Portfolio Diversification
Range
Most Diversified
24 instruments
November 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.2 instruments
Most Consistent Holdings
Top 5
VTI99.91%
BRK.B90.88%
AAPL71.53%
MSFT71.53%
MA71.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 33.59% | 0% | 99.91% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 26.76% | 0% | 90.88% | 10/25/2024 |
| Microsoft (MSFT) | 4.2% | 0% | 71.53% | 2/1/2025 |
| Apple (AAPL) | 3.91% | 0% | 71.53% | 2/1/2025 |
 Visa (V) | 3.55% | 0% | 71.53% | 2/1/2025 |
| Mastercard (MA) | 3.54% | 0% | 71.53% | 2/1/2025 |
 S&P Global (SPGI) | 3.52% | 0% | 71.53% | 2/1/2025 |
 McDonald's (MCD) | 3.19% | 0% | 71.35% | 2/1/2025 |
 ASML (ASML.NV) | 2.71% | 0% | 68.34% | 2/1/2025 |
 Alibaba (BABA) | 2.46% | 0% | 24.09% | 10/4/2022 |
 iShares Core S&P 500 ETF (IVV) | 1.17% | 0% | 30.84% | 6/5/2023 |
 Vanguard S&P 500 ETF (VOO) | 1.08% | 0% | 32.3% | 6/2/2023 |
 Alibaba (9988.HK) | 0.88% | 0% | 28.83% | 12/2/2022 |
 iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 0.84% | 0% | 15.33% | 2/2/2023 |
 ASML (ASML) | 0.8% | 0% | 71.53% | 2/1/2025 |
 Tencent (0700.HK) | 0.64% | 0% | 19.34% | 8/3/2022 |
 Quidel (QDEL) | 0.51% | 0% | 14.32% | 6/7/2022 |
 Direct Line Group (DLG.L) | 0.49% | 0% | 30.84% | 3/1/2024 |
 Western Union (WU) | 0.43% | 0% | 26.37% | 10/31/2022 |
 BioNTech SE (BNTX) | 0.37% | 0% | 31.11% | 1/20/2023 |
 Autohome (ATHM.CH) | 0.36% | 0% | 30.02% | 12/15/2022 |
 CRISPR Therapeutics (CRSP) | 0.36% | 0% | 31.2% | 1/24/2023 |
 Sciplay Corp (SCPL) | 0.34% | 0% | 31.2% | 12/30/2022 |
 Best Buy (BBY) | 0.32% | 0% | 31.11% | 2/23/2023 |
 Emergent BioSolutions (EBS) | 0.32% | 0% | 12.59% | 5/19/2022 |
 KeyCorp (KEY) | 0.31% | 0% | 20.26% | 12/14/2023 |
 RLX (RLX) | 0.29% | 0% | 23.72% | 12/15/2022 |
 Meta (META) | 0.27% | 0% | 31.11% | 2/14/2023 |
 Ironwood Pharmaceuticals (IRWD) | 0.25% | 0% | 22.54% | 2/1/2025 |
 Co-Diagnostics (CODX) | 0.24% | 0% | 31.2% | 1/24/2023 |
 I-Mab (IMAB) | 0.24% | 0% | 30.93% | 5/26/2023 |
 Premier (PINC) | 0.2% | 0% | 14.96% | 4/5/2024 |
 Barratt (BTRW.L) | 0.18% | 0% | 10.49% | 2/3/2023 |
 Sirius XM (SIRI) | 0.17% | 0% | 12.14% | 7/21/2023 |
 Victoria's Secret (VSCO) | 0.16% | 0% | 11.68% | 11/18/2022 |
 Nektar (NKTR) | 0.07% | 0% | 6.02% | 5/26/2023 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.07% | 0% | 5.29% | 3/10/2023 |
 Trevena (TRVN) | 0.06% | 0% | 4.01% | 2/6/2023 |
 Lockheed Martin (LMT) | 0.05% | 0% | 2.83% | 1/31/2022 |
 Nuwellis (NUWE) | 0.04% | 0% | 3.1% | 12/29/2022 |
 Excelfin (BDMD) | 0.02% | 0% | 1.28% | 12/31/2024 |
 SMA (S92.DE) | 0.01% | 0% | 13.69% | 2/1/2025 |
 iShares S&P 100 ETF (OEF) | 0.01% | 0% | 7.85% | 2/1/2025 |
 Cerence (CRNC) | 0.01% | 0% | 14.23% | 11/21/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 17.55% | 28.62% |
| Apple (AAPL) | 11.52% | 11.43% |
| Microsoft (MSFT) | 11.52% | 10.63% |
| Visa (V) | 11.52% | 10.59% |
| Mastercard (MA) | 11.52% | 10.27% |
| S&P Global (SPGI) | 11.52% | 9.78% |
| McDonald's (MCD) | 11.52% | 8.82% |
| ASML (ASML.NV) | 5.69% | 4.6% |
| ASML (ASML) | 5.83% | 4.24% |
| Ironwood Pharmaceuticals (IRWD) | 1.49% | 0.87% |
| iShares S&P 100 ETF (OEF) | 0.2% | 0.15% |
| SMA (S92.DE) | 0.11% | 0.06% |