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
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
KO99.91%
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) | 14.15% | 15.42% | 99.91% | - |
| Alphabet (GOOG) | 11.61% | 11.46% | 99.91% | - |
 NVIDIA (NVDA) | 9.21% | 9.67% | 99.91% | - |
 Vanguard S&P 500 ETF (VOO) | 8.52% | 10.07% | 99.91% | - |
| Coca-Cola (KO) | 6.87% | 6.28% | 99.91% | - |
| Apple (AAPL) | 6.57% | 8.86% | 99.91% | - |
 Tesla (TSLA) | 6.25% | 4.23% | 99.91% | - |
| Microsoft (MSFT) | 6.07% | 6.35% | 99.91% | - |
 AMD (AMD) | 5.2% | 3.41% | 99.82% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.88% | 6.04% | 96.82% | - |
| Meta (META) | 4.36% | 4.25% | 99.91% | - |
 Vanguard Total International Stock ETF (VXUS) | 3.31% | 3.85% | 99.91% | - |
 ING (INGA.NV) | 2.78% | 3.12% | 89.84% | - |
 Adobe (ADBE) | 1.42% | 0% | 34.28% | 2/16/2023 |
 Amazon (AMZN) | 1.31% | 0% | 35.95% | 3/7/2023 |
 Visa (V) | 1.19% | 3.29% | 48.59% | - |
 Disney (DIS) | 0.76% | 1.88% | 48.59% | - |
 T-Mobile (TMUS) | 0.68% | 0% | 34.98% | 3/7/2023 |
 McDonald's (MCD) | 0.6% | 0% | 33.13% | 2/3/2023 |
 ASML (ASML.NV) | 0.59% | 1.68% | 35.78% | - |
 Block Inc. (XYZ) | 0.4% | 0% | 18.9% | 8/5/2022 |
 Netflix (NFLX) | 0.26% | 0% | 9.1% | 4/14/2022 |
 PayPal (PYPL) | 0.2% | 0% | 18.9% | 8/5/2022 |
 Bank of America (BAC) | 0.1% | 0% | 3.09% | 2/4/2022 |
 Nio (NIO) | 0.07% | 0% | 9.1% | 4/14/2022 |
 Beyond Meat (BYND) | 0.03% | 0% | 9.1% | 4/14/2022 |
 AbbVie (ABBV) | 0.03% | 0% | 3.09% | 2/4/2022 |
 Starbucks (SBUX) | 0.02% | 0% | 3.09% | 2/4/2022 |
 Pfizer (PFE) | 0.01% | 0% | 0.97% | 1/11/2022 |
 Intel (INTC) | 0.01% | 0% | 0.97% | 1/11/2022 |
 Realty Income (O) | 0% | 0% | 0.97% | 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% |