Portfolio Diversification
Range
Most Diversified
14 instruments
January 1, 2022
Least Diversified
5 instruments
March 12, 2025
Average
10.3 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
AMZN100%
BRK.B100%
U100%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 13.82% | 17.87% | 100% | - |
| Microsoft (MSFT) | 11.69% | 13% | 100% | - |
| Apple (AAPL) | 10.05% | 8.89% | 100% | - |
| Berkshire Hathaway (BRK.B) | 9.3% | 9.18% | 100% | - |
 Sea (SE) | 6.52% | 0% | 89.55% | 2/28/2025 |
 Alphabet (GOOG) | 3.86% | 0% | 90.42% | 3/11/2025 |
 Palantir (PLTR) | 3.62% | 0% | 74.94% | 8/28/2024 |
 iShares Gold Trust (IAU) | 3.25% | 0% | 26.1% | 12/13/2022 |
 Airbnb (ABNB) | 3.15% | 0% | 58.26% | 1/30/2024 |
 Charles Schwab (SCHW) | 2.26% | 0% | 26.1% | 12/13/2022 |
| Unity (U) | 2.02% | 1.23% | 100% | - |
 ARK Innovation ETF (ARKK) | 1.69% | 0% | 74.94% | 8/28/2024 |
 LVMH (MC.PA) | 1.3% | 20.44% | 6.23% | - |
 Block Inc. (XYZ) | 1.19% | 0% | 65.12% | 4/26/2024 |
 Intel (INTC) | 1.1% | 0% | 13.41% | 4/21/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.05% | 0% | 1.44% | 1/18/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 11.81% | 18.05% |
| Microsoft (MSFT) | 6.58% | 11.16% |
| Apple (AAPL) | 6.09% | 10.71% |
| Berkshire Hathaway (BRK.B) | 5.89% | 8.81% |
| Sea (SE) | 14.72% | 7.87% |
| Intel (INTC) | 9.81% | 7.41% |
| Alphabet (GOOG) | 1.96% | 4.58% |
| Unity (U) | 7.36% | 0.95% |