Portfolio Diversification
Range
Most Diversified
24 instruments
November 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.7 instruments
Most Consistent Holdings
Top 5
VTI99.79%
AAPL77.78%
MSFT77.78%
MA77.78%
V77.78%
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) | 32.06% | 26.2% | 99.79% | - |
 Berkshire Hathaway (BRK.B) | 20.75% | 0% | 70.49% | 10/25/2024 |
| Microsoft (MSFT) | 5.75% | 10.62% | 77.78% | - |
| Apple (AAPL) | 5.27% | 11.3% | 77.78% | - |
| Visa (V) | 5.21% | 10.34% | 77.78% | - |
| Mastercard (MA) | 5.07% | 9.93% | 77.78% | - |
 S&P Global (SPGI) | 4.87% | 8.89% | 77.78% | - |
 McDonald's (MCD) | 4.48% | 8.88% | 77.64% | - |
 ASML (ASML.NV) | 3.2% | 6.33% | 75.3% | - |
 Alibaba (BABA) | 1.9% | 0% | 18.68% | 10/4/2022 |
 ASML (ASML) | 1.63% | 5.58% | 77.78% | - |
 iShares Core S&P 500 ETF (IVV) | 0.91% | 0% | 23.92% | 6/5/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.84% | 0% | 25.05% | 6/2/2023 |
 Alibaba (9988.HK) | 0.69% | 0% | 22.36% | 12/2/2022 |
 iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 0.65% | 0% | 11.89% | 2/2/2023 |
 Tencent (0700.HK) | 0.49% | 0% | 15% | 8/3/2022 |
 Quidel (QDEL) | 0.39% | 0% | 11.11% | 6/7/2022 |
 Direct Line Group (DLG.L) | 0.38% | 0% | 23.92% | 3/1/2024 |
 Western Union (WU) | 0.33% | 0% | 20.45% | 10/31/2022 |
 BioNTech SE (BNTX) | 0.29% | 0% | 24.13% | 1/20/2023 |
 Autohome (ATHM.CH) | 0.28% | 0% | 23.28% | 12/15/2022 |
 CRISPR Therapeutics (CRSP) | 0.28% | 0% | 24.2% | 1/24/2023 |
 Sciplay Corp (SCPL) | 0.27% | 0% | 24.2% | 12/30/2022 |
 Best Buy (BBY) | 0.25% | 0% | 24.13% | 2/23/2023 |
 Emergent BioSolutions (EBS) | 0.25% | 0% | 9.77% | 5/19/2022 |
 KeyCorp (KEY) | 0.24% | 0% | 15.71% | 12/14/2023 |
 RLX (RLX) | 0.23% | 0% | 18.4% | 12/15/2022 |
 Ironwood Pharmaceuticals (IRWD) | 0.22% | 0% | 25.69% | 5/29/2025 |
 Meta (META) | 0.21% | 0% | 24.13% | 2/14/2023 |
 ODP (ODP) | 0.2% | 0% | 14.72% | 9/22/2025 |
 Co-Diagnostics (CODX) | 0.18% | 0% | 24.2% | 1/24/2023 |
 I-Mab (NBP) | 0.18% | 0% | 23.99% | 5/26/2023 |
 Premier (PINC) | 0.15% | 0% | 11.61% | 4/5/2024 |
 Barratt (BTRW.L) | 0.14% | 0% | 8.14% | 2/3/2023 |
 Sirius XM (SIRI) | 0.13% | 0% | 9.41% | 7/21/2023 |
 Victoria's Secret (VSCO) | 0.13% | 0% | 9.06% | 11/18/2022 |
 Intuitive Surgical (ISRG) | 0.12% | 1.24% | 20.45% | - |
 iShares S&P 100 ETF (OEF) | 0.07% | 0.48% | 28.38% | - |
 Centene (CNC) | 0.07% | 0% | 4.1% | 10/3/2025 |
 Nektar (NKTR) | 0.06% | 0% | 4.67% | 5/26/2023 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.05% | 0% | 4.1% | 3/10/2023 |
 Trevena (TRVN) | 0.05% | 0% | 3.11% | 2/6/2023 |
 Lockheed Martin (LMT) | 0.04% | 0% | 2.19% | 1/31/2022 |
 Nuwellis (NUWE) | 0.03% | 0% | 2.41% | 12/29/2022 |
 Excelfin (BDMD) | 0.01% | 0% | 0.99% | 12/31/2024 |
 SMA (S92.DE) | 0.01% | 0% | 13.66% | 3/17/2025 |
 Cerence (CRNC) | 0% | 0% | 11.04% | 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% |