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
GOOG99.53%
META99.53%
MSFT99.53%
AMZN99.53%
BAC99.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 10, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 16.86% | 16.69% | 99.53% | - |
 Berkshire Hathaway (BRK.B) | 16.07% | 19.78% | 99.53% | - |
| Microsoft (MSFT) | 11.67% | 11.21% | 99.53% | - |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 9.21% | 9.85% | 91.06% | - |
| Meta (META) | 8.83% | 9.27% | 99.53% | - |
| Amazon (AMZN) | 8.78% | 8.66% | 99.53% | - |
 Visa (V) | 6.1% | 6.58% | 99.53% | - |
 Mastercard (MA) | 5% | 5.22% | 99.53% | - |
| Bank of America (BAC) | 4.91% | 3.55% | 99.53% | - |
 Apple (AAPL) | 3.58% | 4.76% | 78.35% | - |
 Wells Fargo (WFC) | 2.55% | 0% | 50.82% | 8/15/2024 |
 Moody's (MCO) | 2.1% | 4.28% | 48.71% | - |
 Disney (DIS) | 1.07% | 0% | 21.18% | 8/15/2024 |
 Bitcoin (BTC) | 1.06% | 0% | 6.59% | 2/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 16.78% | 18.42% |
| Berkshire Hathaway (BRK.B) | 18.19% | 17.41% |
| Microsoft (MSFT) | 12.97% | 11.95% |
| iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 10.97% | 9.84% |
| Amazon (AMZN) | 8.24% | 9.3% |
| Meta (META) | 7.88% | 8.61% |
| Visa (V) | 6.02% | 6.03% |
| Apple (AAPL) | 5.2% | 5.2% |
| Mastercard (MA) | 5.09% | 5.04% |
| Moody's (MCO) | 4.89% | 4.38% |
| Bank of America (BAC) | 3.45% | 3.79% |