Portfolio Diversification
Range
Most Diversified
20 instruments
May 1, 2024
Least Diversified
0 instruments
February 2, 2025
Average
18.2 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
MSFT99.91%
AMZN99.91%
BA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 13.37% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 11.73% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 10.15% | 0% | 99.91% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 9.63% | 0% | 88.87% | 2/1/2025 |
| Amazon (AMZN) | 8.54% | 0% | 99.91% | 2/1/2025 |
 Invesco QQQ (QQQ) | 8.52% | 0% | 80.38% | 10/31/2024 |
 NVIDIA (NVDA) | 6.4% | 0% | 51.55% | 8/14/2023 |
 Mastercard (MA) | 3% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 2.84% | 0% | 99.91% | 2/1/2025 |
 PepsiCo (PEP) | 2.55% | 0% | 99.91% | 2/1/2025 |
 Maersk (MAERSKB.CO) | 2.22% | 0% | 35.31% | 2/1/2025 |
 Lockheed Martin (LMT) | 2.1% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOGL) | 1.69% | 0% | 99.91% | 2/1/2025 |
 JPMorgan (JPM) | 1.51% | 0% | 99.91% | 2/1/2025 |
| Boeing (BA) | 1.1% | 0% | 99.91% | 2/1/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.9% | 0% | 45.44% | 1/8/2024 |
 Acciona (ANA.MC) | 0.8% | 0% | 69.07% | 6/28/2024 |
 Chevron (CVX) | 0.79% | 0% | 34.58% | 2/1/2025 |
 Monster Beverage (MNST) | 0.78% | 0% | 99.91% | 2/1/2025 |
 Intel (INTC) | 0.58% | 0% | 80.11% | 6/28/2024 |
 ANSYS (ANSS) | 0.48% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.17% | 0% | 9.95% | 2/1/2025 |
 Svitzer (SVITZR.CO) | 0.07% | 0% | 25.09% | 2/1/2025 |
 Goldman Sachs (GS) | 0.02% | 0% | 1.55% | 2/1/2025 |
 Rolls-Royce (RR.L) | 0.02% | 0% | 1.55% | 2/1/2025 |
 Texas Instruments (TXN) | 0% | 0% | 0.64% | 1/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 14.71% | 15.58% |
| Apple (AAPL) | 7.35% | 11.94% |
| Microsoft (MSFT) | 7.35% | 9.53% |
| Alphabet (GOOG) | 7.35% | 9.23% |
| Amazon (AMZN) | 7.35% | 8.3% |
| Maersk (MAERSKB.CO) | 8.7% | 5.89% |
| Mastercard (MA) | 2.35% | 2.51% |
| Visa (V) | 2.35% | 2.36% |
| Chevron (CVX) | 2.35% | 1.85% |
| PepsiCo (PEP) | 2.35% | 1.7% |
| Berkshire Hathaway (BRK.B) | 2.12% | 1.65% |
| Alphabet (GOOGL) | 1.47% | 1.54% |
| JPMorgan (JPM) | 1.18% | 1.46% |
| Lockheed Martin (LMT) | 1.41% | 1.39% |
| Boeing (BA) | 1.18% | 0.66% |
| Monster Beverage (MNST) | 0.59% | 0.5% |
| ANSYS (ANSS) | 0.47% | 0.34% |
| Svitzer (SVITZR.CO) | 0% | 0.21% |