Portfolio Diversification
Range
Most Diversified
79 instruments
June 23, 2023
Least Diversified
0 instruments
February 2, 2025
Average
44.7 instruments
Most Consistent Holdings
Top 5
GOOG99.89%
BRK.B99.89%
MC.PA99.89%
IJR99.89%
OXY99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.33% | 13.72% | 99.89% | - |
| Alphabet (GOOG) | 6.48% | 6.06% | 99.89% | - |
 Bitcoin (BTC) | 4.67% | 4.29% | 97.61% | - |
 British American Tobacco (BTI) | 3.69% | 0% | 92.94% | 5/8/2025 |
 iShares MSCI China ETF (MCHI) | 3.58% | 0% | 57.4% | 4/21/2025 |
 SPDR Gold (GLD) | 3.42% | 5.06% | 88.72% | - |
| iShares Core S&P Small-Cap ETF (IJR) | 3.02% | 4.92% | 99.89% | - |
| LVMH (MC.PA) | 2.19% | 2.84% | 99.89% | - |
 Microsoft (MSFT) | 2.19% | 0% | 62.98% | 5/2/2025 |
 Costco (COST) | 2.01% | 0% | 44.87% | 2/6/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 1.99% | 8.4% | 79.16% | - |
 Ethereum (ETH) | 1.99% | 0% | 79.16% | 12/26/2024 |
| Occidental (OXY) | 1.87% | 2.8% | 99.89% | - |
 Teleperformance (TEP.PA) | 1.85% | 2.52% | 85.54% | - |
 Berry Plastics (BERY) | 1.78% | 0% | 89.18% | 3/5/2025 |
 Apple (AAPL) | 1.66% | 0% | 55.81% | 5/13/2024 |
 YieldGrowth | 1.62% | 0% | 17.88% | 6/11/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 1.58% | 0% | 19.82% | 11/1/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 1.56% | 0% | 64.12% | 12/26/2024 |
 MercadoLibre (MELI) | 1.54% | 2.85% | 59.57% | - |
 Realty Income (O) | 1.43% | 0% | 72.55% | 5/5/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.42% | 0% | 43.62% | 11/11/2024 |
 VF Corp (VFC) | 1.37% | 0% | 74.83% | 10/29/2024 |
 3M (MMM) | 1.34% | 0% | 67.31% | 8/23/2024 |
 Meta (META) | 1.33% | 0% | 56.15% | 5/16/2024 |
 iShares MSCI EAFE Value ETF (EFV) | 1.18% | 12.85% | 25.06% | - |
 Philip Morris (PM) | 1.11% | 0% | 54.1% | 5/20/2024 |
 Autozone (AZO) | 1.02% | 0% | 75.74% | 11/6/2024 |
 American Express (AXP) | 0.92% | 0% | 56.15% | 5/16/2024 |
 Endava (DAVA) | 0.87% | 1.89% | 29.84% | - |
 HCA (HCA) | 0.84% | 0% | 30.64% | 5/16/2024 |
 Union Pacific (UNP) | 0.79% | 0% | 48.75% | 3/12/2024 |
 Academy Sports (ASO) | 0.77% | 0% | 56.15% | 5/16/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.73% | 0% | 32.35% | 5/6/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.73% | 0% | 18.91% | 11/4/2024 |
 Crocs (CROX) | 0.72% | 0% | 67.54% | 5/8/2025 |
 Nestle (NESN.ZU) | 0.71% | 0% | 15.95% | 4/24/2025 |
 Johnson & Johnson (JNJ) | 0.67% | 0% | 40.55% | 5/5/2025 |
 Pershing Square (PSH.L) | 0.67% | 0% | 57.86% | 10/21/2024 |
 iShares TIPS Bond ETF (TIP) | 0.63% | 0% | 41.12% | 1/4/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.61% | 0% | 28.59% | 6/4/2025 |
 Adidas (ADS.DE) | 0.58% | 0% | 50.34% | 3/26/2024 |
 Global Payments (GPN) | 0.55% | 1.76% | 23.58% | - |
 Chevron (CVX) | 0.55% | 0% | 52.16% | 1/16/2025 |
 PepsiCo (PEP) | 0.55% | 0% | 39.52% | 5/8/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.52% | 0% | 30.52% | 6/4/2025 |
 Amazon (AMZN) | 0.51% | 0% | 35.76% | 10/21/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.48% | 0% | 44.87% | 2/6/2024 |
 CSX (CSX) | 0.46% | 0% | 32% | 10/16/2023 |
 McDonald's (MCD) | 0.45% | 0% | 46.92% | 5/16/2024 |
 ABF (ABF.L) | 0.44% | 0% | 14.46% | 4/24/2025 |
