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Portfolio Diversification
Range
Most Diversified
9 instruments
January 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
7.1 instruments
Most Consistent Holdings
Top 5
GOOG99.5%
META99.5%
BRK.B98.99%
MSFT64.25%
MNST52.96%
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 |
|---|---|---|---|---|
| Meta (META) | 32.65% | 10.33% | 99.5% | - |
| Microsoft (MSFT) | 8.89% | 11.21% | 64.25% | - |
| Alphabet (GOOG) | 8.88% | 5.81% | 99.5% | - |
 LVMH (MC.PA) | 8.09% | 0% | 45.96% | 8/11/2025 |
| Monster Beverage (MNST) | 8.08% | 12.31% | 52.96% | - |
 Alibaba (9988.HK) | 6% | 0% | 35.25% | 8/8/2023 |
 NVIDIA (NVDA) | 6% | 22.69% | 43.69% | - |
 Alphabet (GOOGL) | 5.01% | 0% | 36.13% | 9/14/2023 |
 Hermes (RMS.PA) | 4.72% | 7.3% | 35.5% | - |
| Berkshire Hathaway (BRK.B) | 3.01% | 0% | 98.99% | 6/6/2026 |
 Vanguard Total Stock Market ETF (VTI) | 2.56% | 0% | 16.58% | 10/24/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.03% | 0% | 16.58% | 10/24/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.71% | 0% | 16.58% | 10/24/2022 |
 iShares Gold Trust (IAU) | 0.66% | 0% | 16.58% | 10/24/2022 |
 Ferrari (RACE) | 0.57% | 1.59% | 28.75% | - |
 Disney (DIS) | 0.04% | 0% | 1.26% | 1/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 20.52% | 20.08% |
| Meta (META) | 12.77% | 19.77% |
| Monster Beverage (MNST) | 19.41% | 18.69% |
| Microsoft (MSFT) | 17.9% | 15.78% |
| Hermes (RMS.PA) | 22.8% | 15.36% |
| Alphabet (GOOG) | 1.92% | 4.86% |
| Berkshire Hathaway (BRK.B) | 1.44% | 2.58% |
| Ferrari (RACE) | 3.14% | 1.65% |
Cash & Instruments Over Time
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