Portfolio Diversification
Range
Most Diversified
29 instruments
February 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.2 instruments
Most Consistent Holdings
Top 5
MSFT99.65%
AMZN99.65%
BAC99.65%
JPM99.65%
RTX99.65%
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) | 14.43% | 9.94% | 99.58% | - |
| Microsoft (MSFT) | 14.02% | 9.67% | 99.65% | - |
| Amazon (AMZN) | 9.16% | 6.75% | 99.65% | - |
 Vanguard S&P 500 ETF (VOO) | 5.69% | 5.52% | 99.36% | - |
 NVIDIA (NVDA) | 4.72% | 0% | 40.48% | 8/22/2023 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 4.45% | 23.48% | 44.16% | - |
 Rolls-Royce (RR.L) | 4.44% | 9.28% | 99.65% | - |
 Alphabet (GOOG) | 4.37% | 4.78% | 99.58% | - |
 Invesco QQQ (QQQ) | 3.71% | 0% | 64.26% | 10/30/2024 |
 Costco (COST) | 2.6% | 1.7% | 99.65% | - |
 Chevron (CVX) | 2.59% | 3.18% | 74.03% | - |
 Alphabet (GOOGL) | 2.03% | 2.23% | 99.65% | - |
| JPMorgan (JPM) | 1.72% | 1.6% | 99.65% | - |
| Bank of America (BAC) | 1.44% | 1.06% | 99.65% | - |
 AMD (AMD) | 1.37% | 0% | 35.67% | 3/8/2024 |
 Berkshire Hathaway (BRK.B) | 1.37% | 4.58% | 29.94% | - |
 Lockheed Martin (LMT) | 1.37% | 0.71% | 99.65% | - |
| Raytheon (RTX) | 1.32% | 1.14% | 99.65% | - |
 Aon (AON) | 1.22% | 0.67% | 99.65% | - |
 Mastercard (MA) | 1.12% | 0.76% | 99.58% | - |
 Visa (V) | 1.07% | 0.73% | 99.65% | - |
 Occidental (OXY) | 1.05% | 1.12% | 59.45% | - |
 Goldman Sachs (GS) | 1.03% | 1.1% | 99.65% | - |
 ASML (ASML) | 0.91% | 0% | 27.32% | 8/5/2024 |
 Pilbara Minerals (PLS.ASX) | 0.89% | 0% | 22.22% | 9/9/2024 |
 Chubb (CB) | 0.87% | 1.85% | 39.63% | - |
 TSMC (TSM) | 0.84% | 1.93% | 47.56% | - |
 Boeing (BA) | 0.72% | 0% | 64.83% | 8/5/2024 |
 Maersk (MAERSKB.CO) | 0.72% | 0% | 32.2% | 4/7/2025 |
 Marvell (MRVL) | 0.7% | 0% | 28.24% | 2/27/2023 |
 Moody's (MCO) | 0.63% | 0% | 56.19% | 4/4/2024 |
 Aramco (SAOC) | 0.57% | 0.53% | 59.24% | - |
 ASM (ASM.NV) | 0.52% | 0% | 27.32% | 8/5/2024 |
 Devon Energy (DVN) | 0.47% | 0% | 41.61% | 4/4/2025 |
 PepsiCo (PEP) | 0.33% | 2.94% | 10.69% | - |
 Siemens Energy (ENR.DE) | 0.31% | 0% | 26.54% | 6/23/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.27% | 0% | 26.33% | 10/27/2023 |
 Digital Turbine (APPS) | 0.23% | 0% | 25.05% | 2/27/2023 |
 Rivian (RIVN) | 0.23% | 0% | 18.47% | 2/27/2023 |
 Alibaba (BABA) | 0.19% | 1.64% | 10.19% | - |
 Constellation Brands (STZ) | 0.12% | 1.07% | 10.12% | - |
 Meta (META) | 0.07% | 0% | 3.18% | 2/14/2022 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.21% | 5/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 8.1% | 14.73% |
| Microsoft (MSFT) | 6.76% | 12% |
| Vanguard Short-Term Treasury Index Fund (VGSH) | 14.59% | 10.06% |
| Amazon (AMZN) | 5.97% | 9.27% |
| Vanguard S&P 500 ETF (VOO) | 7.4% | 6.63% |
| Rolls-Royce (RR.L) | 3.16% | 6.3% |
| Chevron (CVX) | 7.19% | 4.31% |
| Alphabet (GOOG) | 4.21% | 4.12% |
| Costco (COST) | 2% | 2.53% |
| Berkshire Hathaway (BRK.B) | 3.41% | 2.32% |
| Maersk (MAERSKB.CO) | 3.69% | 2.29% |
| Chubb (CB) | 3.16% | 2.29% |
| Occidental (OXY) | 3.69% | 1.92% |
| Alphabet (GOOGL) | 2.1% | 1.91% |
| TSMC (TSM) | 1.58% | 1.85% |
| JPMorgan (JPM) | 1.58% | 1.67% |
| Bank of America (BAC) | 1.58% | 1.17% |
| Raytheon (RTX) | 1.05% | 1.01% |
| Lockheed Martin (LMT) | 1.05% | 1% |
| Goldman Sachs (GS) | 1.05% | 0.99% |
| Mastercard (MA) | 1.05% | 0.98% |
| Aon (AON) | 1.05% | 0.95% |
| Visa (V) | 1.05% | 0.93% |
| Aramco (SAOC) | 1.58% | 0.87% |
| Devon Energy (DVN) | 1.58% | 0.73% |