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Portfolio Diversification
Range
Most Diversified
29 instruments
February 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
24.8 instruments
Most Consistent Holdings
Top 5
MSFT99.4%
AMZN99.4%
JPM99.4%
COST99.4%
GOOGL99.34%
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 |
|---|---|---|---|---|
 Apple (AAPL) | 13.64% | 10.25% | 99.05% | - |
| Microsoft (MSFT) | 13.23% | 11.76% | 99.4% | - |
| Amazon (AMZN) | 8.79% | 6.93% | 99.4% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 7.18% | 22.05% | 52.63% | - |
 Vanguard S&P 500 ETF (VOO) | 5.65% | 5.52% | 99.16% | - |
 Alphabet (GOOG) | 4.56% | 6.68% | 99.11% | - |
 Rolls-Royce (RR.L) | 4.48% | 2.38% | 99.05% | - |
 NVIDIA (NVDA) | 3.98% | 0% | 34.13% | 8/22/2023 |
 Invesco QQQ (QQQ) | 3.12% | 0% | 54.18% | 10/30/2024 |
 Chevron (CVX.US) | 2.75% | 3.93% | 77.8% | - |
| Costco (COST) | 2.47% | 1.6% | 99.4% | - |
| Alphabet (GOOGL) | 2.13% | 3.17% | 99.34% | - |
 Berkshire Hathaway (BRK.B) | 1.8% | 4.05% | 40.63% | - |
| JPMorgan (JPM) | 1.68% | 1.58% | 99.4% | - |
 Bank of America (BAC) | 1.3% | 0% | 92.84% | 5/15/2026 |
 Lockheed Martin (LMT) | 1.23% | 0% | 92.84% | 5/15/2026 |
 Raytheon (RTX) | 1.22% | 0% | 93.26% | 5/22/2026 |
 AMD (AMD) | 1.16% | 0% | 30.07% | 3/8/2024 |
 Aon (AON) | 1.08% | 0% | 92.84% | 5/15/2026 |
 TSMC (TSM) | 1.08% | 2.54% | 55.43% | - |
 Goldman Sachs (GS) | 1.04% | 1.13% | 99.28% | - |
 Chubb (CB) | 1.02% | 1.79% | 48.81% | - |
 Occidental (OXY) | 1.01% | 0% | 59.37% | 5/22/2026 |
 Mastercard (MA) | 1% | 0% | 92.42% | 5/14/2026 |
 Visa (V) | 0.96% | 0% | 92.84% | 5/15/2026 |
 ASML (ASML) | 0.77% | 0% | 23.03% | 8/5/2024 |
 Pilbara Minerals (PLS.ASX) | 0.75% | 0% | 18.74% | 9/9/2024 |
 PepsiCo (PEP) | 0.7% | 2.37% | 24.4% | - |
 Boeing (BA) | 0.61% | 0% | 54.65% | 8/5/2024 |
 Maersk (MAERSKB.CO) | 0.61% | 0% | 27.15% | 4/7/2025 |
 Marvell (MRVL) | 0.59% | 0% | 23.81% | 2/27/2023 |
 Moody's (MCO) | 0.53% | 0% | 47.37% | 4/4/2024 |
 Aramco (SAOC) | 0.53% | 0% | 58.89% | 5/17/2026 |
 ASM (ASM.NV) | 0.44% | 0% | 23.03% | 8/5/2024 |
 Devon Energy (DVN) | 0.4% | 0% | 35.08% | 4/4/2025 |
 Qualcomm (QCOM) | 0.37% | 4% | 10.08% | - |
 Meta (META) | 0.37% | 4.8% | 9.37% | - |
 Alibaba (BABA) | 0.3% | 0% | 17.84% | 5/22/2026 |
 Siemens Energy (ENR.DE) | 0.26% | 0% | 22.37% | 6/23/2023 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.23% | 0% | 22.2% | 10/27/2023 |
 Constellation Brands (STZ) | 0.2% | 0% | 17.36% | 5/15/2026 |
 Digital Turbine (APPS) | 0.2% | 0% | 21.12% | 2/27/2023 |
 Rivian (RIVN) | 0.19% | 0% | 15.57% | 2/27/2023 |
 iShares S&P 500 Growth ETF (IVW) | 0.08% | 1.25% | 6.56% | - |
 Microsoft (MSFT.RTH) | 0.07% | 2.1% | 3.34% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.18% | 5/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Short-Term Treasury Index Fund (VGSH) | 35.96% | 23.23% |
| Microsoft (MSFT) | 5.16% | 9.77% |
| Apple (AAPL) | 4.57% | 9.77% |
| Rolls-Royce (RR.L) | 2.41% | 9.56% |
| Amazon (AMZN) | 4.55% | 6.93% |
| Vanguard S&P 500 ETF (VOO) | 5.65% | 5.48% |
| Alphabet (GOOG) | 3.21% | 4.83% |
| Berkshire Hathaway (BRK.B) | 6.62% | 4.51% |
| Chevron (CVX.US) | 5.48% | 3.22% |
| PepsiCo (PEP) | 4.14% | 2.77% |
| Alphabet (GOOGL) | 1.6% | 2.25% |
| TSMC (TSM) | 1.21% | 2.02% |
| Chubb (CB) | 2.41% | 1.84% |
| Costco (COST) | 1.53% | 1.69% |
| JPMorgan (JPM) | 1.21% | 1.6% |
| Alibaba (BABA) | 2.01% | 1.59% |
| Raytheon (RTX) | 0.8% | 1.14% |
| Occidental (OXY) | 2.81% | 1.13% |
| Goldman Sachs (GS) | 0.8% | 1.07% |
| Bank of America (BAC) | 1.21% | 1.04% |
| Constellation Brands (STZ) | 2.01% | 1.02% |
| Mastercard (MA) | 0.8% | 0.75% |
| Visa (V) | 0.8% | 0.73% |
| Lockheed Martin (LMT) | 0.8% | 0.7% |
| Aon (AON) | 0.8% | 0.66% |
| Aramco (SAOC) | 1.21% | 0.53% |
Cash & Instruments Over Time
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