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
GOOG98.04%
MA98.04%
IBKR98.04%
BRK.B89.39%
CRM83.99%
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) | 10.14% | 8.98% | 98.04% | - |
| Alphabet (GOOG) | 9.78% | 11.91% | 98.04% | - |
| Mastercard (MA) | 9.77% | 9.27% | 98.04% | - |
| Berkshire Hathaway (BRK.B) | 8.88% | 9.74% | 89.39% | - |
| Salesforce (CRM) | 8.23% | 0% | 83.99% | 11/17/2025 |
 Elevance Health (ELV) | 6.76% | 9.7% | 73.09% | - |
 Liberty Global (LBTYK) | 4.87% | 0% | 50.47% | 5/20/2025 |
 KKR (KKR) | 4.75% | 0% | 45.72% | 5/16/2024 |
 Fiserv (FISV) | 3.7% | 0% | 37.34% | 2/15/2024 |
 Fidelity National Financial (FNF) | 3.39% | 0% | 33.71% | 11/19/2024 |
 Disney (DIS) | 3.27% | 0% | 34.17% | 5/20/2025 |
 Transdigm (TDG) | 3% | 0% | 29.24% | 11/20/2023 |
 GoDaddy (GDDY) | 2.75% | 0% | 25.14% | 5/16/2024 |
 Apollo (APO) | 2.6% | 0% | 25.23% | 11/20/2023 |
 Insight Enterprises (NSIT.US) | 2.26% | 0% | 25.7% | 2/18/2025 |
 Willis Towers Watson (WTW) | 2.06% | 0% | 20.95% | 5/20/2025 |
 Alibaba (BABA) | 1.99% | 0% | 16.85% | 8/18/2025 |
 Lennar (LEN) | 1.77% | 9.94% | 18.16% | - |
 Visa (V) | 1.75% | 9.31% | 18.16% | - |
 Amazon (AMZN) | 1.34% | 10.43% | 13.5% | - |
 Brookfield (BN.US) | 0.97% | 9.98% | 9.68% | - |
 Meta (META) | 0.94% | 0% | 8.38% | 8/18/2025 |
 Gildan (GIL) | 0.93% | 9.74% | 9.78% | - |
 Black Knight Inc. (BKI) | 0.81% | 0% | 8.66% | 5/22/2023 |
 GEO (GEO) | 0.78% | 0% | 8.66% | 5/22/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Interactive Brokers Group (IBKR) | 6.13% | 11.67% |
| Salesforce (CRM) | 8.68% | 11.53% |
| Disney (DIS) | 12.01% | 11.09% |
| Liberty Global (LBTYK) | 16.23% | 10.92% |
| Alphabet (GOOG) | 6.53% | 10.36% |
| Mastercard (MA) | 8.33% | 9.95% |
| Willis Towers Watson (WTW) | 11.37% | 9.94% |
| Berkshire Hathaway (BRK.B) | 7.86% | 9.22% |
| Insight Enterprises (NSIT.US) | 11.41% | 7.15% |
| Elevance Health (ELV) | 9.65% | 6.6% |