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Portfolio Diversification
Range
Most Diversified
25 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
16.5 instruments
Most Consistent Holdings
Top 5
AAPL99.25%
GOOG99.25%
MSFT99.25%
BRK.B99.25%
NVDA99.25%
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) | 13.66% | 13.62% | 99.25% | - |
| Alphabet (GOOG) | 11.59% | 9.87% | 99.25% | - |
| NVIDIA (NVDA) | 9.48% | 7.89% | 99.25% | - |
 Vanguard S&P 500 ETF (VOO) | 8.69% | 9.8% | 99.25% | - |
| Apple (AAPL) | 6.64% | 6.25% | 99.25% | - |
| Microsoft (MSFT) | 6.27% | 8.26% | 99.25% | - |
 Coca-Cola (KO) | 6.13% | 5.65% | 99.13% | - |
 Tesla (TSLA) | 5.38% | 0% | 97.06% | 9/28/2026 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 5.28% | 7.6% | 97.23% | - |
 AMD (AMD) | 5.19% | 3.17% | 99.08% | - |
 Meta (META) | 3.86% | 0% | 96.54% | 9/15/2026 |
 Vanguard Total International Stock ETF (VXUS) | 3.74% | 6.05% | 99.25% | - |
 ING (INGA.NV) | 2.81% | 3.34% | 92.68% | - |
 ASML (ASML.NV) | 1.99% | 9.12% | 57.38% | - |
 Visa (V) | 1.62% | 3.38% | 65.74% | - |
 Disney (DIS) | 1.05% | 2.11% | 65.74% | - |
 Adobe (ADBE) | 0.93% | 0% | 22.38% | 2/16/2023 |
 Amazon (AMZN) | 0.85% | 0% | 23.47% | 3/7/2023 |
 T-Mobile (TMUS) | 0.44% | 0% | 22.84% | 3/7/2023 |
 McDonald's (MCD) | 0.39% | 0% | 21.63% | 2/3/2023 |
 Ahold (AD.NV) | 0.31% | 2.09% | 16.38% | - |
 Block Inc. (XYZ) | 0.26% | 0% | 12.34% | 8/5/2022 |
 Netflix (NFLX) | 0.17% | 0% | 5.94% | 4/14/2022 |
 PayPal (PYPL) | 0.13% | 0% | 12.34% | 8/5/2022 |
 Bank of America (BAC) | 0.06% | 0% | 2.02% | 2/4/2022 |
 Nio (NIO) | 0.05% | 0% | 5.94% | 4/14/2022 |
 Ionq (IONQ) | 0.05% | 0.57% | 9.57% | - |
 D-Wave (QBTS) | 0.05% | 0.41% | 9.8% | - |
 Rigetti (RGTI) | 0.05% | 0.49% | 9.8% | - |
 Beyond Meat (BYND) | 0.02% | 0% | 5.94% | 4/14/2022 |
 AbbVie (ABBV) | 0.02% | 0% | 2.02% | 2/4/2022 |
 Ubiquiti (UI) | 0.01% | 0.49% | 3.06% | - |
 Starbucks (SBUX) | 0.01% | 0% | 2.02% | 2/4/2022 |
 Pfizer (PFE) | 0.01% | 0% | 0.63% | 1/11/2022 |
 Intel (INTC) | 0% | 0% | 0.63% | 1/11/2022 |
 Realty Income (O) | 0% | 0% | 0.63% | 1/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.48% | 12.88% |
| Berkshire Hathaway (BRK.B) | 12.49% | 12.29% |
| NVIDIA (NVDA) | 1.24% | 9.95% |
| Vanguard S&P 500 ETF (VOO) | 9.6% | 8.61% |
| Microsoft (MSFT) | 9.22% | 7.15% |
| Apple (AAPL) | 6.8% | 6.71% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 8.21% | 5.99% |
| Vanguard Total International Stock ETF (VXUS) | 7.28% | 4.65% |
| AMD (AMD) | 3.35% | 4.65% |
| Tesla (TSLA) | 4.36% | 4.5% |
| ASML (ASML.NV) | 6.77% | 4.19% |
| Coca-Cola (KO) | 5.67% | 4.16% |
| Meta (META) | 2.24% | 3% |
| ING (INGA.NV) | 2.25% | 2.83% |
| Visa (V) | 2.76% | 2.08% |
| Disney (DIS) | 2.03% | 1.4% |
Cash & Instruments Over Time
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