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Portfolio Diversification
Range
Most Diversified
11 instruments
May 9, 2024
Least Diversified
0 instruments
November 12, 2025
Average
9.8 instruments
Most Consistent Holdings
Top 5
AAPL99.14%
GOOG99.14%
BRK.B99.14%
ABN.NV99.14%
META99.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 30.07% | 21.04% | 99.14% | - |
| Berkshire Hathaway (BRK.B) | 29.01% | 42.18% | 99.14% | - |
| ABN AMRO (ABN.NV) | 15.28% | 25.04% | 99.14% | - |
| Meta (META) | 8.61% | 6.14% | 99.07% | - |
 Shell (SHEL.L) | 4.43% | 0% | 90.6% | 7/15/2026 |
 Disney (DIS) | 3.46% | 0% | 89.67% | 6/24/2026 |
| Apple (AAPL) | 3.2% | 2.8% | 99.14% | - |
 United Airlines (UAL) | 1.59% | 0% | 89.24% | 6/17/2026 |
 Sea (SE) | 1.44% | 0% | 88.74% | 6/8/2026 |
 Mattel (MAT) | 0.35% | 0% | 75.04% | 6/8/2026 |
 Core-Moderate | 0.28% | 0% | 53.59% | 6/16/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 29.49% | 38.73% |
| Berkshire Hathaway (BRK.B) | 34.06% | 24.11% |
| ABN AMRO (ABN.NV) | 10.98% | 15.21% |
| Meta (META) | 5.36% | 8.05% |
| Shell (SHEL.L) | 3.6% | 3.18% |
| Apple (AAPL) | 3.06% | 2.68% |
| Disney (DIS) | 4.59% | 2.67% |
| United Airlines (UAL) | 1.53% | 1.91% |
| Sea (SE) | 3.06% | 1.47% |
| Core-Moderate | 0.84% | 0.43% |
| Mattel (MAT) | 0.77% | 0.32% |
Cash & Instruments Over Time
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