 Magellan (MFG.ASX) | 0.43% | 0% | 66.51% | 8/16/2024 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.42% | 8.75% | 7.4% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.42% | 0% | 26.2% | 8/23/2023 |
 Visa (V) | 0.41% | 0% | 32% | 10/16/2023 |
 Alibaba (BABA) | 0.41% | 0% | 27.22% | 5/16/2024 |
 Enagas (ENG.MC) | 0.41% | 0% | 38.72% | 11/13/2024 |
 BlackRock (BLK) | 0.39% | 0% | 27.56% | 5/20/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.39% | 0% | 37.13% | 11/30/2023 |
 Bank of America (BAC) | 0.39% | 0% | 41.12% | 1/4/2024 |
 Mastercard (MA) | 0.36% | 0% | 32% | 10/16/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.35% | 13% | 4.1% | - |
 TD (TD) | 0.34% | 0% | 37.36% | 5/20/2024 |
 Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 0.34% | 0% | 6.95% | 5/5/2025 |
 Procter & Gamble (PG) | 0.31% | 0% | 27.11% | 8/31/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.31% | 0% | 12.76% | 8/7/2023 |
 Beazley (BEZ.L) | 0.31% | 1.57% | 16.29% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.29% | 0% | 33.14% | 1/4/2024 |
 Nike (NKE) | 0.28% | 0% | 29.5% | 2/20/2025 |
 Alpha Metallurgical (AMR) | 0.27% | 2.05% | 12.19% | - |
 Aker BP (AKRBP.OL) | 0.27% | 0% | 12.87% | 5/9/2025 |
 PayPal (PYPL) | 0.26% | 0% | 32% | 10/16/2023 |
 Concentrix (CNXC) | 0.25% | 0% | 41.12% | 1/4/2024 |
 Sprouts (SFM) | 0.25% | 0% | 30.18% | 10/26/2023 |
 Aroundtown (AT1.DE) | 0.25% | 0% | 27.11% | 8/31/2023 |
 Kraft Heinz (KHC) | 0.24% | 0% | 16.17% | 5/8/2025 |
 LEG Immobilien (LEG.DE) | 0.23% | 0% | 27.11% | 8/31/2023 |
 Starbucks (SBUX) | 0.22% | 0% | 17.2% | 8/29/2024 |
 AT&T (T) | 0.22% | 0% | 28.47% | 9/14/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.22% | 0% | 10.93% | 2/11/2025 |
 Vonovia (VNA.DE) | 0.21% | 0% | 27.11% | 8/31/2023 |
 Schwab Intl Small-Cap Equity (SCHC) | 0.21% | 0% | 8.77% | 1/14/2025 |
 Utilities Select Sector SPDR (XLU) | 0.21% | 0% | 10.48% | 5/9/2024 |
 Disney (DIS) | 0.2% | 0% | 32% | 10/16/2023 |
 JD.com (JD.US) | 0.19% | 0% | 19.7% | 5/16/2024 |
 Imperial Brands (IMB.L) | 0.19% | 0% | 15.72% | 5/16/2024 |
 iShares Select Dividend ETF (DVY) | 0.19% | 0% | 26.2% | 8/23/2023 |
 Verizon (VZ) | 0.18% | 0% | 26.54% | 9/20/2023 |
 iShares Silver Trust (SLV) | 0.18% | 0% | 10.82% | 3/5/2025 |
 Petrobras (PBR) | 0.17% | 0% | 26.2% | 8/23/2023 |
 Fortescue (FMG.ASX) | 0.16% | 0% | 26.31% | 8/24/2023 |
 Domino's (DOM.L) | 0.16% | 0% | 23.92% | 8/29/2023 |
 Altria (MO) | 0.16% | 0% | 15.95% | 8/24/2023 |
 iShares Core High Dividend ETF (HDV) | 0.16% | 0% | 26.2% | 8/23/2023 |
 Segro (SGRO.L) | 0.15% | 0% | 32% | 10/16/2023 |
 Woodside Energy (WDS.ASX) | 0.15% | 0% | 26.31% | 8/24/2023 |
 Moody's (MCO) | 0.15% | 0% | 29.38% | 9/22/2023 |
 Walgreens (WBA) | 0.15% | 0% | 29.38% | 9/22/2023 |
 Coca-Cola (KO) | 0.14% | 0% | 22.89% | 7/24/2023 |
 Vanguard FTSE All-World ex-US Small Capital Index Fund (VSS) | 0.14% | 0% | 10.36% | 4/4/2023 |
 Hershey (HSY) | 0.14% | 0% | 5.35% | 3/5/2025 |
 Shell (SHEL) | 0.13% | 0% | 11.73% | 8/23/2023 |
 Tyson Foods (TSN) | 0.13% | 0% | 23.69% | 8/23/2023 |
 Volkswagen (VOW3.DE) | 0.12% | 0% | 10.25% | 12/17/2024 |
 Elevance Health (ELV) | 0.12% | 0% | 5.13% | 10/16/2023 |
 Prologis (PLD) | 0.12% | 0% | 3.99% | 2/11/2025 |
 GoPro (GPRO) | 0.12% | 0% | 29.38% | 9/22/2023 |
 iShares MSCI India ETF (INDA) | 0.12% | 0% | 12.53% | 8/23/2023 |
