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Portfolio Diversification
Range
Most Diversified
24 instruments
November 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.6 instruments
Most Consistent Holdings
Top 5
VTI99.68%
AAPL79.48%
MSFT79.48%
MA79.48%
V79.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 31.53% | 20.96% | 99.68% | - |
 Berkshire Hathaway (BRK.B) | 19.04% | 0% | 64.68% | 10/25/2024 |
| Microsoft (MSFT) | 6.05% | 6.83% | 79.48% | - |
| Apple (AAPL) | 5.72% | 5.68% | 79.48% | - |
| Visa (V) | 5.57% | 6.38% | 79.48% | - |
| Mastercard (MA) | 5.41% | 5.44% | 79.48% | - |
 S&P Global (SPGI) | 5.15% | 5.66% | 79.48% | - |
 McDonald's (MCD) | 4.83% | 3.97% | 79.35% | - |
 ASML (ASML.NV) | 3.57% | 6.27% | 77.21% | - |
 ASML (ASML) | 2.05% | 3.74% | 79.48% | - |
 Alibaba (BABA) | 1.75% | 0% | 17.14% | 10/4/2022 |
 iShares Core S&P 500 ETF (IVV) | 0.83% | 0% | 21.95% | 6/5/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.77% | 0% | 22.99% | 6/2/2023 |
 Alibaba (9988.HK) | 0.63% | 0% | 20.52% | 12/2/2022 |
 iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 0.6% | 0% | 10.91% | 2/2/2023 |
 Tencent (0700.HK) | 0.45% | 0% | 13.77% | 8/3/2022 |
 Quidel (QDEL) | 0.36% | 0% | 10.19% | 6/7/2022 |
 Direct Line Group (DLG.L) | 0.35% | 0% | 21.95% | 3/1/2024 |
 Western Union (WU) | 0.3% | 0% | 18.77% | 10/31/2022 |
 BioNTech SE (BNTX) | 0.27% | 0% | 22.14% | 1/20/2023 |
 Autohome (ATHM.CH) | 0.26% | 0% | 21.36% | 12/15/2022 |
 CRISPR Therapeutics (CRSP) | 0.26% | 0% | 22.21% | 1/24/2023 |
 Sciplay Corp (SCPL) | 0.24% | 0% | 22.21% | 12/30/2022 |
 Best Buy (BBY) | 0.23% | 0% | 22.14% | 2/23/2023 |
 Emergent BioSolutions (EBS) | 0.23% | 0% | 8.96% | 5/19/2022 |
 KeyCorp (KEY) | 0.22% | 0% | 14.42% | 12/14/2023 |
 Intuitive Surgical (ISRG) | 0.21% | 0.74% | 26.88% | - |
 RLX (RLX) | 0.21% | 0% | 16.88% | 12/15/2022 |
 Ironwood Pharmaceuticals (IRWD) | 0.2% | 0% | 23.57% | 5/29/2025 |
 Meta (META) | 0.19% | 0% | 22.14% | 2/14/2023 |
 ODP (ODP) | 0.18% | 0% | 13.51% | 9/22/2025 |
 Co-Diagnostics (CODX) | 0.17% | 0% | 22.21% | 1/24/2023 |
 I-Mab (NBP) | 0.17% | 0% | 22.01% | 5/26/2023 |
 Premier (PINC) | 0.14% | 0% | 10.65% | 4/5/2024 |
 Barratt (BTRW.L) | 0.13% | 0% | 7.47% | 2/3/2023 |
 Sirius XM (SIRI) | 0.12% | 0% | 8.64% | 7/21/2023 |
 Victoria's Secret (VSCO) | 0.12% | 0% | 8.31% | 11/18/2022 |
 iShares S&P 100 ETF (OEF) | 0.11% | 0.39% | 34.16% | - |
 Centene (CNC) | 0.06% | 0% | 3.77% | 10/3/2025 |
 Nektar (NKTR) | 0.05% | 0% | 4.29% | 5/26/2023 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.05% | 0% | 3.77% | 3/10/2023 |
 Trevena (TRVN) | 0.05% | 0% | 2.86% | 2/6/2023 |
 Lockheed Martin (LMT) | 0.04% | 0% | 2.01% | 1/31/2022 |
 Nuwellis (NUWE) | 0.03% | 0% | 2.21% | 12/29/2022 |
 Excelfin (BDMD) | 0.01% | 0% | 0.91% | 12/31/2024 |
 SMA (S92.DE) | 0.01% | 0% | 12.53% | 3/17/2025 |
 Alphabet (GOOGL) | 0% | 0.09% | 4.48% | - |
 Cerence (CRNC) | 0% | 0% | 10.13% | 11/21/2024 |
 Alphabet (GOOG) | 0% | 0.02% | 4.35% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 15.39% | 26.13% |
| Apple (AAPL) | 11.77% | 11.18% |
| Microsoft (MSFT) | 11.77% | 10.81% |
| Visa (V) | 11.77% | 10.44% |
| Mastercard (MA) | 11.77% | 9.95% |
| S&P Global (SPGI) | 11.77% | 9.29% |
| McDonald's (MCD) | 11.77% | 8.5% |
| ASML (ASML.NV) | 6.25% | 6.23% |
| ASML (ASML) | 5.52% | 5.49% |
| Intuitive Surgical (ISRG) | 1.54% | 1.26% |
| iShares S&P 100 ETF (OEF) | 0.7% | 0.53% |
Cash & Instruments Over Time
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