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Portfolio Diversification
Range
Most Diversified
11 instruments
May 9, 2024
Least Diversified
0 instruments
November 12, 2025
Average
10 instruments
Most Consistent Holdings
Top 5
AAPL99.18%
GOOG99.18%
BRK.B99.18%
ABN.NV99.18%
META99.11%
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) | 30.27% | 24.85% | 99.18% | - |
| Berkshire Hathaway (BRK.B) | 28.67% | 36.94% | 99.18% | - |
| ABN AMRO (ABN.NV) | 14.94% | 26.38% | 99.18% | - |
| Meta (META) | 8.67% | 6.42% | 99.11% | - |
 Shell (SHEL.L) | 4.58% | 0% | 93.69% | 7/15/2026 |
 Disney (DIS) | 3.58% | 0% | 92.73% | 6/24/2026 |
| Apple (AAPL) | 3.22% | 2.67% | 99.18% | - |
 United Airlines (UAL) | 1.65% | 0% | 92.28% | 6/17/2026 |
 Sea (SE) | 1.49% | 0% | 91.77% | 6/8/2026 |
 Mattel (MAT) | 0.36% | 0% | 77.6% | 6/8/2026 |
 Core-Moderate | 0.29% | 0% | 55.42% | 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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