Portfolio Diversification
Range
Most Diversified
10 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.6 instruments
Most Consistent Holdings
Top 5
BRK.B99.91%
QQQ99.91%
VT.US99.91%
VOO99.91%
BP.L96.26%
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) | 13.3% | 0% | 99.91% | 2/1/2025 |
 iShares Preferred & Income Sec (PFF) | 11.9% | 0% | 96.26% | 12/23/2024 |
 Real Estate Select Sector SPDR (XLRE) | 11.73% | 0% | 96.26% | 12/23/2024 |
| Vanguard S&P 500 ETF (VOO) | 11.72% | 0% | 99.91% | 2/1/2025 |
| BP (BP.L) | 11.63% | 0% | 96.26% | 12/23/2024 |
| Invesco QQQ (QQQ) | 11.58% | 0% | 99.91% | 2/1/2025 |
| Vanguard Total World Stock ETF (VT.US) | 11.07% | 0% | 99.91% | 2/1/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 9.97% | 0% | 96.26% | 12/23/2024 |
 steveli1029 | 1.65% | 0% | 3.65% | 2/1/2025 |
 Ishares Expanded Tech-Softwa (IGV) | 0.07% | 0% | 2.74% | 2/1/2025 |
 Palantir (PLTR) | 0.07% | 0% | 2.74% | 2/1/2025 |
 Flare (FLR) | 0% | 0% | 7.57% | 6/7/2023 |
 Songbird (SGB) | 0% | 0% | 13.14% | 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% |