 1/30/2025 |
 Pfizer (PFE) | 0.08% | 0% | 47.67% | 2/28/2024 |
 ASML (ASML) | 0.06% | 0% | 15.32% | 11/26/2024 |
 Amazon (AMZN) | 0.06% | 0% | 4.1% | 1/30/2025 |
 DavidePerina | 0.04% | 0% | 1.7% | 1/27/2022 |
 Celsius (CELH) | 0.03% | 0% | 4.1% | 1/30/2025 |
 Target2030-FT | 0.02% | 0% | 0.06% | 9/18/2025 |
 Visa (V) | 0.02% | 0% | 2.02% | 2/1/2022 |
 PepsiCo (PEP) | 0.02% | 0% | 3.72% | 1/30/2025 |
 Samsung (SMSN.L) | 0.01% | 0% | 3.15% | 1/30/2025 |
 United Airlines (UAL) | 0% | 0% | 0.38% | 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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