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Portfolio Diversification
Range
Most Diversified
11 instruments
March 15, 2024
Least Diversified
5 instruments
January 27, 2026
Average
7.8 instruments
Most Consistent Holdings
Top 5
DHR100%
OXY100%
MSFT98.71%
GOOG96.73%
BRK.B91.66%
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) | 21.51% | 50.65% | 91.66% | - |
| Microsoft (MSFT) | 8.22% | 11.63% | 98.71% | - |
| Alphabet (GOOG) | 7.53% | 21.27% | 96.73% | - |
| Danaher (DHR) | 7.32% | 2.4% | 100% | - |
 Apple (AAPL) | 5.96% | 12.73% | 89.42% | - |
 NVIDIA (NVDA) | 3.95% | 0% | 39.98% | 4/3/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 2.11% | 0% | 10.15% | 11/24/2023 |
| Occidental (OXY) | 2.06% | 1.02% | 100% | - |
 Tesla (TSLA) | 0.96% | 0% | 23.04% | 4/19/2024 |
 Amazon (AMZN) | 0.67% | 0% | 41.27% | 5/3/2024 |
 Gold (Non Expiry) (GOLD) | 0.29% | 0% | 0.86% | 4/9/2025 |
 MasterBrand (MBC) | 0.18% | 0.18% | 68.27% | - |
 Adobe (ADBE) | 0.07% | 0% | 19.52% | 10/29/2024 |
 Veralto (VLTO) | 0.06% | 0% | 5.33% | 12/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 54.89% | 49.29% |
| Alphabet (GOOG) | 13.45% | 20.54% |
| Microsoft (MSFT) | 13.72% | 13.49% |
| Apple (AAPL) | 12.81% | 13% |
| Danaher (DHR) | 3.49% | 2.71% |
| Occidental (OXY) | 1.21% | 0.67% |
| MasterBrand (MBC) | 0.37% | 0.23% |
Cash & Instruments Over Time
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