Portfolio Diversification
Range
Most Diversified
12 instruments
January 2, 2023
Least Diversified
4 instruments
May 29, 2024
Average
7.2 instruments
Most Consistent Holdings
Top 5
JNJ100%
XOM59.4%
RR.L59.4%
NVDA58.55%
UBER47.18%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 18.11% | 29.29% | 58.55% | - |
| Rolls-Royce (RR.L) | 12.83% | 26.35% | 59.4% | - |
 rubymza | 11.46% | 0% | 41.54% | 3/26/2024 |
| ExxonMobil (XOM) | 6.58% | 10.52% | 59.4% | - |
| Johnson & Johnson (JNJ) | 5.74% | 3.47% | 100% | - |
 Berkshire Hathaway (BRK.B) | 4.73% | 0% | 32.05% | 3/4/2025 |
 S&P Global (SPGI) | 4.62% | 8.17% | 41.17% | - |
 Mastercard (MA) | 4.15% | 0% | 16.54% | 6/29/2023 |
 JPMorgan (JPM) | 3.35% | 12.54% | 25.85% | - |
 Alphabet (GOOG) | 3.06% | 0% | 46.43% | 5/17/2024 |
 Bitcoin (BTC) | 2.82% | 0% | 39.1% | 2/28/2024 |
 Amazon (AMZN) | 2.28% | 0% | 39.1% | 2/28/2024 |
| Uber (UBER) | 2.05% | 0% | 47.18% | 7/24/2025 |
 Microsoft (MSFT) | 1.63% | 0% | 39.1% | 2/28/2024 |
 AbbVie (ABBV) | 1.33% | 9.14% | 17.58% | - |
 Coinbase (COIN) | 0.66% | 0% | 41.45% | 3/25/2024 |
 Coca-Cola (KO) | 0.42% | 0% | 16.54% | 6/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 45.88% | 48.04% |
| S&P Global (SPGI) | 16.42% | 15.78% |
| Berkshire Hathaway (BRK.B) | 13.79% | 15.05% |
| ExxonMobil (XOM) | 13.25% | 12.32% |
| Johnson & Johnson (JNJ) | 5.3% | 4.74% |
| Uber (UBER) | 5.2% | 3.92% |