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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
GOOG99.23%
META99.23%
BRK.B97.76%
MSFT66.23%
MNST55.67%
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) | 31.65% | 21.1% | 99.23% | - |
| Microsoft (MSFT) | 9.2% | 15.5% | 66.23% | - |
| Monster Beverage (MNST) | 8.93% | 20.54% | 55.67% | - |
| Alphabet (GOOG) | 8.64% | 5.12% | 99.23% | - |
 LVMH (MC.PA) | 7.58% | 0% | 43.03% | 8/11/2025 |
 NVIDIA (NVDA) | 6.99% | 23.37% | 46.99% | - |
 Alibaba (9988.HK) | 5.62% | 0% | 33% | 8/8/2023 |
 Hermes (RMS.PA) | 5.08% | 9.05% | 39.2% | - |
 Alphabet (GOOGL) | 4.69% | 0% | 33.83% | 9/14/2023 |
| Berkshire Hathaway (BRK.B) | 2.95% | 0% | 97.76% | 9/8/2026 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 2.4% | 0% | 15.53% | 10/24/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.9% | 0% | 15.53% | 10/24/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.66% | 0% | 15.53% | 10/24/2022 |
 Ferrari (RACE) | 0.62% | 0% | 32.05% | 9/8/2026 |
 iShares Gold Trust (IAU) | 0.62% | 0% | 15.53% | 10/24/2022 |
 Cadence (CDNS) | 0.04% | 4.61% | 0.83% | - |
 Disney (DIS) | 0.04% | 0% | 1.18% | 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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