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
GOOG98.19%
MA98.19%
IBKR98.19%
BRK.B89.35%
CRM85.27%
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) | 10.18% | 10.52% | 98.19% | - |
| Mastercard (MA) | 9.8% | 4.06% | 98.19% | - |
| Alphabet (GOOG) | 9.77% | 5.74% | 98.19% | - |
| Berkshire Hathaway (BRK.B) | 8.88% | 9.74% | 89.35% | - |
| Salesforce (CRM) | 8.36% | 9.39% | 85.27% | - |
 Elevance Health (ELV) | 6.76% | 0% | 73.19% | 8/18/2025 |
 Liberty Global (LBTYK) | 4.97% | 0% | 51.52% | 5/20/2025 |
 KKR (KKR) | 4.84% | 0% | 46.67% | 5/16/2024 |
 Fiserv (FI) | 3.78% | 0% | 38.12% | 2/15/2024 |
 Fidelity National Financial (FNF) | 3.46% | 0% | 34.41% | 11/19/2024 |
 Disney (DIS) | 3.33% | 0% | 34.89% | 5/20/2025 |
 Transdigm (TDG) | 3.06% | 0% | 29.85% | 11/20/2023 |
 GoDaddy (GDDY) | 2.81% | 0% | 25.67% | 5/16/2024 |
 Apollo (APO) | 2.66% | 0% | 25.76% | 11/20/2023 |
 Insight Enterprises (NSIT.US) | 2.31% | 0% | 26.24% | 2/18/2025 |
 Willis Towers Watson (WTW) | 2.1% | 0% | 21.39% | 5/20/2025 |
 Alibaba (BABA) | 2.03% | 0% | 17.21% | 8/18/2025 |
 Lennar (LEN) | 1.62% | 8.7% | 16.63% | - |
 Visa (V) | 1.61% | 9.14% | 16.63% | - |
 Amazon (AMZN) | 1.18% | 0% | 11.88% | 11/10/2025 |
 Meta (META) | 0.96% | 0% | 8.56% | 8/18/2025 |
 Black Knight Inc. (BKI) | 0.83% | 0% | 8.84% | 5/22/2023 |
 Brookfield (BN.US) | 0.8% | 0% | 7.98% | 11/10/2025 |
 GEO (GEO) | 0.79% | 0% | 8.84% | 5/22/2023 |
 Gildan (GIL) | 0.77% | 4.56% | 8.08% | - |
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% |