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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
MA97.73%
IBKR97.66%
GOOG97.52%
BRK.B91.06%
ELV78.57%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 9.99% | 9.43% | 97.52% | - |
| Interactive Brokers Group (IBKR) | 9.97% | 7.84% | 97.66% | - |
| Mastercard (MA) | 9.7% | 11.4% | 97.73% | - |
| Berkshire Hathaway (BRK.B) | 9.09% | 11.43% | 91.06% | - |
| Elevance Health (ELV) | 7.46% | 10.52% | 78.57% | - |
 Salesforce (CRM) | 6.27% | 0% | 64.02% | 11/17/2025 |
 KKR (KKR) | 4.23% | 0% | 40.95% | 8/17/2026 |
 Liberty Global (LBTYK) | 3.71% | 0% | 38.47% | 5/20/2025 |
 Visa (V) | 3.64% | 11.59% | 36.83% | - |
 Amazon (AMZN) | 3.43% | 10.22% | 33.36% | - |
 Gildan (GIL) | 2.86% | 7.43% | 30.45% | - |
 Fiserv (FISV) | 2.82% | 0% | 28.46% | 2/15/2024 |
 Lennar (LEN) | 2.79% | 10.33% | 30.59% | - |
 Fidelity National Financial (FNF) | 2.58% | 0% | 25.69% | 11/19/2024 |
 Disney (DIS) | 2.49% | 0% | 26.05% | 5/20/2025 |
 Transdigm (TDG) | 2.28% | 0% | 22.29% | 11/20/2023 |
 Brookfield (BN.US) | 2.27% | 9.38% | 23.99% | - |
 GoDaddy (GDDY) | 2.09% | 0% | 19.16% | 5/16/2024 |
 Apollo (APO) | 1.98% | 0% | 19.23% | 11/20/2023 |
 Insight Enterprises (NSIT.US) | 1.72% | 0% | 19.59% | 2/18/2025 |
 Willis Towers Watson (WTW) | 1.57% | 0% | 15.97% | 5/20/2025 |
 Alibaba (BABA) | 1.52% | 0% | 12.85% | 8/18/2025 |
 Meta (META) | 1.32% | 0% | 12.49% | 8/17/2026 |
 Black Knight Inc. (BKI) | 0.62% | 0% | 6.6% | 5/22/2023 |
 GEO (GEO) | 0.59% | 0% | 6.6% | 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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