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
MSFT99.92%
AMZN99.92%
BAC99.92%
JPM99.92%
RTX99.92%
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 |
|---|---|---|---|---|
 Apple (AAPL) | 14.76% | 11.33% | 99.85% | - |
| Microsoft (MSFT) | 14.28% | 10.6% | 99.92% | - |
| Amazon (AMZN) | 9.32% | 7.8% | 99.92% | - |
 Vanguard S&P 500 ETF (VOO) | 5.69% | 5.89% | 99.62% | - |
 NVIDIA (NVDA) | 5.09% | 0% | 43.66% | 8/22/2023 |
 Alphabet (GOOG) | 4.37% | 2.65% | 99.85% | - |
 Rolls-Royce (RR.L) | 4.03% | 10.17% | 99.92% | - |
 Invesco QQQ (QQQ) | 4% | 0% | 69.31% | 10/30/2024 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 3.48% | 15.22% | 40.08% | - |
 Costco (COST) | 2.65% | 2.12% | 99.92% | - |
 Chevron (CVX) | 2.53% | 3.8% | 72.29% | - |
 Alphabet (GOOGL) | 2.03% | 1.89% | 99.92% | - |
| JPMorgan (JPM) | 1.73% | 1.68% | 99.92% | - |
 AMD (AMD) | 1.48% | 0% | 38.47% | 3/8/2024 |
| Bank of America (BAC) | 1.47% | 1.08% | 99.92% | - |
 Lockheed Martin (LMT) | 1.42% | 0.74% | 99.92% | - |
| Raytheon (RTX) | 1.33% | 1.12% | 99.92% | - |
 Aon (AON) | 1.26% | 0.8% | 99.92% | - |
 Mastercard (MA) | 1.14% | 0.89% | 99.85% | - |
 Berkshire Hathaway (BRK.B) | 1.11% | 3.64% | 24.73% | - |
 Visa (V) | 1.09% | 0.83% | 99.92% | - |
 Occidental (OXY) | 1.04% | 0.65% | 56.56% | - |
 Goldman Sachs (GS) | 1.03% | 1.01% | 99.92% | - |
 ASML (ASML) | 0.98% | 0% | 29.47% | 8/5/2024 |
 Pilbara Minerals (PLS.ASX) | 0.96% | 0% | 23.97% | 9/9/2024 |
 Chubb (CB) | 0.8% | 1.87% | 35.19% | - |
 Boeing (BA) | 0.78% | 0% | 69.92% | 8/5/2024 |
 Maersk (MAERSKB.CO) | 0.78% | 0% | 34.73% | 4/7/2025 |
 Marvell (MRVL) | 0.75% | 0% | 30.46% | 2/27/2023 |
 TSMC (TSM) | 0.74% | 1.75% | 43.74% | - |
 Moody's (MCO) | 0.68% | 0% | 60.61% | 4/4/2024 |
 Aramco (SAOC) | 0.57% | 0.59% | 56.34% | - |
 ASM (ASM.NV) | 0.56% | 0% | 29.47% | 8/5/2024 |
 Devon Energy (DVN) | 0.51% | 0% | 44.89% | 4/4/2025 |
 Siemens Energy (ENR.DE) | 0.34% | 0% | 28.63% | 6/23/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.29% | 0% | 28.4% | 10/27/2023 |
 Digital Turbine (APPS) | 0.25% | 0% | 27.02% | 2/27/2023 |
 Rivian (RIVN) | 0.25% | 0% | 19.92% | 2/27/2023 |
 PepsiCo (PEP) | 0.12% | 3.27% | 3.97% | - |
 Meta (META) | 0.08% | 0% | 3.44% | 2/14/2022 |
 Alibaba (BABA) | 0.05% | 1.68% | 3.44% | - |
 Constellation Brands (STZ) | 0.05% | 1.24% | 3.36% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.23% | 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% |