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Portfolio Diversification
Range
Most Diversified
17 instruments
January 30, 2025
Least Diversified
0 instruments
February 2, 2025
Average
15.1 instruments
Most Consistent Holdings
Top 5
AAPL99.79%
GOOG99.79%
AMZN99.79%
DIS99.79%
TSLA99.79%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 16.03% | 7.89% | 99.79% | - |
 BlackRock (BLK) | 9.5% | 4.74% | 99.79% | - |
 Berkshire Hathaway (BRK.B) | 9.5% | 6.07% | 99.79% | - |
| Tesla (TSLA) | 7.71% | 4.6% | 99.79% | - |
| Alphabet (GOOG) | 7.48% | 7.41% | 99.79% | - |
 Philip Morris (PM) | 7.17% | 6.22% | 99.79% | - |
 Volkswagen (VOW3.DE) | 6.84% | 2.41% | 99.79% | - |
 Plus500 (PLUS.L) | 6.51% | 5.32% | 99.79% | - |
| Amazon (AMZN) | 5.18% | 3.63% | 99.79% | - |
| Disney (DIS) | 3.67% | 1.36% | 99.79% | - |
 Hannover Re (HNR1.DE) | 3.16% | 3.13% | 99.79% | - |
 Carnival (CCL) | 2.76% | 2.11% | 99.79% | - |
 Norwegian Cruise Line (NCLH) | 2.65% | 1.38% | 99.79% | - |
 Visa (V) | 2.47% | 0% | 74.55% | 1/24/2025 |
 Brookfield (BN.US) | 1.17% | 3.9% | 24.9% | - |
 NVIDIA (NVDA) | 1.1% | 3.64% | 30.11% | - |
 Bitcoin (BTC) | 0.73% | 2.14% | 24.9% | - |
 iShares US Treasury Bond ETF (GOVT) | 0.13% | 0.09% | 61.04% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 4.82% | 8.35% |
| Alphabet (GOOG) | 3.5% | 6.97% |
| Berkshire Hathaway (BRK.B) | 5.21% | 6.49% |
| Philip Morris (PM) | 5.01% | 5.69% |
| Tesla (TSLA) | 2.85% | 4.86% |
| Plus500 (PLUS.L) | 2.51% | 4.62% |
| BlackRock (BLK) | 4.33% | 4.58% |
| Brookfield (BN.US) | 4.1% | 3.89% |
| NVIDIA (NVDA) | 3.54% | 3.6% |
| Hannover Re (HNR1.DE) | 3.73% | 3.58% |
| Amazon (AMZN) | 3.5% | 3.51% |
| Volkswagen (VOW3.DE) | 5.41% | 2.47% |
| Bitcoin (BTC) | 3.41% | 2.24% |
| Carnival (CCL) | 1.75% | 2.1% |
| Disney (DIS) | 2.35% | 1.41% |
| Norwegian Cruise Line (NCLH) | 1.75% | 1.37% |
| iShares US Treasury Bond ETF (GOVT) | 0.11% | 0.09% |
Cash & Instruments Over Time
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