 Vanguard Glbl Ex-Us Real Est (VNQI) | 0.11% | 0% | 11.5% | 5/6/2025 |
 Rubis (RUI.PA) | 0.11% | 0% | 9.11% | 10/16/2023 |
 Nagarro (NA9.DE) | 0.1% | 0% | 6.38% | 11/13/2024 |
 CNR (CNI) | 0.1% | 0% | 14.46% | 5/11/2023 |
 JPMorgan (JPM) | 0.09% | 0% | 14.46% | 5/11/2023 |
 Expedia (EXPE) | 0.09% | 0% | 15.72% | 6/13/2023 |
 Medical Properties Trust (MPW) | 0.09% | 0% | 21.41% | 9/22/2023 |
 iShares Global REIT ETF (REET) | 0.09% | 0% | 26.88% | 8/29/2023 |
 T. Rowe Price (TROW) | 0.09% | 0% | 26.2% | 8/23/2023 |
 Macy's (M) | 0.08% | 0% | 5.92% | 10/21/2024 |
 Mercedes-Benz (MBG.DE) | 0.08% | 0% | 6.95% | 11/13/2024 |
 Rio Tinto (RIO) | 0.07% | 2.05% | 3.3% | - |
 BHP (BHP) | 0.07% | 2.11% | 3.3% | - |
 Levi's (LEVI) | 0.07% | 0% | 22.89% | 7/24/2023 |
 Vanguard Long-Term Bond ETF (BLV) | 0.06% | 0% | 10.36% | 4/4/2023 |
 HP (HPQ) | 0.06% | 0% | 5.58% | 7/11/2023 |
 Unilever (ULVR.L) | 0.04% | 0% | 3.87% | 10/23/2023 |
 Waste Management (WM) | 0.04% | 0% | 7.86% | 4/4/2023 |
 Repsol (REP.MC) | 0.04% | 0% | 9.45% | 12/17/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.03% | 0% | 2.51% | 1/23/2023 |
 BMW (BMW.DE) | 0.03% | 0% | 4.33% | 10/21/2024 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.03% | 0% | 14.46% | 5/11/2023 |
 Icahn Enterprises (IEP) | 0.03% | 0% | 5.69% | 7/11/2023 |
 Cisco (CSCO) | 0.03% | 0% | 11.05% | 4/10/2023 |
 US Bancorp (USB) | 0.03% | 0% | 3.19% | 5/22/2023 |
 Norfolk Southern (NSC) | 0.03% | 0% | 8.43% | 4/11/2023 |
 Wells Fargo (WFC) | 0.03% | 0% | 11.73% | 4/17/2023 |
 Western Union (WU) | 0.02% | 0% | 3.08% | 8/20/2023 |
 Ishares Msci Chile Etf (ECH) | 0.02% | 0% | 1.59% | 5/8/2025 |
 Adobe (ADBE) | 0.02% | 0% | 0.46% | 5/12/2025 |
 Ralph Lauren (RL) | 0.01% | 0% | 2.51% | 1/23/2023 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 2.51% | 1/23/2023 |
 Franklin Resources (BEN) | 0.01% | 0% | 3.53% | 2/2/2023 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 1.71% | 6/28/2023 |
 Co-Diagnostics (CODX) | 0.01% | 0% | 1.03% | 1/10/2023 |
 Builders FirstSource (BLDR) | 0% | 0% | 0.57% | 1/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.11% | 11.16% |
| SPDR Gold (GLD) | 5.82% | 6.09% |
| iShares MSCI China ETF (MCHI) | 5.43% | 5.71% |
| Alphabet (GOOG) | 3.28% | 5.45% |
| iShares Core S&P Small-Cap ETF (IJR) | 5.4% | 5.37% |
| Bitcoin (BTC) | 1.36% | 4.95% |
| Johnson & Johnson (JNJ) | 4.81% | 4.39% |
| Endava (DAVA) | 4.22% | 4.29% |
| LVMH (MC.PA) | 4.74% | 4.23% |
| Nestle (NESN.ZU) | 4.67% | 4.21% |
| British American Tobacco (BTI) | 4.03% | 4.18% |
| Teleperformance (TEP.PA) | 5.27% | 4.16% |
| Realty Income (O) | 3.97% | 3.55% |
| Occidental (OXY) | 4.24% | 3.49% |
| ABF (ABF.L) | 3.74% | 3.39% |
| Global Payments (GPN) | 3.09% | 2.75% |
| Vanguard FTSE Emerging Markets (VWO) | 2.96% | 2.7% |
| MercadoLibre (MELI) | 2.5% | 2.52% |
| iShares MSCI EAFE Value ETF (EFV) | 2.88% | 2.52% |
| Schwab Intl Small-Cap Equity (SCHC) | 2.49% | 2.14% |
| iShares Silver Trust (SLV) | 2.46% | 2.04% |
| Vanguard Real Estate ETF (VNQ) | 1.89% | 1.74% |
| Chevron (CVX) | 1.95% | 1.64% |
| Brazil Index MSCI Ishares (EWZ) | 2.15% | 1.62% |
| PepsiCo (PEP) | 1.72% | 1.58% |
| Kraft Heinz (KHC) | 1.72% | 1.56% |
| Berry Plastics (BERY) | 1.54% | 1.51% |
| Crocs (CROX) | 1.54% | 1.36% |