Portfolio Diversification
Range
Most Diversified
25 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
16.3 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
META99.92%
MSFT99.92%
BRK.B99.92%
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) | 14.3% | 14.69% | 99.92% | - |
| Alphabet (GOOG) | 11.54% | 10.55% | 99.92% | - |
 NVIDIA (NVDA) | 9.27% | 11.23% | 99.92% | - |
 Vanguard S&P 500 ETF (VOO) | 8.63% | 10.3% | 99.92% | - |
 Coca-Cola (KO) | 6.82% | 5.8% | 99.84% | - |
| Apple (AAPL) | 6.67% | 7.36% | 99.92% | - |
 Tesla (TSLA) | 6.12% | 4.39% | 99.84% | - |
| Microsoft (MSFT) | 6.11% | 7.02% | 99.92% | - |
 AMD (AMD) | 5.07% | 3.65% | 99.75% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.95% | 6.07% | 97.05% | - |
| Meta (META) | 4.33% | 4.38% | 99.92% | - |
 Vanguard Total International Stock ETF (VXUS) | 3.35% | 4.11% | 99.92% | - |
 ING (INGA.NV) | 2.79% | 2.9% | 90.58% | - |
 Visa (V) | 1.34% | 3.26% | 52.33% | - |
 Adobe (ADBE) | 1.32% | 0% | 31.78% | 2/16/2023 |
 Amazon (AMZN) | 1.21% | 0% | 33.33% | 3/7/2023 |
 Disney (DIS) | 0.83% | 1.88% | 52.33% | - |
 ASML (ASML.NV) | 0.67% | 1.73% | 40.46% | - |
 T-Mobile (TMUS) | 0.63% | 0% | 32.43% | 3/7/2023 |
 McDonald's (MCD) | 0.56% | 0% | 30.71% | 2/3/2023 |
 Block Inc. (XYZ) | 0.38% | 0% | 17.53% | 8/5/2022 |
 Netflix (NFLX) | 0.24% | 0% | 8.44% | 4/14/2022 |
 PayPal (PYPL) | 0.19% | 0% | 17.53% | 8/5/2022 |
 Bank of America (BAC) | 0.09% | 0% | 2.87% | 2/4/2022 |
 Nio (NIO) | 0.07% | 0% | 8.44% | 4/14/2022 |
 Beyond Meat (BYND) | 0.03% | 0% | 8.44% | 4/14/2022 |
 AbbVie (ABBV) | 0.03% | 0% | 2.87% | 2/4/2022 |
 Starbucks (SBUX) | 0.02% | 0% | 2.87% | 2/4/2022 |
 Pfizer (PFE) | 0.01% | 0% | 0.9% | 1/11/2022 |
 Intel (INTC) | 0.01% | 0% | 0.9% | 1/11/2022 |
 Realty Income (O) | 0% | 0% | 0.9% | 1/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.63% | 13.65% |
| Alphabet (GOOG) | 9.52% | 12.01% |
| NVIDIA (NVDA) | 1.86% | 11.15% |
| Vanguard S&P 500 ETF (VOO) | 11.35% | 9.91% |
| Apple (AAPL) | 9.4% | 8.97% |
| Microsoft (MSFT) | 7.2% | 6.58% |
| Tesla (TSLA) | 6.57% | 6.29% |
| Vanguard Total Stock Market ETF (VTI) | 8.06% | 5.97% |
| Coca-Cola (KO) | 7.58% | 5.29% |
| AMD (AMD) | 4.68% | 3.97% |
| Meta (META) | 2.78% | 3.84% |
| Vanguard Total International Stock ETF (VXUS) | 5.94% | 3.43% |
| Visa (V) | 4.16% | 2.91% |
| ING (INGA.NV) | 2.82% | 2.36% |
| Disney (DIS) | 2.69% | 1.92% |
| ASML (ASML.NV) | 3.58% | 1.67% |