Portfolio Diversification
Range
Most Diversified
11 instruments
May 9, 2024
Least Diversified
9 instruments
January 2, 2023
Average
10.3 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
DIS100%
BRK.B100%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 29.63% | 27.01% | 100% | - |
| Alphabet (GOOG) | 28.88% | 32.66% | 100% | - |
 ABN AMRO (ABN.NV) | 14.18% | 14.44% | 100% | - |
| Meta (META) | 9.19% | 10.33% | 100% | - |
 Shell (SHEL.L) | 5.28% | 3.45% | 100% | - |
| Disney (DIS) | 4.24% | 3.12% | 100% | - |
| Apple (AAPL) | 3.46% | 2.66% | 100% | - |
 United Airlines (UAL) | 1.79% | 2.05% | 100% | - |
 Sea (SE) | 1.67% | 2.49% | 100% | - |
 Mattel (MAT) | 0.42% | 0.34% | 80.39% | - |
 Core-Moderate | 0.29% | 0.46% | 49.95% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 27.3% | 31.22% |
| Berkshire Hathaway (BRK.B) | 30.94% | 28.01% |
| ABN AMRO (ABN.NV) | 12.56% | 11.06% |
| Meta (META) | 6.37% | 10.94% |
| Shell (SHEL.L) | 4.28% | 4.29% |
| Disney (DIS) | 5.46% | 4.01% |
| Apple (AAPL) | 3.64% | 3.77% |
| United Airlines (UAL) | 1.82% | 2.54% |
| Sea (SE) | 3.64% | 1.88% |
| Core-Moderate | 0.96% | 0.6% |
| Mattel (MAT) | 0.91% | 0.44% |