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) | 16.29% | 8.48% | 99.79% | - |
 BlackRock (BLK) | 9.66% | 4.65% | 99.79% | - |
 Berkshire Hathaway (BRK.B) | 9.6% | 6.57% | 99.79% | - |
| Tesla (TSLA) | 7.8% | 5.15% | 99.79% | - |
| Alphabet (GOOG) | 7.49% | 6.89% | 99.79% | - |
 Philip Morris (PM) | 7.21% | 5.61% | 99.79% | - |
 Volkswagen (VOW3.DE) | 6.98% | 2.59% | 99.79% | - |
 Plus500 (PLUS.L) | 6.56% | 4.43% | 99.79% | - |
| Amazon (AMZN) | 5.23% | 3.41% | 99.79% | - |
| Disney (DIS) | 3.74% | 1.38% | 99.79% | - |
 Hannover Re (HNR1.DE) | 3.15% | 3.53% | 99.79% | - |
 Carnival (CCL) | 2.78% | 1.98% | 99.79% | - |
 Norwegian Cruise Line (NCLH) | 2.69% | 1.32% | 99.79% | - |
 Visa (V) | 2.55% | 0% | 76.93% | 1/24/2025 |
 Brookfield (BN.US) | 1.08% | 3.87% | 22.51% | - |
 NVIDIA (NVDA) | 1.02% | 3.42% | 27.88% | - |
 Bitcoin (BTC) | 0.68% | 2.23% | 22.51% | - |
 iShares US Treasury Bond ETF (GOVT) | 0.13% | 0.09% | 59.8% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 13.13% | 18.74% |
| BlackRock (BLK) | 11.8% | 10.69% |
| Tesla (TSLA) | 7.76% | 10.65% |
| Berkshire Hathaway (BRK.B) | 6.45% | 9.19% |
| Alphabet (GOOG) | 6.47% | 8.2% |
| Plus500 (PLUS.L) | 5.59% | 7.37% |
| Philip Morris (PM) | 5.9% | 6.09% |
| Amazon (AMZN) | 6.47% | 6.05% |
| Volkswagen (VOW3.DE) | 13.97% | 5.24% |
| Carnival (CCL) | 4.14% | 3.58% |
| Disney (DIS) | 6.42% | 3.37% |
| Norwegian Cruise Line (NCLH) | 4.14% | 3.2% |
| Visa (V) | 2.59% | 3.19% |
| Hannover Re (HNR1.DE) | 2.89% | 2.89% |
| NVIDIA (NVDA) | 1.91% | 1.26% |
| iShares US Treasury Bond ETF (GOVT) | 0.31% | 0.22% |