Portfolio Diversification
Range
Most Diversified
11 instruments
March 15, 2024
Least Diversified
6 instruments
January 2, 2023
Average
8.1 instruments
Most Consistent Holdings
Top 5
DHR100%
OXY100%
MSFT98.41%
GOOG95.97%
BRK.B89.81%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 14.81% | 51.36% | 89.81% | - |
| Danaher (DHR) | 8.42% | 2.67% | 100% | - |
| Microsoft (MSFT) | 6.92% | 16.38% | 98.41% | - |
 NVIDIA (NVDA) | 4.88% | 0% | 49.36% | 4/3/2025 |
| Alphabet (GOOG) | 4.81% | 14.87% | 95.97% | - |
 Apple (AAPL) | 4.36% | 12.34% | 86.94% | - |
 SPDR S&P 500 ETF (SPY) | 2.61% | 0% | 12.53% | 11/24/2023 |
| Occidental (OXY) | 2.36% | 0.81% | 100% | - |
 Tesla (TSLA) | 1.18% | 0% | 28.45% | 4/19/2024 |
 Amazon (AMZN) | 0.82% | 0% | 50.96% | 5/3/2024 |
 Gold (Non Expiry) (GOLD) | 0.35% | 0% | 1.06% | 4/9/2025 |
 MasterBrand (MBC) | 0.17% | 0.29% | 60.93% | - |
 Adobe (ADBE) | 0.08% | 0% | 24.1% | 10/29/2024 |
 Veralto (VLTO) | 0.07% | 0% | 6.58% | 12/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 30.69% | 31.36% |
| NVIDIA (NVDA) | 10.96% | 10.67% |
| Apple (AAPL) | 3.65% | 4.01% |
| Microsoft (MSFT) | 3.04% | 2.97% |
| Alphabet (GOOG) | 1.64% | 2.39% |
| Danaher (DHR) | 2.32% | 2.07% |
| Occidental (OXY) | 0.8% | 0.62% |
| MasterBrand (MBC) | 0.24% | 0.24% |