Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 17.33% | 55.25% | 56.68% | - |
 Microsoft (MSFT) | 10.95% | 14.56% | 56.68% | - |
 Berkshire Hathaway (BRK.B) | 9.03% | 13.23% | 55.38% | - |
 Apple (AAPL) | 8.53% | 4.75% | 56.68% | - |
 Alphabet (GOOG) | 7.26% | 11.06% | 56.68% | - |
 Enphase (ENPH) | 0.84% | 0% | 32.56% | 2/23/2024 |
 SPDR S&P 500 ETF (SPY) | 0.59% | 0% | 3.62% | 5/10/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.33% | 0% | 1.51% | 5/10/2023 |
 Tesla (TSLA) | 0.27% | 1.16% | 21.41% | - |
 AMD (AMD) | 0.13% | 0% | 3.92% | 5/10/2023 |
 Eaton (ETN) | 0.11% | 0% | 3.12% | 5/2/2023 |
 Costco (COST) | 0.1% | 0% | 2.41% | 4/25/2023 |
 Endeavor (EDR) | 0.03% | 0% | 0.9% | 4/12/2023 |
 Algonquin (AQN) | 0% | 0% | 3.52% | 5/5/2023 |
 C3.ai (AI) | 0% | 0% | 27.14% | 10/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 23.88% | 22.42% |
| Microsoft (MSFT) | 18.42% | 19.77% |
| NVIDIA (NVDA) | 13.03% | 17.34% |
| Berkshire Hathaway (BRK.B) | 19% | 17.3% |
| Alphabet (GOOG) | 14.06% | 14.51% |
| Enphase (ENPH) | 3.66% | 2.13% |
| C3.ai (AI) | 0.01% | 0.01% |