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Portfolio Diversification
Range
Most Diversified
11 instruments
January 12, 2024
Least Diversified
0 instruments
January 10, 2024
Average
10.9 instruments
Most Consistent Holdings
Top 5
GOOG99.62%
META99.62%
MSFT99.62%
AMZN99.62%
MA99.62%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 10, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 17.93% | 19.33% | 99.62% | - |
 Berkshire Hathaway (BRK.B) | 16.59% | 15.87% | 99.62% | - |
| Microsoft (MSFT) | 11.41% | 10.83% | 99.62% | - |
| Meta (META) | 8.88% | 7.23% | 99.62% | - |
| Amazon (AMZN) | 8.84% | 12.36% | 99.62% | - |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 8.73% | 8.87% | 95.09% | - |
 Visa (V) | 5.92% | 6.38% | 99.62% | - |
 Apple (AAPL) | 5.17% | 6.06% | 88.29% | - |
| Mastercard (MA) | 4.82% | 4.93% | 99.62% | - |
 Bank of America (BAC) | 4.34% | 0% | 96.35% | 2/18/2026 |
 Moody's (MCO) | 2.96% | 4.17% | 72.42% | - |
 Wells Fargo (WFC) | 1.37% | 0% | 27.2% | 8/15/2024 |
 Disney (DIS) | 0.57% | 0% | 11.34% | 8/15/2024 |
 Bitcoin (BTC) | 0.57% | 0% | 3.53% | 2/8/2024 |
 TSMC (TSM) | 0.11% | 3.39% | 3.27% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 15.8% | 23.8% |
| Berkshire Hathaway (BRK.B) | 17.88% | 15.77% |
| Microsoft (MSFT) | 11.01% | 10.19% |
| Amazon (AMZN) | 8.85% | 8.43% |
| Apple (AAPL) | 8.33% | 8.18% |
| Meta (META) | 8.79% | 8.14% |
| iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 9.91% | 7.23% |
| Visa (V) | 5.73% | 5.17% |
| Mastercard (MA) | 4.72% | 4.2% |
| Bank of America (BAC) | 3.81% | 4.16% |
| Moody's (MCO) | 4.48% | 3.71% |
Cash & Instruments Over Time
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