Portfolio Diversification
Range
Most Diversified
13 instruments
October 31, 2024
Least Diversified
0 instruments
November 12, 2025
Average
8.9 instruments
Most Consistent Holdings
Top 5
BRK.B88.31%
GOOG84.27%
META82.86%
AXP81.15%
JPM68.95%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 19.6% | 0% | 88.31% | 9/18/2025 |
| Alphabet (GOOG) | 14.89% | 0% | 84.27% | 11/13/2025 |
| Meta (META) | 10.06% | 17.66% | 82.86% | - |
| American Express (AXP) | 5.91% | 7.68% | 81.15% | - |
| JPMorgan (JPM) | 5.62% | 0% | 68.95% | 2/25/2025 |
 Apple (AAPL) | 5.44% | 0% | 51.81% | 1/21/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 4.53% | 0% | 33.67% | 5/6/2024 |
 Alibaba (BABA) | 3.93% | 6.13% | 38.81% | - |
 Visa (V) | 3.33% | 0% | 42.54% | 7/31/2025 |
 Coinbase (COIN) | 2.88% | 0% | 59.68% | 11/4/2024 |
 NVIDIA (NVDA) | 2.85% | 0% | 19.76% | 3/25/2025 |
 Novo-Nordisk (NVO) | 2.68% | 14.01% | 14.62% | - |
 Salesforce (CRM) | 2.17% | 22.72% | 30.34% | - |
 Dow (DOW) | 1.82% | 0% | 19.96% | 10/2/2023 |
 BASF (BAS.DE) | 1.75% | 0% | 19.86% | 10/2/2023 |
 Microsoft (MSFT) | 1.45% | 0% | 20.77% | 10/30/2025 |
 L'Oréal (OR.PA) | 1.38% | 0% | 14.72% | 7/15/2025 |
 SAP (SAP) | 1.31% | 0% | 10.69% | 7/24/2025 |
 ASML (ASML) | 1.11% | 0% | 14.52% | 3/27/2025 |
 Amazon (AMZN) | 0.87% | 0% | 8.77% | 10/30/2025 |
 Occidental (OXY) | 0.82% | 0% | 19.96% | 10/2/2023 |
 Marathon Petroleum (MPC) | 0.73% | 0% | 6.05% | 11/25/2025 |
 LVMH (MC.PA) | 0.62% | 0% | 7.66% | 8/26/2025 |
 Adobe (ADBE) | 0.61% | 0% | 19.05% | 12/31/2024 |
 Carnival (CCL) | 0.47% | 13.91% | 3.33% | - |
 Palantir (PLTR) | 0.41% | 0% | 5.85% | 3/27/2025 |
 Bank of America (BAC) | 0.22% | 0% | 2.32% | 4/6/2023 |
 Tesla (TSLA) | 0.21% | 0% | 1.41% | 7/21/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.19% | 0% | 0.81% | 5/6/2025 |
 Baidu (BIDU) | 0.17% | 0% | 3.33% | 4/4/2025 |
 Xiaomi (1810.HK) | 0.16% | 9.62% | 1.71% | - |
 Siemens Energy (ENR.DE) | 0.16% | 8.26% | 1.92% | - |
 Invesco QQQ (QQQ) | 0.15% | 0% | 1.01% | 7/31/2025 |
 Intel (INTC) | 0.14% | 0% | 0.71% | 8/26/2025 |
 Lockheed Martin (LMT) | 0.1% | 0% | 1.51% | 3/12/2025 |
 Rheinmetall (RHM.DE) | 0.08% | 0% | 1.61% | 3/19/2025 |
 BAE Systems (BA.L) | 0.07% | 0% | 1.61% | 3/19/2025 |
 General Dynamics (GD) | 0.05% | 0% | 1.51% | 3/12/2025 |
 Accenture (ACN) | 0.04% | 0% | 1.11% | 3/3/2025 |
 iShares Gold Trust (IAU) | 0.03% | 0% | 0.5% | 11/4/2024 |
 Disney (DIS) | 0.03% | 0% | 0.6% | 2/25/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 22.81% | 22.7% |
| NVIDIA (NVDA) | 19.53% | 18.94% |
| Alibaba (BABA) | 15.41% | 13.57% |
| Visa (V) | 9.93% | 10.05% |
| ASML (ASML) | 10.74% | 9.99% |
| Meta (META) | 5.23% | 7.05% |
| JPMorgan (JPM) | 5.98% | 7.03% |
| Apple (AAPL) | 4.98% | 5.76% |
| Microsoft (MSFT) | 5.41% | 4.91% |