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Portfolio Diversification
Range
Most Diversified
25 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
16.2 instruments
Most Consistent Holdings
Top 5
AAPL99.54%
GOOG99.54%
META99.54%
MSFT99.54%
BRK.B99.54%
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) | 13.96% | 13% | 99.54% | - |
| Alphabet (GOOG) | 11.63% | 12.4% | 99.54% | - |
 NVIDIA (NVDA) | 9.57% | 9.48% | 99.54% | - |
 Vanguard S&P 500 ETF (VOO) | 8.73% | 8.96% | 99.54% | - |
| Apple (AAPL) | 6.71% | 6.46% | 99.54% | - |
 Coca-Cola (KO) | 6.38% | 4.59% | 99.41% | - |
| Microsoft (MSFT) | 6.21% | 6.45% | 99.54% | - |
 Tesla (TSLA) | 5.78% | 3.64% | 99.41% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.14% | 6.57% | 97.24% | - |
 AMD (AMD) | 4.99% | 5.13% | 99.34% | - |
| Meta (META) | 4.15% | 2.62% | 99.54% | - |
 Vanguard Total International Stock ETF (VXUS) | 3.55% | 5.19% | 99.54% | - |
 ING (INGA.NV) | 2.79% | 2.68% | 92.06% | - |
 Visa (V) | 1.54% | 1.91% | 61.39% | - |
 ASML (ASML.NV) | 1.26% | 6.29% | 51.87% | - |
 Adobe (ADBE) | 1.06% | 0% | 25.48% | 2/16/2023 |
 Disney (DIS) | 0.98% | 1.6% | 61.39% | - |
 Amazon (AMZN) | 0.97% | 0% | 26.72% | 3/7/2023 |
 T-Mobile (TMUS) | 0.5% | 0% | 26% | 3/7/2023 |
 McDonald's (MCD) | 0.45% | 0% | 24.62% | 2/3/2023 |
 Block Inc. (XYZ) | 0.3% | 0% | 14.05% | 8/5/2022 |
 Netflix (NFLX) | 0.19% | 0% | 6.76% | 4/14/2022 |
 PayPal (PYPL) | 0.15% | 0% | 14.05% | 8/5/2022 |
 Ahold (AD.NV) | 0.11% | 2.46% | 5.19% | - |
 Bank of America (BAC) | 0.07% | 0% | 2.3% | 2/4/2022 |
 Nio (NIO) | 0.05% | 0% | 6.76% | 4/14/2022 |
 Beyond Meat (BYND) | 0.03% | 0% | 6.76% | 4/14/2022 |
 AbbVie (ABBV) | 0.02% | 0% | 2.3% | 2/4/2022 |
 Starbucks (SBUX) | 0.02% | 0% | 2.3% | 2/4/2022 |
 Pfizer (PFE) | 0.01% | 0% | 0.72% | 1/11/2022 |
 Intel (INTC) | 0% | 0% | 0.72% | 1/11/2022 |
 Realty Income (O) | 0% | 0% | 0.72% | 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 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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