Portfolio Diversification
Range
Most Diversified
11 instruments
January 14, 2025
Least Diversified
0 instruments
January 7, 2022
Average
4.3 instruments
Most Consistent Holdings
Top 5
META40.28%
MSFT40.28%
VOO40.28%
MC.PA40%
ASM.NV40%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 7, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 33.16% | 0% | 33.49% | 11/17/2023 | |
| 25.54% | 0% | 25.6% | 10/31/2022 | |
| Vanguard S&P 500 ETF (VOO) | 15.26% | 0% | 40.28% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.73% | 0% | 38.62% | 2/1/2025 |
| ASM (ASM.NV) | 2.99% | 0% | 40% | 2/1/2025 |
| Meta (META) | 2.94% | 0% | 40.28% | 2/1/2025 |
| Microsoft (MSFT) | 1.89% | 0% | 40.28% | 2/1/2025 |
 Elevance Health (ELV) | 1.3% | 0% | 29.82% | 10/28/2024 |
| LVMH (MC.PA) | 1.17% | 0% | 40% | 2/1/2025 |
 Ahold (AD.NV) | 0.78% | 0% | 31.28% | 10/29/2024 |
 Schlumberger (SLB) | 0.69% | 0% | 16.51% | 7/8/2024 |
 Starbucks (SBUX) | 0.62% | 0% | 31.47% | 10/28/2024 |
 ASML (ASML) | 0.44% | 0% | 8.81% | 2/1/2025 |
 DNO (DNO.OL) | 0.23% | 0% | 4.95% | 2/1/2025 |
 Merck (MRK) | 0.17% | 0% | 4.22% | 2/1/2025 |
 Okta (OKTA) | 0.08% | 0% | 1.74% | 2/1/2025 |
 Crocs (CROX) | 0.07% | 0% | 1.74% | 2/1/2025 |
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) | 36.67% | 39.96% |
| Berkshire Hathaway (BRK.B) | 9.32% | 10.01% |
| Meta (META) | 5.64% | 8.29% |
| Microsoft (MSFT) | 8.39% | 7.45% |
| ASM (ASM.NV) | 7.03% | 7.08% |
| LVMH (MC.PA) | 6.29% | 5.02% |
| ASML (ASML) | 5.97% | 4.92% |
| DNO (DNO.OL) | 5.02% | 4.36% |
| Merck (MRK) | 5.02% | 4.2% |