Portfolio Diversification
Range
Most Diversified
13 instruments
October 31, 2024
Least Diversified
7 instruments
March 15, 2023
Average
9.9 instruments
Most Consistent Holdings
Top 5
BRK.B100%
META94.5%
JPM91.81%
AXP87.25%
GOOG82.68%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 21.54% | 16.9% | 100% | - |
| Alphabet (GOOG) | 10.98% | 25.57% | 82.68% | - |
| Meta (META) | 10.76% | 11.09% | 94.5% | - |
| JPMorgan (JPM) | 7.49% | 0% | 91.81% | 2/25/2025 |
 Apple (AAPL) | 7.25% | 0% | 68.99% | 1/21/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 6.03% | 0% | 44.83% | 5/6/2024 |
| American Express (AXP) | 5.98% | 0% | 87.25% | 12/31/2024 |
 Alibaba (BABA) | 4.57% | 8.8% | 46.04% | - |
 Coinbase (COIN) | 3.84% | 0% | 79.46% | 11/4/2024 |
 NVIDIA (NVDA) | 3.79% | 0% | 26.31% | 3/25/2025 |
 Visa (V) | 3.16% | 9.36% | 40.81% | - |
 Dow (DOW) | 2.42% | 0% | 26.58% | 10/2/2023 |
 BASF (BAS.DE) | 2.33% | 0% | 26.44% | 10/2/2023 |
 Microsoft (MSFT) | 1.85% | 0% | 27.38% | 3/12/2025 |
 ASML (ASML) | 1.48% | 0% | 19.33% | 3/27/2025 |
 Salesforce (CRM) | 1.12% | 0% | 28.19% | 12/31/2024 |
 Occidental (OXY) | 1.09% | 0% | 26.58% | 10/2/2023 |
 Adobe (ADBE) | 0.81% | 0% | 25.37% | 12/31/2024 |
 L'Oréal (OR.PA) | 0.73% | 12.63% | 5.91% | - |
 Palantir (PLTR) | 0.54% | 0% | 7.79% | 3/27/2025 |
 LVMH (MC.PA) | 0.37% | 5.83% | 5.91% | - |
 Bank of America (BAC) | 0.3% | 0% | 3.09% | 4/6/2023 |
 Novo-Nordisk (NVO) | 0.27% | 0% | 4.56% | 2/4/2025 |
 Carnival (CCL) | 0.23% | 0% | 1.74% | 4/1/2025 |
 Baidu (BIDU) | 0.22% | 8.75% | 4.43% | - |
 Lockheed Martin (LMT) | 0.14% | 0% | 2.01% | 3/12/2025 |
 Rheinmetall (RHM.DE) | 0.11% | 0% | 2.15% | 3/19/2025 |
 BAE Systems (BA.L) | 0.1% | 0% | 2.15% | 3/19/2025 |
 General Dynamics (GD) | 0.07% | 0% | 2.01% | 3/12/2025 |
 Accenture (ACN) | 0.05% | 0% | 1.48% | 3/3/2025 |
 iShares Gold Trust (IAU) | 0.04% | 0% | 0.67% | 11/4/2024 |
 Disney (DIS) | 0.04% | 0% | 0.81% | 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% |