Portfolio Diversification
Range
Most Diversified
8 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
8 instruments
Most Consistent Holdings
Top 5
QQQ99.92%
IHI99.92%
PFF99.92%
XLRE99.92%
BRK.B99.85%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 14.08% | 15.5% | 99.85% | - |
| Real Estate Select Sector SPDR (XLRE) | 12.38% | 10.44% | 99.92% | - |
| iShares Preferred & Income Sec (PFF) | 12.27% | 9.82% | 99.92% | - |
| Invesco QQQ (QQQ) | 12.23% | 14.57% | 99.92% | - |
 Vanguard S&P 500 ETF (VOO) | 12.18% | 13.47% | 99.85% | - |
 BP (BP.L) | 11.86% | 9.36% | 99.85% | - |
 Vanguard Total World Stock ETF (VT.US) | 11.51% | 12.23% | 99.85% | - |
| iShares U.S. Medical Devices ETF (IHI) | 10.56% | 9.58% | 99.92% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.39% | 15.17% |
| Invesco QQQ (QQQ) | 11.39% | 14.14% |
| Vanguard S&P 500 ETF (VOO) | 11.39% | 13.3% |
| Vanguard Total World Stock ETF (VT.US) | 11.39% | 11.7% |
| Real Estate Select Sector SPDR (XLRE) | 14.25% | 11.12% |
| iShares Preferred & Income Sec (PFF) | 14.25% | 10.72% |
| iShares U.S. Medical Devices ETF (IHI) | 11.39% | 9.86% |
| BP (BP.L) | 9.52% | 9.36% |