Portfolio Diversification
Range
Most Diversified
9 instruments
January 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
6.6 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
META99.91%
BRK.B99.91%
GOOGL52.28%
9988.HK51%
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 |
|---|---|---|---|---|
| Meta (META) | 37.75% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 11.05% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 10.46% | 0% | 49.27% | 2/1/2025 |
| Alibaba (9988.HK) | 8.69% | 0% | 51% | 8/8/2023 |
| Alphabet (GOOGL) | 7.25% | 0% | 52.28% | 9/14/2023 |
 Microsoft (MSFT) | 5.98% | 0% | 48.91% | 2/1/2025 |
 Monster Beverage (MNST) | 3.98% | 0% | 32.57% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 3.71% | 0% | 24% | 10/24/2022 |
| Berkshire Hathaway (BRK.B) | 3.18% | 0% | 99.91% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.94% | 0% | 24% | 10/24/2022 |
 Consumer Staples Select Sector SPDR (XLP) | 1.03% | 0% | 24% | 10/24/2022 |
 iShares Gold Trust (IAU) | 0.95% | 0% | 24% | 10/24/2022 |
 Hermes (RMS.PA) | 0.76% | 0% | 7.39% | 2/1/2025 |
 NVIDIA (NVDA) | 0.52% | 0% | 19.16% | 2/1/2025 |
 Disney (DIS) | 0.05% | 0% | 1.82% | 1/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 31.41% | 44.95% |
| Monster Beverage (MNST) | 22.01% | 15.67% |
| Microsoft (MSFT) | 12.47% | 11.26% |
| Hermes (RMS.PA) | 12.11% | 9.92% |
| LVMH (MC.PA) | 14.88% | 9.45% |
| Alphabet (GOOG) | 2.18% | 3.6% |
| Berkshire Hathaway (BRK.B) | 1.63% | 2.85% |
| NVIDIA (NVDA) | 3.03% | 2.3% |