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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
GOOG98.13%
MA98.13%
IBKR98.13%
BRK.B89.85%
CRM80.32%
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 Group (IBKR) | 10.11% | 9.89% | 98.13% | - |
| Alphabet (GOOG) | 9.87% | 11.9% | 98.13% | - |
| Mastercard (MA) | 9.76% | 8.95% | 98.13% | - |
| Berkshire Hathaway (BRK.B) | 8.91% | 9.21% | 89.85% | - |
| Salesforce (CRM) | 7.87% | 0% | 80.32% | 11/17/2025 |
 Elevance Health (ELV) | 6.91% | 10.54% | 74.27% | - |
 Liberty Global (LBTYK) | 4.66% | 0% | 48.26% | 5/20/2025 |
 KKR (KKR) | 4.54% | 0% | 43.72% | 5/16/2024 |
 Fiserv (FISV) | 3.54% | 0% | 35.71% | 2/15/2024 |
 Fidelity National Financial (FNF) | 3.24% | 0% | 32.24% | 11/19/2024 |
 Disney (DIS) | 3.12% | 0% | 32.68% | 5/20/2025 |
 Transdigm (TDG) | 2.86% | 0% | 27.96% | 11/20/2023 |
 GoDaddy (GDDY) | 2.63% | 0% | 24.04% | 5/16/2024 |
 Apollo (APO) | 2.49% | 0% | 24.13% | 11/20/2023 |
 Insight Enterprises (NSIT.US) | 2.16% | 0% | 24.58% | 2/18/2025 |
 Visa (V) | 2.09% | 9.09% | 21.73% | - |
 Lennar (LEN) | 2.07% | 8.88% | 21.73% | - |
 Willis Towers Watson (WTW) | 1.97% | 0% | 20.04% | 5/20/2025 |
 Alibaba (BABA) | 1.9% | 0% | 16.12% | 8/18/2025 |
 Amazon (AMZN) | 1.72% | 10.16% | 17.28% | - |
 Brookfield (BN.US) | 1.36% | 9.64% | 13.62% | - |
 Gildan (GIL) | 1.35% | 10.65% | 13.71% | - |
 Meta (META) | 0.9% | 0% | 8.01% | 8/18/2025 |
 Black Knight Inc. (BKI) | 0.77% | 0% | 8.28% | 5/22/2023 |
 GEO (GEO) | 0.74% | 0% | 8.28% | 5/22/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.28% | 11.77% |
| Gildan (GIL) | 11.36% | 10.6% |
| Elevance Health (ELV) | 11.35% | 10.24% |
| Amazon (AMZN) | 11.86% | 10.23% |
| Visa (V) | 11.96% | 9.88% |
| Brookfield (BN.US) | 10.89% | 9.85% |
| Mastercard (MA) | 9.18% | 9.68% |
| Berkshire Hathaway (BRK.B) | 9% | 9.62% |
| Interactive Brokers Group (IBKR) | 6.64% | 9.05% |
| Lennar (LEN) | 10.2% | 8% |
Cash & Instruments Over Time
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