Portfolio Diversification
Range
Most Diversified
11 instruments
May 9, 2024
Least Diversified
5 instruments
February 7, 2025
Average
9.6 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
BRK.B100%
ABN.NV100%
META99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 26.1% | 34.36% | 100% | - |
| Alphabet (GOOG) | 23.98% | 25.37% | 100% | - |
| ABN AMRO (ABN.NV) | 18.23% | 14.06% | 100% | - |
 Shell (SHEL.L) | 8.34% | 4.75% | 99.91% | - |
| Meta (META) | 6.74% | 10.07% | 99.91% | - |
 Disney (DIS) | 3.11% | 3.24% | 71.39% | - |
| Apple (AAPL) | 3% | 3.1% | 100% | - |
 United Airlines (UAL) | 1.81% | 1.6% | 99.91% | - |
 Sea (SE) | 1.74% | 2.15% | 94.55% | - |
 Mattel (MAT) | 0.3% | 0.42% | 53.85% | - |
 Twitter (TWTR) | 0.24% | 0% | 14.87% | 10/28/2022 |
 Core-Moderate | 0.17% | 0.58% | 28.35% | - |
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% |