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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
MA97.86%
IBKR97.78%
GOOG97.62%
BRK.B90.39%
ELV76.41%
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) | 10.02% | 9.91% | 97.78% | - |
| Alphabet (GOOG) | 10.01% | 9.33% | 97.62% | - |
| Mastercard (MA) | 9.66% | 10.04% | 97.86% | - |
| Berkshire Hathaway (BRK.B) | 8.96% | 10.3% | 90.39% | - |
| Elevance Health (ELV) | 7.16% | 10.93% | 76.41% | - |
 Salesforce (CRM) | 7.02% | 0% | 71.64% | 11/17/2025 |
 KKR (KKR) | 4.18% | 9.71% | 40.35% | - |
 Liberty Global (LBTYK) | 4.16% | 0% | 43.05% | 5/20/2025 |
 Fiserv (FISV) | 3.16% | 0% | 31.85% | 2/15/2024 |
 Fidelity National Financial (FNF) | 2.89% | 0% | 28.75% | 11/19/2024 |
 Visa (V) | 2.86% | 10.01% | 29.71% | - |
 Disney (DIS) | 2.79% | 0% | 29.15% | 5/20/2025 |
 Amazon (AMZN) | 2.69% | 9.39% | 25.81% | - |
 Lennar (LEN) | 2.56% | 0% | 28.2% | 5/18/2026 |
 Transdigm (TDG) | 2.56% | 0% | 24.94% | 11/20/2023 |
 GoDaddy (GDDY) | 2.34% | 0% | 21.45% | 5/16/2024 |
 Apollo (APO) | 2.22% | 0% | 21.53% | 11/20/2023 |
 Gildan (GIL) | 2.18% | 10.24% | 22.56% | - |
 Brookfield (BN.US) | 2.01% | 0% | 20.81% | 5/18/2026 |
 Insight Enterprises (NSIT.US) | 1.93% | 0% | 21.92% | 2/18/2025 |
 Willis Towers Watson (WTW) | 1.76% | 0% | 17.87% | 5/20/2025 |
 Alibaba (BABA) | 1.7% | 0% | 14.38% | 8/18/2025 |
 Meta (META) | 0.94% | 9.94% | 8.5% | - |
 Black Knight Inc. (BKI) | 0.69% | 0% | 7.39% | 5/22/2023 |
 GEO (GEO) | 0.66% | 0% | 7.39% | 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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