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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
GOOG99.1%
META99.1%
MSFT99.1%
AMZN99.1%
MA99.1%
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) | 17.97% | 1.61% | 99.1% | - |
 Berkshire Hathaway (BRK.B) | 16.34% | 3.57% | 99.1% | - |
| Microsoft (MSFT) | 11.17% | 3.13% | 99.1% | - |
| Amazon (AMZN) | 9.23% | 0.75% | 99.1% | - |
| Meta (META) | 8.64% | 1.42% | 99.1% | - |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 8.55% | 1.84% | 95.03% | - |
 Visa (V) | 5.94% | 3.89% | 99.1% | - |
 Apple (AAPL) | 5.24% | 0% | 88.81% | 6/14/2026 |
| Mastercard (MA) | 4.82% | 0.67% | 99.1% | - |
 Bank of America (BAC) | 3.89% | 0% | 86.44% | 2/18/2026 |
 Moody's (MCO) | 3.07% | 2.18% | 74.69% | - |
 Wells Fargo (WFC) | 1.23% | 0% | 24.41% | 8/15/2024 |
 Disney (DIS) | 0.51% | 0% | 10.17% | 8/15/2024 |
 Bitcoin (BTC) | 0.51% | 0% | 3.16% | 2/8/2024 |
 TSMC (TSM) | 0.46% | 0% | 12.54% | 6/14/2026 |
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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