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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
QQQ99.68%
IHI99.68%
PFF99.68%
XLRE99.68%
BRK.B99.62%
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) | 14.12% | 13.31% | 99.62% | - |
| Invesco QQQ (QQQ) | 12.7% | 17.11% | 99.68% | - |
 Vanguard S&P 500 ETF (VOO) | 12.4% | 14.39% | 99.62% | - |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 11.98% | 10.08% | 99.68% | - |
| iShares Preferred & Income Sec (PFF) | 11.77% | 9.01% | 99.68% | - |
 Vanguard Total World Stock ETF (VT.US) | 11.66% | 13.2% | 99.62% | - |
 BP (BP.L) | 11.54% | 10.33% | 99.62% | - |
| iShares U.S. Medical Devices ETF (IHI) | 10.23% | 6.94% | 99.68% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 11.19% | 15.15% |
| Berkshire Hathaway (BRK.B) | 11.19% | 14.98% |
| Vanguard S&P 500 ETF (VOO) | 11.19% | 13.8% |
| Vanguard Total World Stock ETF (VT.US) | 11.19% | 12.53% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 13.99% | 9.83% |
| iShares U.S. Medical Devices ETF (IHI) | 11.19% | 9.44% |
| iShares Preferred & Income Sec (PFF) | 13.99% | 9.41% |
| BP (BP.L) | 9.35% | 9.22% |
Cash & Instruments Over Time
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