Portfolio Diversification
Range
Most Diversified
10 instruments
January 4, 2023
Least Diversified
0 instruments
December 14, 2022
Average
9.8 instruments
Most Consistent Holdings
Top 5
GOOG98.06%
MA98.06%
IBKR98.06%
BRK.B88.54%
CRM84.14%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 14, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Interactive Brokers (IBKR) | 10.18% | 9.65% | 98.06% | - |
| Mastercard (MA) | 9.84% | 9.99% | 98.06% | - |
| Alphabet (GOOG) | 9.63% | 9.92% | 98.06% | - |
| Berkshire Hathaway (BRK.B) | 8.8% | 10.2% | 88.54% | - |
| Salesforce (CRM) | 8.25% | 10.18% | 84.14% | - |
 Elevance Health (ELV) | 7.28% | 0% | 78.81% | 8/18/2025 |
 Liberty Global (LBTYK) | 5.36% | 0% | 55.48% | 5/20/2025 |
 KKR (KKR) | 5.22% | 0% | 50.26% | 5/16/2024 |
 Fiserv (FI) | 4.07% | 0% | 41.04% | 2/15/2024 |
 Fidelity National Financial (FNF) | 3.72% | 0% | 37.05% | 11/19/2024 |
 Disney (DIS) | 3.59% | 0% | 37.56% | 5/20/2025 |
 Transdigm (TDG) | 3.29% | 0% | 32.14% | 11/20/2023 |
 GoDaddy (GDDY) | 3.02% | 0% | 27.64% | 5/16/2024 |
 Apollo (APO) | 2.86% | 0% | 27.74% | 11/20/2023 |
 Insight Enterprises (NSIT.US) | 2.48% | 0% | 28.25% | 2/18/2025 |
 Willis Towers Watson (WTW) | 2.26% | 0% | 23.03% | 5/20/2025 |
 Alibaba (BABA) | 2.19% | 0% | 18.53% | 8/18/2025 |
 Lennar (LEN) | 1.04% | 9.85% | 10.24% | - |
 Meta (META) | 1.03% | 0% | 9.21% | 8/18/2025 |
 Visa (V) | 1% | 10% | 10.24% | - |
 Black Knight Inc. (BKI) | 0.89% | 0% | 9.52% | 5/22/2023 |
 GEO (GEO) | 0.85% | 0% | 9.52% | 5/22/2023 |
 Amazon (AMZN) | 0.57% | 9.82% | 5.42% | - |
 Brookfield (BN.US) | 0.1% | 9.88% | 1.02% | - |
 Gildan (GIL) | 0.1% | 9.5% | 1.02% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Interactive Brokers (IBKR) | 6.13% | 11.67% |
| Salesforce (CRM) | 8.68% | 11.53% |
| Disney (DIS) | 12.01% | 11.09% |
| Liberty Global (LBTYK) | 16.23% | 10.92% |
| Alphabet (GOOG) | 6.53% | 10.36% |
| Mastercard (MA) | 8.33% | 9.95% |
| Willis Towers Watson (WTW) | 11.37% | 9.94% |
| Berkshire Hathaway (BRK.B) | 7.86% | 9.22% |
| Insight Enterprises (NSIT.US) | 11.41% | 7.15% |
| Elevance Health (ELV) | 9.65% | 6.6% |