Holdings over time
(Since March 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 22.12% | 31.02% | 99.51% | - |
 Alphabet (GOOG) | 12.51% | 0% | 95.95% | 11/4/2024 |
 Meta (META) | 11.9% | 6.99% | 99.51% | - |
 Apple (AAPL) | 8.23% | 5.48% | 73.91% | - |
 JPMorgan (JPM) | 7.96% | 7.42% | 95.79% | - |
 SPDR S&P Regional Banking ETF (KRE) | 7.28% | 0% | 54.13% | 5/6/2024 |
 American Express (AXP) | 7.02% | 3.5% | 99.51% | - |
 Coinbase (COIN) | 4.64% | 0% | 95.79% | 11/4/2024 |
 Alibaba (BABA) | 3.3% | 0% | 39.22% | 6/3/2024 |
 Dow (DOW) | 2.92% | 0% | 32.09% | 10/2/2023 |
 BASF (BAS.DE) | 2.81% | 0% | 31.93% | 10/2/2023 |
 NVIDIA (NVDA) | 1.99% | 19.52% | 15.56% | - |
 Visa (V) | 1.76% | 10.04% | 28.04% | - |
 Occidental (OXY) | 1.31% | 0% | 32.09% | 10/2/2023 |
 Salesforce (CRM) | 1.13% | 3.9% | 28.2% | - |
 Microsoft (MSFT) | 0.88% | 5.05% | 15.56% | - |
 Adobe (ADBE) | 0.83% | 2.68% | 24.8% | - |
 Bank of America (BAC) | 0.36% | 0% | 3.73% | 4/6/2023 |
 ASML (ASML) | 0.16% | 4.39% | 3.57% | - |
 iShares Gold Trust (IAU) | 0.05% | 0% | 0.81% | 11/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.25% | 15.45% |
| SPDR S&P Regional Banking ETF (KRE) | 14.24% | 14.49% |
| Alphabet (GOOG) | 12.19% | 13.59% |
| Apple (AAPL) | 15.07% | 13.49% |
| Meta (META) | 8.06% | 11.09% |
| Alibaba (BABA) | 12.37% | 9.64% |
| JPMorgan (JPM) | 8.04% | 8.76% |
| American Express (AXP) | 8.06% | 7.63% |
| Coinbase (COIN) | 5.6% | 5.76% |