Portfolio Diversification
Range
Most Diversified
32 instruments
October 22, 2024
Least Diversified
24 instruments
January 1, 2022
Average
29.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
AMZN100%
MA100%
NKE100%
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 |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 9.62% | 8.49% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 7.92% | 6.99% | 100% | - |
 Invesco QQQ (QQQ) | 7% | 6.8% | 100% | - |
 Vanguard Information Technology (VGT) | 6.98% | 7.05% | 100% | - |
| Microsoft (MSFT) | 5.9% | 6.13% | 100% | - |
| Apple (AAPL) | 5.71% | 5.37% | 100% | - |
| Amazon (AMZN) | 4.8% | 5.22% | 100% | - |
 ASML (ASML.NV) | 4.46% | 2.84% | 100% | - |
 Alphabet (GOOG) | 4.37% | 4.99% | 85.83% | - |
 McDonald's (MCD) | 4.08% | 3.08% | 97.81% | - |
 Realty Income (O) | 4.05% | 3.46% | 100% | - |
 Broadcom (AVGO) | 3.99% | 9.1% | 100% | - |
 STAG (STAG) | 3.31% | 2.14% | 100% | - |
 Coca-Cola (KO) | 3.24% | 3.17% | 85.04% | - |
 T. Rowe Price (TROW) | 3.06% | 1.88% | 100% | - |
 AMD (AMD) | 3.01% | 3.03% | 100% | - |
 Costco (COST) | 2.29% | 2.53% | 85.83% | - |
 American Water (AWK) | 2.1% | 1.41% | 100% | - |
 Adobe (ADBE) | 1.91% | 0.99% | 100% | - |
 Visa (V) | 1.83% | 1.67% | 100% | - |
| Mastercard (MA) | 1.71% | 1.75% | 100% | - |
 PayPal (PYPL) | 1.52% | 0.88% | 100% | - |
 Qualcomm (QCOM) | 1.24% | 1.54% | 100% | - |
 Ethereum (ETH) | 1.13% | 1.56% | 85.12% | - |
 Marvell (MRVL) | 1.03% | 0.9% | 100% | - |
 JPMorgan (JPM) | 0.68% | 2.5% | 31.01% | - |
 Nio (NIO) | 0.62% | 0.19% | 100% | - |
| Nike (NKE) | 0.59% | 0.28% | 100% | - |
 Eli Lilly (LLY) | 0.57% | 2.3% | 22.32% | - |
 Cardano (ADA) | 0.5% | 0.43% | 100% | - |
 Verizon (VZ) | 0.35% | 1.05% | 31.01% | - |
 Pinterest (PINS) | 0.27% | 0.23% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.32% | 8.46% |
| Broadcom (AVGO) | 3.49% | 7.57% |
| Apple (AAPL) | 5.85% | 6.99% |
| SPDR S&P 500 ETF (SPY) | 6.45% | 6.93% |
| Vanguard Information Technology (VGT) | 5.5% | 6.83% |
| Invesco QQQ (QQQ) | 5.5% | 6.61% |
| Amazon (AMZN) | 4.13% | 5.6% |
| Alphabet (GOOG) | 3.92% | 5.27% |
| Microsoft (MSFT) | 4.82% | 5.19% |
| Realty Income (O) | 5.23% | 3.44% |
| ASML (ASML.NV) | 3.44% | 3.32% |
| McDonald's (MCD) | 3.44% | 3.1% |
| Coca-Cola (KO) | 3.89% | 3.01% |
| Costco (COST) | 2.23% | 2.51% |
| Eli Lilly (LLY) | 3.73% | 2.45% |
| AMD (AMD) | 2.75% | 2.24% |
| STAG (STAG) | 3.03% | 2.21% |
| T. Rowe Price (TROW) | 4.4% | 2.17% |
| JPMorgan (JPM) | 2.27% | 2.08% |
| Mastercard (MA) | 1.46% | 1.74% |
| Qualcomm (QCOM) | 2.41% | 1.68% |
| Visa (V) | 1.38% | 1.63% |
| Ethereum (ETH) | 0.77% | 1.55% |
| Marvell (MRVL) | 0.83% | 1.4% |
| Adobe (ADBE) | 2.06% | 1.33% |
| American Water (AWK) | 2.06% | 1.27% |
| PayPal (PYPL) | 3.29% | 1.18% |
| Verizon (VZ) | 1.38% | 1.03% |
| Cardano (ADA) | 0.88% | 0.53% |
| Nike (NKE) | 0.69% | 0.3% |
| Pinterest (PINS) | 0.69% | 0.19% |
| Nio (NIO) | 1.72% | 0.17% |