Portfolio Diversification
Range
Most Diversified
11 instruments
May 9, 2024
Least Diversified
5 instruments
February 7, 2025
Average
9.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
BRK.B100%
ABN.NV100%
META99.92%
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) | 26.38% | 30.07% | 100% | - |
| Alphabet (GOOG) | 24.07% | 26.34% | 100% | - |
| ABN AMRO (ABN.NV) | 18.07% | 16.33% | 100% | - |
 Shell (SHEL.L) | 8.18% | 4.06% | 99.92% | - |
| Meta (META) | 6.89% | 11.11% | 99.92% | - |
 Disney (DIS) | 3.12% | 3.73% | 72.55% | - |
| Apple (AAPL) | 3.01% | 2.84% | 100% | - |
 United Airlines (UAL) | 1.81% | 1.86% | 99.92% | - |
 Sea (SE) | 1.76% | 2.66% | 94.78% | - |
 Mattel (MAT) | 0.3% | 0.45% | 55.72% | - |
 Twitter (TWTR) | 0.23% | 0% | 14.26% | 10/28/2022 |
 Core-Moderate | 0.19% | 0.54% | 31.26% | - |
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% |