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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
GOOG98.1%
MA98.1%
IBKR98.1%
BRK.B90.44%
ELV76.01%
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) | 10.07% | 10.4% | 98.1% | - |
| Alphabet (GOOG) | 10.01% | 12.61% | 98.1% | - |
| Mastercard (MA) | 9.72% | 9.49% | 98.1% | - |
| Berkshire Hathaway (BRK.B) | 8.98% | 9.64% | 90.44% | - |
 Salesforce (CRM) | 7.29% | 0% | 74.36% | 11/17/2025 |
| Elevance Health (ELV) | 7.09% | 9.39% | 76.01% | - |
 Liberty Global (LBTYK) | 4.31% | 0% | 44.68% | 5/20/2025 |
 KKR (KKR) | 4.2% | 0% | 40.48% | 5/16/2024 |
 Fiserv (FISV) | 3.28% | 0% | 33.06% | 2/15/2024 |
 Fidelity National Financial (FNF) | 3% | 0% | 29.84% | 11/19/2024 |
 Disney (DIS) | 2.89% | 0% | 30.26% | 5/20/2025 |
 Transdigm (TDG) | 2.65% | 0% | 25.89% | 11/20/2023 |
 Visa (V) | 2.63% | 9.56% | 27.37% | - |
 Lennar (LEN) | 2.53% | 7.46% | 27.37% | - |
 GoDaddy (GDDY) | 2.43% | 0% | 22.26% | 5/16/2024 |
 Amazon (AMZN) | 2.39% | 13.3% | 23.25% | - |
 Apollo (APO) | 2.3% | 0% | 22.34% | 11/20/2023 |
 Insight Enterprises (NSIT.US) | 2% | 0% | 22.75% | 2/18/2025 |
 Gildan (GIL) | 1.96% | 8.39% | 19.95% | - |
 Brookfield (BN.US) | 1.92% | 9.53% | 19.79% | - |
 Willis Towers Watson (WTW) | 1.82% | 0% | 18.55% | 5/20/2025 |
 Alibaba (BABA) | 1.76% | 0% | 14.92% | 8/18/2025 |
 Meta (META) | 0.83% | 0% | 7.42% | 8/18/2025 |
 Black Knight Inc. (BKI) | 0.72% | 0% | 7.67% | 5/22/2023 |
 GEO (GEO) | 0.69% | 0% | 7.67% | 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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