Portfolio Diversification
Range
Most Diversified
28 instruments
February 23, 2024
Least Diversified
3 instruments
February 24, 2022
Average
12.1 instruments
Most Consistent Holdings
Top 5
MSFT86.05%
GOOG80.22%
META73.71%
HD65.51%
AMZN49.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Analisisciclico | 14.02% | 0% | 78.53% | 10/18/2024 |
| Meta (META) | 11.58% | 1.28% | 73.71% | - |
 JeppeKirkBonde | 8.91% | 23.49% | 73.03% | - |
 HLadislave | 6.97% | 0% | 40.07% | 7/14/2023 |
 bwoodinv | 6.24% | 0% | 40.07% | 7/14/2023 |
| Alphabet (GOOG) | 6.17% | 6.94% | 80.22% | - |
| Microsoft (MSFT) | 5.3% | 7.38% | 86.05% | - |
| Amazon (AMZN) | 2.64% | 4.89% | 49.11% | - |
 rubymza | 2.16% | 0% | 21.64% | 9/22/2022 |
| Home Depot (HD) | 1.68% | 0% | 65.51% | 4/7/2025 |
 MarianoPardo | 1.47% | 0% | 4.56% | 2/23/2022 |
 Berkshire Hathaway (BRK.B) | 0.86% | 0% | 28.83% | 11/4/2024 |
 Tesla (TSLA) | 0.83% | 1.05% | 35.67% | - |
 emfasciani | 0.82% | 0% | 4.48% | 2/22/2022 |
 Cisco (CSCO) | 0.76% | 0% | 34.74% | 4/3/2025 |
 NVIDIA (NVDA) | 0.61% | 4.74% | 27.22% | - |
 AmitKup | 0.38% | 4.46% | 8.03% | - |
 NIQUE3 | 0.38% | 4.84% | 8.03% | - |
 Coca-Cola (KO) | 0.33% | 3.59% | 33.81% | - |
 NextEra (NEE) | 0.3% | 0% | 26.12% | 3/25/2025 |
 UnitedHealth (UNH) | 0.28% | 0% | 28.15% | 4/15/2025 |
 Best Buy (BBY) | 0.25% | 0% | 6.42% | 5/18/2022 |
 Danaher (DHR) | 0.23% | 2.54% | 12.51% | - |
 Shiba (in millions) (SHIBxM) | 0.23% | 0% | 37.45% | 4/12/2023 |
 Cal Water (CWT) | 0.22% | 0% | 17.58% | 3/10/2025 |
 Eli Lilly (LLY) | 0.18% | 0% | 17.92% | 4/4/2025 |
 McDonald's (MCD) | 0.16% | 0% | 12.6% | 1/10/2025 |
 Visa (V) | 0.15% | 0% | 20.79% | 8/26/2024 |
 Chevron (CVX) | 0.14% | 2.12% | 18.93% | - |
 ExxonMobil (XOM) | 0.14% | 0% | 17.67% | 4/7/2025 |
 Walmart (WMT) | 0.14% | 0% | 11.67% | 1/30/2025 |
 Honeywell (HON) | 0.13% | 0% | 16.65% | 11/12/2024 |
 Thermo Fisher (TMO) | 0.12% | 1.76% | 9.13% | - |
 Caterpillar (CAT) | 0.11% | 0% | 10.06% | 4/3/2025 |
 ConocoPhillips (COP) | 0.11% | 0% | 14.03% | 4/1/2025 |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 16.99% | 12/4/2024 |
 Procter & Gamble (PG) | 0.11% | 0% | 6.93% | 10/30/2024 |
 Ferrari (RACE) | 0.11% | 0% | 7.69% | 4/7/2025 |
 Casey's (CASY) | 0.11% | 0% | 9.47% | 11/6/2024 |
 Linde (LIN) | 0.1% | 0% | 10.99% | 12/10/2024 |
 Nike (NKE) | 0.09% | 0% | 16.99% | 2/24/2025 |
 Costco (COST) | 0.09% | 2.72% | 5.49% | - |
 Petrobras (PBR) | 0.05% | 0% | 9.3% | 9/10/2024 |
 Atlanta Braves (BATRK) | 0.05% | 0% | 16.48% | 6/12/2024 |
 Bank of America (BAC) | 0.05% | 0% | 5.49% | 1/10/2025 |
 JPMorgan (JPM) | 0.05% | 0% | 3.8% | 7/1/2024 |
 Apple (AAPL) | 0.05% | 0% | 8.11% | 9/16/2024 |
 AUS200 Index (Non Expiry) (AUS200) | 0.04% | 0% | 0.59% | 4/20/2022 |
 Mastercard (MA) | 0.03% | 0% | 4.31% | 7/2/2024 |
 Booking (BKNG) | 0.03% | 0% | 4.06% | 9/24/2024 |
 Official Trump (Experimental) (TRUMP) | 0.01% | 0.13% | 8.45% | - |
 J&J (JNJ.EXT) | 0.01% | 0% | 1.18% | 5/24/2024 |
 Progressive (PGR) | 0% | 0% | 1.18% | 5/2/2023 |
 Public Storage (PSA) | 0% | 0% | 0.42% | 4/18/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 12.97% | 14.41% |
| Amazon (AMZN) | 7.78% | 9.56% |
| Microsoft (MSFT) | 9.34% | 9.51% |
| JeppeKirkBonde | 7.93% | 8.62% |
| McDonald's (MCD) | 3.01% | 2.8% |
| NVIDIA (NVDA) | 2.59% | 2.53% |
| Coca-Cola (KO) | 1.69% | 1.56% |
| NextEra (NEE) | 1.56% | 1.5% |
| UnitedHealth (UNH) | 1.12% | 1.07% |
| Home Depot (HD) | 1.04% | 0.97% |
| Cal Water (CWT) | 0.93% | 0.86% |