Portfolio Diversification
Range
Most Diversified
15 instruments
November 16, 2024
Least Diversified
10 instruments
December 21, 2023
Average
13.2 instruments
Most Consistent Holdings
Top 5
MSFT100%
BRK.B100%
BABA100%
SPOT100%
GAW.L100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 28.72% | 25.84% | 100% | - |
 Vanguard Information Technology (VGT) | 14.77% | 11.66% | 100% | - |
| Berkshire Hathaway (BRK.B) | 11.99% | 12.34% | 100% | - |
| Spotify (SPOT) | 10.42% | 17.08% | 100% | - |
| Microsoft (MSFT) | 5.05% | 3.86% | 100% | - |
| Games Workshop (GAW.L) | 4.94% | 4.92% | 100% | - |
 Invesco QQQ (QQQ) | 4.69% | 3.88% | 100% | - |
| Alibaba (BABA) | 4.65% | 5.05% | 100% | - |
 Tesla (TSLA) | 2.54% | 3.63% | 64.99% | - |
 3M (MMM) | 2.1% | 3.78% | 57.74% | - |
 Salesforce (CRM) | 2.04% | 0% | 42.51% | 12/20/2023 |
 Rocket Lab (RKLB) | 1.87% | 5.09% | 57.25% | - |
 Procter & Gamble (PG) | 1.57% | 0% | 35.01% | 10/20/2023 |
 Home Depot (HD) | 1.5% | 0% | 40.17% | 12/1/2023 |
 State Street (STT) | 0.89% | 0% | 40.17% | 12/1/2023 |
 Synchrony (SYF) | 0.83% | 0% | 42.26% | 12/18/2023 |
 Burberry (BRBY.L) | 0.55% | 0.56% | 57.37% | - |
 Intuitive Machines (LUNR) | 0.23% | 0.73% | 17.2% | - |
 Solventum (SOLV) | 0.22% | 0.48% | 44.84% | - |
 AST SpaceMobile (ASTS) | 0.18% | 0.99% | 17.2% | - |
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) | 33.3% | 27.09% |
| Vanguard Information Technology (VGT) | 13.41% | 13.71% |
| Spotify (SPOT) | 4.91% | 13.15% |
| Berkshire Hathaway (BRK.B) | 11.66% | 10.2% |
| Rocket Lab (RKLB) | 2.87% | 6.99% |
| Tesla (TSLA) | 5.23% | 5.3% |
| Games Workshop (GAW.L) | 4.29% | 4.51% |
| Invesco QQQ (QQQ) | 4.27% | 4.25% |
| Microsoft (MSFT) | 4.27% | 4.21% |
| 3M (MMM) | 5.17% | 3.38% |
| Alibaba (BABA) | 4.31% | 3.19% |
| Intuitive Machines (LUNR) | 1.95% | 1.7% |
| AST SpaceMobile (ASTS) | 1.94% | 0.93% |
| Burberry (BRBY.L) | 2.13% | 0.79% |
| Solventum (SOLV) | 0% | 0.43% |