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Portfolio Diversification
Range
Most Diversified
11 instruments
January 14, 2025
Least Diversified
0 instruments
November 12, 2025
Average
6.9 instruments
Most Consistent Holdings
Top 5
META73.61%
MSFT73.61%
VOO73.61%
MC.PA73.37%
ASM.NV73.37%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 28.59% | 40.21% | 73.61% | - |
| 25.65% | 0% | 25.89% | 11/17/2023 | |
 Berkshire Hathaway (BRK.B) | 7.11% | 8.54% | 72.13% | - |
| Meta (META) | 5.86% | 7.05% | 73.61% | - |
| ASM (ASM.NV) | 5.05% | 8.97% | 73.37% | - |
| Microsoft (MSFT) | 4.44% | 5.98% | 73.61% | - |
 ASML (ASML) | 2.72% | 8.28% | 45.24% | - |
| LVMH (MC.PA) | 2.49% | 2.77% | 73.37% | - |
 DNO (DNO.OL) | 2.34% | 7.4% | 41.77% | - |
 Okta (OKTA) | 1.52% | 0% | 33.25% | 2/23/2026 |
 Elevance Health (ELV) | 1.17% | 0% | 26.88% | 10/28/2024 |
 Ahold (AD.NV) | 0.7% | 0% | 28.21% | 10/29/2024 |
 Schlumberger (SLB) | 0.62% | 0% | 14.89% | 7/8/2024 |
 Starbucks (SBUX) | 0.56% | 0% | 28.37% | 10/28/2024 |
 Merck (MRK) | 0.17% | 0% | 4.05% | 2/4/2025 |
 Crocs (CROX) | 0.08% | 0% | 2.07% | 2/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 36.97% | 40.43% |
| Berkshire Hathaway (BRK.B) | 9.39% | 9.64% |
| Meta (META) | 5.69% | 8.13% |
| Microsoft (MSFT) | 8.46% | 7.43% |
| ASML (ASML) | 6.02% | 6.6% |
| DNO (DNO.OL) | 5.06% | 5.98% |
| ASM (ASM.NV) | 7.08% | 5.75% |
| LVMH (MC.PA) | 6.34% | 4.37% |
| Okta (OKTA) | 5.06% | 3.86% |
Cash & Instruments Over Time
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