Portfolio Diversification
Range
Most Diversified
7 instruments
May 18, 2023
Least Diversified
4 instruments
January 1, 2022
Average
5.5 instruments
Most Consistent Holdings
Top 5
BRK.B100%
0700.HK100%
BLK99.93%
VOO96.74%
MC.PA66.24%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 35.48% | 0% | 96.74% | 10/28/2025 |
| BlackRock (BLK) | 31.15% | 22.94% | 99.93% | - |
| Berkshire Hathaway (BRK.B) | 25.04% | 26.53% | 100% | - |
| Tencent (0700.HK) | 3.57% | 2.62% | 100% | - |
 Coca-Cola (KO) | 1.31% | 0% | 47.73% | 8/5/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 1.01% | 31.28% | 3.26% | - |
 Apple (AAPL) | 0.48% | 0% | 31.21% | 8/5/2024 |
| LVMH (MC.PA) | 0.38% | 0.32% | 66.24% | - |
 Meituan (03690.HK) | 0% | 0% | 0.14% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 32.2% | 33.85% |
| BlackRock (BLK) | 31.82% | 31.96% |
| Berkshire Hathaway (BRK.B) | 31.93% | 31.41% |
| Tencent (0700.HK) | 3.46% | 2.33% |
| LVMH (MC.PA) | 0.6% | 0.45% |