Portfolio Diversification
Range
Most Diversified
10 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.4 instruments
Most Consistent Holdings
Top 5
BRK.B99.91%
QQQ99.91%
VT.US99.91%
VOO99.91%
BP.L89.94%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 13.69% | 21.18% | 99.91% | - |
| Vanguard S&P 500 ETF (VOO) | 11.86% | 13.73% | 99.91% | - |
| Invesco QQQ (QQQ) | 11.48% | 9.79% | 99.91% | - |
 iShares Preferred & Income Sec (PFF) | 11.12% | 0% | 89.94% | 12/23/2024 |
| Vanguard Total World Stock ETF (VT.US) | 10.97% | 9.72% | 99.91% | - |
 Real Estate Select Sector SPDR (XLRE) | 10.96% | 0% | 89.94% | 12/23/2024 |
| BP (BP.L) | 10.86% | 0% | 89.94% | 12/23/2024 |
 iShares U.S. Medical Devices ETF (IHI) | 9.32% | 0% | 89.94% | 12/23/2024 |
 steveli1029 | 4.2% | 38.92% | 9.89% | - |
 Palantir (PLTR) | 0.3% | 3.8% | 9.12% | - |
 Ishares Expanded Tech-Softwa (IGV) | 0.25% | 2.64% | 9.12% | - |
 Flare (FLR) | 0% | 0% | 7.08% | 6/7/2023 |
 Songbird (SGB) | 0% | 0% | 12.28% | 4/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| steveli1029 | 51.38% | 45.03% |
| Berkshire Hathaway (BRK.B) | 13.95% | 16.57% |
| Vanguard S&P 500 ETF (VOO) | 12.15% | 13.66% |
| Invesco QQQ (QQQ) | 11.25% | 13.55% |
| Vanguard Total World Stock ETF (VT.US) | 11.07% | 10.96% |