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Portfolio Diversification
Range
Most Diversified
7 instruments
May 18, 2023
Least Diversified
4 instruments
January 1, 2022
Average
5.4 instruments
Most Consistent Holdings
Top 5
BRK.B100%
BLK99.93%
0700.HK95.98%
VOO91.3%
MC.PA68.14%
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) | 33.49% | 0% | 91.3% | 10/28/2025 |
| BlackRock (BLK) | 30.67% | 20.35% | 99.93% | - |
| Berkshire Hathaway (BRK.B) | 25.1% | 26.79% | 100% | - |
| Tencent (0700.HK) | 3.41% | 0% | 95.98% | 1/6/2026 |
 Alderique | 2.04% | 52.63% | 4.02% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 1.46% | 0% | 4.69% | 1/6/2026 |
 Coca-Cola (KO) | 1.23% | 0% | 45.05% | 8/5/2024 |
 Apple (AAPL) | 0.45% | 0% | 29.45% | 8/5/2024 |
| LVMH (MC.PA) | 0.38% | 0.26% | 68.14% | - |
 Meituan (03690.HK) | 0% | 0% | 0.13% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco S&P 500 Equal Weight ETF (RSP) | 30.32% | 31.09% |
| Berkshire Hathaway (BRK.B) | 27.19% | 26.81% |
| BlackRock (BLK) | 23.32% | 22.66% |
| Tencent (0700.HK) | 2.57% | 2.57% |
| LVMH (MC.PA) | 0.44% | 0.33% |
Cash & Instruments Over Time
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