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Portfolio Diversification
Range
Most Diversified
9 instruments
January 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
7 instruments
Most Consistent Holdings
Top 5
GOOG99.6%
META99.6%
BRK.B99.33%
MSFT62.11%
MNST50.1%
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) | 33.52% | 20.67% | 99.6% | - |
| Alphabet (GOOG) | 9.1% | 4.94% | 99.6% | - |
 LVMH (MC.PA) | 8.61% | 0% | 48.89% | 8/11/2025 |
| Microsoft (MSFT) | 8.59% | 13.89% | 62.11% | - |
| Monster Beverage (MNST) | 7.36% | 20.36% | 50.1% | - |
 Alibaba (9988.HK) | 6.38% | 0% | 37.49% | 8/8/2023 |
 Alphabet (GOOGL) | 5.33% | 0% | 38.43% | 9/14/2023 |
 NVIDIA (NVDA) | 4.99% | 20.4% | 40.24% | - |
 Hermes (RMS.PA) | 4.23% | 14.3% | 31.52% | - |
| Berkshire Hathaway (BRK.B) | 3.05% | 2.62% | 99.33% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.73% | 0% | 17.64% | 10/24/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.16% | 0% | 17.64% | 10/24/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.75% | 0% | 17.64% | 10/24/2022 |
 iShares Gold Trust (IAU) | 0.7% | 0% | 17.64% | 10/24/2022 |
 Ferrari (RACE) | 0.51% | 1.71% | 24.35% | - |
 Disney (DIS) | 0.04% | 0% | 1.34% | 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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