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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
MA97.72%
IBKR97.65%
GOOG97.5%
BRK.B90.82%
ELV77.88%
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) | 10.01% | 9.41% | 97.65% | - |
| Alphabet (GOOG) | 9.95% | 11.68% | 97.5% | - |
| Mastercard (MA) | 9.68% | 9.98% | 97.72% | - |
| Berkshire Hathaway (BRK.B) | 9.03% | 10.77% | 90.82% | - |
| Elevance Health (ELV) | 7.35% | 10.67% | 77.88% | - |
 Salesforce (CRM) | 6.5% | 0% | 66.27% | 11/17/2025 |
 KKR (KKR) | 4.38% | 0% | 42.4% | 8/17/2026 |
 Liberty Global (LBTYK) | 3.84% | 0% | 39.82% | 5/20/2025 |
 Visa (V) | 3.4% | 10.37% | 34.68% | - |
 Amazon (AMZN) | 3.19% | 10.44% | 31.08% | - |
 Fiserv (FISV) | 2.92% | 0% | 29.46% | 2/15/2024 |
 Gildan (GIL) | 2.7% | 8.46% | 28.07% | - |
 Fidelity National Financial (FNF) | 2.67% | 0% | 26.6% | 11/19/2024 |
 Disney (DIS) | 2.58% | 0% | 26.97% | 5/20/2025 |
 Lennar (LEN) | 2.57% | 9.33% | 28.21% | - |
 Transdigm (TDG) | 2.36% | 0% | 23.07% | 11/20/2023 |
 GoDaddy (GDDY) | 2.17% | 0% | 19.84% | 5/16/2024 |
 Brookfield (BN.US) | 2.05% | 8.52% | 21.38% | - |
 Apollo (APO) | 2.05% | 0% | 19.91% | 11/20/2023 |
 Insight Enterprises (NSIT.US) | 1.78% | 0% | 20.28% | 2/18/2025 |
 Willis Towers Watson (WTW) | 1.62% | 0% | 16.53% | 5/20/2025 |
 Alibaba (BABA) | 1.57% | 0% | 13.3% | 8/18/2025 |
 Meta (META) | 1.37% | 0% | 12.93% | 8/17/2026 |
 Black Knight Inc. (BKI) | 0.64% | 0% | 6.83% | 5/22/2023 |
 GEO (GEO) | 0.61% | 0% | 6.83% | 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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